102 tracked 13F filers disclose a position in AVLC as of the latest SEC 13F filings, a combined $1.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Oak Root LLC | $180.7M | 2.0M | ▼−15% Reduced · −343K sh | Q2 2026 | |
| 2 | Hills Bank & Trust Co | $101.3M | 1.1M | ▼−5.3% Reduced · −63K sh | Q2 2026 | |
| 3 | Beaird Harris Wealth Management, LLC | $75.7M | 842K | ▲+13% Added · +97K sh | Q2 2026 | |
| 4 | Pacific Life Fund Advisors LLC | $66.5M | 740K | ▼−7.6% Reduced · −61K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $48.8M | 629K | ▲+9.3% Added · +54K sh | Q1 2026 | |
| 6 | Cypress Point Wealth Management, LLC | $43.4M | 483K | ▼−2.9% Reduced · −15K sh | Q2 2026 | |
| 7 | Ridgeline Wealth, LLC | $40.5M | 451K | ▲+0.2% Added · +1K sh | Q2 2026 | |
| 8 | LPL Financial LLC | $34.6M | 446K | ▲+6.8% Added · +28K sh | Q1 2026 | |
| 9 | GRIMES & Co WEALTH MANAGEMENT, LLC | $34.4M | 444K | ▲+14% Added · +53K sh | Q1 2026 | |
| 10 | Global Strategic Investment Solutions, LLC | $37.3M | 415K | ▲+89% Added · +196K sh | Q2 2026 | |
| 11 | Well Done, LLC | $32.7M | 364K | ▲+7.1% Added · +24K sh | Q2 2026 | |
| 12 | JPMORGAN CHASE & CO | $27.3M | 362K | ▲+5.0% Added · +17K sh | Q1 2026 | |
| 13 | Networth Advisors, LLC | $23.3M | 259K | ▲+6.9% Added · +17K sh | Q2 2026 | |
| 14 | Allworth Financial LP | $19.6M | 253K | ▲+46% Added · +79K sh | Q1 2026 | |
| 15 | Vestmark Advisory Solutions, Inc. | $21.9M | 244K | ▲13× Added · +224K sh | Q2 2026 | |
| 16 | FAS Wealth Partners, Inc. | $20.6M | 229K | ▲+2.1% Added · +5K sh | Q2 2026 | |
| 17 | OneDigital Investment Advisors LLC | $17.5M | 226K | ▲+0.2% Added · +404 sh | Q1 2026 | |
| 18 | UPTICK PARTNERS, LLC | $19.5M | 217K | ▲+138% Added · +126K sh | Q2 2026 | |
| 19 | Financial Insights, Inc. | $18.6M | 206K | ▲New +206K sh | Q3 2026 | |
| 20 | Cresset Asset Management, LLC | $15.7M | 174K | ▲+24% Added · +34K sh | Q2 2026 | |
| 21 | Buttonwood Financial Group, LLC | $15.3M | 170K | ▼−3.6% Reduced · −6K sh | Q2 2026 | |
| 22 | Prosperity Planning, Inc. | $13.6M | 151K | ▲+5.3% Added · +8K sh | Q2 2026 | |
| 23 | AE Wealth Management LLC | $11.7M | 151K | ▲+7.5% Added · +11K sh | Q1 2026 | |
| 24 | ARCADIA INVESTMENT ADVISORS LLC | $13.1M | 146K | ▲+2.3% Added · +3K sh | Q2 2026 | |
| 25 | Strategic Blueprint, LLC | $13.1M | 145K | ▲+2.2% Added · +3K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 12 funds opened a new position in AVLC and 30 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 49 funds | $4.8B |
| ISHARES CORE S&P 500 ETFIVV | 48 funds | $4.9B |
| AMAZON.COM INCAMZN | 48 funds | $3.0B |
| MICROSOFT CORPMSFT | 48 funds | $2.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 48 funds | $1.3B |
| NVIDIA CORPNVDA | 46 funds | $5.9B |
| VANGUARD S&P 500 ETFVOO | 46 funds | $2.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 46 funds | $1.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 45 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 44 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 44 funds | $1.4B |
| AVANTIS US SMALL CAP VALUEAVUV | 44 funds | $683.2M |
Ranked by how many of AVLC's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for AVLC
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AVLC/capital-change-brief"
Use Arkolith's capital_change_brief for AVLC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AVLC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.