516 tracked 13F filers disclose a position in AVLV as of the latest SEC 13F filings, a combined $10.3B 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 | PNC FINANCIAL SERVICES GROUP, INC. | $1.1B | 13.2M | ▼−3.9% Reduced · −531K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $817.3M | 10.1M | ▼−6.8% Reduced · −737K sh | Q1 2026 | |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $843.1M | 9.2M | ▲+20% Added · +1.5M sh | Q2 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $311.7M | 3.9M | ▼−1.9% Reduced · −74K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $249.6M | 3.1M | ▲+19% Added · +488K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $230.6M | 2.9M | ▲+19% Added · +459K sh | Q1 2026 | |
| 7 | Cerity Partners LLC | $228.1M | 2.8M | ▲+13% Added · +318K sh | Q1 2026 | |
| 8 | Focus Partners Wealth | $202.3M | 2.5M | ▲+13% Added · +295K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $193.6M | 2.4M | ▲+18% Added · +365K sh | Q1 2026 | |
| 10 | Falcon Wealth Planning | $189.5M | 2.1M | ▲+5.4% Added · +107K sh | Q2 2026 | |
| 11 | Petersen Hastings Wealth Advisors Inc. | $177.5M | 1.9M | ▼−2.8% Reduced · −56K sh | Q2 2026 | |
| 12 | Waverly Advisors, LLC | $134.3M | 1.7M | ▲+8.5% Added · +131K sh | Q1 2026 | |
| 13 | Savant Capital, LLC | $134.8M | 1.5M | ▼−2.3% Reduced · −35K sh | Q2 2026 | |
| 14 | Pure Financial Advisors, LLC | $126.1M | 1.4M | ▼−4.5% Reduced · −65K sh | Q2 2026 | |
| 15 | Moisand Fitzgerald Tamayo, LLC | $123.7M | 1.4M | ▼−0.1% Reduced · −2K sh | Q2 2026 | |
| 16 | Beaird Harris Wealth Management, LLC | $121.1M | 1.3M | ▼−1.1% Reduced · −15K sh | Q2 2026 | |
| 17 | Alesco Advisors, LLC, An ESL Co | $104.1M | 1.3M | ▼−2.5% Reduced · −34K sh | Q1 2026 | |
| 18 | FIFTH THIRD BANCORP | $102.6M | 1.3M | ▲13× Added · +1.2M sh | Q1 2026 | |
| 19 | Apollon Wealth Management, LLC | $102.3M | 1.3M | ▼−3.9% Reduced · −52K sh | Q1 2026 | |
| 20 | FMR LLC | $101.8M | 1.3M | ▲+32% Added · +304K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $98.6M | 1.2M | ▲+5.5% Added · +64K sh | Q1 2026 | |
| 22 | Bridgewater Advisors Inc. | $112.5M | 1.2M | ▲+1.6% Added · +19K sh | Q2 2026 | |
| 23 | HUB Investment Partners, LLC | $110.0M | 1.2M | ▲+6.7% Added · +75K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | $96.7M | 1.2M | ▼−3.4% Reduced · −42K sh | Q1 2026 | |
| 25 | Cannon Financial Strategists, Inc. | $103.1M | 1.1M | ▲~0% Added · +228 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, 5 funds opened a new position in AVLV and 26 added to an existing one, while 9 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 | 275 funds | $62.9B |
| MICROSOFT CORPMSFT | 270 funds | $48.5B |
| AMAZON.COM INCAMZN | 265 funds | $33.6B |
| NVIDIA CORPNVDA | 264 funds | $73.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 261 funds | $10.2B |
| ALPHABET INC-CL AGOOGL | 259 funds | $30.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 256 funds | $10.6B |
| ISHARES CORE S&P 500 ETFIVV | 255 funds | $16.1B |
| ALPHABET INC-CL CGOOG | 254 funds | $21.3B |
| VANGUARD S&P 500 ETFVOO | 252 funds | $13.7B |
| JPMORGAN CHASE & COJPM | 249 funds | $13.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 247 funds | $9.8B |
Ranked by how many of AVLV'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 AVLV
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/AVLV/capital-change-brief"
Use Arkolith's capital_change_brief for AVLV. 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 AVLV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.