12 tracked 13F filers disclose a position in AVMA as of the latest SEC 13F filings, a combined $7.0M 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 | LPL Financial LLC | $2.4M | 36K | ▼−6.1% Reduced · −2K sh | Q1 2026 | |
| 2 | Vawter Financial, Ltd. | $1.0M | 15K | ▲+4.5% Added · +657 sh | Q1 2026 | |
| 3 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.1M | 15K | ▲+129% Added · +8K sh | Q1 2026 | |
| 4 | Versant Capital Management, Inc | $801K | 11K | ▼−23% Reduced · −3K sh | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $686K | 10K | ▼−10% Reduced · −1K sh | Q1 2026 | |
| 6 | Plancorp, LLC | $261K | 4K | —Held | Q1 2026 | |
| 7 | marrick wealth, LLC | $249K | 3K | ▲New +3K sh | Q2 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $228K | 3K | ▲+3.9% Added · +127 sh | Q1 2026 | |
| 9 | Advisory Services Network, LLC | $141K | 2K | ▲New +2K sh | Q1 2026 | |
| 10 | Robinswood Financial LLC | $79K | 1K | ▲+170% Added · +685 sh | Q2 2026 | |
| 11 | Farther Finance Advisors, LLC | $41K | 600 | —Held | Q1 2026 | |
| 12 | EverSource Wealth Advisors, LLC | $20K | 304 | ▲+25% Added · +60 sh | Q1 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, 1 fund opened a new position in AVMA and 2 added to an existing one, while 1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $37.3B |
| NVIDIA CORPNVDA | 11 funds | $30.1B |
| APPLE INCAAPL | 11 funds | $28.4B |
| MICROSOFT CORPMSFT | 11 funds | $25.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $25.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $17.6B |
| AMAZON.COM INCAMZN | 11 funds | $16.5B |
| VANGUARD S&P 500 ETFVOO | 11 funds | $16.1B |
| ISHARES CORE MSCI EAFE ETFIEFA | 11 funds | $15.7B |
| ALPHABET INC-CL AGOOGL | 11 funds | $14.7B |
| BROADCOM INCAVGO | 11 funds | $14.5B |
| ISHARES CORE MSCI EMERGINGIEMG | 11 funds | $13.2B |
Ranked by how many of AVMA's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/AVMA/capital-change-brief"
Use Arkolith's capital_change_brief for AVMA. 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 AVMA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.