71 tracked 13F filers disclose a position in AVMC as of the latest SEC 13F filings, a combined $315.1M 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 | McIlrath & Eck, LLC | $55.1M | 763K | ▲+2.5% Added · +19K sh | Q1 2026 | |
| 2 | Elwood & Goetz Wealth Advisory Group, LLC | $35.4M | 441K | ▲+5.1% Added · +21K sh | Q3 2026 | |
| 3 | Berger Financial Group, Inc | $21.6M | 270K | ▲+10% Added · +25K sh | Q2 2026 | |
| 4 | Tarbox Family Office, Inc. | $19.3M | 240K | ▲+49% Added · +79K sh | Q2 2026 | |
| 5 | Wealth Management Partners, LLC | $17.5M | 218K | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 6 | Networth Advisors, LLC | $15.2M | 189K | ▲+6.2% Added · +11K sh | Q2 2026 | |
| 7 | CGN Advisors LLC | $14.5M | 181K | ▲+9.3% Added · +15K sh | Q2 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $11.5M | 160K | ▲+13% Added · +18K sh | Q1 2026 | |
| 9 | Envision Financial Planning, LLC | $10.2M | 141K | ▲+2.5% Added · +4K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $8.8M | 122K | ▲+25% Added · +25K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $8.7M | 120K | ▲+192% Added · +79K sh | Q1 2026 | |
| 12 | AE Wealth Management LLC | $8.2M | 113K | ▲+13% Added · +13K sh | Q1 2026 | |
| 13 | Tiller Private Wealth, Inc. | $9.0M | 112K | ▲+5.8% Added · +6K sh | Q2 2026 | |
| 14 | Bleakley Financial Group, LLC | $8.1M | 101K | ▲+339% Added · +78K sh | Q2 2026 | |
| 15 | Mendota Financial Group, LLC | $7.1M | 89K | ▲+30% Added · +20K sh | Q2 2026 | |
| 16 | Chicago Partners Investment Group LLC | $5.4M | 68K | ▲+1.2% Added · +842 sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | $4.1M | 52K | ▼−1.0% Reduced · −501 sh | Q2 2026 | |
| 18 | &PARTNERS | $4.0M | 50K | ▲+3.7% Added · +2K sh | Q2 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $3.5M | 48K | ▲New +48K sh | Q1 2026 | |
| 20 | LexAurum Advisors, LLC | $3.8M | 48K | ▲+10% Added · +5K sh | Q2 2026 | |
| 21 | COMMERCE BANK | $3.4M | 42K | ▲+141% Added · +25K sh | Q2 2026 | |
| 22 | CFS Investment Advisory Services, LLC | $3.1M | 39K | ▲+2.8% Added · +1K sh | Q2 2026 | |
| 23 | HB Wealth Management, LLC | $2.6M | 33K | ▼−4.0% Reduced · −1K sh | Q2 2026 | |
| 24 | Balance Wealth Partners LLC | $2.6M | 32K | ▲+65% Added · +13K sh | Q2 2026 | |
| 25 | Quad-Cities Investment Group, LLC | $2.3M | 28K | ▲+16% Added · +4K 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, 8 funds opened a new position in AVMC and 25 added to an existing one, while 2 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 | 38 funds | $2.9B |
| APPLE INCAAPL | 37 funds | $12.5B |
| MICROSOFT CORPMSFT | 37 funds | $10.9B |
| AMAZON.COM INCAMZN | 37 funds | $8.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 36 funds | $1.8B |
| NVIDIA CORPNVDA | 35 funds | $17.9B |
| BROADCOM INCAVGO | 35 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 35 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 34 funds | $7.4B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $4.4B |
| ALPHABET INC-CL CGOOG | 33 funds | $4.9B |
| TESLA INCTSLA | 33 funds | $3.7B |
Ranked by how many of AVMC's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for AVMC
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/AVMC/capital-change-brief"
Use Arkolith's capital_change_brief for AVMC. 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 AVMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.