| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $38.7M | 846K | ▲+5.2% Added · +42K sh | Q1 2026 | |
| 2 | Beaird Harris Wealth Management, LLC | $7.9M | 170K | ▼−7.6% Reduced · −14K sh | Q2 2026 | |
| 3 | Plancorp, LLC | $6.7M | 145K | —Held | Q1 2026 | |
| 4 | SAX WEALTH ADVISORS, LLC | $6.2M | 135K | ▲+21% Added · +23K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 81K | ▲+0.2% Added · +142 sh | Q1 2026 | |
| 6 | Savant Capital, LLC | $3.3M | 71K | ▲+1.4% Added · +987 sh | Q1 2026 | |
| 7 | LPL Financial LLC | $3.2M | 69K | ▲+1.4% Added · +980 sh | Q1 2026 | |
| 8 | Visionary Wealth Advisors | $2.4M | 52K | ▲+5.9% Added · +3K sh | Q1 2026 | |
| 9 | Financial Engines Advisors L.L.C. | $2.1M | 45K | ▼−18% Reduced · −10K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $1.0M | 23K | ▲+61% Added · +9K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $941K | 21K | ▼−2.9% Reduced · −608 sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $721K | 16K | ▲New +16K sh | Q1 2026 | |
| 13 | Crews Bank & Trust | $623K | 13K | —Held | Q2 2026 | |
| 14 | OLD MISSION CAPITAL LLC | $571K | 12K | ▼−49% Reduced · −12K sh | Q1 2026 | |
| 15 | Mutual Advisors, LLC | $442K | 10K | —Held | Q1 2026 | |
| 16 | Argent Trust Co | $321K | 7K | ▲+7.7% Added · +500 sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $298K | 7K | ▲+16% Added · +889 sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $261K | 6K | ▼−16% Reduced · −1K sh | Q1 2026 | |
| 19 | FAS Wealth Partners, Inc. | $206K | 4K | ▲+0.6% Added · +27 sh | Q1 2026 | |
| 20 | Dogwood Wealth Management LLC | $93K | 2K | ▼−33% Reduced · −967 sh | Q2 2026 | |
| 21 | Farther Finance Advisors, LLC | $20K | 435 | ▲New +435 sh | Q1 2026 | |
| 22 | Kings Path Partners LLC | $20K | 434 | ▲New +434 sh | Q2 2026 | |
| 23 | Allworth Financial LP | $10K | 209 | ▲New +209 sh | Q1 2026 | |
| 24 | McIlrath & Eck, LLC | $8K | 165 | —Held | Q1 2026 | |
| 25 | MORGAN STANLEY | $5K | 108 | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $8.4B |
| NVIDIA CORPNVDA | 12 funds | $5.4B |
| SS SPDR P S&P 500 VALUE ETFSPYV | 12 funds | $4.9B |
| APPLE INCAAPL | 12 funds | $4.4B |
| SCHWAB INTL EQUITY ETFSCHF | 12 funds | $4.1B |
| AMAZON.COM INCAMZN | 12 funds | $3.8B |
| MICROSOFT CORPMSFT | 12 funds | $3.7B |
| ALPHABET INC-CL AGOOGL | 12 funds | $2.6B |
| ISHARES CORE U.S. AGGREGATEAGG | 12 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 12 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $2.0B |
Ranked by how many of AVMU'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/AVMU/capital-change-brief"
Use Arkolith's capital_change_brief for AVMU. 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 AVMU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.