54 tracked 13F filers disclose a position in AVMV as of the latest SEC 13F filings, a combined $299.7M 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 | ENZI WEALTH | $57.7M | 716K | ▲+5.7% Added · +39K sh | Q2 2026 | |
| 2 | ECLECTIC ASSOCIATES INC /ADV | $39.2M | 486K | ▲+19% Added · +78K sh | Q2 2026 | |
| 3 | Moisand Fitzgerald Tamayo, LLC | $36.5M | 453K | ▲+2.0% Added · +9K sh | Q2 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $32.6M | 440K | ▲+24% Added · +85K sh | Q1 2026 | |
| 5 | Falcon Wealth Planning | $26.3M | 327K | ▲+2.7% Added · +9K sh | Q2 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.1M | 231K | ▲+4.0% Added · +9K sh | Q1 2026 | |
| 7 | Prosperity Planning, Inc. | $12.7M | 157K | ▲+7.8% Added · +11K sh | Q2 2026 | |
| 8 | COMMERCE BANK | $9.2M | 124K | ▲New +124K sh | Q1 2026 | |
| 9 | IHT Wealth Management, LLC | $8.8M | 119K | ▲New +119K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $8.8M | 119K | ▲+25% Added · +23K sh | Q1 2026 | |
| 11 | Quadcap Wealth Management, LLC | $7.3M | 99K | ▲+5.3% Added · +5K sh | Q1 2026 | |
| 12 | Team Financial Group, LLC | $7.8M | 96K | ▲+5.2% Added · +5K sh | Q2 2026 | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | $5.3M | 72K | ▲+61% Added · +27K sh | Q1 2026 | |
| 14 | Corient Private Wealth LLC | $4.6M | 61K | ▲+99% Added · +31K sh | Q1 2026 | |
| 15 | Farther Finance Advisors, LLC | $4.1M | 55K | ▲+1.6% Added · +876 sh | Q1 2026 | |
| 16 | Premier Path Wealth Partners, LLC | $3.0M | 37K | ▲+17% Added · +5K sh | Q2 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 31K | ▲+130% Added · +18K sh | Q1 2026 | |
| 18 | Chicago Partners Investment Group LLC | $2.3M | 29K | ▲+9.0% Added · +2K sh | Q1 2026 | |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 17K | ▲+42% Added · +5K sh | Q1 2026 | |
| 20 | WORLD EQUITY GROUP, INC. | $1.4M | 17K | ▲+43% Added · +5K sh | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $1.2M | 16K | ▼−15% Reduced · −3K sh | Q1 2026 | |
| 22 | Herold Advisors, Inc. | $1.1M | 15K | ▲+15% Added · +2K sh | Q1 2026 | |
| 23 | Legacy Capital Wealth Partners, LLC | $889K | 12K | ▼−0.4% Reduced · −48 sh | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | $868K | 12K | ▲+24% Added · +2K sh | Q1 2026 | |
| 25 | Wedmont Private Capital | $701K | 9K | —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.
Last quarter, 1 fund opened a new position in AVMV and 16 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 |
|---|---|---|
| APPLE INCAAPL | 18 funds | $6.2B |
| NVIDIA CORPNVDA | 18 funds | $4.8B |
| ISHARES CORE S&P 500 ETFIVV | 18 funds | $3.9B |
| MICROSOFT CORPMSFT | 18 funds | $3.8B |
| VANGUARD S&P 500 ETFVOO | 18 funds | $3.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $3.1B |
| AMAZON.COM INCAMZN | 18 funds | $2.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 18 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 18 funds | $2.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 18 funds | $2.1B |
| BROADCOM INCAVGO | 18 funds | $1.8B |
| VANGUARD TOTAL BOND MARKETBND | 18 funds | $1.7B |
Ranked by how many of AVMV'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/AVMV/capital-change-brief"
Use Arkolith's capital_change_brief for AVMV. 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 AVMV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.