Among active 13F managers last quarter, 2 opened and 12 added, while 3 reduced; the largest holder to move was Merit Financial Group, LLC (+6.4%).
51 tracked 13F filers disclose a position in AVNM as of the latest SEC 13F filings, a combined $519.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Merit Financial Group, LLC | 2.2M | $177.6M | ▲+6.4% Added · +129K sh | Q2 2026 | |
| 2 | Commonwealth Equity Services, LLC | 771K | $58.8M | ▲+20% Added · +127K sh | Q1 2026 | |
| 3 | Geometric Wealth Advisors | 737K | $60.7M | ▲+3.3% Added · +23K sh | Q2 2026 | |
| 4 | BWM Planning, LLC | 407K | $33.5M | ▲+7.3% Added · +28K sh | Q2 2026 | |
| 5 | Wealth Management Partners, LLC | 384K | $31.6M | ▲+0.8% Added · +3K sh | Q2 2026 | |
| 6 | Duncan Williams Asset Management, LLC | 361K | $29.8M | ▲+15% Added · +47K sh | Q2 2026 | |
| 7 | Truist Financial Corp | 216K | $16.4M | ▲+5.5% Added · +11K sh | Q1 2026 | |
| 8 | Acumen Wealth Advisors, LLC | 197K | $16.2M | ▲10× Added · +177K sh | Q2 2026 | |
| 9 | LPL Financial LLC | 197K | $15.0M | ▲46× Added · +192K sh | Q1 2026 | |
| 10 | Envestnet Asset Management Inc | 190K | $14.4M | ▼−0.5% Reduced · −977 sh | Q1 2026 | |
| 11 | Howard Bailey Securities, LLC | 154K | $12.7M | ▲+3.6% Added · +5K sh | Q2 2026 | |
| 12 | Cerity Partners LLC | 145K | $11.1M | ▲New +145K sh | Q1 2026 | |
| 13 | Osaic Holdings, Inc. | 68K | $5.2M | ▲+58% Added · +25K sh | Q1 2026 | |
| 14 | TrustWell Financial Advisors, LLC | 67K | $5.5M | ▲New +67K sh | Q2 2026 | |
| 15 | B&D White Capital Company, LLC | 52K | $4.3M | ▼−6.7% Reduced · −4K sh | Q2 2026 | |
| 16 | Ausdal Financial Partners, Inc. | 47K | $3.9M | ▼−1.0% Reduced · −472 sh | Q2 2026 | |
| 17 | Kestra Private Wealth Services, LLC | 33K | $2.7M | ▼−5.9% Reduced · −2K sh | Q2 2026 | |
| 18 | Equitable Holdings, Inc. | 26K | $2.1M | ▲+131% Added · +14K sh | Q2 2026 | |
| 19 | Waterfront Wealth Inc. | 25K | $2.0M | ▲New +25K sh | Q2 2026 | |
| 20 | AQR Capital Management LLC | 21K | $1.6M | ▲New +21K sh | Q1 2026 | |
| 21 | Farther Finance Advisors, LLC | 20K | $1.6M | ▲+14% Added · +3K sh | Q1 2026 | |
| 22 | Altus Wealth Group LLC | 20K | $1.7M | ▼−34% Reduced · −11K sh | Q2 2026 | |
| 23 | Oak Wealth Advisors LLC | 19K | $1.6M | ▲+8.3% Added · +1K sh | Q2 2026 | |
| 24 | Jane Street Group, LLC | 19K | $1.4M | ▲New +19K sh | Q1 2026 | |
| 25 | Strathmore Capital Advisors, Inc. | 16K | $1.4M | ▼−0.7% Reduced · −120 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, 2 funds opened a new position in AVNM and 12 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 21 funds | $6.5B |
| Microsoft CorpMSFT | 21 funds | $5.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 21 funds | $1.7B |
| Nvidia CorpNVDA | 20 funds | $9.9B |
| Ishares Core S&P 500 ETFIVV | 20 funds | $4.6B |
| Amazon.com IncAMZN | 20 funds | $4.3B |
| Alphabet Inc-CL AGOOGL | 20 funds | $3.0B |
| Meta Platforms Inc-Class AMETA | 20 funds | $2.4B |
| Vanguard S&P 500 ETFVOO | 20 funds | $1.7B |
| Broadcom IncAVGO | 19 funds | $3.3B |
| Alphabet Inc-CL CGOOG | 19 funds | $2.6B |
| JPMorgan Chase & CoJPM | 19 funds | $1.5B |
Ranked by how many of AVNM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AVNM.
No filings captured for this ticker in the live stream yet.
Connected entities for AVNM
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/AVNM/capital-change-brief"
Use Arkolith's capital_change_brief for AVNM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for AVNM. Filings are public domain, sourced to SEC EDGAR.