Among active 13F managers last quarter, 3 opened and 3 added, while 4 reduced; the largest holder to move was StoneX Group Inc. (+15%).
19 tracked 13F filers disclose a position in AVNV as of the latest SEC 13F filings, a combined $31.6M 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 | Ridgeline Wealth, LLC | 92K | $7.6M | ▲+9.2% Added · +8K sh | Q2 2026 | |
| 2 | StoneX Group Inc. | 86K | $7.1M | ▲+15% Added · +11K sh | Q2 2026 | |
| 3 | JPMorgan Chase & Co | 65K | $4.9M | ▼−3.9% Reduced · −3K sh | Q1 2026 | |
| 4 | Ruedi Wealth Management, Inc. | 29K | $2.4M | —Held | Q2 2026 | |
| 5 | Waterfront Wealth Inc. | 26K | $2.0M | ▲New +26K sh | Q2 2026 | |
| 6 | Commonwealth Equity Services, LLC | 15K | $1.2M | ▲New +15K sh | Q1 2026 | |
| 7 | Belpointe Asset Management LLC | 14K | $1.1M | ▲New +14K sh | Q1 2026 | |
| 8 | Citadel Advisors LLC | 13K | $1.1M | ▼−76% Reduced · −42K sh | Q2 2026 | |
| 9 | Fortis Capital Advisors, LLC | 11K | $930K | ▼−17% Reduced · −2K sh | Q2 2026 | |
| 10 | Jane Street Group, LLC | 10K | $777K | ▼−46% Reduced · −9K sh | Q1 2026 | |
| 11 | Financial Management Network Inc | 9K | $701K | ▲+55% Added · +3K sh | Q2 2026 | |
| 12 | Cushing Capital Partners, LLC | 5K | $384K | —Held | Q2 2026 | |
| 13 | BIP Wealth, LLC | 4K | $348K | ▲New +4K sh | Q2 2026 | |
| 14 | Breakwater Capital Group | 4K | $330K | ▼−0.6% Reduced · −25 sh | Q2 2026 | |
| 15 | J. M. Brown & Associates Inc. | 3K | $254K | ▲New +3K sh | Q2 2026 | |
| 16 | McCartney Wealth Management LLC | 3K | $230K | —Held | Q2 2026 | |
| 17 | Capasso Planning Partners LLC | 3K | $214K | ▲New +3K sh | Q2 2026 | |
| 18 | Farther Finance Advisors, LLC | 1K | $96K | ▼−8.2% Reduced · −108 sh | Q1 2026 | |
| 19 | RHL Group, LLC | 919 | $76K | ▲+7.3% Added · +63 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, 3 funds opened a new position in AVNV and 3 added to an existing one, while 4 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 |
|---|---|---|
| Nvidia CorpNVDA | 11 funds | $2.8B |
| Apple IncAAPL | 11 funds | $2.6B |
| Microsoft CorpMSFT | 11 funds | $1.6B |
| Alphabet Inc-CL AGOOGL | 11 funds | $1.2B |
| Broadcom IncAVGO | 11 funds | $1.2B |
| JPMorgan Chase & CoJPM | 11 funds | $805.1M |
| Vanguard S&P 500 ETFVOO | 11 funds | $528.9M |
| Avantis US Small Cap ValueAVUV | 11 funds | $106.4M |
| Amazon.com IncAMZN | 10 funds | $2.8B |
| Eli Lilly & CoLLY | 10 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 10 funds | $1.0B |
| Abbvie IncABBV | 10 funds | $847.4M |
Ranked by how many of AVNV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AVNV.
No filings captured for this ticker in the live stream yet.
Connected entities for AVNV
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/AVNV/capital-change-brief"
Use Arkolith's capital_change_brief for AVNV. 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 AVNV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.