146 tracked 13F filers disclose a position in AVO as of the latest SEC 13F filings, a combined $348.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $48.0M | 3.5M | ▼−3.7% Reduced · −134K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $41.6M | 3.0M | ▲+12% Added · +335K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $24.0M | 1.7M | →First observed position No prior filed position | Q1 2026 | |
| 4 | Rubric Capital Management LP | $23.8M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $18.1M | 1.3M | ▲+20% Added · +215K sh | Q1 2026 | |
| 6 | Fourth Sail Capital LP | $15.3M | 1.1M | ▲18× Added · +1.0M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $14.8M | 1.1M | ▲+2.7% Added · +29K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $13.9M | 1.0M | ▼−4.2% Reduced · −44K sh | Q1 2026 | |
| 9 | Integrated Advisors Network LLC | $11.2M | 813K | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $10.8M | 782K | →First observed position No prior filed position | Q1 2026 | |
| 11 | Slotnik Capital, LLC | $10.5M | 765K | ▲New +765K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $6.1M | 446K | ▼−13% Reduced · −65K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $6.1M | 444K | ▲+809% Added · +395K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $5.3M | 384K | ▲+4.4% Added · +16K sh | Q1 2026 | |
| 15 | Quantinno Capital Management LP | $5.0M | 362K | ▲+437% Added · +294K sh | Q1 2026 | |
| 16 | LMR Partners LLP | $4.8M | 347K | ▲New +347K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.8M | 346K | ▼−1.6% Reduced · −6K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $3.8M | 279K | →First observed position No prior filed position | Q1 2026 | |
| 19 | MORGAN STANLEY | $3.7M | 267K | ▼−1.3% Reduced · −4K sh | Q1 2026 | |
| 20 | Capula Management Ltd | $3.6M | 258K | ▲New +258K sh | Q1 2026 | |
| 21 | BNP PARIBAS FINANCIAL MARKETS | $3.5M | 256K | ▲+107% Added · +132K sh | Q1 2026 | |
| 22 | Lido Advisors, LLC | $3.2M | 235K | ▼−14% Reduced · −37K sh | Q1 2026 | |
| 23 | UBS Group AG | $3.1M | 222K | ▼−10% Reduced · −26K sh | Q1 2026 | |
| 24 | BALYASNY ASSET MANAGEMENT L.P. | $2.9M | 214K | ▲12× Added · +196K sh | Q1 2026 | |
| 25 | DEAN INVESTMENT ASSOCIATES, LLC | $2.9M | 213K | ▲New +213K sh | 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, 16 funds opened a new position in AVO and 15 added to an existing one, while 17 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 55 funds | $25.2B |
| BROADCOM INCAVGO | 55 funds | $14.2B |
| AMAZON.COM INCAMZN | 54 funds | $19.2B |
| META PLATFORMS INC-CLASS AMETA | 54 funds | $12.4B |
| MICRON TECHNOLOGY INCMU | 54 funds | $5.8B |
| UNITEDHEALTH GROUP INCUNH | 54 funds | $2.6B |
| TESLA INCTSLA | 53 funds | $7.7B |
| ELI LILLY & COLLY | 53 funds | $6.5B |
| COSTCO WHOLESALE CORPCOST | 53 funds | $4.6B |
| ARISTA NETWORKS INCANET | 53 funds | $2.6B |
| APPLE INCAAPL | 52 funds | $30.9B |
| ALPHABET INC-CL AGOOGL | 52 funds | $16.7B |
Ranked by how many of AVO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 9, 2026 | Globalharvest Holdings Venture Ltd | 10% Owner | Buy (P) | 593K | $7.9M |
| Jul 8, 2026 | Globalharvest Holdings Venture Ltd | 10% Owner | Buy (P) | 687K | $9.2M |
| Jul 7, 2026 | Globalharvest Holdings Venture Ltd | 10% Owner | Buy (P) | 492K | $6.6M |
| Jul 6, 2026 | Globalharvest Holdings Venture Ltd | 10% Owner | Buy (P) | 650K | $8.3M |
| Jun 30, 2026 | Pack Jay A | Director | Buy (P) | 40K | $484K |
| Jun 29, 2026 | Giles Bryan E | CHIEF FINANCIAL OFFICER | Sell (S) | 5K | $61K |
| Jun 23, 2026 | Taylor Bruce C. | Director | Buy (P) | 70K | $791K |
| Jun 22, 2026 | Taylor Bruce C. | Director | Buy (P) | 30K | $338K |
| Jun 17, 2026 | Taylor Bruce C. | Director | Buy (P) | 286K | $3.2M |
| Jun 16, 2026 | Taylor Bruce C. | Director | Buy (P) | 14K | $155K |
| Jun 15, 2026 | Pack Jay A | Director | Buy (P) | 111K | $1.3M |
| Jun 15, 2026 | Pack Jay A | Director | Buy (P) | 78K | $883K |
This stock 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/AVO/capital-change-brief"
Use Arkolith's capital_change_brief for AVO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AVO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.