Among active 13F managers last quarter, 19 opened and 20 added, while 15 reduced; the largest holder to move was Rubric Capital Management LP (+246%). Over the last 180 days, 3 insiders bought and 1 insider sold, a net +$44.7M in open-market trades.
Funds lean in and no leg opposes.
158 tracked 13F filers disclose a position in AVO as of the latest SEC 13F filings, a combined $453.6M 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 | Rubric Capital Management LP | 6.0M | $70.5M | ▲+246% Added · +4.3M sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 4.8M | $56.3M | ▲+37% Added · +1.3M sh | Q2 2026 | |
| 3 | Fourth Sail Capital LP | 4.0M | $46.9M | ▲+258% Added · +2.9M sh | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 3.0M | $41.6M | ▲+12% Added · +335K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 2.4M | $28.3M | ▲+38% Added · +656K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 1.5M | $17.9M | ▲+41% Added · +442K sh | Q2 2026 | |
| 7 | State Street Corp | 1.4M | $16.8M | ▲+41% Added · +416K sh | Q2 2026 | |
| 8 | American Century Companies Inc | 1.3M | $18.1M | ▲+20% Added · +215K sh | Q1 2026 | |
| 9 | Vanguard Portfolio Management LLC | 1.0M | $12.0M | ▲+31% Added · +240K sh | Q2 2026 | |
| 10 | Integrated Advisors Network LLC | 813K | $9.6M | ▲~0% Added · +60 sh | Q2 2026 | |
| 11 | Nuance Investments, LLC | 501K | $5.9M | ▲+66% Added · +200K sh | Q2 2026 | |
| 12 | Goldman Sachs Group Inc | 446K | $6.1M | ▼−13% Reduced · −65K sh | Q1 2026 | |
| 13 | Bank Of America Corp | 444K | $6.1M | ▲+809% Added · +395K sh | Q1 2026 | |
| 14 | Slotnik Capital, LLC | 420K | $5.0M | ▼−45% Reduced · −345K sh | Q2 2026 | |
| 15 | Citadel Advisors LLC | 397K | $4.7M | ▲+547% Added · +336K sh | Q2 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 387K | $4.6M | ▲+38% Added · +107K sh | Q2 2026 | |
| 17 | Northern Trust Corp | 384K | $5.3M | ▲+4.4% Added · +16K sh | Q1 2026 | |
| 18 | Quantinno Capital Management LP | 362K | $5.0M | ▲+437% Added · +294K sh | Q1 2026 | |
| 19 | Charles Schwab Investment Management Inc | 346K | $4.8M | ▼−1.6% Reduced · −6K sh | Q1 2026 | |
| 20 | Heartland Advisors Inc | 329K | $3.9M | ▲New +329K sh | Q2 2026 | |
| 21 | National Philanthropic Trust | 318K | $3.8M | ▲New +318K sh | Q2 2026 | |
| 22 | Hotchkis & Wiley Capital Management LLC | 311K | $3.7M | ▲New +311K sh | Q2 2026 | |
| 23 | Alberta Investment Management Corp | 276K | $3.2M | ▲New +276K sh | Q2 2026 | |
| 24 | Morgan Stanley | 267K | $3.7M | ▼−1.3% Reduced · −4K sh | Q1 2026 | |
| 25 | BNP Paribas Financial Markets | 256K | $3.5M | ▲+107% Added · +132K 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, 19 funds opened a new position in AVO and 20 added to an existing one, while 15 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 |
|---|---|---|
| Microsoft CorpMSFT | 78 funds | $157.7B |
| Nvidia CorpNVDA | 76 funds | $257.0B |
| Apple IncAAPL | 76 funds | $181.0B |
| Amazon.com IncAMZN | 76 funds | $122.1B |
| Alphabet Inc-CL AGOOGL | 76 funds | $105.0B |
| Tesla IncTSLA | 74 funds | $48.3B |
| JPMorgan Chase & CoJPM | 73 funds | $37.6B |
| Meta Platforms Inc-Class AMETA | 72 funds | $70.5B |
| Visa Inc-Class A SharesV | 72 funds | $37.0B |
| Broadcom IncAVGO | 71 funds | $104.2B |
| Eli Lilly & CoLLY | 71 funds | $54.5B |
| Lam Research CorpLRCX | 71 funds | $28.0B |
Ranked by how many of AVO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AVO.
| 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) 2 lots, same day | 189K | $2.1M |
| Jun 15, 2026 | Taylor Bruce C. | Director | Buy (P) | 300K | $3.4M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 43 | 30 | – |
Insiders Form 4 open-market | 3 | 1 | +$44.7M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AVO
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.