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/AVRE/capital-change-brief"
Use Arkolith's capital_change_brief for AVRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Empowered Funds, LLC | $54.5M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 2 | Sequoia Financial Advisors, LLC | $43.5M | 988K | ▲+169% Added · +621K sh | Q1 2026 | |
| 3 | AMERICAN CENTURY COMPANIES INC | $26.8M | 608K | ▲+29% Added · +138K sh | Q1 2026 | |
| 4 | NICOLET BANKSHARES INC | $26.4M | 598K | ▲+214% Added · +407K sh | Q1 2026 | |
| 5 | Quantum Financial Advisors, LLC | $21.6M | 455K | ▲+7.3% Added · +31K sh | Q2 2026 | |
| 6 | ShankerValleau Wealth Advisors, Inc. | $18.2M | 384K | ▲+2.8% Added · +11K sh | Q2 2026 | |
| 7 | Capstone Financial Advisors, Inc. | $13.9M | 317K | ▼−0.3% Reduced · −902 sh | Q1 2026 | |
| 8 | LPL Financial LLC | $13.3M | 301K | ▲+17% Added · +44K sh | Q1 2026 | |
| 9 | LexAurum Advisors, LLC | $13.5M | 285K | ▼−0.4% Reduced · −1K sh | Q2 2026 | |
| 10 | Physician Wealth Solutions Inc. | $13.4M | 284K | ▼−1.9% Reduced · −5K sh | Q2 2026 | |
| 11 | Focus Partners Wealth | $12.3M | 280K | ▼~0% Reduced · −2 sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $11.0M | 249K | ▲+8.0% Added · +19K sh | Q1 2026 | |
| 13 | Level Financial Advisors | $8.2M | 173K | ▼~0% Reduced · −83 sh | Q2 2026 | |
| 14 | Corient Private Wealth LLC | $7.5M | 170K | ▲+0.2% Added · +401 sh | Q1 2026 | |
| 15 | LAM GROUP, INC. | $6.4M | 135K | ▲+2.0% Added · +3K sh | Q2 2026 | |
| 16 | Strategic Blueprint, LLC | $5.8M | 132K | ▼−3.4% Reduced · −5K sh | Q1 2026 | |
| 17 | COLLECTIVE FAMILY OFFICE LLC | $6.0M | 126K | ▲+5.9% Added · +7K sh | Q2 2026 | |
| 18 | Chicago Partners Investment Group LLC | $4.7M | 101K | ▲+7.0% Added · +7K sh | Q1 2026 | |
| 19 | OneDigital Investment Advisors LLC | $3.9M | 88K | ▲+3.7% Added · +3K sh | Q1 2026 | |
| 20 | Wealthcare Advisory Partners LLC | $4.0M | 84K | ▲+7.3% Added · +6K sh | Q2 2026 | |
| 21 | Focus Partners Advisor Solutions, LLC | $3.7M | 83K | ▲+125% Added · +46K sh | Q1 2026 | |
| 22 | CWM, LLC | $3.7M | 83K | ▼−36% Reduced · −46K sh | Q1 2026 | |
| 23 | Beaird Harris Wealth Management, LLC | $3.2M | 68K | ▼−1.5% Reduced · −1K sh | Q2 2026 | |
| 24 | Cerity Partners LLC | $2.8M | 64K | ▲New +64K sh | Q1 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $2.8M | 63K | ▼−11% Reduced · −8K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 28 funds | $6.1B |
| NVIDIA CORPNVDA | 28 funds | $4.9B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 28 funds | $4.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 28 funds | $4.3B |
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $4.0B |
| MICROSOFT CORPMSFT | 28 funds | $3.6B |
| VANGUARD S&P 500 ETFVOO | 28 funds | $3.0B |
| AMAZON.COM INCAMZN | 28 funds | $2.7B |
| VANGUARD GROWTH ETFVUG | 28 funds | $2.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 28 funds | $2.1B |
| VANGUARD FTSE DEVELOPED ETFVEA | 28 funds | $1.9B |
Ranked by how many of AVRE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AVRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.