20 tracked 13F filers disclose a position in AVTM as of the latest SEC 13F filings, a combined $380.0M 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 | Cresset Asset Management, LLC | $85.1M | 1.6M | —Held | Q2 2026 | |
| 2 | Torren Management, LLC | $67.5M | 1.2M | —Held | Q2 2026 | |
| 3 | Fortitude Family Office, LLC | $38.7M | 710K | —Held | Q2 2026 | |
| 4 | Global Strategic Investment Solutions, LLC | $27.3M | 501K | ▼~0% Reduced · −15 sh | Q2 2026 | |
| 5 | SHEETS SMITH WEALTH MANAGEMENT | $26.4M | 485K | ▲New +485K sh | Q2 2026 | |
| 6 | Tarbox Family Office, Inc. | $21.5M | 396K | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 7 | Relyea Zuckerberg Hanson LLC | $20.2M | 371K | —Held | Q2 2026 | |
| 8 | Sanctuary Advisors, LLC | $15.4M | 282K | —Held | Q2 2026 | |
| 9 | SJS Investment Consulting Inc. | $11.2M | 205K | —Held | Q2 2026 | |
| 10 | Mason Investment Advisory Services, Inc. | $9.6M | 205K | ▲New +205K sh | Q1 2026 | |
| 11 | Bridgewater Advisors Inc. | $10.5M | 193K | —Held | Q2 2026 | |
| 12 | ANDERSON HOAGLAND & CO | $8.9M | 163K | —Held | Q2 2026 | |
| 13 | Ridgeline Wealth, LLC | $7.0M | 128K | ▲New +128K sh | Q2 2026 | |
| 14 | Tortoise Investment Management, LLC | $6.7M | 123K | ▼−1.9% Reduced · −2K sh | Q2 2026 | |
| 15 | HighTower Advisors, LLC | $5.6M | 119K | ▲New +119K sh | Q1 2026 | |
| 16 | RVW Wealth, LLC | $6.1M | 111K | —Held | Q2 2026 | |
| 17 | IEQ CAPITAL, LLC | $6.1M | 111K | —Held | Q2 2026 | |
| 18 | Foster Group, Inc. | $5.5M | 101K | ▲New +101K sh | Q2 2026 | |
| 19 | CITADEL ADVISORS LLC | $842K | 18K | ▲New +18K sh | Q1 2026 | |
| 20 | Orion Capital Management LLC | $2K | 35 | ▲New +35 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, 4 funds opened a new position in AVTM, while 3 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 13 funds | $1.8B |
| APPLE INCAAPL | 13 funds | $1.5B |
| MICROSOFT CORPMSFT | 13 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 13 funds | $741.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $312.1M |
| ELI LILLY & COLLY | 13 funds | $292.2M |
| NVIDIA CORPNVDA | 12 funds | $3.4B |
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $3.2B |
| BROADCOM INCAVGO | 12 funds | $1.0B |
| ALPHABET INC-CL AGOOGL | 12 funds | $885.8M |
| JPMORGAN CHASE & COJPM | 12 funds | $781.7M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 12 funds | $658.7M |
Ranked by how many of AVTM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AVXCFUND | 68 funds | $295.0M |
| AVUQETF | 23 funds | $238.3M |
| AVTMthis pageETF | 20 funds | $380.0M |
| ACSGSMALL CAP GROWTH | 8 funds | $14.4M |
| AVGBAVANTIS CR ETF | 6 funds | $9.0M |
| ACSVSMALL CAP VALUE | 2 funds | $8.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AVTM
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/AVTM/capital-change-brief"
Use Arkolith's capital_change_brief for AVTM. 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 AVTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.