| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | $66.1M | 1.2M | —Held | Q1 2026 | |
| 2 | AMERICAN CENTURY COMPANIES INC | $51.1M | 901K | ▲New +901K sh | Q1 2026 | |
| 3 | Strategic Blueprint, LLC | $15.1M | 266K | ▲+1.9% Added · +5K sh | Q1 2026 | |
| 4 | Torren Management, LLC | $12.9M | 195K | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 5 | NewEdge Advisors, LLC | $6.9M | 122K | ▲New +122K sh | Q1 2026 | |
| 6 | True Wealth Design, LLC | $1.8M | 27K | ▼−3.3% Reduced · −920 sh | Q2 2026 | |
| 7 | CITADEL ADVISORS LLC | $630K | 11K | ▲+120% Added · +6K sh | Q1 2026 | |
| 8 | Herold Advisors, Inc. | $604K | 11K | ▲+34% Added · +3K sh | Q1 2026 | |
| 9 | Plancorp, LLC | $264K | 4K | ▲+10% Added · +400 sh | Q1 2026 | |
| 10 | UBS Group AG | $2K | 36 | ▲New +36 sh | Q1 2026 | |
| 11 | LAM GROUP, INC. | $2K | 25 | ▲+400% Added · +20 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $4.8B |
| NVIDIA CORPNVDA | 4 funds | $4.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $2.9B |
| APPLE INCAAPL | 4 funds | $2.7B |
| ARISTA NETWORKS INCANET | 4 funds | $2.6B |
| AMAZON.COM INCAMZN | 4 funds | $2.3B |
| MICROSOFT CORPMSFT | 4 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 4 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 4 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 4 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 4 funds | $1.5B |
Ranked by how many of AVUQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AVXCFUND | 36 funds | $175.4M |
| AVTMETF | 15 funds | $289.2M |
| AVUQthis pageETF | 11 funds | $155.5M |
| AVGBAVANTIS CR ETF | 5 funds | $6.3M |
| ACSGSMALL CAP GROWTH | 3 funds | $9.2M |
| 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.
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/AVUQ/capital-change-brief"
Use Arkolith's capital_change_brief for AVUQ. 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 AVUQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.