23 tracked 13F filers disclose a position in AVUQ as of the latest SEC 13F filings, a combined $238.3M 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 | $62.4M | 946K | ▼−19% Reduced · −220K sh | Q2 2026 | |
| 2 | AMERICAN CENTURY COMPANIES INC | $51.1M | 901K | ▲New +901K sh | Q1 2026 | |
| 3 | B&D White Capital Company, LLC | $21.3M | 323K | ▲New +323K sh | Q2 2026 | |
| 4 | Bridgewater Advisors Inc. | $19.1M | 287K | ▲New +287K sh | Q2 2026 | |
| 5 | Strategic Blueprint, LLC | $18.0M | 273K | ▲+2.7% Added · +7K sh | Q2 2026 | |
| 6 | Kooman & Associates | $15.3M | 231K | ▲New +231K sh | Q2 2026 | |
| 7 | Torren Management, LLC | $12.9M | 195K | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 8 | NewEdge Advisors, LLC | $10.8M | 164K | ▲+35% Added · +42K sh | Q2 2026 | |
| 9 | TrustWell Financial Advisors, LLC | $9.6M | 145K | ▼−7.7% Reduced · −12K sh | Q2 2026 | |
| 10 | EnRich Financial Partners LLC | $6.8M | 104K | ▲+144% Added · +61K sh | Q2 2026 | |
| 11 | Three Arch Wealth Management LLC | $3.8M | 58K | ▼−0.1% Reduced · −83 sh | Q2 2026 | |
| 12 | True Wealth Design, LLC | $1.8M | 27K | ▼−3.3% Reduced · −920 sh | Q2 2026 | |
| 13 | Tortoise Investment Management, LLC | $1.2M | 19K | —Held | Q2 2026 | |
| 14 | LEGACY FINANCIAL GROUP, INC. | $917K | 14K | ▲+1.4% Added · +189 sh | Q2 2026 | |
| 15 | Herold Advisors, Inc. | $891K | 14K | ▲+27% Added · +3K sh | Q2 2026 | |
| 16 | CITADEL ADVISORS LLC | $630K | 11K | ▲+120% Added · +6K sh | Q1 2026 | |
| 17 | Haven Private, LLC | $472K | 7K | ▼−43% Reduced · −5K sh | Q2 2026 | |
| 18 | Orion Capital Management LLC | $326K | 5K | ▲247× Added · +5K sh | Q2 2026 | |
| 19 | Sankala Group LLC | $318K | 5K | ▲+237% Added · +3K sh | Q2 2026 | |
| 20 | Plancorp, LLC | $264K | 4K | ▲+10% Added · +400 sh | Q1 2026 | |
| 21 | Tyche Wealth Partners LLC | $248K | 4K | ▲New +4K sh | Q2 2026 | |
| 22 | UBS Group AG | $2K | 36 | ▲New +36 sh | Q1 2026 | |
| 23 | 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.
Last quarter, 4 funds opened a new position in AVUQ and 10 added to an existing one, while 1 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 |
|---|---|---|
| APPLE INCAAPL | 16 funds | $7.9B |
| MICROSOFT CORPMSFT | 16 funds | $7.1B |
| AMAZON.COM INCAMZN | 16 funds | $6.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $877.8M |
| AVANTIS US SMALL CAP VALUEAVUV | 16 funds | $353.4M |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $4.0B |
| COSTCO WHOLESALE CORPCOST | 15 funds | $2.4B |
| AVANTIS INTERNATIONAL EQUITYAVDE | 15 funds | $668.6M |
| NVIDIA CORPNVDA | 14 funds | $14.0B |
| ALPHABET INC-CL AGOOGL | 14 funds | $5.9B |
| TESLA INCTSLA | 14 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $2.9B |
Ranked by how many of AVUQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AVXCFUND | 68 funds | $295.0M |
| AVUQthis pageETF | 23 funds | $238.3M |
| AVTMETF | 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 AVUQ
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.