544 tracked 13F filers disclose a position in AVUS as of the latest SEC 13F filings, a combined $10.2B 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 | HB Wealth Management, LLC | $771.9M | 6.0M | ▲+4.9% Added · +282K sh | Q2 2026 | |
| 2 | AMERICAN CENTURY COMPANIES INC | $460.6M | 4.1M | ▲+8.7% Added · +333K sh | Q1 2026 | |
| 3 | Oak Root LLC | $372.2M | 2.9M | —Held | Q2 2026 | |
| 4 | LPL Financial LLC | $265.6M | 2.4M | ▲+3.3% Added · +75K sh | Q1 2026 | |
| 5 | MASECO LLP | $304.6M | 2.4M | ▲+1.7% Added · +39K sh | Q2 2026 | |
| 6 | Annex Advisory Services, LLC | $259.4M | 2.0M | ▲+5.0% Added · +96K sh | Q2 2026 | |
| 7 | Focus Partners Wealth | $232.7M | 2.0M | ▼−1.0% Reduced · −21K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $203.6M | 1.8M | ▲+8.7% Added · +147K sh | Q1 2026 | |
| 9 | Prime Capital Investment Advisors, LLC | $225.8M | 1.8M | ▲New +1.8M sh | Q2 2026 | |
| 10 | HighTower Advisors, LLC | $179.3M | 1.6M | ▼−3.8% Reduced · −64K sh | Q1 2026 | |
| 11 | Financial Plan, Inc. | $182.9M | 1.4M | ▲+2.5% Added · +34K sh | Q2 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $150.5M | 1.4M | ▲+22% Added · +246K sh | Q1 2026 | |
| 13 | Corient Private Wealth LLC | $148.8M | 1.3M | ▲+18% Added · +203K sh | Q1 2026 | |
| 14 | Great Point Wealth Advisors, LLC | $151.5M | 1.2M | ▲+3.3% Added · +38K sh | Q2 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $144.2M | 1.1M | ▲+3.2% Added · +35K sh | Q2 2026 | |
| 16 | Modera Wealth Management, LLC | $137.9M | 1.1M | ▲+4.7% Added · +49K sh | Q2 2026 | |
| 17 | TRAPHAGEN INVESTMENT ADVISORS LLC | $130.1M | 1.0M | ▼−3.6% Reduced · −38K sh | Q2 2026 | |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $110.5M | 994K | ▼−2.1% Reduced · −21K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $108.2M | 973K | ▼−2.1% Reduced · −21K sh | Q1 2026 | |
| 20 | Creative Planning | $107.8M | 969K | ▼−1.6% Reduced · −15K sh | Q1 2026 | |
| 21 | Quantum Financial Advisors, LLC | $116.2M | 908K | ▲+3.4% Added · +29K sh | Q2 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $97.3M | 875K | ▲+91% Added · +418K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $92.3M | 830K | ▲+25% Added · +168K sh | Q1 2026 | |
| 24 | RVW Wealth, LLC | $105.9M | 826K | ▲+3.0% Added · +24K sh | Q2 2026 | |
| 25 | Bridgewater Advisors Inc. | $104.8M | 811K | ▲+6.3% Added · +48K 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, 3 funds opened a new position in AVUS and 31 added to an existing one, while 10 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 | 287 funds | $37.7B |
| MICROSOFT CORPMSFT | 280 funds | $29.0B |
| NVIDIA CORPNVDA | 274 funds | $41.9B |
| AMAZON.COM INCAMZN | 274 funds | $21.3B |
| ALPHABET INC-CL AGOOGL | 270 funds | $18.1B |
| ALPHABET INC-CL CGOOG | 265 funds | $14.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 264 funds | $15.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 263 funds | $10.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 261 funds | $7.2B |
| VANGUARD S&P 500 ETFVOO | 260 funds | $12.0B |
| ISHARES CORE S&P 500 ETFIVV | 258 funds | $14.6B |
| JPMORGAN CHASE & COJPM | 254 funds | $8.7B |
Ranked by how many of AVUS's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for AVUS
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/AVUS/capital-change-brief"
Use Arkolith's capital_change_brief for AVUS. 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 AVUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.