1035 tracked 13F filers disclose a position in AVUV as of the latest SEC 13F filings, a combined $17.6B 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 | Creative Planning | $2.2B | 20.2M | ▲+7.2% Added · +1.4M sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $736.7M | 6.7M | ▲+1.9% Added · +124K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $721.1M | 6.5M | ▲+19% Added · +1.1M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $364.7M | 3.3M | ▲+11% Added · +316K sh | Q1 2026 | |
| 5 | Focus Partners Advisor Solutions, LLC | $374.3M | 3.0M | ▲+21% Added · +515K sh | Q2 2026 | |
| 6 | Mason Investment Advisory Services, Inc. | $313.0M | 2.8M | ▼−0.4% Reduced · −12K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $311.9M | 2.8M | ▲+13% Added · +330K sh | Q1 2026 | |
| 8 | Truepoint, Inc. | $331.1M | 2.7M | ▼−7.6% Reduced · −218K sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $275.5M | 2.5M | ▲+6.7% Added · +156K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $274.0M | 2.5M | ▲+19% Added · +402K sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $264.3M | 2.4M | ▲+3.4% Added · +80K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $192.4M | 1.7M | ▲+26% Added · +358K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $164.2M | 1.5M | ▲+14% Added · +182K sh | Q1 2026 | |
| 14 | Plancorp, LLC | $168.6M | 1.5M | ▲+8.0% Added · +109K sh | Q1 2026 | |
| 15 | UBS Group AG | $160.2M | 1.4M | ▲+13% Added · +172K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $156.0M | 1.4M | ▲+7.2% Added · +94K sh | Q1 2026 | |
| 17 | Waverly Advisors, LLC | $155.8M | 1.4M | ▲+7.4% Added · +98K sh | Q1 2026 | |
| 18 | TCI Wealth Advisors, Inc. | $173.3M | 1.4M | ▲+15% Added · +176K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $150.6M | 1.4M | ▲+2.1% Added · +28K sh | Q1 2026 | |
| 20 | Unison Advisors LLC | $166.7M | 1.3M | ▲+0.6% Added · +7K sh | Q2 2026 | |
| 21 | Wealth Management Nebraska | $141.4M | 1.1M | ▲New +1.1M sh | Q2 2026 | |
| 22 | Plante Moran Financial Advisors, LLC | $139.6M | 1.1M | ▲3k× Added · +1.1M sh | Q2 2026 | |
| 23 | Sequoia Financial Advisors, LLC | $120.1M | 1.1M | ▲+7.2% Added · +73K sh | Q1 2026 | |
| 24 | Alesco Advisors, LLC, An ESL Co | $116.2M | 1.1M | ▼−2.0% Reduced · −21K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $105.2M | 952K | ▲+5.7% Added · +52K 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.
Last quarter, 0 funds opened a new position in AVUV and 25 added to an existing one, while 19 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 | 582 funds | $95.8B |
| MICROSOFT CORPMSFT | 574 funds | $74.4B |
| NVIDIA CORPNVDA | 562 funds | $109.2B |
| AMAZON.COM INCAMZN | 562 funds | $54.2B |
| ALPHABET INC-CL AGOOGL | 548 funds | $51.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 538 funds | $14.9B |
| ALPHABET INC-CL CGOOG | 527 funds | $30.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 526 funds | $21.2B |
| JPMORGAN CHASE & COJPM | 522 funds | $25.1B |
| VANGUARD S&P 500 ETFVOO | 515 funds | $22.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 512 funds | $16.8B |
| ISHARES CORE S&P 500 ETFIVV | 511 funds | $36.4B |
Ranked by how many of AVUV'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 AVUV
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/AVUV/capital-change-brief"
Use Arkolith's capital_change_brief for AVUV. 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 AVUV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.