68 tracked 13F filers disclose a position in AVXC as of the latest SEC 13F filings, a combined $295.0M 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 | AE Wealth Management LLC | $90.6M | 1.3M | ▲+28% Added · +294K sh | Q1 2026 | |
| 2 | Clearwater Capital Advisors, LLC | $40.6M | 474K | ▲+2.0% Added · +9K sh | Q2 2026 | |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $23.4M | 346K | ▲+3.6% Added · +12K sh | Q1 2026 | |
| 4 | Vestment Financial LLC | $17.8M | 215K | ▼−3.0% Reduced · −7K sh | Q2 2026 | |
| 5 | Trajan Wealth LLC | $13.9M | 206K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 6 | Pacific Sage Partners, LLC | $16.4M | 191K | ▲+30% Added · +44K sh | Q2 2026 | |
| 7 | CITADEL ADVISORS LLC | $9.8M | 145K | ▲+212% Added · +98K sh | Q1 2026 | |
| 8 | Wealthcare Advisory Partners LLC | $11.0M | 129K | ▼−4.0% Reduced · −5K sh | Q2 2026 | |
| 9 | Avior Wealth Management, LLC | $4.7M | 70K | ▼−3.9% Reduced · −3K sh | Q1 2026 | |
| 10 | Providence Financial Advisors, LLC | $5.9M | 69K | ▲+109% Added · +36K sh | Q2 2026 | |
| 11 | Mach-1 Financial Group, LLC | $5.7M | 67K | ▲+6.3% Added · +4K sh | Q2 2026 | |
| 12 | Networth Advisors, LLC | $5.0M | 58K | ▲+66% Added · +23K sh | Q2 2026 | |
| 13 | Ridgeline Wealth, LLC | $4.9M | 58K | ▼−1.3% Reduced · −779 sh | Q2 2026 | |
| 14 | CWS Financial Advisors, LLC | $4.4M | 51K | ▲+99% Added · +25K sh | Q2 2026 | |
| 15 | LPL Financial LLC | $3.4M | 50K | ▲12× Added · +46K sh | Q1 2026 | |
| 16 | Prosperity Financial Group, Inc. | $3.7M | 44K | ▲New +44K sh | Q2 2026 | |
| 17 | JANE STREET GROUP, LLC | $2.9M | 42K | ▲+305% Added · +32K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $2.7M | 42K | ▼−6.6% Reduced · −3K sh | Q1 2026 | |
| 19 | PCG Wealth Advisors, LLC | $3.3M | 39K | ▲+1.2% Added · +455 sh | Q2 2026 | |
| 20 | Madrid Wealth Management, LLC | $2.8M | 32K | ▲+2.7% Added · +851 sh | Q2 2026 | |
| 21 | Fortitude Family Office, LLC | $2.4M | 28K | ▼−10% Reduced · −3K sh | Q2 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 27K | ▲New +27K sh | Q1 2026 | |
| 23 | Retirement Planning Group, LLC | $2.1M | 24K | —Held | Q2 2026 | |
| 24 | Corus Family Wealth Advisors | $1.6M | 18K | ▲+3.3% Added · +591 sh | Q2 2026 | |
| 25 | Belpointe Asset Management LLC | $1.1M | 16K | ▲New +16K 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, 5 funds opened a new position in AVXC and 10 added to an existing one, while 11 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 | 36 funds | $2.5B |
| MICROSOFT CORPMSFT | 35 funds | $1.7B |
| NVIDIA CORPNVDA | 34 funds | $4.0B |
| AMAZON.COM INCAMZN | 34 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 34 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 34 funds | $983.5M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 33 funds | $1.5B |
| VANGUARD S&P 500 ETFVOO | 33 funds | $1.4B |
| BROADCOM INCAVGO | 33 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 33 funds | $772.0M |
Ranked by how many of AVXC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AVXCthis pageFUND | 68 funds | $295.0M |
| AVUQETF | 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 AVXC
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/AVXC/capital-change-brief"
Use Arkolith's capital_change_brief for AVXC. 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 AVXC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.