Institutional Holders (2026 Q2)
63 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVMC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Networth Advisors, LLC | 8.83% | 189,314 | $15.2M |
| 2 | Elwood & Goetz Wealth Advisory Group, LLC | 5.24% | 441,006 | $35.4M |
| 3 | Mendota Financial Group, LLC | 4.42% | 88,914 | $7.1M |
| 4 | Wealth Management Partners, LLC | 4.12% | 218,287 | $17.5M |
| 5 | Tiller Private Wealth, Inc. | 2.81% | 111,704 | $9.0M |
| 6 | Tarbox Family Office, Inc. | 2.76% | 240,067 | $19.3M |
| 7 | Berger Financial Group, Inc | 1.10% | 269,524 | $21.6M |
| 8 | CGN Advisors LLC | 1.06% | 180,847 | $14.5M |
| 9 | Quad-Cities Investment Group, LLC | 0.82% | 28,370 | $2.3M |
| 10 | Balance Wealth Partners LLC | 0.69% | 32,120 | $2.6M |
| 11 | Madrid Wealth Management, LLC | 0.56% | 10,561 | $847K |
| 12 | Gradient Capital Advisors, LLC | 0.50% | 27,007 | $2.2M |
| 13 | GEN Financial Management, INC. | 0.50% | 10,382 | $833K |
| 14 | Team Financial Group, LLC | 0.49% | 14,516 | $1.2M |
| 15 | WMG Financial Advisors, LLC | 0.49% | 16,300 | $1.3M |
| 16 | LexAurum Advisors, LLC | 0.44% | 47,944 | $3.8M |
| 17 | FSA Advisors, Inc. | 0.33% | 9,033 | $725K |
| 18 | Srh Advisors, LLC | 0.32% | 15,798 | $1.3M |
| 19 | HTG Investment Advisors, Inc. | 0.26% | 12,707 | $1.0M |
| 20 | CFS Investment Advisory Services, LLC | 0.21% | 38,813 | $3.1M |
| 21 | StrongBox Wealth, LLC | 0.20% | 8,669 | $696K |
| 22 | Independent Advisor Alliance | 0.19% | 101,205 | $8.1M |
| 23 | Lloyd Advisory Services, LLC. | 0.19% | 5,951 | $478K |
| 24 | Canvas Wealth Advisors, LLC | 0.17% | 15,585 | $1.3M |
| 25 | Mosaic Family Wealth Partners, LLC | 0.13% | 24,203 | $1.9M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|