Institutional Holders (2026 Q2)
38 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVMU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Align Financial, LLC | 1.39% | 60,255 | $2.8M |
| 2 | EJMK Ventures LLC | 0.99% | 46,877 | $2.2M |
| 3 | Beaird Harris Wealth Management, LLC | 0.50% | 170,145 | $7.9M |
| 4 | L.K. Benson & Company, P.C. | 0.33% | 23,286 | $1.1M |
| 5 | Sax Wealth Advisors, LLC | 0.25% | 134,888 | $6.2M |
| 6 | Tortoise Investment Management, LLC | 0.24% | 68,554 | $3.2M |
| 7 | Wheels Up Wealth, Inc. | 0.23% | 5,711 | $266K |
| 8 | Landmark Wealth Management, LLC | 0.19% | 17,293 | $806K |
| 9 | Plancorp, LLC | 0.16% | 144,818 | $6.7M |
| 10 | Mattern Wealth Management LLC | 0.10% | 13,437 | $626K |
| 11 | Visionary Wealth Advisors | 0.10% | 52,348 | $2.4M |
| 12 | Websterrogers Financial Advisors, LLC | 0.09% | 7,802 | $363K |
| 13 | Crews Bank & Trust | 0.08% | 13,369 | $623K |
| 14 | Fiduciary Financial Advisors | 0.06% | 13,246 | $617K |
| 15 | Financial Plan, Inc. | 0.05% | 11,730 | $546K |
| 16 | Fourth Dimension Wealth, LLC | 0.05% | 3,475 | $162K |
| 17 | Freedom Day Solutions, LLC | 0.05% | 4,629 | $216K |
| 18 | IHT Wealth Management, LLC | 0.04% | 42,956 | $2.0M |
| 19 | Axxcess Wealth Management, LLC | 0.04% | 53,579 | $2.5M |
| 20 | Dogwood Wealth Management LLC | 0.04% | 2,002 | $93K |
| 21 | Hill Investment Group Partners, LLC | 0.03% | 7,333 | $342K |
| 22 | B&D White Capital Company, LLC | 0.03% | 5,614 | $262K |
| 23 | FAS Wealth Partners, Inc. | 0.01% | 4,526 | $211K |
| 24 | Envestnet Asset Management Inc | 0.01% | 897,426 | $41.8M |
| 25 | Savant Capital, LLC | 0.01% | 69,215 | $3.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|