Institutional Holders (2026 Q2)
76 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVMV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Enzi Wealth | 18.26% | 715,903 | $57.7M |
| 2 | Three Arch Wealth Management LLC | 4.96% | 401,168 | $32.3M |
| 3 | Eclectic Associates Inc /Adv | 4.46% | 486,208 | $39.2M |
| 4 | WMG Financial Advisors, LLC | 4.14% | 136,540 | $11.0M |
| 5 | Moisand Fitzgerald Tamayo, LLC | 3.57% | 453,485 | $36.5M |
| 6 | Team Financial Group, LLC | 3.29% | 96,363 | $7.8M |
| 7 | Prosperity Planning, Inc. | 2.90% | 157,113 | $12.7M |
| 8 | Family Investment Center, Inc. | 2.31% | 172,975 | $13.9M |
| 9 | Financial Management Network Inc | 2.19% | 188,845 | $15.3M |
| 10 | Henderson Brothers Financial Partners, LLC | 1.72% | 45,038 | $3.6M |
| 11 | Falcon Wealth Planning | 1.66% | 326,922 | $26.3M |
| 12 | Rialto Wealth Management, LLC | 1.65% | 103,572 | $8.3M |
| 13 | Triangle Securities Wealth Management | 0.96% | 60,283 | $4.9M |
| 14 | Haven Private, LLC | 0.80% | 26,120 | $2.1M |
| 15 | Quadcap Wealth Management, LLC | 0.79% | 100,661 | $8.1M |
| 16 | B&D White Capital Company, LLC | 0.78% | 96,924 | $7.8M |
| 17 | First National Bank Sioux Falls | 0.77% | 36,723 | $2.8M |
| 18 | Maridea Wealth Management LLC | 0.73% | 83,666 | $6.7M |
| 19 | Allegheny Financial Group | 0.69% | 80,919 | $6.5M |
| 20 | ProCore Advisors, LLC | 0.68% | 6,821 | $549K |
| 21 | Networth Advisors, LLC | 0.66% | 14,105 | $1.1M |
| 22 | Premier Path Wealth Partners, LLC | 0.34% | 37,033 | $3.0M |
| 23 | World Equity Group, INC. | 0.31% | 17,278 | $1.4M |
| 24 | Herold Advisors, Inc. | 0.27% | 17,046 | $1.4M |
| 25 | Stegent Equity Advisors, Inc. | 0.24% | 4,220 | $340K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|