Institutional Holders (2026 Q2)
21 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVNV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Ridgeline Wealth, LLC | 4.42% | 91,502 | $7.6M |
| 2 | Ruedi Wealth Management, Inc. | 0.55% | 28,513 | $2.4M |
| 3 | Waterfront Wealth Inc. | 0.30% | 25,774 | $2.0M |
| 4 | StoneX Group Inc. | 0.29% | 86,180 | $7.1M |
| 5 | Cushing Capital Partners, LLC | 0.26% | 4,658 | $384K |
| 6 | McCartney Wealth Management LLC | 0.17% | 2,792 | $230K |
| 7 | J. M. Brown & Associates Inc. | 0.15% | 3,080 | $254K |
| 8 | Capasso Planning Partners LLC | 0.11% | 2,590 | $214K |
| 9 | Fortis Capital Advisors, LLC | 0.10% | 11,268 | $930K |
| 10 | Financial Management Network Inc | 0.10% | 8,558 | $701K |
| 11 | Rhl Group, LLC | 0.06% | 919 | $76K |
| 12 | Breakwater Capital Group | 0.04% | 3,993 | $330K |
| 13 | Belpointe Asset Management LLC | 0.03% | 11,268 | $930K |
| 14 | BIP Wealth, LLC | 0.01% | 4,214 | $348K |
| 15 | Commonwealth Equity Services, LLC | 0.00% | 25,890 | $2.1M |
| 16 | Farther Finance Advisors, LLC | 0.00% | 1,236 | $102K |
| 17 | Jpmorgan Chase & Co | 0.00% | 69,105 | $5.7M |
| 18 | Citadel Advisors LLC | 0.00% | 12,981 | $1.1M |
| 19 | Simplex Trading, LLC | 0.00% | 736 | $61K |
| 20 | Jane Street Group, LLC | 0.00% | 4,541 | $375K |
| 21 | UBS Group AG | 0.00% | 311 | $26K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|