Institutional Holders (2026 Q2)
1K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVUV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Cornerstone Wealth Partners, LLC | 29.47% | 508,262 | $63.4M |
| 2 | Quarry Hill Advisors, LLC | 21.36% | 445,593 | $55.6M |
| 3 | Meredith Wealth Planning | 17.33% | 588,447 | $73.4M |
| 4 | Sherrill & Hutchins Financial Advisory, Inc | 17.22% | 288,668 | $36.0M |
| 5 | Define Financial, LLC | 15.07% | 263,037 | $32.8M |
| 6 | Pw Advisors, LLC \ Fl | 14.17% | 170,148 | $21.2M |
| 7 | Team Hewins, LLC | 14.04% | 411,350 | $51.3M |
| 8 | WMG Financial Advisors, LLC | 13.56% | 288,366 | $36.0M |
| 9 | Mason Investment Advisory Services, Inc. | 13.40% | 2,824,089 | $352.3M |
| 10 | Stolz & Associates, Ps | 13.03% | 167,343 | $20.9M |
| 11 | Kondo Wealth Advisors, Inc. | 13.00% | 311,684 | $38.9M |
| 12 | Valued Wealth Advisors LLC | 12.92% | 284,951 | $35.6M |
| 13 | Enzi Wealth | 12.78% | 325,220 | $40.4M |
| 14 | Wealth Management Nebraska | 12.61% | 1,133,259 | $141.4M |
| 15 | Red Lighthouse Investment Management, LLC | 12.58% | 338,462 | $42.2M |
| 16 | Eagle Wealth Strategies LLC | 12.35% | 259,185 | $32.3M |
| 17 | Satovsky Asset Management LLC | 12.30% | 618,166 | $77.1M |
| 18 | Meritas Wealth Management, LLC | 11.99% | 246,111 | $30.7M |
| 19 | Unison Advisors LLC | 11.62% | 1,335,841 | $166.7M |
| 20 | Invariant Investment Management | 10.90% | 150,096 | $18.6M |
| 21 | MB Generational Wealth, LLC | 10.89% | 178,008 | $22.2M |
| 22 | Fort Vancouver Investment Management, LLC | 10.76% | 184,679 | $23.0M |
| 23 | Cauble & Harre Wealth Management, Inc. | 10.72% | 107,080 | $13.4M |
| 24 | BWM Planning, LLC | 10.48% | 362,254 | $45.2M |
| 25 | Keb Asset Management, LLC | 10.24% | 507,078 | $63.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|