AVDE Institutional Ownership
Who owns AVDE and what the big funds did with it last quarter, from every SEC 13F filing. 728 funds reported holding AVDE at Jun 30, 2026.
- ▲466 buying vs 184 selling
- ▲Shares held by funds +12.2%
- ▲Funds holding +52
- ▼Superinvestors: 0 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 728 | 676 | +7.7% |
| In funds' top 10 | 141 | 140 | +0.7% |
| 13F shares | 165M | 147M | +12.2% |
| Held by funds | – | – | – |
| New positions | 74 | 76 | −2.6% |
| Increased | 392 | 329 | +19.1% |
| Reduced | 159 | 167 | −4.8% |
| Sold out | 25 | 16 | +56.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in AVDE
All superinvestors →
Who owns AVDE
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds76.4%
- Banks and brokers23.2%
- Pensions, insurers and other0.4%
The top 10 holders own 32.5% of all AVDE shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
419 funds changed their position- Bank of New York Mellon CorpAdded+2.4M sh
- Fifth Third BancorpAdded+1.5M sh
- Mission Wealth Management, LPTrimmed−1.3M sh
- Prime Capital Investment Advisors, LLCAdded+1.2M sh
- Annex Advisory Services, LLCTrimmed−859K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | – | 8.8M | $788M | +1.3M |
| 2 | American Century Companies Inc | – | 6.1M | $548M | +1.1M |
| 3 | LPL Financial LLC | – | 5.6M | $503M | +1.4M |
| 4 | Wealth Enhancement Advisory Services, LLC | – | 5.4M | $479M | +690K |
| 5 | Envestnet Asset Management Inc | – | 5.2M | $468M | +332K |
| 6 | Mission Wealth Management, LP | – | 5.1M | $459M | +1.7M |
| 7 | Bank of America Corp /de/ | – | 4.4M | $392M | +394K |
| 8 | Morgan Stanley | – | 4.4M | $391M | +537K |
| 9 | Bank of New York Mellon Corp | – | 4.4M | $389M | +3.6M |
| 10 | Northwestern Mutual Wealth Management Co | – | 4.1M | $370M | +608K |
- Bank of New York Mellon Corp+3.6M sh+$317M
- Mission Wealth Management, LP+1.7M sh+$155M
- LPL Financial LLC+1.4M sh+$122M
- Ameriprise Financial Inc+1.3M sh+$119M
- American Century Companies Inc+1.1M sh+$99.1M
- Wells Fargo & Company/mn+1.1M sh+$95.4M
- Cambridge Investment Research Advisors, Inc.+991K sh+$88.4M
- Modern Wealth Management, LLC+733K sh+$65.4M
- Corient Private Wealth LP−2.7M sh−$243M
- Strategic Financial Planning, Inc.−633K sh−$18.4M
- Focus Partners Wealth−111K sh−$9.9M
- Gateway Wealth Partners, LLC−101K sh−$9M
- Independent Advisor Alliance−90K sh−$7.6M
- Commonwealth Equity Services, LLC−85K sh−$7.6M
- Jane Street Group, LLC−86K sh−$7.3M
- Annex Advisory Services, LLC−51K sh−$4.6M
AVDE institutional ownership FAQ
Who owns the most AVDE stock?
In Q2 2026 13F filings the largest holder of AVDE was Ameriprise Financial Inc, followed by American Century Companies Inc and LPL Financial LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of AVDE is owned by institutions?
728 funds reported holding 165M AVDE shares at Jun 30, 2026.
Are hedge funds buying AVDE?
In Q2 2026, 466 funds bought AVDE (74 of them new positions) and 184 sold (25 sold out completely). Among well known investors, 0 added and 2 cut. Our fund sentiment for AVDE is bullish.
What is AVDE's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this AVDE ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.