AVDV Institutional Ownership
Who owns AVDV and what the big funds did with it last quarter, from every SEC 13F filing. 711 funds reported holding AVDV at Jun 30, 2026.
- ▲429 buying vs 198 selling
- ▲Shares held by funds +6.4%
- ▲Funds holding +52
- ●Superinvestors: 1 added, 1 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 | 711 | 659 | +7.9% |
| In funds' top 10 | 95 | 101 | −5.9% |
| 13F shares | 147M | 139M | +6.4% |
| Held by funds | – | – | – |
| New positions | 87 | 92 | −5.4% |
| Increased | 342 | 293 | +16.7% |
| Reduced | 166 | 184 | −9.8% |
| Sold out | 32 | 19 | +68.4% |
| Calls (shares) | 17K | 18K | −4.9% |
| Puts (shares) | 400 | 0 | – |
| Put/call ratio | 0.02 | 0.00 | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in AVDV
All superinvestors →
Who owns AVDV
share of fund held shares- Index and passive funds0.1%
- Active managers and hedge funds72.2%
- Banks and brokers27.6%
- Pensions, insurers and other0.1%
The top 10 holders own 62.2% of all AVDV shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
433 funds changed their position- Creative PlanningAdded+1.6M sh
- LPL Financial LLCAdded+466K sh
- Savant Capital, LLCAdded+235K sh
- Modera Wealth Management, LLCAdded+159K sh
- Angeles Investment Advisors, LLCNew+133K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | – | 33.3M | $3.5B | +2.9M |
| 2 | Creative Planning | – | 25.5M | $2.6B | +1.7M |
| 3 | Savant Capital, LLC | – | 11.7M | $1.2B | +168K |
| 4 | Focus Partners Wealth | – | 4.8M | $496M | +437K |
| 5 | Focus Partners Advisor Solutions, LLC | – | 4.7M | $484M | +574K |
| 6 | Accredited Investors Inc. | – | 2.7M | $277M | +51K |
| 7 | Envestnet Asset Management Inc | – | 2.6M | $272M | +74K |
| 8 | Modera Wealth Management, LLC | – | 2.4M | $243M | +174K |
| 9 | Mason Investment Advisory Services, Inc. | – | 2.4M | $242M | −8,994 |
| 10 | Haverford Trust Co | – | 1.7M | $176M | +44K |
- Jones Financial Companies Lllp+2.9M sh+$302M
- Creative Planning+1.7M sh+$179M
- Focus Partners Advisor Solutions, LLC+574K sh+$59.2M
- Focus Partners Wealth+437K sh+$45.1M
- Northwestern Mutual Wealth Management Co+254K sh+$26.1M
- Jane Street Group, LLC+223K sh+$22.9M
- Bank of America Corp /de/+217K sh+$22.3M
- Cerity Partners LLC+209K sh+$21.5M
- Citadel Advisors LLC−319K sh−$32.8M
- Angeles Investment Advisors, LLC−295K sh−$29.5M
- Corient Private Wealth LP−233K sh−$24M
- Strategic Financial Planning, Inc.−481K sh−$10.3M
- FFG Partners, LLC−93K sh−$9.3M
- Truepoint, Inc.−64K sh−$6.6M
- Morgan Stanley−58K sh−$5.9M
- Kestra Investment Management, LLC−43K sh−$4.4M
AVDV institutional ownership FAQ
Who owns the most AVDV stock?
In Q2 2026 13F filings the largest holder of AVDV was Jones Financial Companies Lllp, followed by Creative Planning and Savant Capital, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of AVDV is owned by institutions?
711 funds reported holding 147M AVDV shares at Jun 30, 2026.
Are hedge funds buying AVDV?
In Q2 2026, 429 funds bought AVDV (87 of them new positions) and 198 sold (32 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for AVDV is bullish.
What is AVDV's institutional put/call ratio?
Funds reported $41K of AVDV puts against $1.8M of calls, a put/call ratio of 0.02 (0.00 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this AVDV 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.