AVEM Institutional Ownership
Who owns AVEM and what the big funds did with it last quarter, from every SEC 13F filing. 1,009 funds reported holding AVEM at Jun 30, 2026.
- ▲579 buying vs 360 selling
- ▲Shares held by funds +7.7%
- ▲Funds holding +89
- ▼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 | 1,009 | 920 | +9.7% |
| In funds' top 10 | 148 | 126 | +17.5% |
| 13F shares | 246M | 228M | +7.7% |
| Held by funds | – | – | – |
| New positions | 127 | 147 | −13.6% |
| Increased | 452 | 449 | +0.7% |
| Reduced | 320 | 229 | +39.7% |
| Sold out | 40 | 24 | +66.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in AVEM
All superinvestors →
Who owns AVEM
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds67.4%
- Banks and brokers32.3%
- Pensions, insurers and other0.3%
The top 10 holders own 47.2% of all AVEM shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
609 funds changed their position- Bank of New York Mellon CorpAdded+2.9M sh
- LPL Financial LLCAdded+702K sh
- Kestra Advisory Services, LLCAdded+536K sh
- Thrivent Financial for LutheransAdded+415K sh
- Fifth Third BancorpAdded+411K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 28.9M | $2.8B | +199K |
| 2 | Savant Capital, LLC | – | 19.1M | $1.8B | +324K |
| 3 | Envestnet Asset Management Inc | – | 16.1M | $1.6B | +1,722 |
| 4 | Morgan Stanley | – | 11.2M | $1.1B | +3.3M |
| 5 | Mercer Global Advisors Inc /adv | – | 10M | $962M | +81K |
| 6 | Wells Fargo & Company/mn | – | 7.9M | $761M | +618K |
| 7 | Ameriprise Financial Inc | – | 6.1M | $592M | +919K |
| 8 | LPL Financial LLC | – | 5.9M | $569M | +1.2M |
| 9 | Northwestern Mutual Wealth Management Co | – | 5.4M | $519M | +419K |
| 10 | Jones Financial Companies Lllp | – | 5.3M | $505M | +1.1M |
- Morgan Stanley+3.3M sh+$314M
- Bank of New York Mellon Corp+2.2M sh+$209M
- LPL Financial LLC+1.2M sh+$115M
- Jones Financial Companies Lllp+1.1M sh+$102M
- Ameriprise Financial Inc+919K sh+$88.5M
- Bluespring Wealth Management, LLC+785K sh+$75.7M
- Raymond James Financial Inc+698K sh+$67.4M
- Jane Street Group, LLC+650K sh+$62.7M
- Kestra Investment Management, LLC−1.2M sh−$112M
- Cerity Partners LLC−812K sh−$78.4M
- OneDigital Investment Advisors LLC−515K sh−$49.7M
- Corient Private Wealth LP−310K sh−$29.9M
- Old Mission Capital LLC−303K sh−$24.4M
- CreativeOne Wealth, LLC−202K sh−$19.5M
- Mariner, LLC−193K sh−$18.6M
- Citadel Advisors LLC−220K sh−$17.7M
AVEM institutional ownership FAQ
Who owns the most AVEM stock?
In Q2 2026 13F filings the largest holder of AVEM was Bank of America Corp /de/, followed by Savant Capital, LLC and Envestnet Asset Management Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of AVEM is owned by institutions?
1,009 funds reported holding 246M AVEM shares at Jun 30, 2026.
Are hedge funds buying AVEM?
In Q2 2026, 579 funds bought AVEM (127 of them new positions) and 360 sold (40 sold out completely). Among well known investors, 0 added and 2 cut. Our fund sentiment for AVEM is bullish.
What is AVEM's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this AVEM 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.