AVLC Institutional Ownership
Who owns AVLC and what the big funds did with it last quarter, from every SEC 13F filing. 115 funds reported holding AVLC at Jun 30, 2026.
- ▲88 buying vs 22 selling
- ▲Shares held by funds +12.3%
- ▲Funds holding +26
- ▼Superinvestors: 0 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 | 115 | 89 | +29.2% |
| In funds' top 10 | 20 | 16 | +25.0% |
| 13F shares | 14.8M | 13.2M | +12.3% |
| Held by funds | – | – | – |
| New positions | 29 | 14 | +107.1% |
| Increased | 59 | 50 | +18.0% |
| Reduced | 18 | 18 | 0.0% |
| Sold out | 4 | 4 | 0.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in AVLC
All superinvestors →
Who owns AVLC
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds86.2%
- Banks and brokers13.8%
- Pensions, insurers and other0.0%
The top 10 holders own 52.5% of all AVLC shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
63 funds changed their position- Apella Capital, LLCAdded+176K sh
- Plancorp, LLCAdded+122K sh
- Park Avenue Securities LLCAdded+57K sh
- GRIMES & Co WEALTH MANAGEMENT, LLCAdded+48K sh
- Financial Insights, Inc.Added+27K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Oak Root LLC | – | 2M | $181M | −343K |
| 2 | Hills Bank & Trust Co | – | 1.1M | $101M | −63K |
| 3 | Beaird Harris Wealth Management, LLC | – | 842K | $75.7M | +97K |
| 4 | Pacific Life Fund Advisors LLC | – | 740K | $66.5M | −61K |
| 5 | Envestnet Asset Management Inc | – | 707K | $63.6M | +77K |
| 6 | GRIMES & Co WEALTH MANAGEMENT, LLC | – | 493K | $44.4M | +49K |
| 7 | Cypress Point Wealth Management, LLC | – | 483K | $43.4M | −15K |
| 8 | Park Avenue Securities LLC | – | 480K | $43.2M | +55K |
| 9 | Ridgeline Wealth, LLC | – | 451K | $40.5M | +1,069 |
| 10 | LPL Financial LLC | – | 423K | $38M | −24K |
- Vestmark Advisory Solutions, Inc.+224K sh+$20.2M
- American Century Companies Inc+218K sh+$19.6M
- Financial Insights, Inc.+206K sh+$18.6M
- Global Strategic Investment Solutions, LLC+196K sh+$17.6M
- B&D White Capital Company, LLC+127K sh+$11.4M
- Uptick Partners, LLC+126K sh+$11.3M
- Beaird Harris Wealth Management, LLC+97K sh+$8.7M
- Two Sigma Investments, LP+94K sh+$8.5M
- Oak Root LLC−343K sh−$30.8M
- Hills Bank & Trust Co−63K sh−$5.7M
- Pacific Life Fund Advisors LLC−61K sh−$5.5M
- Goldman Sachs Group Inc−32K sh−$2.5M
- LPL Financial LLC−24K sh−$2.1M
- Cypress Point Wealth Management, LLC−15K sh−$1.3M
- Mercer Global Advisors Inc /adv−12K sh−$1.1M
- Jane Street Group, LLC−10K sh−$809K
AVLC institutional ownership FAQ
Who owns the most AVLC stock?
In Q2 2026 13F filings the largest holder of AVLC was Oak Root LLC, followed by Hills Bank & Trust Co and Beaird Harris Wealth Management, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of AVLC is owned by institutions?
115 funds reported holding 14.8M AVLC shares at Jun 30, 2026.
Are hedge funds buying AVLC?
In Q2 2026, 88 funds bought AVLC (29 of them new positions) and 22 sold (4 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for AVLC is bullish.
What is AVLC's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this AVLC 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.