AVLV Institutional Ownership
Who owns AVLV and what the big funds did with it last quarter, from every SEC 13F filing. 563 funds reported holding AVLV at Jun 30, 2026.
- ▲379 buying vs 129 selling
- ▲Shares held by funds +39.2%
- ▲Funds holding +79
- ▼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 | 563 | 484 | +16.3% |
| In funds' top 10 | 94 | 80 | +17.5% |
| 13F shares | 164M | 118M | +39.2% |
| Held by funds | – | – | – |
| New positions | 101 | 59 | +71.2% |
| Increased | 278 | 236 | +17.8% |
| Reduced | 109 | 123 | −11.4% |
| Sold out | 20 | 20 | 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 AVLV
All superinvestors →
Who owns AVLV
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds90.4%
- Banks and brokers9.6%
- Pensions, insurers and other0.1%
The top 10 holders own 54.7% of all AVLV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
363 funds changed their position- PNC Financial Services Group, Inc.Added+2.2M sh
- LPL Financial LLCAdded+1.3M sh
- Annex Advisory Services, LLCNew+713K sh
- Wealth Enhancement Advisory Services, LLCAdded+660K sh
- Choreo, LLCNew+387K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth Management Co | – | 32.4M | $3B | +30M |
| 2 | PNC Financial Services Group, Inc. | – | 18.7M | $1.7B | +5.5M |
| 3 | Envestnet Asset Management Inc | – | 9.8M | $892M | −361K |
| 4 | Wealth Enhancement Advisory Services, LLC | – | 9.2M | $843M | +1.5M |
| 5 | Ameriprise Financial Inc | – | 4.6M | $423M | +753K |
| 6 | LPL Financial LLC | – | 4M | $365M | +909K |
| 7 | American Century Companies Inc | – | 3.6M | $329M | +748K |
| 8 | Focus Partners Wealth | – | 2.7M | $249M | +230K |
| 9 | Cerity Partners LLC | – | 2.7M | $249M | −103K |
| 10 | Falcon Wealth Planning | – | 2.1M | $190M | +107K |
- Northwestern Mutual Wealth Management Co+30M sh+$2.7B
- PNC Financial Services Group, Inc.+5.5M sh+$500M
- Wealth Enhancement Advisory Services, LLC+1.5M sh+$139M
- LPL Financial LLC+909K sh+$82.9M
- Two Sigma Investments, LP+838K sh+$76.5M
- Ameriprise Financial Inc+753K sh+$69M
- American Century Companies Inc+748K sh+$68.3M
- Bank of America Corp /de/+522K sh+$47.6M
- Fifth Third Bancorp−1.2M sh−$105M
- Prime Capital Investment Advisors, LLC−1.2M sh−$93.8M
- Envestnet Asset Management Inc−361K sh−$33M
- Global Strategic Investment Solutions, LLC−225K sh−$20.5M
- Tudor Investment Corp ET AL−122K sh−$11.1M
- Kmg Fiduciary Partners, LLC−110K sh−$10M
- Cerity Partners LLC−103K sh−$9.4M
- Pacific Life Fund Advisors LLC−101K sh−$9.2M
AVLV institutional ownership FAQ
Who owns the most AVLV stock?
In Q2 2026 13F filings the largest holder of AVLV was Northwestern Mutual Wealth Management Co, followed by PNC Financial Services Group, Inc. and Envestnet Asset Management Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of AVLV is owned by institutions?
563 funds reported holding 164M AVLV shares at Jun 30, 2026.
Are hedge funds buying AVLV?
In Q2 2026, 379 funds bought AVLV (101 of them new positions) and 129 sold (20 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for AVLV is bullish.
What is AVLV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this AVLV 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.