AVUS Institutional Ownership
Who owns AVUS and what the big funds did with it last quarter, from every SEC 13F filing. 582 funds reported holding AVUS at Jun 30, 2026.
- ▲292 buying vs 178 selling
- ▲Shares held by funds +9.2%
- ▲Funds holding +25
- ▲Superinvestors: 1 added, 0 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 | 582 | 557 | +4.5% |
| In funds' top 10 | 124 | 120 | +3.3% |
| 13F shares | 92.4M | 84.6M | +9.2% |
| Held by funds | – | – | – |
| New positions | 44 | 49 | −10.2% |
| Increased | 248 | 247 | +0.4% |
| Reduced | 159 | 141 | +12.8% |
| Sold out | 19 | 15 | +26.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in AVUS
All superinvestors →
Who owns AVUS
share of fund held shares- Index and passive funds0.1%
- Active managers and hedge funds89.2%
- Banks and brokers10.2%
- Pensions, insurers and other0.5%
The top 10 holders own 30.2% of all AVUS shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
315 funds changed their position- HB Wealth Management, LLCAdded+423K sh
- LPL Financial LLCAdded+361K sh
- Arlington Financial Advisors, LLCNew+222K sh
- Indivisible PartnersAdded+208K sh
- Annex Advisory Services, LLCAdded+141K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | HB Wealth Management, LLC | – | 6M | $772M | +282K |
| 2 | American Century Companies Inc | – | 4.5M | $583M | +406K |
| 3 | Oak Root LLC | – | 2.9M | $372M | 0 |
| 4 | LPL Financial LLC | – | 2.5M | $326M | +153K |
| 5 | Maseco LLP | – | 2.4M | $305M | +39K |
| 6 | Annex Advisory Services, LLC | – | 2M | $259M | +96K |
| 7 | Envestnet Asset Management Inc | – | 2M | $257M | +178K |
| 8 | Focus Partners Wealth | – | 2M | $250M | −4,386 |
| 9 | Fifth Third Bancorp | – | 1.8M | $226M | +1.8M |
| 10 | Prime Capital Investment Advisors, LLC | – | 1.8M | $226M | +1.8M |
- Fifth Third Bancorp+1.8M sh+$226M
- Prime Capital Investment Advisors, LLC+1.8M sh+$226M
- American Century Companies Inc+406K sh+$52.1M
- Two Sigma Investments, LP+382K sh+$48.9M
- HB Wealth Management, LLC+282K sh+$36.1M
- Cetera Investment Advisers+238K sh+$30.4M
- Creative Financial Designs Inc /adv+217K sh+$27.9M
- Envestnet Asset Management Inc+178K sh+$22.8M
- Corient Private Wealth LP−237K sh−$30.4M
- Gateway Wealth Partners, LLC−127K sh−$16.3M
- Mariner, LLC−106K sh−$13.6M
- Strategic Financial Planning, Inc.−201K sh−$9.7M
- Foundations Investment Advisors, LLC−69K sh−$8.8M
- Disciplina Capital Management LLC−50K sh−$6.5M
- Kestra Investment Management, LLC−45K sh−$5.8M
- HighTower Advisors, LLC−40K sh−$5.1M
AVUS institutional ownership FAQ
Who owns the most AVUS stock?
In Q2 2026 13F filings the largest holder of AVUS was HB Wealth Management, LLC, followed by American Century Companies Inc and Oak Root LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of AVUS is owned by institutions?
582 funds reported holding 92.4M AVUS shares at Jun 30, 2026.
Are hedge funds buying AVUS?
In Q2 2026, 292 funds bought AVUS (44 of them new positions) and 178 sold (19 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for AVUS is strongly bullish.
What is AVUS's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this AVUS 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.