Institutional Holders (2026 Q2)
185 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVES. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Golden Bell Financial Planning LLC | 6.11% | 126,665 | $8.3M |
| 2 | ATLas Financial Planning LLC | 5.50% | 103,464 | $6.8M |
| 3 | Fidelity D & D Bancorp Inc | 4.70% | 208,886 | $13.7M |
| 4 | Meredith Wealth Planning | 4.48% | 289,074 | $19.0M |
| 5 | Red Lighthouse Investment Management, LLC | 4.33% | 221,780 | $14.5M |
| 6 | Cornerstone Wealth Partners, LLC | 4.08% | 133,744 | $8.8M |
| 7 | Bannerman Wealth Management Group, LLC | 3.65% | 95,365 | $6.3M |
| 8 | Armbruster Capital Management, Inc. | 3.46% | 353,764 | $23.2M |
| 9 | EJMK Ventures LLC | 3.29% | 110,433 | $7.2M |
| 10 | Oceanside Advisors LLC | 3.18% | 96,076 | $6.3M |
| 11 | Trailhead Planners LLC | 3.18% | 50,126 | $3.3M |
| 12 | Signature Estate & Investment Advisors LLC | 3.07% | 2,605,120 | $170.9M |
| 13 | Three Arch Wealth Management LLC | 2.62% | 259,889 | $17.0M |
| 14 | Apeiron RIA LLC | 2.50% | 148,713 | $9.8M |
| 15 | Allegiance Financial Group Advisory Services LLC | 2.40% | 211,649 | $13.9M |
| 16 | MB Generational Wealth, LLC | 2.31% | 71,940 | $4.7M |
| 17 | Austin Wealth Management, LLC | 2.13% | 160,147 | $10.1M |
| 18 | 1620 Investment Advisors, INC. | 2.13% | 52,320 | $3.4M |
| 19 | Northland Capital Management LLC | 2.09% | 59,145 | $3.9M |
| 20 | Bayshore Asset Management, LLC | 2.05% | 87,332 | $5.7M |
| 21 | Schwarz Dygos Wheeler Investment Advisors LLC | 1.87% | 149,666 | $9.8M |
| 22 | Altar Rock LLC | 1.63% | 23,316 | $1.4M |
| 23 | Entrewealth, LLC | 1.46% | 60,900 | $4.0M |
| 24 | BSW Wealth Partners | 1.36% | 186,691 | $12.2M |
| 25 | Symmetry Partners, LLC | 1.33% | 397,745 | $26.1M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|