Institutional Holders (2026 Q1)
26 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVGV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Meredith Wealth Planning | 11.23% | 534,577 | $41.5M |
| 2 | Paul R. Ried Financial Group, LLC | 3.80% | 105,434 | $8.2M |
| 3 | McCartney Wealth Management LLC | 1.86% | 28,544 | $2.2M |
| 4 | M Wealth Management, LLC | 1.76% | 26,890 | $2.1M |
| 5 | B&D White Capital Company, LLC | 0.49% | 51,228 | $4.0M |
| 6 | Ridgeline Wealth, LLC | 0.46% | 8,338 | $647K |
| 7 | Entrewealth, LLC | 0.33% | 9,562 | $741K |
| 8 | Vawter Financial, Ltd. | 0.14% | 4,338 | $336K |
| 9 | Evanson Asset Management, LLC | 0.11% | 27,399 | $2.1M |
| 10 | Asset One Wealth Management LLC | 0.05% | 6,020 | $492K |
| 11 | Empirical Finance, LLC | 0.02% | 5,260 | $408K |
| 12 | Rialto Wealth Management, LLC | 0.02% | 938 | $73K |
| 13 | Sax Wealth Advisors, LLC | 0.01% | 3,845 | $281K |
| 14 | Compound Planning, Inc. | 0.01% | 3,669 | $285K |
| 15 | Orion Capital Management LLC | 0.01% | 315 | $24K |
| 16 | Wealth Enhancement Advisory Services, LLC | 0.01% | 37,718 | $2.9M |
| 17 | Farther Finance Advisors, LLC | 0.00% | 4,458 | $348K |
| 18 | Moisand Fitzgerald Tamayo, LLC | 0.00% | 195 | $15K |
| 19 | Aqr Capital Management LLC | 0.00% | 23,037 | $1.8M |
| 20 | Raymond James Financial Inc | 0.00% | 24,574 | $1.9M |
| 21 | LPL Financial LLC | 0.00% | 23,126 | $1.8M |
| 22 | Focus Partners Wealth | 0.00% | 5,328 | $413K |
| 23 | Jane Street Group, LLC | 0.00% | 3,496 | $271K |
| 24 | UBS Group AG | 0.00% | 4 | — |
| 25 | Wells Fargo & Company/Mn | 0.00% | — | — |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|