Institutional Holders (2026 Q1)
39 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVMU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Align Financial, LLC | 1.56% | 59,995 | $2.7M |
| 2 | EJMK Ventures LLC | 0.82% | 32,022 | $1.5M |
| 3 | Beaird Harris Wealth Management, LLC | 0.57% | 184,187 | $8.4M |
| 4 | Action Point Financial Planning, LLC | 0.51% | 12,406 | $568K |
| 5 | L.K. Benson & Company, P.C. | 0.37% | 24,639 | $1.1M |
| 6 | Haven Private, LLC | 0.31% | 15,450 | $708K |
| 7 | Sax Wealth Advisors, LLC | 0.25% | 111,888 | $5.2M |
| 8 | Wheels Up Wealth, Inc. | 0.25% | 5,711 | $262K |
| 9 | Tortoise Investment Management, LLC | 0.24% | 63,630 | $2.9M |
| 10 | Landmark Wealth Management, LLC | 0.21% | 17,181 | $787K |
| 11 | Trailhead Planners LLC | 0.20% | 4,629 | $212K |
| 12 | Plancorp, LLC | 0.19% | 144,818 | $6.7M |
| 13 | Mattern Wealth Management LLC | 0.12% | 13,437 | $615K |
| 14 | Visionary Wealth Advisors | 0.10% | 51,765 | $2.4M |
| 15 | Websterrogers Financial Advisors, LLC | 0.10% | 7,802 | $357K |
| 16 | Crews Bank & Trust | 0.09% | 13,369 | $612K |
| 17 | Fourth Dimension Wealth, LLC | 0.07% | 3,994 | $183K |
| 18 | Dogwood Wealth Management LLC | 0.06% | 2,969 | $136K |
| 19 | Financial Plan, Inc. | 0.06% | 11,599 | $531K |
| 20 | Hill Investment Group Partners, LLC | 0.04% | 8,410 | $385K |
| 21 | Savant Capital, LLC | 0.02% | 71,464 | $3.3M |
| 22 | Nemes Rush Group LLC | 0.02% | 3,463 | $159K |
| 23 | FAS Wealth Partners, Inc. | 0.01% | 4,488 | $206K |
| 24 | Argent Trust Co | 0.01% | 7,000 | $321K |
| 25 | Envestnet Asset Management Inc | 0.01% | 846,084 | $38.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|