Institutional Holders (2026 Q1)
1K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVUV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Cornerstone Wealth Partners, LLC | 29.32% | 467,881 | $51.7M |
| 2 | Summit Portfolio Management, LTD. | 23.73% | 333,964 | $36.9M |
| 3 | Quarry Hill Advisors, LLC | 20.07% | 415,067 | $48.8M |
| 4 | Sherrill & Hutchins Financial Advisory, Inc | 19.97% | 306,117 | $33.8M |
| 5 | Meredith Wealth Planning | 17.72% | 591,966 | $65.4M |
| 6 | Define Financial, LLC | 14.92% | 248,904 | $27.5M |
| 7 | Mason Investment Advisory Services, Inc. | 14.45% | 2,833,098 | $313.0M |
| 8 | Pw Advisors, LLC \ Fl | 13.73% | 165,955 | $18.3M |
| 9 | Team Hewins, LLC | 13.58% | 413,588 | $45.7M |
| 10 | WMG Financial Advisors, LLC | 13.33% | 289,163 | $31.9M |
| 11 | Valued Wealth Advisors LLC | 12.94% | 288,962 | $31.9M |
| 12 | Eagle Wealth Strategies LLC | 12.93% | 266,876 | $29.5M |
| 13 | Stolz & Associates, Ps | 12.89% | 159,658 | $18.5M |
| 14 | Kondo Wealth Advisors, Inc. | 12.73% | 306,161 | $33.8M |
| 15 | Poinciana Advisors Group, LLC | 12.45% | 142,800 | $15.8M |
| 16 | Red Lighthouse Investment Management, LLC | 12.30% | 329,700 | $36.4M |
| 17 | Satovsky Asset Management LLC | 12.09% | 619,938 | $68.5M |
| 18 | Enzi Wealth | 11.93% | 311,148 | $34.4M |
| 19 | Meritas Wealth Management, LLC | 11.35% | 227,231 | $25.1M |
| 20 | HMV Wealth Advisors, LLC | 11.20% | 215,726 | $23.8M |
| 21 | Invariant Investment Management | 11.19% | 157,464 | $18.2M |
| 22 | Unison Advisors LLC | 11.13% | 1,328,533 | $146.8M |
| 23 | MB Generational Wealth, LLC | 10.82% | 177,158 | $19.6M |
| 24 | Fort Vancouver Investment Management, LLC | 10.79% | 192,383 | $21.3M |
| 25 | BWM Planning, LLC | 10.21% | 350,329 | $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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|