Security record · archived quarter
AVES
name pending profile ingest
29Tracked holders
0Δ holders
3.53MShares held
$205.76MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | +4 | 6.70M | $439.64M | +6 | −2 |
| Q1 2026 | 34 | +5 | 6.24M | $374.39M | +7 | −2 |
| Q4 2025 | 29 | 0 | 3.53M | $205.76M | +1 | −1 |
| Q3 2025 | 5 | 0 | 27.16K | $1.56M | — | — |
| Q2 2025 | 2 | -1 | 17.43K | $933,516 | — | −1 |
| Q1 2025 | 2 | +1 | 26.98K | $1.27M | +1 | — |
| Q4 2024 | 1 | 0 | 12.66K | $584,889 | — | — |
| Q3 2024 | 1 | +1 | 4.43K | $230,769 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 1.77M | — | $103.34M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Focus Partners Wealth | 737.38K | — | $43.00M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 247.84K | — | $14.45M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 238.87K | — | $13.93M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 129.45K | — | $7.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Mml Investors Services, Llc | 70.61K | — | $4.12M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 55.49K | New | $3.24M | 0.0% | New | 1 | SEC ↗ |
| 8 | Creative Planning | 49.31K | — | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 36.51K | — | $2.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 34.28K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 31.02K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Quantinno Capital Management LP | 23.77K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 21.50K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 21.14K | +9.6% | $1.23M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 20.61K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 8.19K | — | $477,501 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citigroup Inc | 6.80K | — | $396,275 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 5.58K | — | $325,609 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 5.50K | — | $320,980 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 2.96K | — | $172,714 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.93K | 0.0% | $170,979 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 22 | Royal Bank Of Canada | 2.32K | — | $136,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 2.01K | — | $117,261 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.40K | — | $81,575 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Cwm, Llc | 268 | — | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 266 | +1008.3% | $15,510 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 238 | — | $13,878 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 115 | -39.1% | $6,721 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 62 | — | $3,615 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $3.24M | 0.0% |
Exited
| Goldman Sachs Group | $271,762 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 164 holders, 17.69M shares, $1.05B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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