AVLC
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +5.0% ·
net new positions +7.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +2 | 2.27M | $203.61M | +5 | −3 |
| Q1 2026 | 14 | +1 | 1.90M | $146.33M | +2 | −1 |
| Q4 2025 | 13 | 0 | 1.81M | $141.98M | — | — |
| Q3 2025 | 2 | +1 | 645.98K | $49.42M | +1 | — |
| Q4 2024 | 1 | +1 | 3.03K | $204,474 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 629.36K | +9.3% | $48.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 446.32K | +6.8% | $34.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 361.79K | +5.0% | $27.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 135.24K | +0.6% | $10.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 83.67K | -1.2% | $6.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 83.18K | -15.8% | $6.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 48.62K | +40.2% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 32.22K | New | $2.50M | 0.0% | New | 1 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 29.39K | +18.2% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 16.91K | -55.6% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 10.44K | New | $809,234 | 0.0% | New | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 7.78K | +150.1% | $602,957 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Corient Private Wealth LP | 6.91K | -50.0% | $555,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 4.92K | -4.5% | $381,624 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $2.50M | 0.0% |
| Jane Street Group, Llc | $809,234 | 0.0% |
Exited
| American Century Companies Inc | $2.39M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 87 holders, 12.57M shares, $940.84M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.