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Security record · archived quarter

AVMV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024
14Tracked holders
0Δ holders
1.53MShares held
$122.96MReported value
+4New positions
−4Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 14 0 1.53M $122.96M +4 −4
Q1 2026 14 +4 995.88K $73.87M +5 −1
Q4 2025 10 +1 829.85K $59.09M +2 −1
Q3 2025 1 -1 12.13K $835,967 −1
Q2 2025 1 +1 13.22K $864,324 +1
Q4 2024 1 0 6.46K $421,578
Q3 2024 1 +1 13.89K $892,607 +1
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 American Century Companies Inc 545.80K +24.1% $43.96M 0.0% ▲ Add 3 SEC ↗
2 Northwestern Mutual Wealth… 295.81K +28.2% $23.82M 0.0% ▲ Add 3 SEC ↗
3 LPL Financial LLC 225.53K +89.7% $18.16M 0.0% ▲ Add 3 SEC ↗
4 Morgan Stanley 137.45K +624659.1% $11.07M 0.0% ▲ Add 3 SEC ↗
5 Morgan Stanley 137.45K +624659.1% $11.07M 0.0% ▲ Add 3 SEC ↗
6 Corient Private Wealth LP 112.54K +83.3% $9.06M 0.0% ▲ Add 3 SEC ↗
7 Pnc Financial Services Group, Inc. 112.16K +56.5% $9.03M 0.0% ▲ Add 3 SEC ↗
8 Pnc Financial Services Group, Inc. 112.16K +56.5% $9.03M 0.0% ▲ Add 3 SEC ↗
9 Pnc Financial Services Group, Inc. 112.16K +56.5% $9.03M 0.0% ▲ Add 3 SEC ↗
10 Pnc Financial Services Group, Inc. 112.16K +56.5% $9.03M 0.0% ▲ Add 3 SEC ↗
11 Pnc Financial Services Group, Inc. 112.16K +56.5% $9.03M 0.0% ▲ Add 3 SEC ↗
12 Envestnet Asset Management Inc 41.15K +31.7% $3.31M 0.0% ▲ Add 3 SEC ↗
13 Two Sigma Investments 22.40K New $1.80M 0.0% New 1 SEC ↗
14 Osaic Holdings, Inc. 18.25K +12.4% $1.47M 0.0% ▲ Add 3 SEC ↗
15 Osaic Holdings, Inc. 18.25K +12.4% $1.47M 0.0% ▲ Add 3 SEC ↗
16 Goldman Sachs Group 9.24K New $744,385 0.0% New 1 SEC ↗
17 Wealth Enhancement Advisory… 2.90K New $233,966 0.0% New 1 SEC ↗
18 Mml Investors Services, Llc 2.82K New $227,140 0.0% New 1 SEC ↗
19 Rockefeller Capital Management L.P. 637 +0.3% $51,301 0.0% ▲ Add 2 SEC ↗
20 Royal Bank Of Canada 147 +22.5% $12,000 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Two Sigma Investments $1.80M 0.0%
Goldman Sachs Group $744,385 0.0%
Wealth Enhancement Advisory… $233,966 0.0%
Mml Investors Services, Llc $227,140 0.0%

Exited

Susquehanna International… $1.28M was 0.0%
Jane Street Group, Llc $296,943 was 0.0%
JPMorgan Chase $149,866 was 0.0%
Wells Fargo & Company/Mn $127,367 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 5.84M shares, $375.88M 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: Q2 2026 · Methodology · Get this via the API