Security record · archived quarter
AVNM
name pending profile ingest
9Tracked holders
n/aΔ holders
1.11MShares held
$81.31MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 643.91K | n/a | $47.34M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Truist Financial Corp | 204.50K | n/a | $15.03M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 190.56K | n/a | $14.01M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 42.91K | n/a | $3.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Captrust Financial Advisors | 20.78K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 2.92K | n/a | $215,000 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cwm, Llc | 335 | n/a | $25,000 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 89 | n/a | $6,543 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Assetmark, Inc | 16 | n/a | $1,176 | 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
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 6.16M shares, $463.80M 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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