AVTX
Avalo Therapeutics, Inc. · Healthcare · Biotechnology
Momentum inputs (comparable managers):
holder breadth +6.1% ·
share flow +26.7% ·
net new positions +5.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +13 | 31.74M | $586.58M | +19 | −6 |
| Q1 2026 | 38 | +3 | 12.35M | $184.22M | +7 | −4 |
| Q4 2025 | 35 | +2 | 8.20M | $148.88M | +2 | — |
| Q3 2025 | 13 | +7 | 3.14M | $39.85M | +7 | — |
| Q2 2025 | 4 | +1 | 446.19K | $2.23M | +1 | — |
| Q1 2025 | 1 | -1 | 107.81K | $864,389 | — | −1 |
| Q4 2024 | 2 | +1 | 120.18K | $892,907 | +1 | — |
| Q3 2024 | 1 | +1 | 10.11K | $95,649 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 804.08K | +16.1% | $14.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Millennium Management ✦ | 659.98K | +380.2% | $11.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Point72 Asset Management ✦ | 627.50K | -40.5% | $11.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 621.35K | — | $11.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Adage Capital Partners ✦ | 550.00K | +112.5% | $9.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Marshall Wace ✦ | 507.55K | +806.2% | $9.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | UBS Group AG | 477.82K | — | $8.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Jennison Associates Llc | 475.62K | — | $8.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Balyasny Asset Management L.P. | 439.31K | — | $7.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 419.49K | -12.9% | $7.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | BlackRock ✦ (passive) | 289.57K | +87.7% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 12 | Morgan Stanley ✦ | 264.91K | +2648970.0% | $4.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Fidelity (FMR) ✦ | 220.30K | New | $4.00M | 0.0% | New | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 217.97K | — | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 210.99K | — | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bnp Paribas Financial Markets | 197.75K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Jane Street Group, Llc | 178.85K | — | $3.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Geode Capital Management ✦ (passive) | 166.15K | +59.5% | $3.02M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 19 | Deutsche Bank Ag\ | 150.00K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 148.24K | +201.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Barclays Plc | 105.81K | — | $1.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Aberdeen Group plc | 95.43K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passive) | 79.25K | +74.4% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 65.31K | New | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 64.46K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 44.43K | +1312.3% | $806,867 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Squarepoint Ops LLC | 40.85K | — | $741,909 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northern Trust Corp | 32.20K | — | $584,825 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Renaissance Technologies ✦ | 18.30K | -81.5% | $332,328 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 16.04K | — | $291,268 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Belvedere Trading LLC | 4.53K | — | $82,192 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 2.73K | — | $49,631 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Citigroup Inc | 1.14K | — | $20,757 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 1 | — | $18 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Group One Trading Llc | 1 | — | $18 | 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
| Fidelity (FMR) | $4.00M | 0.0% |
| Goldman Sachs Group | $1.19M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 96 holders, 30.91M shares, $428.51M 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 12.39K sh · $202,437
Officer · 10.19K sh · $179,457
Officer · 679 sh · $13,580
Officer · 31.03K sh · $622,324
Officer · 37.95K sh · $753,333
Officer · 3.75K sh · $74,762
Officer · 1.00K sh · $20,000
Officer · 2.65K sh · $52,012
Officer · 679 sh · $13,580
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology