Security record
AVTX
Avalo Therapeutics, Inc. · Healthcare · Biotechnology
51Tracked holders
+13Δ holders
31.74MShares held
$586.58MReported value
+19New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 5.10M | +77.1% | $94.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 4.37M | +1234.7% | $80.68M | 0.0% | ▲ Add | 5 | SEC ↗ ×8 |
| 3 | State Street Global Advisors ✦ (passive) | 2.89M | +3932.3% | $53.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Point72 Asset Management ✦ | 2.39M | +160.6% | $44.11M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 2.26M | +214.6% | $41.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.91M | +197.6% | $35.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Adage Capital Partners ✦ | 1.73M | +102.5% | $31.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 1.31M | New | $24.24M | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | Alliancebernstein L.P. | 1.26M | New | $23.30M | 0.0% | New | 1 | SEC ↗ |
| 10 | UBS Group AG | 1.21M | +5.9% | $22.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Geode Capital Management ✦ (passive) | 1.11M | +550.5% | $20.43M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 946.32K | +1474.4% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 891.40K | +417.8% | $16.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Balyasny Asset Management L.P. | 861.71K | +17.8% | $15.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Squarepoint Ops LLC | 589.25K | +624.9% | $10.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Franklin Resources Inc | 404.19K | New | $7.47M | 0.0% | New | 1 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 357.20K | +197.4% | $6.60M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Northern Trust Corp | 344.52K | +1027.5% | $6.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Citadel Advisors ✦ | 323.83K | +67.2% | $5.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Charles Schwab Investment… | 137.47K | +1274.8% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 134.09K | -68.3% | $2.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 128.07K | -20.6% | $2.37M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 23 | Aberdeen Group plc | 122.17K | -28.8% | $2.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wellington Management ✦ | 105.26K | New | $1.95M | 0.0% | New | 1 | SEC ↗ ×3 |
| 25 | Bank of New York Mellon Corp | 102.65K | New | $1.90M | 0.0% | New | 1 | SEC ↗ ×4 |
| 26 | Nuveen, LLC | 100.63K | New | $1.86M | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Td Asset Management Inc | 77.47K | +50.7% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citigroup Inc | 69.01K | New | $1.28M | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Two Sigma Investments ✦ | 67.09K | +4.1% | $1.24M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Manufacturers Life Insurance… | 53.80K | New | $994,206 | 0.0% | New | 1 | SEC ↗ |
| 31 | Rhumbline Advisers | 53.29K | New | $984,789 | 0.0% | New | 1 | SEC ↗ |
| 32 | Deutsche Bank Ag\ | 41.17K | -72.6% | $760,747 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Dimensional Fund Advisors Lp | 38.16K | -6.5% | $706,919 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 34 | Man Group plc | 36.88K | -20.8% | $681,468 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 36.58K | New | $675,924 | 0.0% | New | 1 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 27.23K | New | $503,155 | 0.0% | New | 1 | SEC ↗ |
| 37 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 25.71K | New | $480,465 | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Envestnet Asset Management Inc | 22.54K | +12.7% | $416,521 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Invesco Ltd. | 22.23K | New | $410,736 | 0.0% | New | 1 | SEC ↗ ×2 |
| 40 | JPMorgan Chase ✦ | 18.14K | -90.7% | $350,018 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 41 | Sei Investments Co | 17.93K | -68.5% | $331,365 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Barclays Plc | 17.81K | +21.6% | $329,147 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | New York State Common Retirement… | 14.70K | New | $271,656 | 0.0% | New | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 5.68K | +67.8% | $105,040 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Legal & General Group Plc | 4.05K | New | $74,896 | 0.0% | New | 1 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 3.34K | New | $61,741 | 0.0% | New | 1 | SEC ↗ |
| 47 | Royal Bank Of Canada | 1.36K | +531.9% | $26,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 48 | Pacer Advisors, Inc. | 942 | New | $17,000 | 0.0% | New | 1 | SEC ↗ |
| 49 | Fifth Third Bancorp | 29 | New | $536 | 0.0% | New | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 22 | New | $407 | 0.0% | New | 1 | SEC ↗ |
| 51 | Osaic Holdings, Inc. | 1 | 0.0% | $18 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| T. Rowe Price | $24.24M | 0.0% |
| Alliancebernstein L.P. | $23.30M | 0.0% |
| Franklin Resources Inc | $7.47M | 0.0% |
| Wellington Management | $1.95M | 0.0% |
| Bank of New York Mellon Corp | $1.90M | 0.0% |
| Nuveen, LLC | $1.86M | 0.0% |
| Citigroup Inc | $1.28M | 0.0% |
| Manufacturers Life Insurance… | $994,206 | 0.0% |
| Rhumbline Advisers | $984,789 | 0.0% |
| Wells Fargo & Company/Mn | $675,924 | 0.0% |
| Susquehanna International… | $503,155 | 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $480,465 | 0.0% |
Exited
| Millennium Management | $12.47M | was 0.0% |
| Jennison Associates Llc | $7.03M | was 0.0% |
| Qube Research & Technologies… | $2.61M | was 0.0% |
| Jane Street Group, Llc | $2.59M | was 0.0% |
| Marshall Wace | $1.93M | was 0.0% |
| Hrt Financial Lp | $718,000 | was 0.0% |
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.
Frequently co-owned
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)
Sep 16
Sullivan Christopher Ryan
Officer · 12.39K sh · $202,437
Sep 10
Sullivan Christopher Ryan
Officer · 10.19K sh · $179,457
Aug 28
Doyle Mittie
Officer · 679 sh · $13,580
Aug 18
Sullivan Christopher Ryan
Officer · 31.03K sh · $622,324
Aug 17
Sullivan Christopher Ryan
Officer · 37.95K sh · $753,333
Aug 17
Sullivan Christopher Ryan
Officer · 3.75K sh · $74,762
Aug 17
Doyle Mittie
Officer · 1.00K sh · $20,000
Aug 11
Riley Jennifer
Officer · 2.65K sh · $52,012
Aug 10
Doyle Mittie
Officer · 679 sh · $13,580
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 14
SC 13G/A — T. Rowe Price Investment Management…
Aug 14
SC 13G/A — Caligan Partners LP
Aug 14
SC 13G/A — RA CAPITAL MANAGEMENT, L.P.
Aug 14
SC 13G/A — Deep Track Capital, LP
Aug 14
SC 13G/A — Nantahala Capital Management, LLC
Aug 14
SC 13G/A — BIOTECHNOLOGY VALUE FUND L P
Aug 14
SC 13G/A — Avoro Capital Advisors LLC
Aug 13
SC 13G/A — Affinity Asset Advisors, LLC
Aug 07
SC 13G/A — FMR LLC
Aug 07
SC 13G — STATE STREET CORP
Aug 06
SC 13G/A — FMR LLC
Jul 27
SC 13G — BlackRock, Inc.
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 ·
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