AVGE

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$98.34

-0.10 (-0.10%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding AVGE · 2026-Q1 methodology → sources →

128 holders

% of shares outstanding held

—

Shares held (13F)

2,887,916

Reporting holders

128

Top holders

largest 100 of 128 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Meredith Wealth Planning	278,601278,601	$25M	—	ADD 20%
2	COMMONWEALTH EQUITY SERVICES, LLC	229,663229,663	$20M	—	ADD 255%
3	Greenspring Advisors, LLC	174,176174,176	$15M	—	—
4	BIP Wealth, LLC	108,447108,447	$10M	—	ADD 4%
5	AQR CAPITAL MANAGEMENT LLC	108,276108,276	$10M	—	ADD 1229%
6	IEQ CAPITAL, LLC	100,131100,131	$9M	—	NEW
7	Nova R Wealth, Inc.	97,67797,677	$9M	—	TRIM -2%
8	LPL Financial LLC	89,65389,653	$8M	—	ADD 16%
9	Index Fund Advisors, Inc.	86,74686,746	$8M	—	ADD 14%
10	Compass Ion Advisors, LLC	86,19786,197	$8M	—	ADD 26%
11	Paragon Advisors, LLC	73,67273,672	$6M	—	ADD 17%
12	Pacific Asset Management, LLC	73,56373,563	$6M	—	ADD 5%
13	Intelligent Financial Strategies	64,83164,831	$6M	—	—
14	FMB WEALTH MANAGEMENT	61,99261,992	$5M	—	—
15	Sprinkle Financial Consultants LLC	56,82956,829	$5M	—	—
16	Frankly Finances, LLC	53,05953,059	$5M	—	ADD 3%
17	Align Financial, LLC	44,49344,493	$4M	—	TRIM -99%
18	B&D White Capital Company, LLC	43,78243,782	$4M	—	TRIM -3%
19	Fermata Advisors, LLC	43,09443,094	$4M	—	ADD 6%
20	Corient Private Wealth LLC	38,16338,163	$3M	—	TRIM -48%
21	Werba Rubin Papier Wealth Management	37,52837,528	$3M	—	NEW
22	ENTREWEALTH, LLC	36,07636,076	$3M	—	ADD 24%
23	Magnolia Private Wealth, LLC	35,39035,390	$3M	—	TRIM -5%
24	CreativeOne Wealth, LLC	34,65934,659	$3M	—	NEW
25	Yardley Wealth Management LLC	33,52133,521	$3M	—	ADD 11%
26	Cogent Private Wealth, Inc.	32,47432,474	$3M	—	ADD 7%
27	Wilkerson Advisory Group LLC	32,20732,207	$3M	—	ADD 3%
28	Evanson Asset Management, LLC	31,93631,936	$3M	—	—
29	Hutchens & Kramer Investment Management Group, LLC	30,68630,686	$3M	—	ADD 8%
30	SC&H Financial Advisors, Inc.	30,18630,186	$3M	—	ADD 9%
31	Betterment LLC	29,06229,062	$3M	—	—
32	Ridgeline Wealth, LLC	27,94027,940	$2M	—	—
33	WCG Wealth Advisors LLC	24,57124,571	$2M	—	—
34	CWM, LLC	21,26021,260	$2M	—	—
35	Cresset Asset Management, LLC	20,83920,839	$2M	—	ADD 49%
36	Modern Wealth Management, LLC	19,33219,332	$2M	—	TRIM -8%
37	WMG Financial Advisors, LLC	19,35019,350	$2M	—	ADD 22%
38	CURIO WEALTH, LLC	18,50018,500	$2M	—	TRIM -10%
39	Oceanside Advisors LLC	18,07318,073	$2M	—	ADD 4%
40	Integrity Wealth Solutions LLC	17,34517,345	$2M	—	ADD 14%
41	Focus Partners Advisor Solutions, LLC	16,92816,928	$1M	—	TRIM -39%
42	MERCER GLOBAL ADVISORS INC /ADV	16,20516,205	$1M	—	—
43	ARQ WEALTH ADVISORS, LLC	15,87215,872	$1M	—	ADD 55%
44	Apella Capital, LLC	14,46814,468	$1M	—	TRIM -8%
45	Beacon Pointe Advisors, LLC	13,65913,659	$1M	—	TRIM -4%
46	LAM GROUP, INC.	12,99112,991	$1M	—	ADD 4%
47	Avantax Planning Partners, Inc.	12,75612,756	$1M	—	—
48	Financial Plan, Inc.	11,72711,727	$1M	—	ADD 12%
49	Plancorp, LLC	11,10911,109	$1M	—	ADD 16%
50	Cambridge Investment Research Advisors, Inc.	11,40711,407	$1M	—	—
51	Farther Finance Advisors, LLC	10,67110,671	$945,416	—	—
52	HUB Investment Partners, LLC	10,52010,520	$925,990	—	ADD 4%
53	Modera Wealth Management, LLC	9,9199,919	$873,028	—	ADD 5%
54	Equitable Holdings, Inc.	9,8369,836	$845,011	—	ADD 44%
55	Creative Planning	9,5399,539	$839,583	—	—
56	Advisory Services Network, LLC	9,3779,377	$825,364	—	—
57	Strategic Blueprint, LLC	9,3069,306	$819,114	—	TRIM -7%
58	Independent Advisor Alliance	8,9468,946	$787,438	—	NEW
59	Nemes Rush Group LLC	8,9338,933	$786,283	—	ADD 2%
60	Vawter Financial, Ltd.	8,2278,227	$724,124	—	ADD 19%
61	Versant Capital Management, Inc	7,9357,935	$698,444	—	ADD 11%
62	Eaton-Cambridge Inc.	7,6957,695	$677,314	—	ADD 8%
63	Ferguson Johnson Wealth Management Inc	7,3657,365	$648,000	—	ADD 15%
64	marrick wealth, LLC	7,0867,086	$623,681	—	ADD 57%
65	Creative Capital Management Investments LLC	6,8256,825	$600,737	—	ADD 6%
66	SAGE RHINO CAPITAL LLC	6,4566,456	$568,283	—	ADD 11%
67	GEM Asset Management, LLC	6,3446,344	$558,372	—	ADD 4%
68	ENVESTNET ASSET MANAGEMENT INC	6,2226,222	$547,697	—	ADD 13%
69	TCI Wealth Advisors, Inc.	6,2056,205	$546,152	—	—
70	Kestra Advisory Services, LLC	5,8255,825	$512,695	—	ADD 22%
71	Holcombe Financial, Inc.	5,5155,515	$485,464	—	ADD 5%
72	FOSTER & MOTLEY INC	5,3165,316	$468,000	—	ADD 13%
73	Accurate Wealth Management, LLC	4,9324,932	$454,484	—	ADD 54%
74	BARLOW WEALTH PARTNERS, LLC	4,4724,472	$424,689	—	—
75	HighTower Advisors, LLC	4,7744,774	$420,203	—	NEW
76	Canvas Wealth Advisors, LLC	4,7234,723	$415,731	—	ADD 20%
77	Collaborative Wealth Managment Inc.	4,6394,639	$408,327	—	TRIM -86%
78	SAX WEALTH ADVISORS, LLC	4,6434,643	$398,880	—	—
79	Meritas Wealth Management, LLC	4,3254,325	$380,686	—	ADD 26%
80	Aprio Wealth Management, LLC	4,3204,320	$380,281	—	—
81	Savvy Advisors, Inc.	4,2274,227	$372,061	—	ADD 7%
82	BCR Wealth Strategies, LLC	4,2344,234	$372,000	—	ADD 16%
83	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	3,9533,953	$347,953	—	ADD 23%
84	Great Point Wealth Advisors, LLC	3,8633,863	$340,013	—	ADD 15%
85	Arlington Financial Advisors, LLC	3,7563,756	$330,626	—	—
86	Fonville Wealth Management LLC	3,2903,290	$289,593	—	ADD 12%
87	DIVERSIFY WEALTH MANAGEMENT, LLC	2,9092,909	$273,882	—	NEW
88	McCartney Wealth Management LLC	2,9562,956	$260,202	—	ADD 2%
89	EverSource Wealth Advisors, LLC	2,8712,871	$252,667	—	ADD 2%
90	AE Wealth Management LLC	2,8672,867	$252,353	—	—
91	BAYSHORE ASSET MANAGEMENT, LLC	2,8352,835	$249,537	—	ADD 20%
92	WESPAC Advisors SoCal, LLC	2,7442,744	$241,493	—	TRIM -6%
93	Annandale Capital, LLC	2,6992,699	$238,000	—	—
94	MML INVESTORS SERVICES, LLC	2,6722,672	$235,218	—	ADD 7%
95	VISTA CAPITAL PARTNERS, INC.	2,6622,662	$234,309	—	—
96	NORTHWEST WEALTH MANAGEMENT, LLC	2,4282,428	$213,713	—	TRIM -10%
97	Three Arch Wealth Management LLC	2,3742,374	$208,996	—	TRIM -39%
98	Physician Wealth Advisors, Inc.	2,3482,348	$206,699	—	TRIM -23%
99	Aspen Capital Management, LLC	2,3362,336	$205,647	—	NEW
100	Beaird Harris Wealth Management, LLC	2,2982,298	$202,256	—	ADD 10%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Meredith Wealth Planning

83K

101K

147K

161K

233K

279K

$25M

COMMONWEALTH EQUITY SERVICES, LLC

61K

63K

61K

63K

65K

230K

$20M

Greenspring Advisors, LLC

—

174K

$15M

BIP Wealth, LLC

28K

47K

70K

93K

104K

108K

$10M

AQR CAPITAL MANAGEMENT LLC

—

108K

$10M

IEQ CAPITAL, LLC

—

100K

$9M

Nova R Wealth, Inc.

108K

105K

104K

102K

100K

98K

$9M

LPL Financial LLC

68K

72K

78K

76K

77K

90K

$8M

Index Fund Advisors, Inc.

67K

64K

68K

71K

76K

87K

$8M

Compass Ion Advisors, LLC

75K

70K

72K

75K

68K

86K

$8M

Paragon Advisors, LLC

145K

144K

91K

81K

63K

74K

$6M

Pacific Asset Management, LLC

23K

36K

46K

52K

70K

74K

$6M

Intelligent Financial Strategies

69K

65K

$6M

FMB WEALTH MANAGEMENT

61K

63K

62K

$5M

Sprinkle Financial Consultants LLC

57K

56K

55K

56K

57K

$5M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	128	2,887,916	—	$254M
2025-Q4	124	6,263,628	—	$209M
2025-Q3	107	2,017,389	—	$168M
2025-Q2	103	1,913,201	—	$148M
2025-Q1	98	1,789,133	—	$127M
2024-Q4	94	1,705,899	—	$124M
2024-Q3	81	1,688,318	—	$129M
2024-Q2	73	1,898,777	—	$96M
2024-Q1	64	1,193,281	—	$83M
2023-Q4	54	920,281	—	$60M
2023-Q3	42	774,027	—	$46M
2023-Q2	34	505,703	—	$30M
2023-Q1	26	404,327	—	$23M
2022-Q4	16	368,388

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding AVGE · 2026-Q1 methodology → sources →

128 holders

% of shares outstanding held

—

Shares held (13F)

2,887,916

Reporting holders

128

Top holders

largest 100 of 128 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Meredith Wealth Planning	278,601278,601	$25M	—	ADD 20%
2	COMMONWEALTH EQUITY SERVICES, LLC	229,663229,663	$20M	—	ADD 255%
3	Greenspring Advisors, LLC	174,176174,176	$15M	—	—
4	BIP Wealth, LLC	108,447108,447	$10M	—	ADD 4%
5	AQR CAPITAL MANAGEMENT LLC	108,276108,276	$10M	—	ADD 1229%
6	IEQ CAPITAL, LLC	100,131100,131	$9M	—	NEW
7	Nova R Wealth, Inc.	97,67797,677	$9M	—	TRIM -2%
8	LPL Financial LLC	89,65389,653	$8M	—	ADD 16%
9	Index Fund Advisors, Inc.	86,74686,746	$8M	—	ADD 14%
10	Compass Ion Advisors, LLC	86,19786,197	$8M	—	ADD 26%
11	Paragon Advisors, LLC	73,67273,672	$6M	—	ADD 17%
12	Pacific Asset Management, LLC	73,56373,563	$6M	—	ADD 5%
13	Intelligent Financial Strategies	64,83164,831	$6M	—	—
14	FMB WEALTH MANAGEMENT	61,99261,992	$5M	—	—
15	Sprinkle Financial Consultants LLC	56,82956,829	$5M	—	—
16	Frankly Finances, LLC	53,05953,059	$5M	—	ADD 3%
17	Align Financial, LLC	44,49344,493	$4M	—	TRIM -99%
18	B&D White Capital Company, LLC	43,78243,782	$4M	—	TRIM -3%
19	Fermata Advisors, LLC	43,09443,094	$4M	—	ADD 6%
20	Corient Private Wealth LLC	38,16338,163	$3M	—	TRIM -48%
21	Werba Rubin Papier Wealth Management	37,52837,528	$3M	—	NEW
22	ENTREWEALTH, LLC	36,07636,076	$3M	—	ADD 24%
23	Magnolia Private Wealth, LLC	35,39035,390	$3M	—	TRIM -5%
24	CreativeOne Wealth, LLC	34,65934,659	$3M	—	NEW
25	Yardley Wealth Management LLC	33,52133,521	$3M	—	ADD 11%
26	Cogent Private Wealth, Inc.	32,47432,474	$3M	—	ADD 7%
27	Wilkerson Advisory Group LLC	32,20732,207	$3M	—	ADD 3%
28	Evanson Asset Management, LLC	31,93631,936	$3M	—	—
29	Hutchens & Kramer Investment Management Group, LLC	30,68630,686	$3M	—	ADD 8%
30	SC&H Financial Advisors, Inc.	30,18630,186	$3M	—	ADD 9%
31	Betterment LLC	29,06229,062	$3M	—	—
32	Ridgeline Wealth, LLC	27,94027,940	$2M	—	—
33	WCG Wealth Advisors LLC	24,57124,571	$2M	—	—
34	CWM, LLC	21,26021,260	$2M	—	—
35	Cresset Asset Management, LLC	20,83920,839	$2M	—	ADD 49%
36	Modern Wealth Management, LLC	19,33219,332	$2M	—	TRIM -8%
37	WMG Financial Advisors, LLC	19,35019,350	$2M	—	ADD 22%
38	CURIO WEALTH, LLC	18,50018,500	$2M	—	TRIM -10%
39	Oceanside Advisors LLC	18,07318,073	$2M	—	ADD 4%
40	Integrity Wealth Solutions LLC	17,34517,345	$2M	—	ADD 14%
41	Focus Partners Advisor Solutions, LLC	16,92816,928	$1M	—	TRIM -39%
42	MERCER GLOBAL ADVISORS INC /ADV	16,20516,205	$1M	—	—
43	ARQ WEALTH ADVISORS, LLC	15,87215,872	$1M	—	ADD 55%
44	Apella Capital, LLC	14,46814,468	$1M	—	TRIM -8%
45	Beacon Pointe Advisors, LLC	13,65913,659	$1M	—	TRIM -4%
46	LAM GROUP, INC.	12,99112,991	$1M	—	ADD 4%
47	Avantax Planning Partners, Inc.	12,75612,756	$1M	—	—
48	Financial Plan, Inc.	11,72711,727	$1M	—	ADD 12%
49	Plancorp, LLC	11,10911,109	$1M	—	ADD 16%
50	Cambridge Investment Research Advisors, Inc.	11,40711,407	$1M	—	—
51	Farther Finance Advisors, LLC	10,67110,671	$945,416	—	—
52	HUB Investment Partners, LLC	10,52010,520	$925,990	—	ADD 4%
53	Modera Wealth Management, LLC	9,9199,919	$873,028	—	ADD 5%
54	Equitable Holdings, Inc.	9,8369,836	$845,011	—	ADD 44%
55	Creative Planning	9,5399,539	$839,583	—	—
56	Advisory Services Network, LLC	9,3779,377	$825,364	—	—
57	Strategic Blueprint, LLC	9,3069,306	$819,114	—	TRIM -7%
58	Independent Advisor Alliance	8,9468,946	$787,438	—	NEW
59	Nemes Rush Group LLC	8,9338,933	$786,283	—	ADD 2%
60	Vawter Financial, Ltd.	8,2278,227	$724,124	—	ADD 19%
61	Versant Capital Management, Inc	7,9357,935	$698,444	—	ADD 11%
62	Eaton-Cambridge Inc.	7,6957,695	$677,314	—	ADD 8%
63	Ferguson Johnson Wealth Management Inc	7,3657,365	$648,000	—	ADD 15%
64	marrick wealth, LLC	7,0867,086	$623,681	—	ADD 57%
65	Creative Capital Management Investments LLC	6,8256,825	$600,737	—	ADD 6%
66	SAGE RHINO CAPITAL LLC	6,4566,456	$568,283	—	ADD 11%
67	GEM Asset Management, LLC	6,3446,344	$558,372	—	ADD 4%
68	ENVESTNET ASSET MANAGEMENT INC	6,2226,222	$547,697	—	ADD 13%
69	TCI Wealth Advisors, Inc.	6,2056,205	$546,152	—	—
70	Kestra Advisory Services, LLC	5,8255,825	$512,695	—	ADD 22%
71	Holcombe Financial, Inc.	5,5155,515	$485,464	—	ADD 5%
72	FOSTER & MOTLEY INC	5,3165,316	$468,000	—	ADD 13%
73	Accurate Wealth Management, LLC	4,9324,932	$454,484	—	ADD 54%
74	BARLOW WEALTH PARTNERS, LLC	4,4724,472	$424,689	—	—
75	HighTower Advisors, LLC	4,7744,774	$420,203	—	NEW
76	Canvas Wealth Advisors, LLC	4,7234,723	$415,731	—	ADD 20%
77	Collaborative Wealth Managment Inc.	4,6394,639	$408,327	—	TRIM -86%
78	SAX WEALTH ADVISORS, LLC	4,6434,643	$398,880	—	—
79	Meritas Wealth Management, LLC	4,3254,325	$380,686	—	ADD 26%
80	Aprio Wealth Management, LLC	4,3204,320	$380,281	—	—
81	Savvy Advisors, Inc.	4,2274,227	$372,061	—	ADD 7%
82	BCR Wealth Strategies, LLC	4,2344,234	$372,000	—	ADD 16%
83	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	3,9533,953	$347,953	—	ADD 23%
84	Great Point Wealth Advisors, LLC	3,8633,863	$340,013	—	ADD 15%
85	Arlington Financial Advisors, LLC	3,7563,756	$330,626	—	—
86	Fonville Wealth Management LLC	3,2903,290	$289,593	—	ADD 12%
87	DIVERSIFY WEALTH MANAGEMENT, LLC	2,9092,909	$273,882	—	NEW
88	McCartney Wealth Management LLC	2,9562,956	$260,202	—	ADD 2%
89	EverSource Wealth Advisors, LLC	2,8712,871	$252,667	—	ADD 2%
90	AE Wealth Management LLC	2,8672,867	$252,353	—	—
91	BAYSHORE ASSET MANAGEMENT, LLC	2,8352,835	$249,537	—	ADD 20%
92	WESPAC Advisors SoCal, LLC	2,7442,744	$241,493	—	TRIM -6%
93	Annandale Capital, LLC	2,6992,699	$238,000	—	—
94	MML INVESTORS SERVICES, LLC	2,6722,672	$235,218	—	ADD 7%
95	VISTA CAPITAL PARTNERS, INC.	2,6622,662	$234,309	—	—
96	NORTHWEST WEALTH MANAGEMENT, LLC	2,4282,428	$213,713	—	TRIM -10%
97	Three Arch Wealth Management LLC	2,3742,374	$208,996	—	TRIM -39%
98	Physician Wealth Advisors, Inc.	2,3482,348	$206,699	—	TRIM -23%
99	Aspen Capital Management, LLC	2,3362,336	$205,647	—	NEW
100	Beaird Harris Wealth Management, LLC	2,2982,298	$202,256	—	ADD 10%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Meredith Wealth Planning

83K

101K

147K

161K

233K

279K

$25M

COMMONWEALTH EQUITY SERVICES, LLC

61K

63K

61K

63K

65K

230K

$20M

Greenspring Advisors, LLC

—

174K

$15M

BIP Wealth, LLC

28K

47K

70K

93K

104K

108K

$10M

AQR CAPITAL MANAGEMENT LLC

—

108K

$10M

IEQ CAPITAL, LLC

—

100K

$9M

Nova R Wealth, Inc.

108K

105K

104K

102K

100K

98K

$9M

LPL Financial LLC

68K

72K

78K

76K

77K

90K

$8M

Index Fund Advisors, Inc.

67K

64K

68K

71K

76K

87K

$8M

Compass Ion Advisors, LLC

75K

70K

72K

75K

68K

86K

$8M

Paragon Advisors, LLC

145K

144K

91K

81K

63K

74K

$6M

Pacific Asset Management, LLC

23K

36K

46K

52K

70K

74K

$6M

Intelligent Financial Strategies

69K

65K

$6M

FMB WEALTH MANAGEMENT

61K

63K

62K

$5M

Sprinkle Financial Consultants LLC

57K

56K

55K

56K

57K

$5M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	128	2,887,916	—	$254M
2025-Q4	124	6,263,628	—	$209M
2025-Q3	107	2,017,389	—	$168M
2025-Q2	103	1,913,201	—	$148M
2025-Q1	98	1,789,133	—	$127M
2024-Q4	94	1,705,899	—	$124M
2024-Q3	81	1,688,318	—	$129M
2024-Q2	73	1,898,777	—	$96M
2024-Q1	64	1,193,281	—	$83M
2023-Q4	54	920,281	—	$60M
2023-Q3	42	774,027	—	$46M
2023-Q2	34	505,703	—	$30M
2023-Q1	26	404,327	—	$23M
2022-Q4	16	368,388

Short interest has its own tab now — open SI →

AVGE☆

Institutional ownership· 13F filers holding AVGE · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding AVGE · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

AVGE