% of shares outstanding is not shown for AVMA: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for AVMA in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Cogent Private Wealth, Inc. | — | — | — | — | 96K | 111K | $7M |
| Great Point Wealth Advisors, LLC | 91K | 91K | — | 91K | 91K | 91K | $6M |
| LPL Financial LLC | 48K | 41K | 39K | 38K | 38K | 36K | $2M |
| CROSSPOINT FINANCIAL, LLC | — | 5K | 5K | 11K | 19K | 21K | $1M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 7K | 7K | 6K | 7K | 7K | 15K | $1M |
| Vawter Financial, Ltd. | 14K | 16K | 10K | 15K | 15K | 15K | $1M |
| Versant Capital Management, Inc | 1K | 11K | 7K | 11K | 15K | 14K | $961,746 |
| Integrity Wealth Solutions LLC | 7K | 7K | 9K | 8K | 10K | 13K | $900,732 |
| OSAIC HOLDINGS, INC. | 7K | 10K | 6K | 9K | 11K | 10K | $685,711 |
| Plancorp, LLC | 4K | 4K | 4K | 4K | 4K | 4K | $260,516 |
| Arlington Financial Advisors, LLC | — | — | 3K | — | 3K | 4K | $246,954 |
| Cambridge Investment Research Advisors, Inc. | — | — | — | 3K | 3K | 4K | $238,000 |
| ENVESTNET ASSET MANAGEMENT INC | 4K | 4K | — | — | 3K | 3K | $227,730 |
| Werba Rubin Papier Wealth Management | 4K | 3K | 3K | 3K | — | 3K | $222,896 |
| Advisory Services Network, LLC | 11K | 7K | — | 2K | — | 2K | $141,293 |
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.
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 | 19 | 349,062 | — | $24M |
| 2025-Q4 | 19 | 320,119 | — | $21M |
| 2025-Q3 | 17 | 219,904 | — | $14M |
| 2025-Q2 | 12 | 93,908 | — | $6M |
| 2025-Q1 | 15 | 210,989 | — | $12M |
| 2024-Q4 | 14 | 199,869 | — | $12M |
| 2024-Q3 | 13 | 184,355 | — | $11M |
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Cogent Private Wealth, Inc. | +14,231 | $956,579 | ADD |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +8,484 | $570,278 | ADD |
| Integrity Wealth Solutions LLC | +3,823 | $256,974 | ADD |
| Werba Rubin Papier Wealth Management | +3,316 | $222,895 | OPEN |
| CROSSPOINT FINANCIAL, LLC | +2,260 | $151,913 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| LPL Financial LLC | −2,341 | $157,357 | TRIM |
| Keystone Financial Group, Inc. | −2,047 | $137,595 | CLOSE |
| OSAIC HOLDINGS, INC. | −1,148 | $77,166 | TRIM |
| Versant Capital Management, Inc | −939 | $63,118 | TRIM |
| UBS Group AG | −86 | $5,781 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 2024-Q2 | 10 | 169,681 | — | $10M |
| 2024-Q1 | 11 | 153,053 | — | $9M |
| 2023-Q4 | 7 | 22,424 | — | $1M |
| 2023-Q3 | 2 | 6,080 | — | $303,635 |
