AVEE · Insider trading · 13F holders · Congress trades
American Centy ETF Tr (AVEE)
Who is buying and selling AVEE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 12
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
AVEE at a glance
- No open-market insider purchases or sales of AVEE were filed in the last 90 days.
- 12 13F filers hold AVEE among their 50 largest positions, worth $50.7M combined. The biggest bets by portfolio weight are Cornerstone Wealth Partners, LLC (4.2%), Timonier Family Office, LTD. (1.6%) and Tortoise Investment Management, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in AVEE.
AVEE insider trading
No open-market insider purchases or sales of AVEE were filed in the last 90 days.
Who owns AVEE? Hedge funds and superinvestors
12 13F filers hold AVEE among their 50 largest positions, worth $50.7M combined. The biggest bets by portfolio weight are Cornerstone Wealth Partners, LLC (4.2%), Timonier Family Office, LTD. (1.6%) and Tortoise Investment Management, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLCWealth manager | 1.0% | $12.8M | 184,695 | +2.2% shares | Q2 2026 |
| Index Fund Advisors, Inc.Wealth manager | 0.4% | $10.8M | 155,463 | +13.8% shares | Q2 2026 |
| Cornerstone Wealth Partners, LLCWealth manager | 4.2% | $10.6M | 154,287 | +22.2% shares | Q3 2026 |
| Timonier Family Office, LTD.Wealth manager | 1.6% | $5.7M | 82,404 | +4.8% shares | Q2 2026 |
| Richard P Slaughter Associates IncWealth manager | 0.6% | $3.1M | 45,124 | +42.7% shares | Q3 2026 |
| Ariadne Wealth Management, LPWealth manager | 0.8% | $1.9M | 26,831 | +1.4% shares | Q2 2026 |
| Ark & Tlk Investments, LLCWealth manager | 0.4% | $1.7M | 24,489 | +27.2% shares | Q3 2026 |
| Vista Capital Partners, Inc.Wealth manager | 0.1% | $1.4M | 19,926 | -0.7% shares | Q2 2026 |
| Cypress Point Wealth Management, LLCWealth manager | 0.3% | $1.3M | 18,648 | +7.2% shares | Q2 2026 |
| Three Arch Wealth Management LLCWealth manager | 0.1% | $805K | 11,743 | +0.0% shares | Q3 2026 |
| Kane Co Wealth Management, Inc.Wealth manager | 0.3% | $404K | 5,822 | +8.5% shares | Q2 2026 |
| Summit Portfolio Management, LTD.Wealth manager | 0.2% | $345K | 5,436 | — | Q1 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 7, Q1 2026: 1). Screen AVEE in the grand portfolio →
AVEE stock trades by members of Congress
No member of Congress has disclosed a trade in AVEE.
AVEE questions and answers
Are insiders buying AVEE stock?
No open-market insider purchases or sales of AVEE were filed in the last 90 days.
Which hedge funds own AVEE?
12 13F filers hold AVEE among their 50 largest positions, worth $50.7M combined. The biggest bets by portfolio weight are Cornerstone Wealth Partners, LLC (4.2%), Timonier Family Office, LTD. (1.6%) and Tortoise Investment Management, LLC (1.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded AVEE?
No member of Congress has disclosed a trade in AVEE.
Who is the largest holder of AVEE?
Among 13F filers, Tortoise Investment Management, LLC reports the largest AVEE position, $12.8M (184,695 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Cornerstone Wealth Partners, LLC's: 4.2% of its portfolio.
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