AVNM · Insider trading · 13F holders · Congress trades
Avantis All (AVNM)
Who is buying and selling AVNM: 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
- 18
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
AVNM at a glance
- No open-market insider purchases or sales of AVNM were filed in the last 90 days.
- 18 13F filers hold AVNM among their 50 largest positions, worth $392.7M combined. The biggest bets by portfolio weight are BWM Planning, LLC (7.8%), Wealth Management Partners, LLC (7.7%) and Duncan Williams Asset Management, LLC (6.7%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in AVNM.
AVNM insider trading
No open-market insider purchases or sales of AVNM were filed in the last 90 days.
Who owns AVNM? Hedge funds and superinvestors
18 13F filers hold AVNM among their 50 largest positions, worth $392.7M combined. The biggest bets by portfolio weight are BWM Planning, LLC (7.8%), Wealth Management Partners, LLC (7.7%) and Duncan Williams Asset Management, LLC (6.7%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Merit Financial Group, LLCWealth manager | 1.1% | $177.6M | 2,155,582 | +6.4% shares | Q2 2026 |
| Geometric Wealth AdvisorsWealth manager | 6.6% | $60.7M | 736,769 | +3.3% shares | Q2 2026 |
| BWM Planning, LLCWealth manager | 7.8% | $33.5M | 406,514 | +7.3% shares | Q2 2026 |
| Wealth Management Partners, LLCWealth manager | 7.7% | $32.6M | 392,508 | +2.2% shares | Q3 2026 |
| Duncan Williams Asset Management, LLCInstitutional asset manager | 6.7% | $29.8M | 361,184 | +15.1% shares | Q2 2026 |
| Acumen Wealth Advisors, LLCWealth manager | 3.4% | $16.2M | 197,134 | +900.9% shares | Q2 2026 |
| Howard Bailey Securities, LLCWealth manager | 4.8% | $12.4M | 149,661 | -3.0% shares | Q3 2026 |
| Peak Asset Management, LLCWealth manager | 1.6% | $10.7M | 129,890 | +3.9% shares | Q2 2026 |
| TrustWell Financial Advisors, LLCWealth manager | 5.3% | $6.3M | 75,602 | +13.4% shares | Q3 2026 |
| B&D White Capital Company, LLCWealth manager | 0.4% | $4.3M | 51,999 | -6.7% shares | Q2 2026 |
| Sprinkle Financial Consultants LLCWealth manager | 0.8% | $2.0M | 24,378 | — | Q3 2026 |
| Oak Wealth Advisors LLCWealth manager | 0.8% | $1.6M | 19,240 | +8.4% shares | Q2 2026 |
| Cannon Financial Strategists, Inc.Wealth manager | 0.2% | $1.4M | 16,566 | — | Q3 2026 |
| Strathmore Capital Advisors, Inc.Wealth manager | 0.4% | $1.4M | 16,498 | -0.7% shares | Q2 2026 |
| Orcam Financial GroupWealth manager | 0.4% | $742K | 9,010 | +1.0% shares | Q2 2026 |
| North Ridge Wealth Advisors, Inc.Wealth manager | 0.4% | $733K | 9,629 | -1.2% shares | Q1 2026 |
| Fmb Wealth ManagementWealth manager | 0.2% | $574K | 6,967 | +0.0% shares | Q2 2026 |
| Frankly Finances, LLCWealth manager | 0.2% | $228K | 2,742 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 11, Q1 2026: 1). Screen AVNM in the grand portfolio →
AVNM stock trades by members of Congress
No member of Congress has disclosed a trade in AVNM.
AVNM questions and answers
Are insiders buying AVNM stock?
No open-market insider purchases or sales of AVNM were filed in the last 90 days.
Which hedge funds own AVNM?
18 13F filers hold AVNM among their 50 largest positions, worth $392.7M combined. The biggest bets by portfolio weight are BWM Planning, LLC (7.8%), Wealth Management Partners, LLC (7.7%) and Duncan Williams Asset Management, LLC (6.7%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded AVNM?
No member of Congress has disclosed a trade in AVNM.
Who is the largest holder of AVNM?
Among 13F filers, Merit Financial Group, LLC reports the largest AVNM position, $177.6M (2,155,582 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is BWM Planning, LLC's: 7.8% of its portfolio.
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