| 0.00% |
| 4 | EVR Research LP | 775K | $2.2M | +7.6% | 2.709% | 1.07% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 775K | $2.2M | -25.9% | 2.708% | 0.00% |
| 6 | TWO SIGMA INVESTMENTS, LP | 733K | $2.1M | -1.8% | 2.562% | 0.00% |
| 7 | Cruiser Capital Advisors, LLC | 572K | $1.6M | 0.0% | 1.999% | 0.99% |
| 8 | D. E. Shaw & Co., Inc. | 530K | $1.5M | 0.0% | 1.853% | 0.00% |
| 9 | CastleKnight Management LP | 504K | $1.4M | 0.0% | 1.763% | 0.02% |
| 10 | RBF Capital, LLC | 419K | $1.2M | β | 1.463% | 0.05% |
| 11 | Pullen Investment Management, LLC | 379K | $1.1M | +1.3% | 1.325% | 0.49% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 373K | $1.0M | +122.5% | 1.303% | 0.00% |
| 13 | Potomac Capital Management, Inc. | 359K | $1.0M | -42.3% | 1.254% | 0.69% |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 355K | $995K | +62.7% | 1.242% | 0.00% |
| 15 | AMERICAN CENTURY COMPANIES INC | 354K | $991K | -20.6% | 1.237% | 0.00% |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 304K | $851K | -54.2% | 1.062% | 0.00% |
| 17 | FMR LLC | 295K | $826K | +9.0% | 1.031% | 0.00% |
| 18 | JANE STREET GROUP, LLC | 292K | $819K | β | 1.022% | 0.00% |
| 19 | TUDOR INVESTMENT CORP ET AL | 279K | $782K | +38.8% | 0.977% | 0.00% |
| 20 | MORGAN STANLEY | 210K | $588K | -61.6% | 0.734% | 0.00% |
| 21 | MILLENNIUM MANAGEMENT LLC | 203K | $567K | β | 0.708% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 178K | $499K | +4.9% | 0.623% | 0.00% |
| 23 | JPMORGAN CHASE & CO | 183K | $497K | -65.3% | 0.641% | 0.00% |
| 24 | Russell Investments Group, Ltd. | 154K | $431K | -9.0% | 0.538% | 0.00% |
| 25 | GOLDMAN SACHS GROUP INC | 148K | $415K | -14.6% | 0.518% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in AVD β a direct measure of their conviction.
| 69.35% |
| 3.61 pp |
| $86M |
| 9.7% |
| Q4 2024 | 135 | +13% | 72.96% | 127.03 pp | $95M | 85% |
| Q3 2024 | 120 | β | 199.99% | β | $638M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
20 institutions opened new positions in AVD during Q2 2026, while 32 fully exited. 53 added to existing positions and 30 trimmed.
AVD institutional ownership fell by 9.99 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 56.1% of all reported 13F value in AVD, and the top 25 account for 84.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.