Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
389 institutional managers reported holding AVA for the quarter ended Mar 31, 2026. Together they hold about 86% of shares outstanding; the top 10 hold 51%. 42 opened new positions; 48 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 14.24M | 17.30% | $571.7M | trimmed -3.1% | ≤2013 |
| Vanguard Group | 11.37M | 13.81% | $456.4M | added +3.8% | ≤2013 |
| State Street | 5.14M | 6.25% | $206.4M | trimmed -3.1% | ≤2013 |
| Westwood Holdings Group INC | 2.54M | 3.08% | $101.9M | trimmed -3% | 2019 Q2 |
| Geode Capital | 2.06M | 2.50% | $82.8M | added +3.8% | ≤2013 |
| Morgan Stanley | 1.70M | 2.06% | $68.2M | trimmed -6% | ≤2013 |
| Dimensional Fund Advisors | 1.52M | 1.84% | $60.9M | unchanged | ≤2013 |
| Invesco | 1.31M | 1.58% | $52.4M | added +51.1% | ≤2013 |
| Charles Schwab Investment Management | 1.19M | 1.45% | $47.8M | trimmed -0.9% | ≤2013 |
| First Trust Advisors LP | 1.03M | 1.25% | $41.4M | trimmed -0.8% | ≤2013 |
| Two Sigma | 1.02M | 1.23% | $40.8M | added +124.9% | 2022 Q2 |
| Goldman Sachs | 1.00M | 1.22% | $40.2M | trimmed -12% | ≤2013 |
| BNY Mellon | 909.9k | 1.10% | $36.5M | trimmed -3% | ≤2013 |
| Hotchkis & Wiley Capital Management LLC | 838.8k | 1.02% | $33.7M | trimmed -2.9% | 2017 Q4 |
| Northern Trust | 807.1k | 0.98% | $32.4M | added +1.9% | ≤2013 |
| Victory Capital Management INC | 738.4k | 0.90% | $29.6M | added +3.1% | 2019 Q3 |
| Qube Research & Technologies LTD | 725.9k | 0.88% | $29.1M | added +111.5% | 2023 Q3 |
| UBS | 679.9k | 0.83% | $27.3M | added +1.8% | ≤2013 |
| Algert Global LLC | 638.8k | 0.78% | $25.6M | added +6.7% | 2021 Q3 |
| D. E. Shaw | 604.8k | 0.73% | $24.3M | added +71.7% | 2022 Q1 |
| OLD Republic International CORP | 597.5k | 0.73% | $24.0M | unchanged | 2013 Q4 |
| Gamco Investors, INC. et al | 549.7k | 0.67% | $22.1M | added +8.4% | 2014 Q4 |
| SEI Investments CO | 532.5k | 0.65% | $21.4M | added +10.2% | 2019 Q1 |
| FMR (Fidelity) | 530.7k | 0.64% | $21.3M | added +60.4% | 2017 Q3 |
| LSV Asset Management | 516.1k | 0.63% | $20.7M | added +135.3% | 2025 Q1 |
| Principal Financial Group INC | 499.7k | 0.61% | $20.1M | trimmed -16% | ≤2013 |
| Nuveen | 474.0k | 0.58% | $19.0M | added +7.1% | 2019 Q2 |
| GAMCO (Gabelli) | 472.3k | 0.57% | $19.0M | added +3.1% | ≤2013 |
| Legal & General Group PLC | 471.4k | 0.57% | $18.9M | trimmed -6.3% | ≤2013 |
| Man Group | 434.5k | 0.53% | $17.4M | added +190.7% | 2025 Q4 |
| Mirae Asset Global Etfs Holdings LTD. | 428.6k | 0.52% | $17.2M | trimmed -5.5% | 2022 Q2 |
| Bank OF America CORP /DE/ | 412.9k | 0.50% | $16.6M | added +3.1% | ≤2013 |
| Franklin Resources | 367.0k | 0.45% | $14.7M | added +286.6% | 2021 Q3 |
| Nuance Investments, LLC (focused) | 363.2k | 0.44% | $14.6M | added +13.9% | 2020 Q4 |
| AQR Capital | 351.0k | 0.43% | $14.1M | added +31.6% | ≤2013 |
| Envestnet Asset Management INC | 342.8k | 0.42% | $13.8M | trimmed -5.7% | 2015 Q3 |
| American Century Companies INC | 323.5k | 0.39% | $13.0M | added +123.7% | 2020 Q2 |
| Kennedy Capital Management LLC | 301.4k | 0.37% | $12.1M | trimmed -1.6% | 2021 Q3 |
| Sound Income Strategies, LLC | 294.1k | 0.36% | $11.8M | added +60.1% | 2025 Q4 |
| Public Sector Pension Investment Board | 291.1k | 0.35% | $11.7M | added +3.3% | ≤2013 |
| Loomis Sayles & CO L P | 287.6k | 0.35% | $11.5M | trimmed -3.5% | 2025 Q3 |
| Advisors Asset Management, INC. | 276.7k | 0.34% | $11.1M | trimmed -5.1% | 2022 Q3 |
| Trexquant Investment LP | 269.7k | 0.33% | $10.8M | added +122.8% | 2021 Q3 |
| Jacobs Levy Equity Management, INC | 268.7k | 0.33% | $10.8M | added +7.7% | 2025 Q1 |
| Ameriprise Financial INC | 265.5k | 0.32% | $10.7M | trimmed -5% | ≤2013 |
| RWC Asset Management LLP | 255.4k | 0.31% | $10.3M | added +2.3% | 2024 Q3 |
| Edgestream Partners, L.p. | 237.6k | 0.29% | $9.5M | trimmed -11.5% | 2025 Q4 |
| Rhumbline Advisers | 228.2k | 0.28% | $9.2M | trimmed -0.6% | ≤2013 |
| Point72 | 210.3k | 0.26% | $8.4M | trimmed -54.6% | 2023 Q3 |
| Meiji Yasuda Asset Management CO LTD. | 206.4k | 0.25% | $8.3M | opened | 2026 Q1 |
Largest 50 of 389 shown; the full ranked, searchable register is at boothcheck.com/holders/AVA. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.