Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
45 institutional managers reported holding AVAL for the quarter ended Mar 31, 2026. Together they hold about 0% of shares outstanding; the top 10 hold 0%. 10 opened new positions; 3 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Truffle Hound Capital, LLC (focused) | 1.40M | 0.12% | $6.2M | trimmed -17.6% | 2024 Q4 |
| Renaissance Technologies | 895.8k | 0.07% | $4.0M | added +6% | 2015 Q2 |
| Pekin Hardy Strauss, INC. | 493.9k | 0.04% | $2.2M | added +27.5% | 2025 Q3 |
| Stokes Family Office, LLC | 209.2k | 0.02% | $927k | added +139.6% | 2023 Q2 |
| Marshall Wace | 137.3k | 0.01% | $608k | trimmed -50.1% | 2025 Q1 |
| Banco BTG Pactual S.a. | 135.3k | 0.01% | $599k | opened | 2024 Q3 |
| Dimensional Fund Advisors | 132.6k | 0.01% | $588k | added +7% | 2015 Q1 |
| Massar Capital Management, LP | 130.0k | 0.01% | $576k | unchanged | 2025 Q1 |
| BlackRock | 106.9k | <0.01% | $474k | added +5.8% | 2021 Q1 |
| Millennium Management | 89.7k | <0.01% | $397k | trimmed -54.3% | 2022 Q4 |
| AQR Capital | 86.7k | <0.01% | $384k | trimmed -1% | 2023 Q3 |
| Kerrisdale Advisers, LLC | 75.0k | <0.01% | $332k | unchanged | 2023 Q1 |
| First Affirmative Financial Network | 73.0k | <0.01% | $323k | first filing | 2023 Q2 |
| Connor, Clark & Lunn Investment Management LTD. | 72.6k | <0.01% | $322k | added +63.5% | 2025 Q1 |
| Sage Investment Counsel LLC | 61.0k | <0.01% | $270k | added +79.3% | 2024 Q4 |
| Inspire Investing, LLC | 53.8k | <0.01% | $238k | trimmed -18.2% | 2022 Q2 |
| BTG Pactual Asset Management US LLC | 35.7k | <0.01% | $158k | added +1.6% | 2025 Q2 |
| SmartHarvest Portfolios, LLC | 25.5k | <0.01% | $113k | added +2.2% | 2025 Q4 |
| Stelac Advisory Services LLC | 25.1k | <0.01% | $111k | opened | 2026 Q1 |
| XTX Topco LTD | 24.5k | <0.01% | $109k | added +132.4% | 2025 Q2 |
| UBS | 22.0k | <0.01% | $98k | added +3886.3% | 2017 Q4 |
| Vise Technologies, INC. | 20.0k | <0.01% | $89k | unchanged | 2025 Q2 |
| Natural Investments, LLC | 18.2k | <0.01% | $80k | added +0.8% | 2024 Q4 |
| National Philanthropic Trust | 18.0k | <0.01% | $80k | opened | 2026 Q1 |
| Plan A Wealth LLC | 15.2k | <0.01% | $67k | trimmed -7.1% | 2025 Q2 |
| Apollon Wealth Management, LLC | 12.6k | <0.01% | $56k | opened | 2026 Q1 |
| Morgan Stanley | 10.1k | <0.01% | $45k | added +2.9% | 2014 Q3 |
| HBK Sorce Advisory LLC | 10.0k | <0.01% | $44k | trimmed -16.7% | 2025 Q4 |
| Assetmark, INC | 4.5k | <0.01% | $20k | added +1837.6% | 2025 Q4 |
| Quadrant Capital Group LLC | 4.2k | <0.01% | $19k | added +28.9% | 2017 Q2 |
| Rhumbline Advisers | 3.3k | <0.01% | $15k | unchanged | 2023 Q2 |
| Wells Fargo & COMPANY/MN | 2.5k | <0.01% | $11k | opened | 2026 Q1 |
| Larson Financial Group LLC | 1.7k | <0.01% | $8k | opened | 2026 Q1 |
| EverSource Wealth Advisors, LLC | 1.3k | <0.01% | $6k | trimmed -84.3% | 2025 Q2 |
| Farther Finance Advisors, LLC | 968 | <0.01% | $4k | added +143.2% | 2024 Q3 |
| Osaic Holdings, INC. | 704 | <0.01% | $3k | trimmed -25.5% | 2024 Q2 |
| Signaturefd, LLC | 614 | <0.01% | $3k | unchanged | 2025 Q4 |
| Physician Wealth Advisors, INC. | 318 | <0.01% | $1k | trimmed -38% | 2025 Q1 |
| Allworth Financial LP | 159 | <0.01% | $1k | unchanged | 2025 Q2 |
| Stone House Investment Management, LLC | 131 | <0.01% | $1k | opened | 2026 Q1 |
| Parallel Advisors, LLC | 69 | <0.01% | $0k | unchanged | 2019 Q1 |
| SBI Securities CO., LTD. | 44 | <0.01% | $0k | unchanged | 2024 Q4 |
| Nisa Investment Advisors, LLC | 32 | <0.01% | $0k | opened | 2026 Q1 |
| IMA Advisory Services, INC. | 31 | <0.01% | $0k | opened | 2026 Q1 |
| Caitong International Asset Management CO., LTD | 1 | <0.01% | $0k | opened | 2026 Q1 |
Full register at boothcheck.com/holders/AVAL. 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.