AVOS Institutional Ownership & Shareholders
AVOS GLOBAL EQUITIES ETF (AVOS) is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $83.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Avos Capital Management, Llc is currently the largest disclosed institutional shareholder of AVOS tracked by InsiderSet, reporting ownership valued at approximately $79.49M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $79.33M, representing an estimated loss of -0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed AVOS value among the investors covered in this analysis. Major shareholders include Avos Capital Management, Llc, Concorde Asset Management, Llc, Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in AVOS GLOBAL EQUITIES ETF (AVOS).
This page ranks the largest institutional AVOS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
7
Total Reported Value
$83.68M
Largest Holder
Avos Capital Management, Llc
Largest Position
$79.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Avos Capital Management, Llc | 33.02% | 2,951,282 | $79,488,061 | $79,331,641 | -$156,420 | -0.20% | |
| Concorde Asset Management, Llc | 1.01% | 65,129 | $1,754,158 | $1,750,694 | -$3,464 | -0.20% | |
| Jane Street Group, Llc | 0.00% | 29,635 | $798,171 | $796,601 | -$1,570 | -0.20% | |
| Savant Capital, Llc | 0.00% | 18,107 | $502,169 | $486,723 | -$15,446 | -3.08% | |
| Exencial Wealth Advisors, Llc | 0.01% | 18,108 | $445,975 | $486,750 | +$40,775 | +9.14% | |
| Gts Securities Llc | 0.01% | 14,790 | $398,339 | $397,561 | -$778 | -0.20% | |
| Citadel Advisors Llc | 0.00% | 11,030 | $297,075 | $296,491 | -$584 | -0.20% |
Frequently asked questions about AVOS
Who are the largest institutional holders of AVOS?
The largest institutional holders of AVOS reported in the latest SEC Form 13F filings include Avos Capital Management, Llc, Concorde Asset Management, Llc, Jane Street Group, Llc, Savant Capital, Llc, and Exencial Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported AVOS position.
What is AVOS institutional ownership?
This page tracks AVOS positions reported by institutional investment managers through SEC Form 13F. AVOS GLOBAL EQUITIES ETF (AVOS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVOS?
InsiderSet currently tracks 7 institutional managers reporting AVOS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVOS shareholders.
How much AVOS stock do institutions own?
Institutional investment managers disclosed approximately $83.68M in AVOS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVOS institutional ownership last updated?
The latest AVOS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVOS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVOS position after the reporting date.
Are institutions buying or selling AVOS?
Institutional buying and selling can be analyzed by comparing AVOS positions across consecutive 13F reporting periods. InsiderSet's AVOS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVOS ownership changes.
How has AVOS institutional ownership changed over time?
InsiderSet tracks AVOS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.