Signals

← Signals

☆AVTX

166 in-universe funds with a nonzero position in AVTX within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-09-16 Insider Sullivan Christopher Ryan (Chief Financial Officer) acquired via option exercise ($122,453)
2026-09-16 Insider Sullivan Christopher Ryan (Chief Financial Officer) disposed via sale ($202,437)
2026-08-06 8-K Item(s) 2.02, 9.01
2026-07-17 Ownership Dilution filing by Avalo Therapeutics, Inc. (S-3)
2026-06-23 8-K Item(s) 5.02
2026-06-16 8-K Item(s) 8.01, 9.01
2026-06-12 8-K Item(s) 3.02, 3.03, 5.02, 5.03, 9.01
2026-06-08 8-K Item(s) 5.02, 5.07, 9.01
2026-05-13 8-K Item(s) 2.02, 9.01
2026-05-07 8-K Item(s) 1.01, 2.02, 7.01, 9.01
2026-05-07 Ownership Dilution filing by Avalo Therapeutics, Inc. (424B5)
2026-05-05 8-K Item(s) 8.01, 9.01
2026-05-05 Ownership Dilution filing by Avalo Therapeutics, Inc. (424B5)
2026-04-28 8-K Item(s) 1.01, 7.01, 9.01
2026-03-27 8-K Item(s) 5.02
2026-01-08 Ownership Dilution filing by Avalo Therapeutics, Inc. (S-3)
2025-06-05 Ownership Dilution filing by Avalo Therapeutics, Inc. (424B5)
2024-07-29 Ownership Dilution filing by Avalo Therapeutics, Inc. (S-3/A)
2024-07-11 Ownership Dilution filing by Avalo Therapeutics, Inc. (S-3/A)
2024-06-06 Ownership Dilution filing by Avalo Therapeutics, Inc. (S-3)
2024-04-09 Ownership Dilution filing by Avalo Therapeutics, Inc. (D)
2023-08-07 Ownership Dilution filing by Avalo Therapeutics, Inc. (424B5)

Flow ranking

Rank#2463
Score / z0.000 / -0.02
Consensus61.58 over 106 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Issuance as of 2026Q2
Accrual ratio-0.033
F-score—
M-score—
Net issuance20.4%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 Sullivan Christopher Ryan 10b5-1 M $122,453
2026-09-16 Sullivan Christopher Ryan 10b5-1 S $202,437

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-06 8-K 2.02, 9.01
2026-06-23 8-K 5.02
2026-06-16 8-K 8.01, 9.01
2026-06-12 8-K 3.02, 3.03, 5.02, 5.03, 9.01
2026-06-08 8-K 5.02, 5.07, 9.01
2026-05-13 8-K 2.02, 9.01
2026-05-07 8-K 1.01, 2.02, 7.01, 9.01
2026-05-05 8-K 8.01, 9.01
2026-04-28 8-K 1.01, 7.01, 9.01
2026-03-27 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 3
FiledFormFiler
2026-07-17 S-3 Avalo Therapeutics, Inc.
2026-05-07 424B5 Avalo Therapeutics, Inc.
2026-05-05 424B5 Avalo Therapeutics, Inc.
2026-01-08 S-3 Avalo Therapeutics, Inc.
2025-06-05 424B5 Avalo Therapeutics, Inc.
2024-07-29 S-3/A Avalo Therapeutics, Inc.
2024-07-11 S-3/A Avalo Therapeutics, Inc.
2024-06-06 S-3 Avalo Therapeutics, Inc.
2024-04-09 D Avalo Therapeutics, Inc.
2023-08-07 424B5 Avalo Therapeutics, Inc.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆FMR LLC CIK 0000315066 0.989 5571 94.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 80.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Deep Track Capital, LP CIK 0001856083 0.444 66 66.7 1.0% 1 +1.0 pp +1.0 pp +0.9 pp +0.9 pp
☆Caligan Partners LP CIK 0001727492 0.722 25 58.5 2.8% 4 +1.1 pp +1.4 pp +1.4 pp +2.8 pp
☆TCG Crossover Management, LLC CIK 0001839948 0.740 54 55.8 1.3% 5 +1.0 pp +1.0 pp +1.0 pp +1.1 pp
☆Affinity Asset Advisors, LLC CIK 0001773195 0.376 104 53.6 2.6% 5 +1.4 pp +1.2 pp +1.4 pp +2.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 53.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 46.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 44.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Avoro Capital Advisors LLC CIK 0001633313 0.835 26 43.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 41.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BVF INC/IL CIK 0001056807 0.778 44 38.4 1.0% 5 +0.2 pp +0.2 pp +0.3 pp +0.8 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 35.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nantahala Capital Management, LLC CIK 0001472322 0.266 132 34.4 2.1% 5 +0.9 pp +0.8 pp +1.1 pp +1.7 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 32.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soleus Capital Management, L.P. CIK 0001802630 0.426 97 30.6 1.1% 3 +0.8 pp +0.7 pp +1.1 pp +1.1 pp
☆BRAIDWELL LP CIK 0001920938 0.154 86 30.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Logos Global Management LP CIK 0001792126 0.149 68 21.3 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 20.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commodore Capital LP CIK 0001831942 0.539 33 18.8 1.1% 5 +0.7 pp +0.5 pp +0.8 pp +1.0 pp
☆RA CAPITAL MANAGEMENT, L.P. CIK 0001346824 0.376 84 18.5 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 17.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trails Edge Capital Partners, LP CIK 0002077247 0.089 35 16.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 15.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestal Point Capital, LP CIK 0001974915 0.263 68 14.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Parkman Healthcare Partners LLC CIK 0001777015 0.071 76 14.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 13.0 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 10.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAKER BROS. ADVISORS LP CIK 0001263508 0.959 84 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERARC CAPITAL MANAGEMENT, LLC CIK 0001816307 0.087 65 9.2 1.0% 1 +1.0 pp -0.3 pp -0.3 pp +1.0 pp
☆Davern Capital Partners, LP CIK 0002003147 0.395 15 8.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Pivotal bioVenture Partners Investment Advisor LLC CIK 0001844645 0.658 13 8.0 2.6% 2 +1.0 pp +2.6 pp +2.6 pp +2.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boxer Capital Management, LLC CIK 0002018299 0.548 63 6.9 0.5% 4 -0.1 pp -0.6 pp +0.0 pp +0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DV EQUITIES, LLC CIK 0001841659 0.000 100 6.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Velan Capital Investment Management LP CIK 0001848809 0.318 50 6.0 3.7% 5 +1.9 pp +0.9 pp +0.5 pp +2.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 6.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vivo Capital, LLC CIK 0001674712 0.284 47 5.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Eagle Health Investments LP CIK 0001842545 0.381 27 4.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SPHERA FUNDS MANAGEMENT LTD. CIK 0001496201 0.149 97 4.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PERCEPTIVE ADVISORS LLC CIK 0001224962 0.539 102 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caption Management, LLC CIK 0001706766 0.079 538 3.9 0.1% 3 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 3.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆ACUTA CAPITAL PARTNERS, LLC CIK 0001582844 0.146 23 3.4 2.4% 2 +1.8 pp +2.4 pp +2.4 pp +2.4 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RTW INVESTMENTS, LP CIK 0001493215 0.781 84 3.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ally Bridge Group (NY) LLC CIK 0001822947 0.014 23 2.8 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2.4 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 2.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆HighVista Strategies LLC CIK 0001335325 0.080 147 2.3 0.5% 4 +0.3 pp +0.1 pp +0.4 pp +0.5 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SECTORAL ASSET MANAGEMENT INC CIK 0001274413 0.049 82 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ikarian Capital, LLC CIK 0001778253 0.063 126 1.7 0.3% 1 +0.3 pp +0.2 pp +0.3 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdad Advisers, LP CIK 0001812822 0.003 210 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lynx1 Capital Management LP CIK 0001910456 0.820 27 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eversept Partners, LP CIK 0001697013 0.242 115 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Persistent Asset Partners Ltd CIK 0002056052 0.000 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Patient Square Capital LP CIK 0001819257 0.507 23 0.0 0.0% 0 +0.0 pp -1.2 pp -0.3 pp +0.0 pp
☆DV Trading LLC CIK 0001721757 0.000 395 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Birchview Capital, LP CIK 0001618205 0.194 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shay Capital LLC CIK 0001723643 0.044 394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.304 543 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sio Capital Management, LLC CIK 0001482416 0.050 57 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Rosalind Advisors, Inc. CIK 0001622627 0.483 29 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆AlphaCentric Advisors LLC CIK 0001913464 0.038 259 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BIT Capital GmbH CIK 0002053305 0.254 82 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ORBIMED ADVISORS LLC CIK 0001055951 0.515 121 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp -0.1 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exome Asset Management LLC CIK 0002011932 0.072 52 0.0 0.0% 0 -1.4 pp +0.0 pp -0.8 pp +0.0 pp
☆ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STEMPOINT CAPITAL LP CIK 0001952142 0.040 73 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆Artia Global Partners LP CIK 0001937964 0.290 47 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆683 Capital Management, LLC CIK 0001404574 0.253 128 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUPERSTRING CAPITAL MANAGEMENT LP CIK 0001931118 0.055 32 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT POINT PARTNERS LLC CIK 0001281446 0.066 37 0.0 0.0% 0 -0.5 pp -0.7 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just AVTX). Qtrs Held counts distinct quarters this fund has actually held AVTX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AVTX position size. Δ columns are the percentage-point change in AVTX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status