Filing Research | AVAV - AeroVironment, Inc. Institutional Holdings

Snapshot holdings

50 / 132 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	495.6KSH	$81.8M
2	Swedbank AB	Shares	376.7KSH	$62.2M
3	ARS Investment Partners, LLC	Shares	187.6KSH	$31.0M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	148.5KSH	$21.5M
5	Y-Intercept (Hong Kong) Ltd	Shares	46.0KSH	$7.6M
6	Traynor Capital Management, Inc.	Shares	22.0KSH	$3.6M
7	Assenagon Asset Management S.A.	Shares	18.5KSH	$3.1M
8	Hennion & Walsh Asset Management, Inc.	Shares	18.1KSH	$3.0M
9	PensionDanmark Pensionsforsikringsaktieselskab	Shares	17.4KSH	$2.9M
10	Police & Firemen's Retirement System of New Jersey	Shares	17.2KSH	$2.8M
11	VISTA INVESTMENT PARTNERS LLC	Shares	16.5KSH	$2.7M
12	BOURGEON CAPITAL MANAGEMENT LLC	Shares	14.3KSH	$2.4M
13	LBP AM SA	Shares	13.6KSH	$2.2M
14	Canvas Wealth Advisors, LLC	Shares	13.4KSH	$2.2M
15	Bouvel Investment Partners, LLC	Shares	13.3KSH	$2.2M
16	SteelPeak Wealth, LLC	Shares	12.5KSH	$2.1M
17	GRIFFIN ASSET MANAGEMENT, INC.	Shares	12.4KSH	$2.0M
18	NEW WAVE WEALTH ADVISORS LLC	Shares	10.7KSH	$1.8M
19	Apollon Wealth Management, LLC	Shares	10.3KSH	$1.7M
20	Louisiana State Employees Retirement System	Shares	9.4KSH	$1.6M
21	Mirae Asset Global Investments Co., Ltd.	Shares	8.9KSH	$1.5M
22	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	8.8KSH	$1.5M
23	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	8.7KSH	$1.4M
24	MADDEN SECURITIES Corp	Shares	8.6KSH	$1.4M
25	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	7.7KSH	$1.3M
26	MOODY NATIONAL BANK TRUST DIVISION	Shares	7.4KSH	$1.2M
27	Radnor Capital Management, LLC	Shares	7.0KSH	$1.1M
28	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	6.2KSH	$1.0M
29	IFP Advisors, Inc	Shares	6.1KSH	$1.0M
30	Sequoia Financial Advisors, LLC	Shares	6.0KSH	$985.0K
31	Covea Finance	Shares	5.5KSH	$907.9K
32	Formidable Asset Management, LLC	Shares	5.0KSH	$847.4K
33	Red Spruce Capital, LLC	Shares	5.1KSH	$834.1K
34	Curbstone Financial Management Corp	Shares	4.6KSH	$759.3K
35	Diversified Trust Co	Shares	4.4KSH	$719.2K
36	CARY STREET PARTNERS FINANCIAL LLC	Shares	3.7KSH	$608.6K
37	AlphaCentric Advisors LLC	Shares	3.7KSH	$602.7K
38	FLAGSHIP HARBOR ADVISORS, LLC	Shares	3.5KSH	$573.6K
39	MN Wealth Advisors, LLC	Shares	3.0KSH	$502.3K
40	Archford Capital Strategies, LLC	Shares	3.0KSH	$502.1K
41	SBI Securities Co., Ltd.	Shares	2.9KSH	$470.8K
42	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.8KSH	$470.1K
43	INDEPENDENT FINANCIAL GROUP, LLC	Shares	2.8KSH	$470.1K
44	EXCHANGE TRADED CONCEPTS, LLC	Shares	2.8KSH	$455.1K
45	Royal Fund Management, LLC	Shares	2.7KSH	$445.9K
46	Hummer Financial Advisory Services Inc	Shares	2.7KSH	$445.7K
47	Portside Wealth Group, LLC	Shares	2.6KSH	$425.4K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.3KSH	$391.4K
49	Wealthcare Advisory Partners LLC	Shares	2.2KSH	$361.0K
50	Generali Investments, Management Co LLC	Shares	2.1KSH	$350.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 162 loaded

#		Instrument
1	ARS Investment Partners, LLC added	Shares	+122.2K	+$19.0M	$31.0M
2	Swedbank AB added	Shares	+103.3K	+$12.1M	$62.2M
3	CONGRESS ASSET MANAGEMENT CO added	Shares	+103.1K	+$10.0M	$81.8M
4	Y-Intercept (Hong Kong) Ltd added	Shares	+32.3K	+$5.1M	$7.6M
5	GRIFFIN ASSET MANAGEMENT, INC. added	Shares	+9.5K	+$1.5M	$2.0M
6	NEW WAVE WEALTH ADVISORS LLC added	Shares	+9.0K	+$1.5M	$1.8M
7	BOURGEON CAPITAL MANAGEMENT LLC added	Shares	+8.9K	+$1.4M	$2.4M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+6.9K	+$949.4K	$2.8M
9	Bouvel Investment Partners, LLC added	Shares	+5.6K	+$783.8K	$2.2M
10	Assenagon Asset Management S.A. added	Shares	+6.0K	+$759.0K	$3.1M
11	Traynor Capital Management, Inc. added	Shares	+5.0K	+$617.8K	$3.6M
12	Canvas Wealth Advisors, LLC added	Shares	+4.3K	+$548.0K	$2.2M
13	Apollon Wealth Management, LLC added	Shares	+3.9K	+$533.2K	$1.7M
14	Formidable Asset Management, LLC added	Shares	+3.6K	+$520.9K	$847.4K
15	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+3.4K	+$497.9K	$1.2M
16	Hennion & Walsh Asset Management, Inc. added	Shares	+3.7K	+$351.2K	$3.0M
17	BANQUE PICTET & CIE SA new	Shares	+1.6K	+$262.3K	$262.3K
18	Fifth Third Wealth Advisors LLC new	Shares	+1.6K	+$262.0K	$262.0K
19	Tactive Advisors, LLC new	Shares	+1.6K	+$260.0K	$260.0K
20	VISTA INVESTMENT PARTNERS LLC added	Shares	+3.0K	+$252.6K	$2.7M
21	Union Bancaire Privee, UBP SA new	Shares	+1.2K	+$237.5K	$237.5K
22	Strong Tower Advisory Services new	Shares	+1.4K	+$224.8K	$224.8K
23	Foundry Financial LLC new	Shares	+1.3K	+$211.3K	$211.3K
24	MN Wealth Advisors, LLC added	Shares	+1.2K	+$171.5K	$502.3K
25	IFP Advisors, Inc added	Shares	+1.5K	+$156.9K	$1.0M
26	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.1K	+$152.9K	$470.1K
27	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+587	+$95.4K	$113.4K
28	Royal Fund Management, LLC added	Shares	+701	+$79.8K	$445.9K
29	180 WEALTH ADVISORS, LLC added	Shares	+610	+$77.3K	$315.6K
30	Tema ETFs LLC added	Shares	+378	+$57.5K	$107.0K
31	Portside Wealth Group, LLC added	Shares	+561	+$56.4K	$425.4K
32	Lodestone Wealth Management LLC added	Shares	+267	+$38.7K	$93.1K
33	Bogart Wealth, LLC new	Shares	+203	+$33.5K	$33.5K
34	TOTH FINANCIAL ADVISORY CORP new	Shares	+200	+$33.0K	$33.0K
35	Farther Finance Advisors, LLC added	Shares	+395	+$30.1K	$317.1K
36	ARMSTRONG ADVISORY GROUP, INC added	Shares	+114	+$18.0K	$26.6K
37	PFG Investments, LLC added	Shares	+249	+$17.6K	$257.2K
38	SBI Securities Co., Ltd. added	Shares	+340	+$11.0K	$470.8K
39	EverSource Wealth Advisors, LLC added	Shares	+68	+$8.3K	$38.0K
40	Owl Creek Wealth Partners LLC new	Shares	+35	+$5.8K	$5.8K
41	SALEM INVESTMENT COUNSELORS INC new	Shares	+35	+$5.8K	$5.8K
42	CLARK FINANCIAL SERVICES GROUP INC /BD added	Shares	+178	+$5.8K	$246.1K
43	AdvisorNet Financial, Inc added	Shares	+30	+$3.4K	$19.0K
44	Cromwell Holdings LLC new	Shares	+10	+$1.7K	$1.7K
45	WEST PACES ADVISORS INC. new	Shares	+7	+$1.2K	$1.2K
46	HAGER INVESTMENT MANAGEMENT SERVICES, LLC added	Shares	+9	+$1.1K	$5.3K
47	Tradewinds Capital Management, LLC new	Shares	+5	+$826	$826
48	Physician Wealth Advisors, Inc. added	Shares	+5	+$699	$2.0K
49	SJS Investment Consulting Inc. added	Shares	+3	+$477	$661
50	FNY Investment Advisers, LLC new	Shares	+359	+$59	$59

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