AvepointAVPT
13F holders, Q2 2026 (June 30)253holders −2
39new positions
42sold out
7famous investors
$11.21avg. 13F price*
At the end of Q2 2026, 253 institutions reported holding Avepoint Inc. (AVPT) in their 13F filings, down 2 from Q1 2026. 39 opened new positions and 42 sold out. The largest holders were Anchor @ 65 Pte. Ltd. ($223.2M), BlackRock, Inc. ($161.9M) and Vanguard Portfolio Management LLC ($120.6M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Avepoint Inc.
- CUSIP
- 053604104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $45.0M |
| Exits | 42 | $15.4M |
All 13F filers, Q1 2026 → Q2 2026: 19,840,183 shares bought and 12,222,081 shares sold, net +7,618,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| Anchor @ 65 Pte. Ltd. | 62.95% | No change | 19,910,510 | $223.2M |
| BlackRock, Inc. | 0.00% | Add +14.3% | 14,445,859 | $161.9M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -4.9% | 10,758,854 | $120.6M |
| Morgan Stanley | 0.01% | Add +7.6% | 8,571,409 | $96.1M |
| Vanguard Capital Management LLC | 0.00% | Reduce -6.9% | 6,467,464 | $72.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +96.3% | 5,059,514 | $56.7M |
| D. E. Shaw & Co. | 0.03% | Reduce -18.4% | 4,493,297 | $50.4M |
| Geode Capital Management, LLC | 0.00% | Add +12.0% | 4,118,372 | $46.2M |
| State Street Corp. | 0.00% | Add +11.5% | 3,916,749 | $43.9M |
| Parsifal Capital Management, LP | 5.25% | Add +0.4% | 3,827,722 | $42.9M |
| Two Sigma Investments, LP | 0.03% | Add +15.1% | 3,325,017 | $37.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.8% | 3,322,003 | $37.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | Add +15.2% | 3,080,946 | $34.5M |
| Wellington Management Group LLP | 0.01% | Add +106.7% | 2,776,579 | $31.1M |
| Jennison Associates LLC | 0.02% | Reduce -27.3% | 2,738,972 | $30.7M |
| Citadel Advisors | 0.01% | Add +411.5% | 1,807,042 | $20.3M |
| Norges Bank | 0.00% | — | 1,784,700 | $20.0M |
| Renaissance Technologies | 0.03% | Reduce -37.2% | 1,621,153 | $18.2M |
| AQR Capital Management | 0.01% | Add +111.3% | 1,590,600 | $17.8M |
| Northern Trust Corp. | 0.00% | Add +19.4% | 1,582,172 | $17.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -18.1% | 1,557,397 | $17.5M |
| Nuveen, LLC | 0.00% | Add +4.7% | 1,386,513 | $15.5M |
| Prudential PLC | 0.10% | Reduce -21.6% | 1,374,810 | $15.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.7% | 1,245,912 | $14.0M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +2.9% | 1,021,389 | $11.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -57.3% | 1,020,666 | $11.4M |
| Federated Hermes, Inc. | 0.02% | Add +39.6% | 1,011,315 | $11.3M |
| Kennedy Capital Management LLC | 0.19% | New | 937,424 | $10.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +94.1% | 829,841 | $9.3M |
| Marshall Wace, LLP | 0.01% | Add +119.0% | 811,095 | $9.1M |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 789,255 | $8.8M |
| BNP Paribas Financial Markets | 0.00% | Add +6.5% | 780,512 | $8.7M |
| Silvercrest Asset Management Group LLC | 0.06% | Add +31.3% | 756,107 | $8.5M |
| Gotham Asset Management | 0.02% | Reduce -14.9% | 689,914 | $7.7M |
| Peregrine Capital Management LLC | 0.25% | Reduce -4.8% | 680,576 | $7.6M |
| Trexquant Investment LP | 0.05% | Reduce -1.2% | 657,370 | $7.4M |
| HRT Financial LP | 0.01% | Add +677.8% | 643,275 | $7.2M |
| Bank of America Corp. | 0.00% | Reduce -50.4% | 621,671 | $7.0M |
| UBS Group AG | 0.00% | Add +193.1% | 599,255 | $6.7M |
| Royce & Associates LP | 0.05% | New | 598,000 | $6.7M |
| HERALD INVESTMENT MANAGEMENT Ltd | 0.87% | Reduce -25.8% | 575,250 | $6.4M |
| Essex Investment Management Co. LLC | 0.84% | Add +14.7% | 571,541 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -16.3% | 571,279 | $6.4M |
| Stoic Point Capital Management LLC | 5.12% | Add +11.8% | 543,023 | $6.1M |
| Acadian Asset Management LLC | 0.01% | New | 525,929 | $5.9M |
| Nearwater Capital Markets, Ltd | 0.10% | New | 500,000 | $5.6M |
| Scalar Gauge Management, LLC | 2.91% | Add +147.4% | 470,000 | $5.3M |
| Squarepoint Ops LLC | 0.01% | Reduce -17.1% | 449,555 | $5.0M |
| Voya Investment Management LLC | 0.00% | Add +3.8% | 402,405 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.0% | 379,597 | $4.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +126.6% | 348,993 | $3.9M |
| Deutsche Bank AG | 0.00% | Add +13.0% | 340,628 | $3.8M |
| EFG International AG | 0.07% | Add +25.3% | 322,028 | $3.6M |
| NorthCoast Asset Management LLC | 0.08% | No change | 320,000 | $3.6M |
| MUFG Securities EMEA plc | 0.04% | No change | 317,000 | $3.6M |
| Capitolis Liquid Global Markets LLC | 0.02% | No change | 314,100 | $3.5M |
| Swiss National Bank | 0.00% | Add +1.5% | 281,600 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.2% | 280,955 | $3.1M |
| Odyssean, LLC | 0.50% | Add +106.2% | 273,488 | $3.1M |
| Point72 Asset Management | 0.00% | Reduce -60.9% | 272,314 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +21.7% | 271,293 | $3.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +332.3% | 262,200 | $2.9M |
| Algert Global LLC | 0.03% | Add +96.9% | 250,891 | $2.8M |
| ExodusPoint Capital Management, LP | 0.03% | Add +83.9% | 248,553 | $2.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 237,603 | $2.7M |
| Sei Investments Co. | 0.00% | Add +8.2% | 232,438 | $2.6M |
| Nomura Asset Management International Inc. | 0.00% | Reduce -77.1% | 221,317 | $2.5M |
| Rhumbline Advisers | 0.00% | Add +15.5% | 210,516 | $2.4M |
| Brown Capital Management LLC | 0.46% | Reduce -13.1% | 206,292 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +41.3% | 227,052 | $2.2M |
| Ingalls & Snyder LLC | 0.06% | Reduce -1.4% | 190,203 | $2.1M |
| Millennium Management | 0.00% | Reduce -76.4% | 188,208 | $2.1M |
| Angeles Wealth Management, LLC | 0.10% | No change | 187,493 | $2.1M |
| California State Teachers Retirement System | 0.00% | Reduce -2.4% | 181,270 | $2.0M |
| CenterBook Partners LP | 0.10% | Reduce -46.9% | 178,829 | $2.0M |
| Scholtz & Company, LLC | 0.99% | New | 176,175 | $2.0M |
| Creative Planning | 0.00% | Reduce -12.7% | 166,288 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +159.2% | 162,328 | $1.8M |
| Barclays PLC | 0.00% | Reduce -3.5% | 160,578 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -34.4% | 152,298 | $1.7M |
| Legal & General Group Plc | 0.00% | Add +48.0% | 151,788 | $1.7M |
| Brevan Howard Capital Management LP | 0.03% | Add +9.2% | 151,109 | $1.7M |
| Invesco Ltd. | 0.00% | Add +18.5% | 146,736 | $1.6M |
| Ieq Capital, LLC | 0.01% | Add +88.3% | 142,064 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +32.9% | 141,173 | $1.6M |
| Register Financial Advisors LLC | 0.49% | New | 141,100 | $1.6M |
| XTX Topco Ltd | 0.02% | Add +448.0% | 140,341 | $1.6M |
| Voleon Capital Management LP | 0.03% | Reduce -38.7% | 126,774 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 122,082 | $1.4M |
| Legato Capital Management LLC | 0.11% | Add +36.9% | 119,756 | $1.3M |
| Moran Wealth Management, LLC | 0.04% | Add +35.3% | 114,035 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +2.0% | 111,490 | $1.2M |
| Manatuck Hill Partners, LLC | 0.41% | New | 110,000 | $1.2M |
| Capital Fund Management S.A. | 0.01% | Add +17.3% | 109,415 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +11.2% | 107,991 | $1.2M |
| Gsa Capital Partners LLP | 0.07% | Reduce -2.3% | 101,604 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +20.6% | 99,594 | $1.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +1.1% | 99,040 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +42.1% | 98,195 | $1.1M |
| Citigroup Inc. | 0.00% | Add +136.1% | 97,909 | $1.1M |
| FMR LLC | 0.00% | Add +21.7% | 91,214 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | Add +21455.1% | 90,316 | $1.0M |
| Jump Financial, LLC | 0.01% | New | 89,561 | $1.0M |
| American Century Companies Inc. | 0.00% | Add +27.2% | 88,651 | $994K |
| Panagora Asset Management Inc. | 0.00% | New | 87,118 | $977K |
| Franklin Resources Inc. | 0.00% | Add +11.4% | 86,739 | $972K |
| Victory Capital Management Inc. | 0.00% | Add +432.4% | 82,952 | $930K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +10.8% | 78,136 | $876K |
| Potomac Capital Management, Inc. | 0.62% | New | 75,500 | $846K |
| Mariner, LLC | 0.00% | Add +101.7% | 72,018 | $807K |
| Mirabella Financial Services LLP | 0.09% | Add +174.1% | 71,508 | $802K |
| Nordea Investment Management AB | 0.00% | New | 72,004 | $800K |
| Allstate Corp. | 0.01% | New | 68,980 | $773K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 67,062 | $752K |
| Capstone Investment Advisors, LLC | 0.01% | Add +511.1% | 65,305 | $732K |
| Neo Ivy Capital Management | 0.16% | Reduce -28.9% | 63,280 | $709K |
| Smith Group Asset Management, LLC | 0.03% | Add +0.8% | 62,638 | $702K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +109.2% | 56,052 | $697K |
| New York State Common Retirement Fund | 0.00% | Add +44.8% | 61,451 | $689K |
| D.A. Davidson & Co. | 0.00% | Add +0.7% | 58,695 | $658K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -11.0% | 56,317 | $631K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 53,888 | $604K |
| Jupiter Topco LLC | 0.00% | — | 51,804 | $581K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +31.3% | 50,042 | $561K |
| Mercer Global Advisors Inc. | 0.00% | Add +70.7% | 49,948 | $560K |
| Occudo Quantitative Strategies LP | 0.03% | Reduce -76.0% | 49,893 | $559K |
| Jane Street Group, LLC | 0.00% | Reduce -89.3% | 49,684 | $557K |
| Envestnet Asset Management Inc. | 0.00% | Add +23.1% | 49,256 | $552K |
| VARCOV Co. | 0.20% | New | 47,732 | $535K |
| PDT Partners, LLC | 0.03% | Reduce -34.0% | 47,727 | $535K |
| Arax Advisory Partners | 0.00% | Add +7710.5% | 46,004 | $516K |
| Handelsbanken Fonder AB | 0.00% | Add +43.4% | 44,300 | $497K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 43,900 | $492K |
| ProShare Advisors LLC | 0.00% | Add +14.5% | 43,401 | $487K |
| Vident Advisory, LLC | 0.00% | New | 43,342 | $486K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.0% | 42,137 | $472K |
| Aviva PLC | 0.00% | New | 42,135 | $472K |
| EntryPoint Capital, LLC | 0.11% | Reduce -25.1% | 41,199 | $462K |
| Teacher Retirement System of Texas | 0.00% | Add +8.2% | 40,494 | $454K |
| Amundi | 0.00% | New | 40,087 | $449K |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +24.6% | 39,067 | $438K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 38,733 | $434K |
| Entropy Technologies, LP | 0.02% | Add +92.8% | 38,687 | $434K |
| Intech Investment Management LLC | 0.00% | Add +4.7% | 37,594 | $421K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +37.1% | 33,734 | $378K |
| Pinegrove Venture Partners, LLC | 4.89% | No change | 32,310 | $362K |
| Magnetar Financial LLC | 0.00% | Reduce -77.7% | 31,967 | $358K |
| Vontobel Holding Ltd. | 0.00% | Reduce -67.9% | 31,840 | $357K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -54.3% | 31,560 | $354K |
| KLP Kapitalforvaltning As | 0.00% | No change | 31,500 | $353K |
| Lazard Asset Management LLC | 0.00% | New | 31,310 | $351K |
| Quadrature Capital Ltd | 0.00% | New | 29,892 | $335K |
| Cetera Investment Advisers | 0.00% | Add +61.4% | 28,602 | $321K |
| Truist Financial Corp. | 0.00% | Add +36.6% | 28,335 | $318K |
| Prudential Financial Inc. | 0.00% | Add +19.0% | 27,885 | $313K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -28.1% | 26,800 | $300K |
| Caxton Associates LLP | 0.01% | Add +10.9% | 26,639 | $299K |
| Captrust Financial Advisors | 0.00% | Add +117.6% | 25,998 | $291K |
| Advisors Asset Management, Inc. | 0.00% | Add +36.1% | 25,643 | $287K |
| M&T Bank Corp | 0.00% | Reduce -3.7% | 24,999 | $280K |
| Woodline Partners LP | 0.00% | New | 24,669 | $277K |
| Keybank National Association | 0.00% | Reduce -15.3% | 24,170 | $271K |
| Walleye Capital LLC | 0.00% | New | 23,954 | $269K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +21.8% | 23,567 | $264K |
| Evergreen Capital Management LLC | 0.00% | Add +1.5% | 22,171 | $249K |
| Merit Financial Group, LLC | 0.00% | Add +84.9% | 21,446 | $240K |
| Corient Private Wealth LP | 0.00% | New | 21,417 | $240K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -50.0% | 20,650 | $231K |
| Papamarkou Wellner Asset Management inc. | 0.14% | No change | 20,270 | $227K |
| Balboa Wealth Partners | 0.03% | Reduce -2.1% | 19,663 | $220K |
| State of Wisconsin Investment Board | 0.00% | Add +34.1% | 18,882 | $212K |
| Focus Partners Wealth | 0.00% | Reduce -32.1% | 18,174 | $204K |
| Jain Global LLC | 0.00% | Add +18.8% | 18,048 | $202K |
| Catalyst Funds Management Pty Ltd | 0.01% | New | 17,801 | $200K |
| Lighthouse Investment Partners, LLC | 0.01% | Reduce -10.1% | 17,740 | $199K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +17.9% | 16,955 | $190K |
| Xponance LLC | 0.00% | Add +22.3% | 16,493 | $185K |
| Axq Capital, LP | 0.02% | New | 16,436 | $184K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +29.1% | 15,398 | $173K |
| LPL Financial LLC | 0.00% | Add +17.3% | 13,305 | $149K |
| Principal Financial Group Inc. | 0.00% | Add +20.6% | 12,973 | $145K |
| MQS Management LLC | 0.17% | New | 12,715 | $143K |
| Brighton Jones LLC | 0.00% | New | 12,412 | $139K |
| Cornerstone Investment Partners, LLC | 0.00% | Reduce -4.6% | 11,649 | $131K |
| Covestor Ltd | 0.07% | Add +79.3% | 11,287 | $127K |
| Greenleaf Trust | 0.00% | New | 10,912 | $122K |
| State of Alaska, Department of Revenue | 0.00% | No change | 10,872 | $121K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -28.5% | 10,772 | $121K |
| Greenwich Wealth Management LLC | 0.00% | New | 10,288 | $115K |
| Centiva Capital, LP | 0.00% | Reduce -86.0% | 10,256 | $115K |
| Ethic Inc. | 0.00% | Reduce -12.0% | 10,249 | $115K |
| Ameriprise Financial Inc. | 0.00% | New | 10,203 | $114K |
| Simplex Trading, LLC | 0.00% | Add +72.7% | 8,902 | $100K |
| Versant Capital Management, Inc | 0.01% | Add +26.8% | 8,044 | $90K |
| Royal Bank of Canada | 0.00% | Add +6.2% | 8,103 | $90K |
| SBI Okasan Asset Management Co.Ltd. | 0.00% | No change | 8,000 | $89K |
| KBC Group NV | 0.00% | No change | 6,356 | $71K |
| Allworth Financial LP | 0.00% | Add +109.6% | 5,065 | $57K |
| Fifth Third Bancorp | 0.00% | Add +1854.7% | 4,789 | $54K |
| Signaturefd, LLC | 0.00% | Add +2.3% | 4,734 | $53K |
| Nisa Investment Advisors, LLC | 0.00% | Add +145.7% | 4,201 | $47K |
| GAMMA Investing LLC | 0.00% | Add +26.6% | 3,814 | $43K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.4% | 3,074 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 3,060 | $34K |
| Jones Financial Companies LLLP | 0.00% | Reduce -13.7% | 2,834 | $31K |
| US Bancorp \de | 0.00% | Reduce -31.7% | 2,023 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Add +58.5% | 1,878 | $21K |
| Kilter Group LLC | 0.01% | Add +95.6% | 1,852 | $21K |
| Nykredit A/S | 0.00% | — | 1,794 | $20K |
| Rothschild Investment LLC | 0.00% | Add +34.5% | 1,754 | $20K |
| Walleye Trading LLC | 0.00% | New | 1,752 | $20K |
| Macquarie Group Ltd. | 0.00% | Add +167800.0% | 1,679 | $19K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -32.2% | 1,621 | $18K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.5% | 1,598 | $18K |
| IFP Advisors, Inc | 0.00% | Add +55.6% | 1,243 | $14K |
| Optiver Holding B.V. | 0.00% | Reduce -42.9% | 1,230 | $14K |
| Essential Partners LLC | 0.01% | Add +45.5% | 1,071 | $12K |
| Smartleaf Asset Management LLC | 0.00% | No change | 902 | $10K |
| Catalyst Capital Advisors LLC | 0.00% | No change | 700 | $8K |
| Global Retirement Partners, LLC | 0.00% | — | 694 | $8K |
| Sterling Capital Management LLC | 0.00% | Reduce -38.7% | 596 | $7K |
| True Wealth Design, LLC | 0.00% | Add +61.7% | 595 | $7K |
| Bell Investment Advisors, Inc | 0.00% | New | 582 | $7K |
| Quarry LP | 0.00% | Add +348.1% | 578 | $6K |
| Summit Securities Group LLC | 0.00% | New | 512 | $6K |
| Marquette Asset Management, LLC | 0.00% | Reduce -48.4% | 482 | $5K |
| Leonteq Securities AG | 0.00% | No change | 452 | $5K |
| Larson Financial Group LLC | 0.00% | Reduce -85.5% | 408 | $5K |
| Torren Management, LLC | 0.00% | No change | 296 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -96.6% | 223 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +29.9% | 213 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -2.0% | 194 | $2K |
| Cornerstone Financial Management LLC | 0.00% | Add +256.6% | 189 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 186 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -49.0% | 173 | $2K |
| North Star Investment Management Corp. | 0.00% | Reduce -79.0% | 104 | $1K |
| Avion Wealth | 0.00% | Reduce -27.4% | 143 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 115 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +135.3% | 80 | $897 |
| Fulcrum Asset Management LLP | 0.00% | New | 70 | $775 |
| Rialto Wealth Management, LLC | 0.00% | New | 53 | $595 |
| Fortitude Family Office, LLC | 0.00% | New | 51 | $572 |
| Bare Financial Services, Inc | 0.00% | New | 51 | $572 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -74.8% | 39 | $437 |
| Clearstead Advisors, LLC | 0.00% | New | 36 | $405 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 29 | $325 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 26 | $291 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 25 | $280 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 20 | $224 |
| National Bank of Canada | 0.00% | Reduce -62.5% | 6 | $67 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 4 | $44 |
| Hughes Financial Services, LLC | 0.00% | Reduce -25.0% | 3 | $34 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 2 | $22 |
"% of holder's portfolio" is AVPT's weight in each manager's 13F, not the share of Avepoint Inc. the manager owns.