AvePoint, Inc. (AVPT) — Institutional Holders, Q2 2026 (page 3)
255 institutional investment managers reported a AVPT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 255. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AVPT 13F holders ranked 201–255 of 255
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | NISA INVESTMENT ADVISORS#201 · 4,201 sh | 4,201 | $47.1K | — | +145.7% |
| 202 | GAMMA Investing#202 · 3,814 sh | 3,814 | $42.8K | — | +26.6% |
| 203 | OSAIC#203 · 3,074 sh | 3,074 | $34.5K | 0.00% | -12.4% |
| 204 | PNC FINANCIAL SERVICES GROUP#204 · 3,060 sh | 3,060 | $34.3K | 0.00% | +2.8% |
| 205 | JONES FINANCIAL COMPANIES LLLP#205 · 2,834 sh | 2,834 | $30.9K | 0.00% | -13.7% |
| 206 | US BANCORP \DE\#206 · 2,023 sh | 2,023 | $22.7K | 0.00% | -31.7% |
| 207 | Farther Finance Advisors#207 · 1,878 sh | 1,878 | $21.0K | — | +58.5% |
| 208 | Kilter Group#208 · 1,852 sh | 1,852 | $20.8K | <0.01% | +95.6% |
| 209 | Nykredit A/S#209 · 1,794 sh | 1,794 | $20.1K | <0.01% | — |
| 210 | ROTHSCHILD INVESTMENT#210 · 1,754 sh | 1,754 | $19.7K | <0.01% | +34.5% |
| 211 | Walleye Trading#211 · 1,752 sh | 1,752 | $19.6K | 0.00% | New |
| 212 | MACQUARIE GROUP LTD#212 · 1,679 sh | 1,679 | $18.8K | <0.01% | New |
| 213 | BNP Paribas Asset Management Holding S.A.#213 · 1,621 sh | 1,621 | $18.2K | 0.00% | -32.2% |
| 214 | Parallel Advisors#214 · 1,598 sh | 1,598 | $17.9K | <0.01% | -4.5% |
| 215 | IFP Advisors#215 · 1,243 sh | 1,243 | $13.9K | — | +55.6% |
| 216 | Optiver Holding B.V.#216 · 1,230 sh | 1,230 | $13.8K | 0.00% | -42.9% |
| 217 | Essential Partners#217 · 1,071 sh | 1,071 | $12.0K | — | +45.5% |
| 218 | Smartleaf Asset Management#218 · 902 sh | 902 | $10.0K | <0.01% | 0.0% |
| 219 | Catalyst Capital Advisors#219 · 700 sh | 700 | $7.8K | <0.01% | 0.0% |
| 220 | Global Retirement Partners#220 · 694 sh | 694 | $7.8K | <0.01% | — |
| 221 | Sterling Capital Management#221 · 596 sh | 596 | $6.7K | — | -38.7% |
| 222 | True Wealth Design#222 · 595 sh | 595 | $6.7K | — | +61.7% |
| 223 | Bell Investment Advisors#223 · 582 sh | 582 | $6.5K | <0.01% | New |
| 224 | Quarry#224 · 578 sh | 578 | $6.5K | <0.01% | +348.1% |
| 225 | James T. Borello RIA#225 · 525 sh | 525 | $5.9K | — | +1710.3% |
| 226 | SUMMIT SECURITIES GROUP#226 · 512 sh | 512 | $5.7K | <0.01% | New |
| 227 | Marquette Asset Management#227 · 482 sh | 482 | $5.4K | — | -48.4% |
| 228 | Leonteq Securities AG#228 · 452 sh | 452 | $5.1K | <0.01% | 0.0% |
| 229 | Larson Financial Group#229 · 408 sh | 408 | $4.6K | <0.01% | -85.5% |
| 230 | Torren Management#230 · 296 sh | 296 | $3.3K | <0.01% | 0.0% |
| 231 | Caitong International Asset Management , Ltd#231 · 223 sh | 223 | $2.5K | <0.01% | -96.6% |
| 232 | Basecamp Wealth Advisors#232 · 213 sh | 213 | $2.4K | <0.01% | +29.9% |
| 233 | Physician Wealth Advisors#233 · 194 sh | 194 | $2.2K | — | -2.0% |
| 234 | Cornerstone Financial Management#234 · 189 sh | 189 | $2.1K | <0.01% | +256.6% |
| 235 | HARBOUR INVESTMENTS#235 · 186 sh | 186 | $2.1K | 0.00% | 0.0% |
| 236 | Private Wealth Management Group#236 · 173 sh | 173 | $1.9K | — | -49.0% |
| 237 | North Star Investment Management#237 · 104 sh | 104 | $1.2K | — | -78.9% |
| 238 | BESSEMER GROUP#238 · 115 sh | 115 | $1.0K | 0.00% | 0.0% |
| 239 | Avion Wealth#239 · 143 sh | 143 | $1.0K | <0.01% | -27.4% |
| 240 | SJS Investment Consulting#240 · 80 sh | 80 | $897.00 | — | +135.3% |
| 241 | Fulcrum Asset Management LLP#241 · 70 sh | 70 | $775.00 | <0.01% | New |
| 242 | Rialto Wealth Management#242 · 53 sh | 53 | $595.00 | <0.01% | New |
| 243 | Fortitude Family Office#243 · 51 sh | 51 | $572.00 | — | New |
| 244 | Bare Financial Services#244 · 51 sh | 51 | $572.00 | <0.01% | New |
| 245 | SBI Securities , Ltd.#245 · 39 sh | 39 | $437.00 | — | -74.8% |
| 246 | Clearstead Advisors#246 · 36 sh | 36 | $405.00 | 0.00% | New |
| 247 | MassMutual Private Wealth & , FSB#247 · 29 sh | 29 | $325.00 | — | 0.0% |
| 248 | Pinnacle Wealth Planning Services#248 · 26 sh | 26 | $291.00 | — | 0.0% |
| 249 | Godfrey Financial Associates#249 · 25 sh | 25 | $280.00 | <0.01% | 0.0% |
| 250 | Private Wealth Asset Management#250 · 20 sh | 20 | $224.00 | 0.00% | 0.0% |
| 251 | NATIONAL BANK OF CANADA#251 · 6 sh | 6 | $67.00 | 0.00% | -62.5% |
| 252 | Transamerica Financial Advisors#252 · 4 sh | 4 | $44.00 | 0.00% | New |
| 253 | Hughes Financial Services#253 · 3 sh | 3 | $34.00 | 0.00% | -25.0% |
| 254 | Silver Grove Financial Group#254 · 2 sh | 2 | $22.00 | 0.00% | New |
| 255 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#255 · 181,270 sh | 181,270 | — | — | -2.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.