AvePoint, Inc. — Institutional Ownership
Which tracked institutions hold AVPT, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
28
Funds holding
$430163232
Total value held
Buying
23 added/new · 5 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $161938073 | 14445859 | +1806152 | +14.29% |
| 2 | Morgan Stanley | $96085513 | 8571409 | +603276 | +7.57% |
| 3 | Goldman Sachs Group Inc | $56717152 | 5059514 | +2481668 | +96.27% |
| 4 | State Street Corp | $43906756 | 3916749 | +405371 | +11.54% |
| 5 | Northern Trust Corp | $17736148 | 1582172 | +257044 | +19.40% |
| 6 | Federated Hermes, Inc. | $11336841 | 1011315 | +1011315 | NEW BUY |
| 7 | Bank Of New York Mellon Corp | $8847546 | 789255 | +186 | +0.02% |
| 8 | Bank Of America Corp /De/ | $6968932 | 621671 | -631991 | -50.41% |
| 9 | Ubs Group Ag | $6717648 | 599255 | +599255 | NEW BUY |
| 10 | Jpmorgan Chase & Co | $4276640 | 379597 | -107280 | -22.03% |
| 11 | Raymond James Financial Inc | $3041196 | 271293 | +48371 | +21.70% |
| 12 | Sei Investments Co | $2605630 | 232438 | +17685 | +8.24% |
| 13 | Wells Fargo & Company/Mn | $1819697 | 162328 | +99694 | +159.17% |
| 14 | Barclays Plc | $1800079 | 160578 | -5809 | -3.49% |
| 15 | Invesco Ltd. | $1644911 | 146736 | +146736 | NEW BUY |
| 16 | Citigroup Inc | $1097560 | 97909 | +9740 | +11.05% |
| 17 | Franklin Resources Inc | $972344 | 86739 | +8867 | +11.39% |
| 18 | Allstate Corp | $773266 | 68980 | +68980 | NEW BUY |
| 19 | Janus Henderson Group Plc | $506693 | 53308 | +53308 | NEW BUY |
| 20 | Truist Financial Corp | $317635 | 28335 | +7592 | +36.60% |
| 21 | Prudential Financial Inc | $312591 | 27885 | +4450 | +18.99% |
| 22 | M&T Bank Corp | $279913 | 24999 | -337 | -1.33% |
| 23 | Principal Financial Group Inc | $145427 | 12973 | +2216 | +20.60% |
| 24 | Ameriprise Financial Inc | $114376 | 10203 | +10203 | NEW BUY |
| 25 | Royal Bank Of Canada | $90000 | 8103 | +471 | +6.17% |
| 26 | Fifth Third Bancorp | $53685 | 4789 | +4544 | +1854.69% |
| 27 | Pnc Financial Services Group, Inc. | $34302 | 3060 | +83 | +2.79% |
| 28 | Us Bancorp \De\ | $22678 | 2023 | -939 | -31.70% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.