your badges 52W Range $54–$56 42% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

AVTM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $54.87
52W Range $54–$56

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.58Paid quarterly
Ex-dateAmountCurrencyYield
Sep 8, 2026$0.15USD≈0.54%
Jun 9, 2026$0.11USD—
Mar 10, 2026$0.04USD—

Institutional owners (13F) 25 filers · $402.7M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 25
Value held $402.7M
New positions 8
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 1 0 5 ·

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
Cresset Asset Management, LLC $85,111,018 1,563,262 21.13% Shares
Torren Management, LLC $58,312,001 1,240,351 14.48% Shares
Fortitude Family Office, LLC $38,888,047 710,489 9.66% Shares
MAI Capital Management $33,999,719 624,484 8.44% Shares
Global Strategic Investment Solutions, LLC $27,414,007 500,857 6.81% Shares
SHEETS SMITH WEALTH MANAGEMENT $26,541,051 484,908 6.59% Shares
Tarbox Family Office, Inc. $21,652,302 395,590 5.38% Shares
Relyea Zuckerberg Hanson LLC $20,235,836 369,711 5.02% Shares
Sanctuary Advisors, LLC $15,373,820 282,376 3.82% Shares
SJS Investment Consulting Inc. $11,233,484 205,237 2.79% Shares
Bridgewater Advisors Inc. $10,522,239 192,733 2.61% Shares
Mason Investment Advisory Services, Inc. $10,459,823 192,119 2.60% Shares
Ridgeline Wealth, LLC $6,999,964 126,088 1.74% Shares
Tortoise Investment Management, LLC $6,700,800 123,076 1.66% Shares
HighTower Advisors, LLC $6,478,678 118,996 1.61% Shares
RVW Wealth, LLC $6,097,937 111,410 1.51% Shares
IEQ CAPITAL, LLC $6,053,793 111,192 1.50% Shares
Foster Group, Inc. $5,521,039 100,870 1.37% Shares
ANDERSON HOAGLAND & CO $3,571,942 65,834 0.89% Shares
CITADEL ADVISORS LLC $729,284 13,395 0.18% Shares
Plancorp, LLC $483,459 8,943 0.12% Shares
GOLDMAN SACHS GROUP INC $322,965 5,932 0.08% Shares
Orion Capital Management LLC $1,906 35 0.00% Shares
BCR Wealth Strategies, LLC $1,468 26,974 0.00% Shares
WELLS FARGO & COMPANY/MN $1,143 21 0.00% Shares

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