Aevex Corp (AVEX)

CUSIP: 00835T107 | NYSE | 168 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13GFirst Trust Portfolios L.P.	3,546,031	5.1%	New 5%+ stake	Sep 30, 2026	No 13F filer matched
13GRazor's Edge Fund III-A, LP	12,727,273	18.4%	New 5%+ stake	Sep 8, 2026

Institutional Holders — Q3 2026

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Principal Financial Group Inc1,730,309

0.0% of portfolio$26.2M

Verus Capital Partners, LLC98,500

0.1% of portfolio$1.5M

Bank of New York Mellon Corp67,947

0.0% of portfolio$1.0M

Perkins Capital Management Inc63,575

0.7% of portfolio$962.5K

Kornitzer Capital Management Inc42,369

0.0% of portfolio$641.5K

Mitsubishi UFJ Asset Management Co., Ltd.38,900

0.0% of portfolio$588.9K

Carret Asset Management, LLC32,810

0.0% of portfolio$496.7K

Citigroup Inc18,484

0.0% of portfolio$279.8K

Creative Planning17,395

0.0% of portfolio$263.4K

Concurrent Investment Advisors, LLC15,301

0.0% of portfolio$231.7K

Capital Investment Advisory Services, LLC13,900

0.0% of portfolio$210.4K

Assetmark, Inc9,093

0.0% of portfolio$137.7K

Mirae Asset Global Investments Co., Ltd.8,590

0.0% of portfolio$130.1K

SBI Securities Co., Ltd.5,402

0.0% of portfolio$81.8K

State of Alaska, Department of Revenue3,007

0.0% of portfolio$45

Pilgrim Partners Asia Pte Ltd1,960

0.0% of portfolio$29.7K

Simplex Trading, LLC1,847

0.0% of portfolio$28.0K

Larson Financial Group LLC983

0.0% of portfolio$14.9K

Pittenger & Anderson Inc850

0.0% of portfolio$12.9K

Lanark Financial, Inc.812

0.0% of portfolio$12.3K

IFP Advisors, Inc759

0.0% of portfolio$11.5K

Sterling Capital Management LLC573

0.0% of portfolio$8.7K

Farther Finance Advisors, LLC401

0.0% of portfolio$6.1K

Madden Securities Corp400

0.0% of portfolio$6.1K

Clark Wealth Partners374

0.0% of portfolio$5.7K

Investors Research Corp372

0.0% of portfolio$5.6K

Wolff Wiese Magana LLC320

0.0% of portfolio$4.8K

EverSource Wealth Advisors, LLC312

0.0% of portfolio$4.7K

Signaturefd, LLC288

0.0% of portfolio$4.4K

SJS Investment Consulting Inc.267

0.0% of portfolio$4.0K

Fortitude Family Office, LLC247

0.0% of portfolio$3.7K

Leonteq Securities AG216

0.0% of portfolio$3.3K

Parallel Advisors, LLC191

0.0% of portfolio$2.9K

MassMutual Private Wealth & Trust, FSB172

0.0% of portfolio$2.6K

Gamma Investing LLC147

0.0% of portfolio$2.2K

Costello Asset Management, Inc100

0.0% of portfolio$1.5K

Essential Partners LLC30

0.0% of portfolio$454

Acumen Wealth Advisors, LLC30

0.0% of portfolio$455

Ascentis Wealth Management, LLC21

0.0% of portfolio$317

Nisa Investment Advisors, LLC2

0.0% of portfolio$30

Root Financial Partners, LLC2

0.0% of portfolio$30

				Style	Turnover	Location	Filed
Principal Financial Group Inc	1,730,309	$26.2M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Verus Capital Partners, LLC	98,500	$1.5M	0.1%	Growth	Low	Scottsdale, AZ	2026-11-03
Bank of New York Mellon Corp	67,947	$1.0M	0.0%	Core	Low	New York, NY	2026-11-05
Perkins Capital Management Inc	63,575	$962.5K	0.7%	Growth	Low	Wayzata, MN	2026-11-02
Kornitzer Capital Management Inc	42,369	$641.5K	0.0%	Core	Low	Shawnee Mission, KS	2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.	38,900	$588.9K	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Carret Asset Management, LLC	32,810	$496.7K	0.0%	Core	Very Low	New York, NY	2026-11-04
Citigroup Inc	18,484	$279.8K	0.0%	Core	Medium	New York, NY	2026-11-04
Creative Planning	17,395	$263.4K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Concurrent Investment Advisors, LLC	15,301	$231.7K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Capital Investment Advisory Services, LLC	13,900	$210.4K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Assetmark, Inc	9,093	$137.7K	0.0%	ETF	Low	Concord, CA	2026-10-21
Mirae Asset Global Investments Co., Ltd.	8,590	$130.1K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
SBI Securities Co., Ltd.	5,402	$81.8K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
State of Alaska, Department of Revenue	3,007	$45	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Pilgrim Partners Asia Pte Ltd	1,960	$29.7K	0.0%	ETF	Medium	Singapore, Turkey	2026-10-29
Simplex Trading, LLC	1,847	$28.0K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Larson Financial Group LLC	983	$14.9K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Pittenger & Anderson Inc	850	$12.9K	0.0%	Core	Low	Lincoln, NE	2026-11-02
Lanark Financial, Inc.	812	$12.3K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
IFP Advisors, Inc	759	$11.5K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Sterling Capital Management LLC	573	$8.7K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Farther Finance Advisors, LLC	401	$6.1K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Madden Securities Corp	400	$6.1K	0.0%	Growth	Medium	Dallas, TX	2026-10-27
Clark Wealth Partners	374	$5.7K	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
Investors Research Corp	372	$5.6K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Wolff Wiese Magana LLC	320	$4.8K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
EverSource Wealth Advisors, LLC	312	$4.7K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Signaturefd, LLC	288	$4.4K	0.0%	Index	Low	Atlanta, GA	2026-10-23
SJS Investment Consulting Inc.	267	$4.0K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Fortitude Family Office, LLC	247	$3.7K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Leonteq Securities AG	216	$3.3K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Parallel Advisors, LLC	191	$2.9K	0.0%	Index	Low	San Francisco, CA	2026-11-03
MassMutual Private Wealth & Trust, FSB	172	$2.6K	0.0%	Core	Low	Springfield, MA	2026-10-05
Gamma Investing LLC	147	$2.2K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Costello Asset Management, Inc	100	$1.5K	0.0%	Core	Low	Feasterville, PA	2026-10-30
Essential Partners LLC	30	$454	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Acumen Wealth Advisors, LLC	30	$455	0.0%	Growth	High	Chattanooga, TN	2026-11-05
Ascentis Wealth Management, LLC	21	$317	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Nisa Investment Advisors, LLC	2	$30	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Root Financial Partners, LLC	2	$30	0.0%	ETF	Medium	Encinitas, CA	2026-10-21