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Aveanna Healthcare Holdings (AVAH)

CUSIP: 05356F105 | NYSE | Healthcare · Medical Care Facilities | Small Cap | 401 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

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.

HolderShares% of ClassChangeEvent Datevs 13F
13G/APSA Healthcare Investment Holding LLC
with J.H. Whitney VII, L.P., JHW Iliad Holdings LLC, PSA Iliad Holdings LLC, +1 more
15,523,8107.1%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/APSA Healthcare Investment Holding LLC15,523,810
7.1% of class · Jun 30, 2026New 5%+ stake
with J.H. Whitney VII, L.P., JHW Iliad Holdings LLC, PSA Iliad Holdings LLC, +1 more
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,511,747
0.0% of portfolio›$43.6M
Assenagon Asset Management S.A.814,596
0.0% of portfolio›$10.1M
MacKenzie Financial Corp734,710
0.0% of portfolio›$9.1M
Citigroup Inc666,996
0.0% of portfolio›$8.3M
Principal Financial Group Inc258,040
0.0% of portfolio›$3.2M
Cantor Fitzgerald Investment Advisors L.P.224,600
0.2% of portfolio›$2.8M
Inspire Investing, LLC177,987
0.1% of portfolio›$2.2M
Allspring Global Investments Holdings, LLC125,647
0.0% of portfolio›$1.6M
Jackson Creek Investment Advisors LLC123,195
1.2% of portfolio›$1.5M
Smith Group Asset Management, LLC89,979
0.1% of portfolio›$1.1M
State of Wyoming72,016
0.1% of portfolio›$893.7K
Harbor Capital Advisors, Inc.51,989
0.1% of portfolio›$645.0K
Truist Financial Corp47,194
0.0% of portfolio›$585.7K
Oakmont Investment Advisors, Inc.46,000
0.4% of portfolio›$570.9K
Creative Planning43,542
0.0% of portfolio›$540.4K
Seizert Capital Partners, LLC40,455
0.0% of portfolio›$502.0K
Alps Advisors Inc40,350
0.0% of portfolio›$500.7K
Virginia Retirement Systems ET Al39,750
0.0% of portfolio›$493.3K
Cambridge Investment Research Advisors, Inc.28,148
0.0% of portfolio›$349.0K
Balboa Wealth Partners27,277
0.0% of portfolio›$338.5K
Wealth Enhancement Advisory Services, LLC26,021
0.0% of portfolio›$318.5K
Caitong International Asset Management Co., Ltd25,921
0.0% of portfolio›$321.7K
Arizona State Retirement System24,538
0.0% of portfolio›$304.5K
Simplicity Wealth,LLC23,932
0.0% of portfolio›$297.0K
DekaBank Deutsche Girozentrale21,780
0.0% of portfolio›$270.0K
Swiss Life Asset Management Ltd21,500
0.0% of portfolio›$266.8K
MGO One Seven LLC21,007
0.0% of portfolio›$260.7K
Pictet Asset Management Holding SA17,324
0.0% of portfolio›$215.0K
EverSource Wealth Advisors, LLC15,092
0.0% of portfolio›$187.3K
Independent Financial Group, LLC14,707
0.0% of portfolio›$182.5K
Revisor Wealth Management LLC14,666
0.0% of portfolio›$181.5K
Nisa Investment Advisors, LLC11,181
0.0% of portfolio›$138.8K
Wedbush Securities Inc10,970
0.0% of portfolio›$136.0K
ProShare Advisors LLC10,907
0.0% of portfolio›$135.4K
Park Capital Management, LLC / WI10,449
0.1% of portfolio›$129.7K
State of Alaska, Department of Revenue9,119
0.0% of portfolio›$113.0K
Parkside Financial Bank & Trust8,353
0.0% of portfolio›$103.7K
GK Wealth Management LLC7,231
0.1% of portfolio›$89.7K
Farther Finance Advisors, LLC2,978
0.0% of portfolio›$37.0K
Sterling Capital Management LLC2,636
0.0% of portfolio›$32.7K
KFG LLC1,934
0.0% of portfolio›$24.0K
SJS Investment Consulting Inc.1,572
0.0% of portfolio›$19.5K
Signaturefd, LLC1,444
0.0% of portfolio›$17.9K
CoreCap Advisors, LLC1,240
0.0% of portfolio›$15.4K
Exchange Traded Concepts, LLC1,236
0.0% of portfolio›$15.3K
Larson Financial Group LLC1,001
0.0% of portfolio›$12.4K
Blue Bell Private Wealth Management, LLC856
0.0% of portfolio›$10.6K
Essential Partners LLC479
0.0% of portfolio›$5.9K
Capital Advisors, Ltd. LLC361
0.0% of portfolio›$4
Financial Consulate, Inc352
0.0% of portfolio›$4.4K
Gamma Investing LLC330
0.0% of portfolio›$4.1K
Root Financial Partners, LLC310
0.0% of portfolio›$3.8K
True Wealth Design, LLC287
0.0% of portfolio›$3.6K
Parallel Advisors, LLC237
0.0% of portfolio›$2.9K
Physician Wealth Advisors, Inc.219
0.0% of portfolio›$2.7K
Silver Grove Financial Group, Inc.149
0.0% of portfolio›$1.8K
Versant Capital Management, Inc133
0.0% of portfolio›$1.7K
Provenance Wealth Advisors, LLC132
0.0% of portfolio›$1.6K
Ascentis Wealth Management, LLC75
0.0% of portfolio›$930
Fortitude Family Office, LLC59
0.0% of portfolio›$732
SBI Securities Co., Ltd.52
0.0% of portfolio›$645
Covestor Ltd40
0.0% of portfolio›$1
IFP Advisors, Inc36
0.0% of portfolio›$447
Hughes Financial Services, LLC9
0.0% of portfolio›$119
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,511,747$43.6M0.0%IndexLowAustin, TX2026-11-04
Assenagon Asset Management S.A.
814,596$10.1M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
MacKenzie Financial Corp
734,710$9.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Citigroup Inc
666,996$8.3M0.0%CoreMediumNew York, NY2026-11-04
Principal Financial Group Inc
258,040$3.2M0.0%CoreLowDes Moines, IA2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
224,600$2.8M0.2%YieldLowNew York, NY2026-10-21
Inspire Investing, LLC
177,987$2.2M0.1%GARPHighMeridian, ID2026-10-22
Allspring Global Investments Holdings, LLC
125,647$1.6M0.0%CoreMediumCharlotte, NC2026-11-04
Jackson Creek Investment Advisors LLC
123,195$1.5M1.2%ValueVery HighCastle Rock, CO2026-11-04
Smith Group Asset Management, LLC
89,979$1.1M0.1%GrowthLowDallas, TX2026-10-27
State of Wyoming
72,016$893.7K0.1%ValueHighCheyenne, WY2026-10-28
Harbor Capital Advisors, Inc.
51,989$645.0K0.1%ValueHighChicago, IL2026-10-22
Truist Financial Corp
47,194$585.7K0.0%CoreLowCharlotte, NC2026-10-30
Oakmont Investment Advisors, Inc.
46,000$570.9K0.4%GrowthMediumPittsburgh, PA2026-10-21
Creative Planning
43,542$540.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Seizert Capital Partners, LLC
40,455$502.0K0.0%ValueMediumBirmingham, MI2026-10-30
Alps Advisors Inc
40,350$500.7K0.0%YieldLowDenver, CO2026-11-03
Virginia Retirement Systems ET Al
39,750$493.3K0.0%CoreMediumRichmond, VA2026-10-28
Cambridge Investment Research Advisors, Inc.
28,148$349.0K0.0%ETFLowFairfield, IA2026-11-02
Balboa Wealth Partners
27,277$338.5K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Wealth Enhancement Advisory Services, LLC
26,021$318.5K0.0%CoreLowPlymouth, MN2026-10-13
Caitong International Asset Management Co., Ltd
25,921$321.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Arizona State Retirement System
24,538$304.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Simplicity Wealth,LLC
23,932$297.0K0.0%ETFLowSummit, NJ2026-10-23
DekaBank Deutsche Girozentrale
21,780$270.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Swiss Life Asset Management Ltd
21,500$266.8K0.0%CoreLowZurich, Switzerland2026-11-03
MGO One Seven LLC
21,007$260.7K0.0%GrowthLowBeachwood, OH2026-10-28
Pictet Asset Management Holding SA
17,324$215.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
EverSource Wealth Advisors, LLC
15,092$187.3K0.0%CoreMediumBirmingham, AL2026-11-04
Independent Financial Group, LLC
14,707$182.5K0.0%GrowthLowSan Diego, CA2026-10-13
Revisor Wealth Management LLC
14,666$181.5K0.0%CoreLowAkron, OH2026-10-20
Nisa Investment Advisors, LLC
11,181$138.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Wedbush Securities Inc
10,970$136.0K0.0%CoreLowPasadena, CA2026-10-22
ProShare Advisors LLC
10,907$135.4K0.0%GrowthLowBethesda, MD2026-10-29
Park Capital Management, LLC / WI
10,449$129.7K0.1%GrowthHighMadison, WI2026-10-13
State of Alaska, Department of Revenue
9,119$113.0K0.0%CoreVery LowJuneau, AK2026-10-15
Parkside Financial Bank & Trust
8,353$103.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
GK Wealth Management LLC
7,231$89.7K0.1%GARPVery HighReno, NV2026-10-09
Farther Finance Advisors, LLC
2,978$37.0K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
2,636$32.7K0.0%GARPMediumCharlotte, NC2026-10-22
KFG LLC
1,934$24.0K0.0%ETFN/ARapid City, SD2026-11-02
SJS Investment Consulting Inc.
1,572$19.5K0.0%ETFVery LowSylvania, OH2026-10-26
Signaturefd, LLC
1,444$17.9K0.0%IndexLowAtlanta, GA2026-10-23
CoreCap Advisors, LLC
1,240$15.4K0.0%ETFMediumSouthfield, MI2026-10-08
Exchange Traded Concepts, LLC
1,236$15.3K0.0%GrowthMediumOklahoma City, OK2026-10-28
Larson Financial Group LLC
1,001$12.4K0.0%GrowthLowSt Louis, MO2026-11-05
Blue Bell Private Wealth Management, LLC
856$10.6K0.0%YieldVery LowBlue Bell, PA2026-10-29
Essential Partners LLC
479$5.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Capital Advisors, Ltd. LLC
361$40.0%ETFLowShaker Heights, OH2026-10-27
Financial Consulate, Inc
352$4.4K0.0%ETFLowHunt Valley, MD2026-10-23
Gamma Investing LLC
330$4.1K0.0%IndexVery LowFoster City, CA2026-10-08
Root Financial Partners, LLC
310$3.8K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
287$3.6K0.0%ETFMediumAkron, OH2026-10-13
Parallel Advisors, LLC
237$2.9K0.0%IndexLowSan Francisco, CA2026-11-03
Physician Wealth Advisors, Inc.
219$2.7K0.0%ETFMediumMidvale, UT2026-10-20
Silver Grove Financial Group, Inc.
149$1.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Versant Capital Management, Inc
133$1.7K0.0%GARPLowPhoenix, AZ2026-10-02
Provenance Wealth Advisors, LLC
132$1.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ascentis Wealth Management, LLC
75$9300.0%Agg GrowthLowDallas, TX2026-11-03
Fortitude Family Office, LLC
59$7320.0%ETFMediumScottsdale, AZ2026-10-14
SBI Securities Co., Ltd.
52$6450.0%Agg GrowthLowTokyo, Mexico2026-10-22
Covestor Ltd
40$10.0%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
36$4470.0%GrowthLowTampa, FL2026-10-16
Hughes Financial Services, LLC
9$1190.0%ETFLowHerndon, VA2026-10-30