Aevex Ownership | Who Owns Aevex?
Aevex Ownership Summary
Aevex is owned by 64.98% institutional investors, 2.31% insiders, and 32.71% retail investors. Fidelity national financial is the largest institutional shareholder, holding 12.28% of AVEX shares. First Trust RBA Amer Indl RenaisTM ETF is the top mutual fund, with 4.98% of its assets in Aevex shares.
AVEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Aevex | 64.98% | 2.31% | 32.71% |
| Sector | Industrials Stocks | 67.83% | 16.49% | 15.68% |
| Industry | Defense Stocks | 67.74% | 13.10% | 19.16% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fidelity national financial | 5.94M | 12.28% | $124.03M |
| Blackrock funding, inc. /de | 3.45M | 7.13% | $72.02M |
| Alliancebernstein | 2.17M | 4.49% | $45.32M |
| Principal financial group | 1.72M | 3.56% | $35.90M |
| Citadel advisors | 1.45M | 2.99% | $30.19M |
| Jpmorgan chase | 1.37M | 2.83% | $24.57M |
| Vanguard capital management | 1.12M | 2.32% | $23.39M |
| Alyeska investment group | 952.77K | 1.97% | $19.90M |
| Massachusetts financial services co /ma/ | 588.25K | 1.22% | $12.29M |
| Franklin resources | 576.21K | 1.19% | $12.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Wolfswood | 100.00K | 47.90% | $2.09M |
| Kailix advisors | 317.15K | 6.40% | $6.63M |
| Fidelity national financial | 5.94M | 3.92% | $124.03M |
| Westerly capital management | 340.00K | 1.31% | $7.10M |
| Pier capital | 207.40K | 0.57% | $4.33M |
| Emerald advisers | 538.57K | 0.26% | $11.25M |
| Seven grand managers | 300.00K | 0.25% | $6.27M |
| Emerald mutual fund advisers trust | 341.11K | 0.25% | $7.13M |
| Scientech research | 9.71K | 0.16% | $202.95K |
| Ghisallo capital management | 389.47K | 0.16% | $8.14M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fidelity national financial | 5.94M | 3.92% | 5.94M |
| Blackrock funding, inc. /de | 3.45M | 0.00% | 3.45M |
| Alliancebernstein | 2.17M | 0.01% | 2.17M |
| Principal financial group | 1.72M | 0.02% | 1.72M |
| Citadel advisors | 1.45M | 0.00% | 1.45M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Steward partners investment advisory | 6.00 | - | 6.00 |
| Allworth financial lp | 16.00 | - | 16.00 |
| Axiom investment management | 20.00 | 0.00% | 20.00 |
| Quantbot technologies lp | 31.00 | - | 31.00 |
| Caldwell sutter capital | 50.00 | 0.00% | 50.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fidelity national financial | 5.94M | 3.92% | 5.94M | $124.03M |
| Blackrock funding, inc. /de | 3.45M | 0.00% | 3.45M | $72.02M |
| Alliancebernstein | 2.17M | 0.01% | 2.17M | $45.32M |
| Principal financial group | 1.72M | 0.02% | 1.72M | $35.90M |
| Citadel advisors | 1.45M | 0.00% | 1.45M | $30.19M |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 152 | - | 31,412,971 | - | 64 | - | 146 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| First Trust RBA Amer Indl RenaisTM ETF | 3.45M | 4.98% | 3.98K |
| Vanguard Morn Total Stk Mkt Idx Investor | 808.36K | 1.67% | 268.00K |
| AB Small Cap Growth A | 1.02M | 1.47% | - |
| Principal U.S. Small Cap Select Equity | 629.24K | 1.30% | 629.24K |
| Principal U.S. Small Cap Equity | 629.24K | 1.30% | 629.24K |
| Vanguard MStar Total Stk Mkt Idx Invest | 808.36K | 1.17% | - |
| Stt Strt® SPDR® S&P® Arspc & Dfnc ETF | 779.08K | 1.13% | - |
| iShares Defense Industrials Active ETF | 466.43K | 0.96% | 568.00 |
| Principal SmallCap R5 | 640.42K | 0.93% | 20.88K |
| JPMorgan Small Cap Growth A | 631.28K | 0.91% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 05, 2026 | MADISON DEARBORN PARTNERS LLC | - | Sell | $59.10M |
| Apr 16, 2026 | Booth Todd | Chief Financial Officer | Buy | $260.00K |
| Apr 16, 2026 | Jackson Michael Andrew | See Remarks | Buy | $13.00K |
| Apr 16, 2026 | Wells Charles Roger IV | Chief Executive Officer | Buy | $10.00K |
| Apr 16, 2026 | Raduenz Brian | - | Buy | $1.00M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 5 | - |
AVEX Ownership FAQ
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