13FBOX
AVIDIA BANCORP INC · 13F Institutional Holdings
Options Calculator Rankings
A

AVIDIA BANCORP INC

AVBC
Institutions
82
Combined AUM (Q2 2026)
$150.4M
Combined Shares (Q2 2026)
7.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.4M
56 · 29 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.5M
23 · 11 Exit · ≈
⚖️ Net
+905,624
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$150.4M
Institutions
82
New Buys
29
Adds
27
Reduces
12
Exits
11
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
T. Rowe Price Investment Management, Inc.
0.02%0.02%#18$24.6M1.2M$23.6M1.2M-24,805-2.07%Reduce
BlackRock, Inc.
<0.01%<0.01%#42$24.2M1.2M$5.4M276,514+875,156+316.50%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#41$16.8M800,793$16.2M821,976-21,183-2.58%Reduce
FJ Capital Management LLC
1.35%1.1%#1$10.4M497,258$9.8M497,25800.00%Unchanged
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#39$9.3M442,624$4.3M219,905+222,719+101.28%Add
STATE STREET CORP
<0.01%<0.01%#59$5.3M251,299$1.2M62,922+188,377+299.38%Add
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#25$5.2M247,210$4.2M211,122+36,088+17.09%Add
HENNESSY ADVISORS INC
0.11%0.11%#9$3.3M157,000$3.0M155,000+2,000+1.29%Add
MORGAN STANLEY
<0.01%<0.01%#56$3.1M149,088$138,6889,283+139,805+1,506.03%Add
MARSHALL WACE, LLP
<0.01%<0.01%#29$3.1M146,200$2.0M100,982+45,218+44.78%Add
NORTHERN TRUST CORP
<0.01%<0.01%#43$3.0M143,822$790,53740,190+103,632+257.86%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#38$2.6M124,642$2.3M116,298+8,344+7.17%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%#64$2.6M123,123$00+123,123New Buy
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#26$2.5M116,812$851,71143,300+73,512+169.77%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#50$2.3M109,562$1.9M97,999+11,563+11.80%Add
Ancora Advisors LLC
0.04%#12$2.2M102,550$00+102,550New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#28$1.9M92,488$1.5M76,181+16,307+21.41%Add
WHITE PINE CAPITAL LLC
0.43%0.41%#2$1.8M86,705$1.5M73,878+12,827+17.36%Add
FRANKLIN RESOURCES INC
<0.01%<0.01%#44$1.4M68,497$1.5M76,298-7,801-10.22%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#32$1.4M66,077$1.5M76,897-10,820-14.07%Reduce
Polaris Capital Management, LLC
0.12%0.07%#8$1.3M62,600$786,80040,000+22,600+56.50%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#54$1.3M60,567$196,70010,000+50,567+505.67%Add
IRONWOOD INVESTMENT MANAGEMENT LLC
0.39%0.44%#4$1.1M53,642$1.1M53,635+7+0.01%Add
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#40$991,50547,237$792,48540,289+6,948+17.25%Add
Bank of New York Mellon Corp
<0.01%#58$964,13345,933$00+45,933New Buy
Trexquant Investment LP
0.01%<0.01%#23$944,67645,006$512,38426,049+18,957+72.77%Add
PANAGORA ASSET MANAGEMENT INC
<0.01%#27$938,16944,696$00+44,696New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#71$800,46437,847$1.1M58,302-20,455-35.08%Reduce
Nuveen, LLC
<0.01%#52$759,64936,191$00+36,191New Buy
GSA CAPITAL PARTNERS LLP
0.05%#11$738,95335,205$00+35,205New Buy
Stilwell Value LLC
0.42%0.47%#3$734,65035,000$786,80040,000-5,000-12.50%Reduce
Voleon Capital Management LP
0.01%0.01%#19$730,07434,782$508,82425,868+8,914+34.46%Add
Freestone Capital Holdings, LLC
0.02%0.02%#15$729,53534,756$683,60434,754+2+0.01%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#70$703,03933,494$521,49126,512+6,982+26.34%Add
GREAT OAK CAPITAL PARTNERS, LLC
0.15%0.16%#7$694,42134,157$691,63934,155+2+0.01%Add
Arbiter Partners Capital Management LLC
0.36%0.37%#5$688,47232,800$645,17632,80000.00%Unchanged
Oppenheimer & Close, LLC
0.35%0.33%#6$556,27726,502$521,29426,50200.00%Unchanged
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#57$476,24222,689$6.4M323,030-300,341-92.98%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#67$468,37922,314$122,4006,223+16,091+258.57%Add
XTX Topco Ltd
0.01%<0.01%#22$447,12921,302$244,45912,428+8,874+71.40%Add
UBS Group AG
<0.01%<0.01%#69$415,32919,787$399,22320,296-509-2.51%Reduce
DEPRINCE RACE & ZOLLO INC
0.01%0.01%#21$399,22220,296$399,22220,29600.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#72$376,56117,940$302,52515,380+2,560+16.64%Add
DEUTSCHE BANK AG\
<0.01%#65$375,30117,880$00+17,880New Buy
Integrated Wealth Concepts LLC
<0.01%#31$372,32017,738$00+17,738New Buy
RHUMBLINE ADVISERS
<0.01%#47$356,63616,991$00+16,991New Buy
Engineers Gate Manager LP
<0.01%<0.01%#24$323,66615,420$247,98012,607+2,813+22.31%Add
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%#74$320,01415,246$00+15,246New Buy
LYNCH & ASSOCIATES/IN
0.06%0.06%#10$319,17415,206$299,10215,20600.00%Unchanged
OCCUDO QUANTITATIVE STRATEGIES LP
0.02%#17$312,98214,911$00+14,911New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow