As of the latest SEC filings, Aveanna Healthcare Holdings, Inc. (AVAH) is held by 252 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $19,753,347.60 in market value, representing a significant portion of its portfolio.
Funds holding Aveanna Healthcare Holdings, Inc. (AVAH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AVAH
- CIK:
- 0001832332
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $19,753,347.60 | 3,067,290 | Mar 31, 2026 | May 28, 2026 |
|
FIQSX
Fidelity Advisor Floating Rate High Income Fund
|
MF | Fidelity | 0.06% | $8,721,485.94 | 8,706,250 | Apr 30, 2026 | Jun 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $8,703,672.88 | 1,351,502 | Mar 31, 2026 | May 28, 2026 |
|
DSL
DoubleLine Income Solutions Fund
|
CEF | Independent / Boutique | 0.54% | $7,077,154.87 | 7,072,275 | Mar 31, 2026 | May 28, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.15% | $5,668,218.00 | 866,700 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,193,364.12 | 806,423 | Mar 31, 2026 | May 28, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.20% | $4,444,989.48 | 679,662 | Apr 30, 2026 | Jun 25, 2026 |
|
DDFLX
Nomura Floating Rate Fund
|
MF | Independent / Boutique | 0.71% | $4,161,000.53 | 4,144,811 | Apr 30, 2026 | Jun 26, 2026 |
|
CFRAX
Catalyst/CIFC Senior Secured Income Fund
|
MF | Independent / Boutique | 0.55% | $4,095,054.22 | 4,092,231 | Mar 31, 2026 | Jun 1, 2026 |
|
BPSIX
Boston Partners Small Cap Value Fund II
|
MF | Independent / Boutique | 0.49% | $3,786,226.88 | 514,433 | Feb 28, 2026 | Apr 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,507,343.14 | 536,291 | Apr 30, 2026 | Jun 26, 2026 |
|
LSFAX
Loomis Sayles Senior Floating Rate and Fixed Income Fund
|
MF | Independent / Boutique | 0.62% | $3,099,374.90 | 3,113,198 | Feb 28, 2026 | Apr 23, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.07% | $2,983,162.56 | 405,321 | Feb 27, 2026 | Apr 24, 2026 |
|
DLY
DoubleLine Yield Opportunities Fund
|
CEF | Independent / Boutique | 0.40% | $2,914,709.76 | 2,912,700 | Mar 31, 2026 | May 28, 2026 |
|
FFGRX
Emerald Growth Fund
|
MF | Independent / Boutique | 0.21% | $2,901,065.52 | 443,588 | Apr 30, 2026 | Jun 22, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $2,844,651.48 | 434,962 | Apr 30, 2026 | Jun 24, 2026 |
|
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.03% | $2,827,353.20 | 439,030 | Mar 31, 2026 | May 22, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.01% | $2,815,921.26 | 430,569 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,745,905.60 | 373,085 | Feb 28, 2026 | Apr 24, 2026 |
|
PGRTX
SmallCap Growth Fund I
|
MF | Independent / Boutique | 0.12% | $2,742,463.98 | 419,337 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Western Asset Management Strategic Bond Opportunities Portfolio
|
ETF | Independent / Boutique | 0.15% | $2,727,365.98 | 2,726,300 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,539,494.40 | 345,040 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $2,531,324.80 | 343,930 | Feb 28, 2026 | Apr 24, 2026 |
|
ORSAX
NORTH SQUARE DYNAMIC SMALL CAP FUND
|
MF | Independent / Boutique | 0.37% | $2,516,008.64 | 341,849 | Feb 28, 2026 | Apr 27, 2026 |
|
FYC
First Trust Small Cap Growth AlphaDEX Fund
|
ETF | First Trust | 0.23% | $2,371,757.16 | 362,654 | Apr 30, 2026 | Jun 23, 2026 |
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