SEC 13F Intelligence

AVANTAX INC

CUSIP 095229100

Avantax Inc has 1 institutional holders in Filings Flow’s 13F database, together reporting 1 shares worth $26 as of Q1 2026.

Institutional Holders
1
Q1 2026
Reported Value
$26
Ticker
unmapped
private placement or foreign
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 169Q2 ’19Q3 ’19: 149Q4 ’19: 135Q1 ’20: 120Q2 ’20: 130Q2 ’20Q3 ’20: 121Q4 ’20: 123Q1 ’21: 119Q2 ’21: 129Q2 ’21Q3 ’21: 117Q4 ’21: 127Q1 ’22: 129Q2 ’22: 126Q2 ’22Q3 ’22: 131Q4 ’22: 140Q1 ’23: 135Q2 ’23: 134Q2 ’23Q3 ’23: 147Q4 ’23: 3Q1 ’24: 5Q2 ’24: 4Q2 ’24Q3 ’24: 3Q4 ’24: 2Q1 ’25: 2Q2 ’25: 1Q2 ’25Q3 ’25: 1Q4 ’25: 1Q1 ’26: 1filingsflow.com
Total reported value
Q2 ’19: $487MQ2 ’19Q3 ’19: $329MQ4 ’19: $474MQ1 ’20: $269MQ2 ’20: $270MQ2 ’20Q3 ’20: $244MQ4 ’20: $367MQ1 ’21: $406MQ2 ’21: $425MQ2 ’21Q3 ’21: $385MQ4 ’21: $462MQ1 ’22: $522MQ2 ’22: $512MQ2 ’22Q3 ’22: $510MQ4 ’22: $691MQ1 ’23: $510MQ2 ’23: $427MQ2 ’23Q3 ’23: $439MQ4 ’23: $42,026Q1 ’24: $4MQ2 ’24: $3MQ2 ’24Q3 ’24: $4MQ4 ’24: $26Q1 ’25: $26Q2 ’25: $26Q2 ’25Q3 ’25: $26Q4 ’25: $26Q1 ’26: $26filingsflow.com

Holders

Export to Excel
Manager% of PortfolioValueSharesQuarter
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$261Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.