AVTX · Avalo Therapeutics, Inc.

$19.59 -0.46 (-2.29%) At close · Aug 28

Russell 2000 member Rebalance outlook locked

Market Cap

$1.05B

53.63M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 128

Total Value: $1,324,311,268

Total Shares: 71,661,869

Showing 1–100 of 134 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 128 13F filers · Δ vs Mar 31, 2026

Top Holder

7.1%

−1.3 pts

Top 5

26.9%

−1.5 pts

Top 10

45.0%

−1.1 pts

HHI

301

Broadly held−16

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +27

Institutional value: +158.7%

Shares held: +109.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+4,038,471	4,365,553
Mega STATE STREET CORP	+2,817,633	2,889,287
Mid TCG Crossover Management, LLC	+2,278,737	3,017,120
Mega FMR LLC	+2,220,735	5,100,216
Large FARALLON CAPITAL MANAGEMENT LLC	+1,582,000	2,498,000

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large RTW INVESTMENTS, LP	−681,962	175,000
Large Caption Management, LLC	−531,900	554,800
Small Ikarian Capital, LLC	−469,817	90,183
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−351,573	285,627
Mega BNP PARIBAS ARBITRAGE, SA	−288,694	134,087

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Deep Track Capital, LP	3,610,000	$66,712,800
Mid BRAIDWELL LP	1,629,182	$30,107,283
Mega PRICE T ROWE ASSOCIATES INC /MD/	1,311,715	$24,240,492
Mega ALLIANCEBERNSTEIN L.P.	1,260,689	$23,297,532
Small Trails Edge Capital Partners, LP	891,881	$16,481,960

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega T. Rowe Price Investment Management, Inc.	2,162,684	$32,288,872
Mega MILLENNIUM MANAGEMENT LLC	835,484	$12,473,776
Mid ORBIMED ADVISORS LLC	475,165	$7,094,213
Mega JENNISON ASSOCIATES LLC	470,775	$7,028,670
Mid KENNEDY CAPITAL MANAGEMENT LLC	387,982	$5,792,571

Filter: New 54 Increased 46 Reduced 20 Sold out 27 Unchanged 8

Showing 100 of 134

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

FMR LLC

$94,251,990

7.12%

5,100,216

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	3,475,123	$64,220,273	68.1%	Defined
Fidelity Institutional Asset Management Trust Co	1,068,966	$19,754,491	21.0%	Defined
FIAM LLC	556,127	$10,277,226	10.9%	Defined

BlackRock, Inc.

$80,675,417

6.09%

4,365,553

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	122,292	$2,259,956	2.8%	Sole
BlackRock Asset Management Canada Ltd	428	$7,909	0.0%	Sole
BlackRock Investment Management, LLC	143,475	$2,651,418	3.3%	Sole
BLACKROCK ADVISORS LLC	529,445	$9,784,143	12.1%	Sole
BlackRock Fund Advisors	1,717,905	$31,746,884	39.4%	Sole
BlackRock Institutional Trust Company, N.A.	1,490,911	$27,552,035	34.2%	Sole
BlackRock Investment Management (UK) Ltd.	41,915	$774,589	1.0%	Sole
BlackRock (Luxembourg) S.A.	319,182	$5,898,483	7.3%	Sole

Deep Track Capital, LP

$66,712,800

5.04%

3,610,000

Caligan Partners LP

$58,468,243

4.41%

3,163,866

TCG Crossover Management, LLC

$55,756,377

4.21%

3,017,120

Affinity Asset Advisors, LLC

$53,592,000

4.05%

2,900,000

STATE STREET CORP

$53,394,023

4.03%

2,889,287

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	2,889,287	$53,394,023	100.0%	Defined

FARALLON CAPITAL MANAGEMENT LLC

$46,163,040

3.49%

2,498,000

Point72 Asset Management, L.P.

$44,112,240

3.33%

2,387,026

Avoro Capital Advisors LLC

$43,119,993

3.26%

2,333,333

VANGUARD CAPITAL MANAGEMENT LLC

$41,843,266

3.16%

2,264,246

BVF INC/IL

$38,356,071

2.90%

2,075,545

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BVF PARTNERS L P/IL	2,075,545	$38,356,071	100.0%	Defined

BANK OF AMERICA CORP /DE/

$35,367,559

2.67%

1,913,829

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	259,565	$4,796,761	13.6%	Defined
BOFA SECURITIES, INC.	1,654,264	$30,570,798	86.4%	Defined

Nantahala Capital Management, LLC

$34,414,380

2.60%

1,862,250

ADAGE CAPITAL PARTNERS GP, L.L.C.

$31,951,920

2.41%

1,729,000

Soleus Capital Management, L.P.

$30,583,993

2.31%

1,654,978

BRAIDWELL LP

$30,107,283

2.27%

1,629,182

PRICE T ROWE ASSOCIATES INC /MD/

$24,240,492

1.83%

1,311,715

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	42,468	$784,808	3.2%	Defined
Held directly	1,269,247	$23,455,684	96.8%	Sole

ALLIANCEBERNSTEIN L.P.

$23,297,532

1.76%

1,260,689

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	1,260,689	$23,297,532	100.0%	Defined

UBS Group AG

$22,343,409

1.69%

1,209,059

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1	$18	0.0%	Defined
UBS AG	1,209,058	$22,343,391	100.0%	Defined

Logos Global Management LP

$21,252,000

1.60%

1,150,000

GEODE CAPITAL MANAGEMENT, LLC

$20,422,579

1.54%

1,105,118

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	167,485	$3,095,122	15.2%	Defined
Held directly	937,633	$17,327,457	84.8%	Defined

Commodore Capital LP

$18,818,535

1.42%

1,018,319

RA CAPITAL MANAGEMENT, L.P.

$18,480,000

1.40%

1,000,000

GOLDMAN SACHS GROUP INC

$17,487,993

1.32%

946,320

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	915,453	$16,917,571	96.7%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	30,867	$570,422	3.3%	Defined

Trails Edge Capital Partners, LP

$16,481,960

1.24%

891,881

AMERIPRISE FINANCIAL INC

$16,473,163

1.24%

891,405

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	872,681	$16,127,144	97.9%	Defined
Ameriprise Trust Co	18,724	$346,019	2.1%	Defined

Balyasny Asset Management L.P.

$15,924,419

1.20%

861,711

Vestal Point Capital, LP

$14,322,000

1.08%

775,000

Seven Fleet Capital Management LP

$14,243,736

1.08%

770,765

Parkman Healthcare Partners LLC

$14,161,039

1.07%

766,290

BOOTHBAY FUND MANAGEMENT, LLC

$12,973,902

0.98%

702,051

Squarepoint Ops LLC

$10,889,247

0.82%

589,245

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	589,245	$10,889,247	100.0%	Defined

BAKER BROS. ADVISORS LP

$10,164,000

0.77%

550,000

SILVERARC CAPITAL MANAGEMENT, LLC

$9,247,428

0.70%

500,402

Davern Capital Partners, LP

$8,660,947

0.65%

468,666

Pivotal bioVenture Partners Investment Advisor LLC

$8,020,929

0.61%

434,033

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Pivotal bioVenture Partners Fund I U.G.P. Ltd	434,033	$8,020,929	100.0%	Defined

FRANKLIN RESOURCES INC

$7,469,449

0.56%

404,191

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FRANKLIN ADVISERS INC	404,191	$7,469,449	100.0%	Defined

Boxer Capital Management, LLC

$6,930,000

0.52%

375,000

RENAISSANCE TECHNOLOGIES LLC

$6,601,056

0.50%

357,200

Caption Management, LLC

$6,371,904

0.48%

344,800

NORTHERN TRUST CORP

$6,366,746

0.48%

344,521

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	337,961	$6,245,518	98.1%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	6,560	$121,228	1.9%	Other

DV EQUITIES, LLC

$6,139,296

0.46%

332,213

VANGUARD FIDUCIARY TRUST CO

$6,002,451

0.45%

324,808

Velan Capital Investment Management LP

$5,995,872

0.45%

324,452

CITADEL ADVISORS LLC

$5,984,433

0.45%

323,833

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	323,833	$5,984,433	100.0%	Defined

Schonfeld Strategic Advisors LLC

$5,728,947

0.43%

310,008

VANGUARD PORTFOLIO MANAGEMENT LLC

$5,261,292

0.40%

284,702

Vivo Capital, LLC

$5,082,000

0.38%

275,000

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$4,470,312

0.34%

241,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	241,900	$4,470,312	100.0%	Other

Eagle Health Investments LP

$4,344,518

0.33%

235,093

SPHERA FUNDS MANAGEMENT LTD.

$4,292,793

0.32%

232,294

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Sphera Global Healthcare Management LP joint	232,294	$4,292,793	100.0%	Defined

PERCEPTIVE ADVISORS LLC

$4,062,144

0.31%

219,813

Caption Management, LLC

$3,880,800

0.29%

210,000

Jump Financial, LLC

$3,731,148

0.28%

201,902

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	201,902	$3,731,148	100.0%	Defined

NAN FUNG TRINITY (HK) LTD

$3,492,720

0.26%

189,000

ACUTA CAPITAL PARTNERS, LLC

$3,442,971

0.26%

186,308

Walleye Capital LLC

$3,430,128

0.26%

185,613

RTW INVESTMENTS, LP

$3,234,000

0.24%

175,000

Ally Bridge Group (NY) LLC

$2,772,000

0.21%

150,000

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$2,540,538

0.19%

137,475

BNP PARIBAS ARBITRAGE, SA

$2,477,927

0.19%

134,087

CenterBook Partners LP

$2,455,419

0.19%

132,869

MORGAN STANLEY

$2,366,824

0.18%

128,075

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	185	$3,418	0.1%	Defined
MORGAN STANLEY & CO. LLC	95,309	$1,761,310	74.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	31,643	$584,762	24.7%	Defined
MORGAN STANLEY SMITH BARNEY LLC	938	$17,334	0.7%	Defined

Moody Aldrich Partners LLC

$2,320,755

0.18%

125,582

HighVista Strategies LLC

$2,265,832

0.17%

122,610

Aberdeen Group plc

$2,257,683

0.17%

122,169

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
abrdn Inc.	122,169	$2,257,683	100.0%	Defined

SECTORAL ASSET MANAGEMENT INC

$2,216,177

0.17%

119,923

CITADEL ADVISORS LLC

$2,080,848

0.16%

112,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	112,600	$2,080,848	100.0%	Defined

WELLINGTON MANAGEMENT GROUP LLP

$1,945,222

0.15%

105,261

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	33,318	$615,716	31.7%	Defined
Wellington Trust Company, NA joint	67,498	$1,247,363	64.1%	Defined
Wellington Management Australia Pty Ltd	4,445	$82,143	4.2%	Defined

Bank of New York Mellon Corp

$1,897,025

0.14%

102,653

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	30,109	$556,414	29.3%	Defined
The Bank of New York Mellon	72,533	$1,340,409	70.7%	Defined
BNY Mellon, NA joint	7	$129	0.0%	Defined
Held directly	4	$73	0.0%	Defined

Nuveen, LLC

$1,859,697

0.14%

100,633

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	10,471	$193,504	10.4%	Defined
TEACHERS ADVISORS, LLC joint	90,162	$1,666,193	89.6%	Defined

LMR Partners LLP

$1,738,968

0.13%

94,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wabon Partners, L.P.	94,100	$1,738,968	100.0%	Sole

Ikarian Capital, LLC

$1,666,581

0.13%

90,183

TD Asset Management Inc

$1,431,719

0.11%

77,474

CITIGROUP INC

$1,275,378

0.10%

69,014

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	69,014	$1,275,378	100.0%	Defined

TWO SIGMA INVESTMENTS, LP

$1,239,897

0.09%

67,094

JANE STREET GROUP, LLC

$1,068,144

0.08%

57,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	57,800	$1,068,144	100.0%	Defined

Rafferty Asset Management, LLC

$1,042,475

0.08%

56,411

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$994,205

0.08%

53,799

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	53,799	$994,205	100.0%	Defined

RHUMBLINE ADVISERS

$984,799

0.07%

53,290

XTX Topco Ltd

$971,733

0.07%

52,583

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	52,583	$971,733	100.0%	Defined

DEUTSCHE BANK AG\

$760,747

0.06%

41,166

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	405	$7,484	1.0%	Defined
DWS Investments UK Ltd	40,761	$753,263	99.0%	Defined

Verition Fund Management LLC

$706,675

0.05%

38,240

DIMENSIONAL FUND ADVISORS LP

$705,158

0.05%

38,158

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	2,171	$40,120	5.7%	Defined
DFA Australia Ltd.	3,243	$59,930	8.5%	Defined
Dimensional Ireland Ltd	1,103	$20,383	2.9%	Defined
Held directly	31,641	$584,725	82.9%	Sole

Man Group plc

$681,468

0.05%

36,876

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	36,876	$681,468	100.0%	Defined

WELLS FARGO & COMPANY/MN

$675,924

0.05%

36,576

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	36,576	$675,924	100.0%	Defined

Verdad Advisers, LP

$606,642

0.05%

32,827

LMR Partners LLP

$554,400

0.04%

30,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wabon Partners, L.P.	30,000	$554,400	100.0%	Sole

PROFUND ADVISORS LLC

$523,150

0.04%

28,309

GLENMEDE TRUST CO NA

$522,614

0.04%

28,280

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$503,154

0.04%

27,227

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	27,227	$503,154	100.0%	Other

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$475,157

0.04%

25,712

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	19,159	$354,058	74.5%	Defined
Global X Management (AUS) Ltd joint	6,553	$121,099	25.5%	Defined

Persistent Asset Partners Ltd

$453,573

0.03%

24,544

MetLife Investment Management, LLC

$452,741

0.03%

24,499

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	24,499	$452,741	100.0%	Defined

ENVESTNET ASSET MANAGEMENT INC

$416,520

0.03%

22,539

Invesco Ltd.

$410,736

0.03%

22,226

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	5,565	$102,841	25.0%	Defined
Invesco Trust Co joint	16,661	$307,895	75.0%	Defined

Virtus Investment Advisers, LLC

$409,664

0.03%

22,168

Vanguard Global Advisers, LLC

$369,784

0.03%

20,010

JPMORGAN CHASE & CO

$335,319

0.03%

18,145

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	17,323	$320,129	95.5%	Defined
J.P. Morgan Investment Management Inc.	9	$166	0.0%	Defined
J.P. Morgan Securities plc	813	$15,024	4.5%	Defined

Key facts CIK 1534120 CUSIP 05338F306 13F (30d) 128 filings 119 filers Visit website Investor relations