AVTX · Avalo Therapeutics, Inc. · Shareholders & Ownership

$12.11 -0.15 (-1.22%)

Russell 2000 member Rebalance outlook locked

Market Cap

$659.92M

53.63M

Volume · Oct 21 930.24K Avg daily vol (3M) 967.32K

Every disclosed holder of AVTX in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns AVTX

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	130	70,750,841	131.92%	Yes
Insiders (Forms 3, 4, 5)	11	381,105	0.71%	Yes
13D/G-only blocks	9	6,973,095	13.00%	Yes
Remaining	—	24,475,052	-45.64%	Negative
Registered funds (N-PORT, not summed)	123	14,050,549	26.20%	No

Shares outstanding: 53,629,989, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of AVTX

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	FMR LLC 13G CIK 315066 · Holding company · Jul 31, 2026 Rule 13d-1(b), qualified institution, not summed	5,737,966	10.70%	+637,750	Jul 31, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,100,216	9.51%	+2,220,735	Jun 30, 2026	carried, not yet filed for the newest quarter
1.2	Fidelity Stock Selector Small Cap Fund Fund S000005453 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	1,211,600	2.26%	+426,200	Jul 31, 2026	Fidelity Capital Trust, not summed
1.3	Fidelity Series Small Cap Opportunities Fund Fund S000015587 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	695,600	1.30%	+139,100	Jul 31, 2026	Fidelity Securities Fund, not summed
1.4	Fidelity Advisor Biotechnology Fund Fund S000005321 · Registered fund · Jul 31, 2026 Fidelity Advisor Series VII, not summed	639,700	1.19%	+281,400	Jul 31, 2026	Fidelity Advisor Series VII, not summed
1.5	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	457,313	0.85%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,365,553	8.14%	+4,038,471	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,415,731	6.37%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,093,326	2.04%	—	Jun 30, 2026	iShares Trust, not summed
2.3	BlackRock Health Sciences Opportunities Portfolio Fund S000001877 · Registered fund · May 29, 2026 BlackRock Funds, not summed	299,585	0.56%	—	May 29, 2026	BlackRock Funds, not summed
2.4	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	191,132	0.36%	—	Jun 30, 2026	iShares Trust, not summed
2.5	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	190,515	0.36%	—	Jun 30, 2026	iShares Trust, not summed
3	Deep Track Capital, LP 13F CIK 1856083 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,610,000	6.73%	+3,610,000	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Deep Track Capital, LP 13G CIK 1856083 · Investment adviser · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	3,610,000	6.73%	+554,973	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
4	Caligan Partners LP 13F CIK 1727492 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,163,866	5.90%	+1,528,843	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Caligan Partners LP 13G CIK 1727492 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,163,866	5.90%	+1,528,843	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	TCG Crossover GP II, LLC 13G CIK 1969280 · Unknown · May 5, 2026 Rule 13d-1(c), passive investor	3,017,120	5.63%	—	May 5, 2026	Rule 13d-1(c), passive investor
6	TCG Crossover Management, LLC 13F CIK 1839948 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,017,120	5.63%	+2,278,737	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Affinity Asset Advisors, LLC 13F CIK 1773195 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,900,000	5.41%	+1,559,160	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Affinity Asset Advisors, LLC 13G CIK 1773195 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,900,000	5.41%	+1,559,160	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,889,287	5.39%	+2,817,633	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,889,287	5.39%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
8.2	State Street(R) SPDR(R) S&P(R) Biotech ETF Fund S000010018 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	2,029,492	3.78%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	13,900	0.03%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	1,055	0.00%	—	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
8.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	293	0.00%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	BIOTECHNOLOGY VALUE FUND L P 13G CIK 918923 · Unknown · Jun 30, 2026 Rule 13d-1(c), passive investor	2,801,545	5.22%	+453,700	Jun 30, 2026	Rule 13d-1(c), passive investor
10	FARALLON CAPITAL MANAGEMENT LLC 13F CIK 909661 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,498,000	4.66%	+1,582,000	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,387,026	4.45%	+1,470,884	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Avoro Capital Advisors LLC 13F CIK 1633313 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,333,333	4.35%	+923,333	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Avoro Capital Advisors LLC 13G CIK 1633313 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,333,333	4.35%	+923,333	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
13	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,264,246	4.22%	+1,544,552	Jun 30, 2026	carried, not yet filed for the newest quarter
14	BVF INC/IL 13F CIK 1056807 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,075,545	3.87%	+442,700	Jun 30, 2026	carried, not yet filed for the newest quarter
15	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,913,829	3.57%	+1,270,829	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Nantahala Capital Management, LLC 13F CIK 1472322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,862,250	3.47%	+627,250	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Nantahala Capital Management, LLC 13G CIK 1472322 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,862,250	3.47%	+627,250	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
17	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,729,000	3.22%	+875,000	Jun 30, 2026	carried, not yet filed for the newest quarter
18	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,675,498	3.12%	+1,137,706	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	Soleus Capital Management, L.P. 13F CIK 1802630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,654,978	3.09%	+1,213,000	Jun 30, 2026	carried, not yet filed for the newest quarter
20	BRAIDWELL LP 13F CIK 1920938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,629,182	3.04%	+1,629,182	Jun 30, 2026	carried, not yet filed for the newest quarter
21	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,311,715	2.45%	+1,311,715	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	T. Rowe Price Health Sciences Fund, Inc. Fund S000002088 · Registered fund · Jun 30, 2026 T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed	471,822	0.88%	—	Jun 30, 2026	T. ROWE PRICE HEALTH SCIENCES FUND, INC., not summed
21.2	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	287,663	0.54%	—	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
21.3	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	120,421	0.22%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
21.4	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	33,770	0.06%	—	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
21.5	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	32,182	0.06%	—	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
22	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,260,689	2.35%	+1,260,689	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	486,556	0.91%	—	Jun 30, 2026	AB CAP FUND, INC., not summed
22.2	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	188,902	0.35%	—	Jun 30, 2026	Bernstein Fund Inc, not summed
22.3	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	9,219	0.02%	—	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
23	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,209,059	2.25%	+67,079	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Logos Global Management LP 13F CIK 1792126 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,150,000	2.14%	+850,000	Jun 30, 2026	carried, not yet filed for the newest quarter
25	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,105,118	2.06%	+935,229	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Commodore Capital LP 13F CIK 1831942 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,018,319	1.90%	+535,319	Jun 30, 2026	carried, not yet filed for the newest quarter
27	RA CAPITAL MANAGEMENT, L.P. 13F CIK 1346824 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,000,000	1.86%	+337,032	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	RA CAPITAL MANAGEMENT, L.P. 13G CIK 1346824 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(c), passive investor, not summed	3,483,099	6.49%	+1,027,444	Jun 30, 2026	Rule 13d-1(c), passive investor, not summed
28	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	946,320	1.76%	+886,214	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Trails Edge Capital Partners, LP 13F CIK 2077247 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	891,881	1.66%	+891,881	Jun 30, 2026	carried, not yet filed for the newest quarter
30	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	891,405	1.66%	+719,256	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Columbia Variable Portfolio - Small Company Growth Fund Fund S000010658 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	17,631	0.03%	—	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
30.2	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	56	0.00%	—	Jun 30, 2026	Columbia ETF Trust I, not summed
31	Balyasny Asset Management L.P. 13F CIK 1218710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	861,711	1.61%	+130,125	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Vestal Point Capital, LP 13F CIK 1974915 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	775,000	1.45%	+775,000	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Seven Fleet Capital Management LP 13F CIK 2092021 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	770,765	1.44%	+556,946	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Parkman Healthcare Partners LLC 13F CIK 1777015 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	766,290	1.43%	+766,290	Jun 30, 2026	carried, not yet filed for the newest quarter
35	BOOTHBAY FUND MANAGEMENT, LLC 13F CIK 1549230 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	702,051	1.31%	+377,793	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	589,245	1.10%	+507,960	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BAKER BROS. ADVISORS LP 13F CIK 1263508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	550,000	1.03%	+550,000	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Patrick J. Crutcher 13G CIK 1754540 · Unknown · Aug 6, 2025 Rule 13d-1(c), passive investor	549,467	1.02%	0	Aug 6, 2025	Rule 13d-1(c), passive investor
39	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	537,241	1.00%	+373,963	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
40	SILVERARC CAPITAL MANAGEMENT, LLC 13F CIK 1816307 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	500,402	0.93%	+500,402	Jun 30, 2026	carried, not yet filed for the newest quarter
41	ORBIMED ADVISORS LLC 13G CIK 1055951 · Registered investment adviser · Mar 31, 2026 Rule 13d-1(c), passive investor	475,165	0.89%	-712,135	Mar 31, 2026	Rule 13d-1(c), passive investor
42	Davern Capital Partners, LP 13F CIK 2003147 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	468,666	0.87%	+468,666	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Pivotal bioVenture Partners Investment Advisor LLC 13F CIK 1844645 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	434,033	0.81%	+138,100	Jun 30, 2026	carried, not yet filed for the newest quarter
44	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	404,191	0.75%	+404,191	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Franklin Biotechnology Discovery Fund Fund S000006882 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	147,877	0.28%	+36,300	Jul 31, 2026	Franklin Strategic Series, not summed
45	Boxer Capital Management, LLC 13F CIK 2018299 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	375,000	0.70%	+75,000	Jun 30, 2026	carried, not yet filed for the newest quarter
46	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	357,200	0.67%	+237,086	Jun 30, 2026	carried, not yet filed for the newest quarter
47	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	344,521	0.64%	+313,965	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	21,095	0.04%	—	Jun 30, 2026	Northern Funds, not summed
48	DV EQUITIES, LLC 13F CIK 1841659 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	332,213	0.62%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
49	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	324,808	0.61%	+238,374	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Velan Capital Investment Management LP 13F CIK 1848809 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	324,452	0.61%	+139,330	Jun 30, 2026	carried, not yet filed for the newest quarter

27 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 201 holders

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Key facts CIK 1534120 CUSIP 05338F306 13F (30d) 11 filings 11 filers Visit website Investor relations