Institutional Ownership
Avantax Inc
CUSIP 095229100COMBCOREURQ1 2026
13D / 13G Filings
29
Schedule 13D/13G on record
Beneficial Filers
9
Distinct reporting persons
Largest Stake
16.1%
Max % of class reported
Institutional Holders
1
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
29 filings · latest Feb 13, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 13, 2024 | Van Berkom & Associates Inc. | 13G/A | — | — | SEC |
| 2 | Dec 1, 2023 | Glazer Capital, LLC | 13G | — | — | SEC |
| 3 | Feb 10, 2023 | Dimensional Fund Advisors LP | 13G/A | 3.7% | 1.79M | SEC |
| 4 | Feb 9, 2023 | Vanguard Group Inc | 13G/A | 11.1% | 5.29M | SEC |
| 5 | Jan 26, 2023 | Blackrock Inc. | 13G/A | 15.8% | 7.57M | SEC |
| 6 | Jan 20, 2023 | Blackrock Inc. | 13G | 15.8% | 7.57M | SEC |
| 7 | Feb 11, 2022 | Van Berkom & Associates Inc. | 13G/A | 8.1% | 3.93M | SEC |
| 8 | Feb 9, 2022 | Vanguard Group Inc | 13G/A | 10.3% | 5.01M | SEC |
| 9 | Feb 8, 2022 | Dimensional Fund Advisors LP | 13G/A | 5.5% | 2.66M | SEC |
| 10 | Jan 27, 2022 | Blackrock Inc. | 13G/A | 16.1% | 7.83M | SEC |
19 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Avantax Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Huntington National Bank | 1 | $26 |