Who owns AVDS (AVDS)
Which tracked institutional funds hold AVDS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVDS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AVDS is one-sided between 2025-Q4 and 2026-Q1: 16 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AVDS’s largest tracked holder by dollar value, True North Advisors, LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVDS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 62 tracked filers holding AVDS, 42 increased or opened the position and 15 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AVDS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- ADAMSBROWN WEALTH CONSULTANTS LLC$9M
- Nvest Wealth Strategies, Inc.$4M
- BOYUM WEALTH ARCHITECTS LLC$3M
- JANE STREET GROUP, LLC$2M
- Mariner, LLC$1M
- Werba Rubin Papier Wealth Management$715K
Full exits 1
- GTS SECURITIES LLC$2M
Largest adds
- True North Advisors, LLC$29M
- AMERICAN CENTURY COMPANIES INC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CWM, LLC$2M
- Integrated Wealth Concepts LLC$987K
- PARK AVENUE SECURITIES LLC$859K
Largest trims
- Freedom Investment Management, Inc.$1M
- MML INVESTORS SERVICES, LLC$949K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| True North Advisors, LLC added | 409,040 | $29M | 17.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 253,055 | $18M | 10.9% | 2026-Q1 |
| Freedom Investment Management, Inc. trimmed | 205,183 | $15M | 8.8% | 2026-Q1 |
| CWM, LLC added | 173,363 | $12M | 7.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 160,597 | $12M | 6.9% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC new | 119,677 | $9M | 5.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 94,352 | $7M | 4.1% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 85,631 | $6M | 3.7% | 2026-Q1 |
| Cornerstone Wealth Partners, LLC added | 78,805 | $6M | 3.4% | 2026-Q1 |
| Nvest Wealth Strategies, Inc. new | 56,116 | $4M | 2.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 53,748 | $4M | 2.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 49,641 | $4M | 2.1% | 2026-Q1 |
| Kelman-Lazarov, Inc. trimmed | 49,358 | $4M | 2.1% | 2026-Q1 |
| BOYUM WEALTH ARCHITECTS LLC new | 43,374 | $3M | 2.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 35,598 | $3M | 1.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 31,956 | $2M | 1.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 27,422 | $2M | 1.2% | 2026-Q1 |
| LAM GROUP, INC. added | 20,900 | $2M | 0.9% | 2026-Q1 |
| CoreCap Advisors, LLC added | 18,795 | $1M | 0.8% | 2026-Q1 |
| Plancorp, LLC added | 16,323 | $1M | 0.7% | 2026-Q1 |
| Mariner, LLC new | 17,198 | $1M | 0.7% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 15,692 | $1M | 0.7% | 2026-Q1 |
| DIXON FNANCIAL SERVICES, INC. | 14,540 | $1M | 0.6% | 2026-Q1 |
| Atlanta Consulting Group Advisors, LLC added | 14,067 | $1M | 0.6% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 13,585 | $998K | 0.6% | 2026-Q1 |
| Cloud Capital Management, LLC added | 13,225 | $949K | 0.6% | 2026-Q1 |
| Three Arch Wealth Management LLC trimmed | 12,975 | $932K | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,918 | $928K | 0.6% | 2026-Q1 |
| Ariadne Wealth Management, LP | 12,244 | $880K | 0.5% | 2026-Q1 |
| Evanson Asset Management, LLC added | 12,053 | $866K | 0.5% | 2026-Q1 |
| Werba Rubin Papier Wealth Management trimmed | 9,945 | $715K | 0.4% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 9,380 | $674K | 0.4% | 2026-Q1 |
| Breakwater Capital Group added | 8,284 | $595K | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 7,775 | $559K | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 7,332 | $527K | 0.3% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC added | 7,128 | $512K | 0.3% | 2026-Q1 |
| WorthPointe, LLC added | 7,111 | $511K | 0.3% | 2026-Q1 |
| Ruedi Wealth Management, Inc. | 6,766 | $486K | 0.3% | 2026-Q1 |
| Integrity Wealth Solutions LLC trimmed | 5,060 | $364K | 0.2% | 2026-Q1 |
| ANDERSON HOAGLAND & CO new | 4,895 | $352K | 0.2% | 2026-Q1 |
| B&D White Capital Company, LLC added | 4,838 | $348K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc new | 4,330 | $311K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 4,195 | $301K | 0.2% | 2026-Q1 |
| Factor Wealth Management LTD added | 3,938 | $283K | 0.2% | 2026-Q1 |
| Haven Private, LLC | 3,843 | $276K | 0.2% | 2026-Q1 |
| Tillman Hartley LLC | 3,626 | $261K | 0.2% | 2026-Q1 |
| Lionshead Wealth Management, LLC trimmed | 3,003 | $216K | 0.1% | 2026-Q1 |
| Hardin Capital Partners, LLC trimmed | 2,884 | $207K | 0.1% | 2026-Q1 |
| Ascentis Independent Advisors trimmed | 2,541 | $183K | 0.1% | 2026-Q1 |
| ATWOOD & PALMER INC | 1,706 | $123K | 0.1% | 2026-Q1 |
| Dogwood Wealth Management LLC trimmed | 1,561 | $112K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 1,026 | $74K | 0.0% | 2026-Q1 |
| Harbor Asset Planning, Inc. | 225 | $16K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 188 | $14K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 85 | $6K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 57 | $4K | 0.0% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC new | 55 | $4K | 0.0% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT new | 51 | $4K | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. added | 40 | $3K | 0.0% | 2026-Q1 |
| Trust Co new | 21 | $2K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 10 | $1K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 7 | $503 | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 52,385 | $4M | 2.1% | 2025-Q3 stale |
| GTS SECURITIES LLC new | 31,356 | $2M | 1.3% | 2025-Q4 stale |
| PFG Private Wealth Management, LLC new | 4,320 | $292K | 0.2% | 2025-Q3 stale |
| Westwood Wealth Management new | 3,477 | $243K | 0.1% | 2025-Q4 stale |
| MidAtlantic Capital Management, Inc. new | 303 | $21K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 90 | $6K | 0.0% | 2025-Q4 stale |
| PrairieView Partners, LLC | 10 | — | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.