Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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 2026-Q1 and 2026-Q2: 19 added or opened and 6 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, Vinva Investment Management Ltd, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp 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 2026-Q1 and 2026-Q2, across 64 tracked filers holding AVDS, 47 increased or opened the position and 18 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 2026-Q1 and 2026-Q2 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 4
- Vinva Investment Management Ltd$73M
- Evanson Financial, LLC$1M
- MONECO ADVISORS, LLC$1M
- Ameritas Advisory Services, LLC$1M
Full exits 5
- CWM, LLC$12M
- PARK AVENUE SECURITIES LLC$7M
- Cloud Capital Management, LLC$949K
- Evanson Asset Management, LLC$866K
- Colorado Capital Management, Inc.$674K
Largest adds
- AMERICAN CENTURY COMPANIES INC$5M
- True North Advisors, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- JANE STREET GROUP, LLC$1M
- Mariner, LLC$1M
- LPL Financial LLC$1M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$549K
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 |
|---|---|---|---|---|
| Vinva Investment Management Ltd new | 974,709 | $73M | 27.5% | 2026-Q2 |
| True North Advisors, LLC added | 449,544 | $34M | 12.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 306,235 | $23M | 8.6% | 2026-Q2 |
| Freedom Investment Management, Inc. added | 209,678 | $16M | 5.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 178,264 | $13M | 5.0% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 125,642 | $9M | 3.5% | 2026-Q2 |
| Cornerstone Wealth Partners, LLC added | 89,637 | $7M | 2.5% | 2026-Q2 |
| Simplicity Wealth,LLC added | 89,311 | $7M | 2.5% | 2026-Q2 |
| Nvest Wealth Strategies, Inc. added | 59,263 | $4M | 1.7% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 54,374 | $4M | 1.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 50,891 | $4M | 1.4% | 2026-Q2 |
| Kelman-Lazarov, Inc. trimmed | 48,834 | $4M | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 48,558 | $4M | 1.4% | 2026-Q2 |
| BOYUM WEALTH ARCHITECTS LLC added | 46,214 | $3M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 41,623 | $3M | 1.2% | 2026-Q2 |
| Mariner, LLC added | 33,111 | $2M | 0.9% | 2026-Q2 |
| LAM GROUP, INC. added | 23,860 | $2M | 0.7% | 2026-Q2 |
| LPL Financial LLC added | 23,198 | $2M | 0.7% | 2026-Q2 |
| CoreCap Advisors, LLC added | 22,230 | $2M | 0.6% | 2026-Q2 |
| Plancorp, LLC added | 19,453 | $1M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,885 | $1M | 0.5% | 2026-Q2 |
| Evanson Financial, LLC new | 17,263 | $1M | 0.5% | 2026-Q2 |
| MONECO ADVISORS, LLC new | 16,166 | $1M | 0.5% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 16,098 | $1M | 0.5% | 2026-Q2 |
| Atlanta Consulting Group Advisors, LLC added | 15,499 | $1M | 0.4% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 14,757 | $1M | 0.4% | 2026-Q2 |
| DIXON FNANCIAL SERVICES, INC. | 14,540 | $1M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,111 | $1M | 0.4% | 2026-Q2 |
| Three Arch Wealth Management LLC | 12,975 | $976K | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 12,787 | $962K | 0.4% | 2026-Q2 |
| Ariadne Wealth Management, LP trimmed | 12,182 | $917K | 0.3% | 2026-Q2 |
| Werba Rubin Papier Wealth Management trimmed | 9,768 | $735K | 0.3% | 2026-Q2 |
| Breakwater Capital Group added | 9,090 | $684K | 0.3% | 2026-Q2 |
| WorthPointe, LLC added | 8,566 | $645K | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 7,523 | $566K | 0.2% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC | 7,128 | $536K | 0.2% | 2026-Q2 |
| Ruedi Wealth Management, Inc. | 6,766 | $509K | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 5,894 | $444K | 0.2% | 2026-Q2 |
| Integrity Wealth Solutions LLC added | 5,373 | $404K | 0.2% | 2026-Q2 |
| MORGAN STANLEY new | 5,143 | $387K | 0.1% | 2026-Q2 |
| ANDERSON HOAGLAND & CO added | 4,950 | $373K | 0.1% | 2026-Q2 |
| B&D White Capital Company, LLC added | 4,891 | $368K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 4,820 | $363K | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC new | 4,688 | $353K | 0.1% | 2026-Q2 |
| Factor Wealth Management LTD added | 3,982 | $300K | 0.1% | 2026-Q2 |
| Haven Private, LLC | 3,843 | $289K | 0.1% | 2026-Q2 |
| Tillman Hartley LLC added | 3,628 | $273K | 0.1% | 2026-Q2 |
| Hardin Capital Partners, LLC added | 3,109 | $234K | 0.1% | 2026-Q2 |
| Lionshead Wealth Management, LLC trimmed | 2,984 | $225K | 0.1% | 2026-Q2 |
| ATWOOD & PALMER INC | 1,706 | $128K | 0.0% | 2026-Q2 |
| Dogwood Wealth Management LLC | 1,561 | $117K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 1,510 | $114K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 1,320 | $99K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 885 | $67K | 0.0% | 2026-Q2 |
| Harbor Asset Planning, Inc. added | 227 | $17K | 0.0% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 225 | $17K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 188 | $14K | 0.0% | 2026-Q2 |
| REAP Financial Group, LLC new | 146 | $11K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 145 | $11K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC added | 96 | $7K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 90 | $7K | 0.0% | 2026-Q2 |
| UMB Bank, n.a. new | 73 | $5K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. trimmed | 24 | $2K | 0.0% | 2026-Q2 |
| Trust Co | 21 | $2K | 0.0% | 2026-Q2 |
| CWM, LLC added | 173,363 | $12M | 4.7% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC added | 94,352 | $7M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| Cloud Capital Management, LLC added | 13,225 | $949K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Evanson Asset Management, LLC added | 12,053 | $866K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Colorado Capital Management, Inc. added | 9,380 | $674K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors trimmed | 2,541 | $183K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 1,026 | $74K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC trimmed | 57 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ALBION FINANCIAL GROUP /UT new | 51 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA new | 10 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 7 | $503 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC new | 31,356 | $2M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Westwood Wealth Management new | 3,477 | $243K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MidAtlantic Capital Management, Inc. new | 303 | $21K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 52,385 | $4M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| PFG Private Wealth Management, LLC new | 4,320 | $292K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
| PrairieView Partners, LLC | 10 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.