Who owns AVSC (AVSC)
Which tracked institutional funds hold AVSC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVSC 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 AVSC is one-sided between 2025-Q4 and 2026-Q1: 75 added or opened and 7 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
AVSC’s largest tracked holder by dollar value, MERCER GLOBAL ADVISORS INC /ADV, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVSC 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 216 tracked filers holding AVSC, 135 increased or opened the position and 68 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 AVSC 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 11
- Shore Point Advisors, LLC$19M
- Choice Wealth Advisors LLC$8M
- LexAurum Advisors, LLC$7M
- Foundry Financial Group, Inc.$6M
- WCG Wealth Advisors LLC$5M
- Bauman Advisory Group, LLC$3M
Full exits 2
- Wheelhouse Advisory Group LLC$16M
- FAS Wealth Partners, Inc.$16M
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$76M
- MORGAN STANLEY$51M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$47M
- Wealth Management Nebraska$17M
- Mason Investment Advisory Services, Inc.$11M
- RAYMOND JAMES FINANCIAL INC$7M
Largest trims
- Berger Financial Group, Inc$7M
- Savant Capital, LLC$3M
- KMG FIDUCIARY PARTNERS, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$959K
- MML INVESTORS SERVICES, LLC$647K
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV added | 14,853,773 | $925M | 40.9% | 2026-Q1 |
| Mason Investment Advisory Services, Inc. trimmed | 3,585,892 | $223M | 9.9% | 2026-Q1 |
| Wealth Management Nebraska added | 1,089,651 | $120M | 5.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,242,635 | $77M | 3.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,022,442 | $64M | 2.8% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 922,735 | $57M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 713,946 | $44M | 2.0% | 2026-Q1 |
| Elwood & Goetz Wealth Advisory Group, LLC added | 684,213 | $43M | 1.9% | 2026-Q1 |
| Creative Planning added | 649,414 | $40M | 1.8% | 2026-Q1 |
| AE Wealth Management LLC added | 636,918 | $40M | 1.8% | 2026-Q1 |
| Three Arch Wealth Management LLC added | 469,247 | $29M | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 467,437 | $29M | 1.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 461,745 | $29M | 1.3% | 2026-Q1 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 376,850 | $23M | 1.0% | 2026-Q1 |
| Cornerstone Wealth Partners, LLC added | 326,613 | $20M | 0.9% | 2026-Q1 |
| Savant Capital, LLC trimmed | 310,261 | $19M | 0.9% | 2026-Q1 |
| Shore Point Advisors, LLC new | 403,181 | $19M | 0.8% | 2026-Q1 |
| Corient Private Wealth LLC added | 227,303 | $17M | 0.7% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 257,946 | $16M | 0.7% | 2026-Q1 |
| WEST PACES ADVISORS INC. trimmed | 254,079 | $16M | 0.7% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 217,948 | $14M | 0.6% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 201,160 | $13M | 0.6% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 198,628 | $12M | 0.5% | 2026-Q1 |
| KILNER CAPITAL ADVISORS, LLC trimmed | 195,960 | $12M | 0.5% | 2026-Q1 |
| CWM, LLC added | 194,322 | $12M | 0.5% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 175,838 | $11M | 0.5% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 165,009 | $10M | 0.5% | 2026-Q1 |
| Freedom Investment Management, Inc. trimmed | 161,226 | $10M | 0.4% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 153,015 | $10M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 147,447 | $9M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 143,427 | $9M | 0.4% | 2026-Q1 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 141,788 | $9M | 0.4% | 2026-Q1 |
| B&D White Capital Company, LLC added | 140,853 | $9M | 0.4% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 136,075 | $8M | 0.4% | 2026-Q1 |
| Choice Wealth Advisors LLC new | 129,469 | $8M | 0.4% | 2026-Q1 |
| Savvy Advisors, Inc. added | 125,355 | $8M | 0.3% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC trimmed | 115,744 | $7M | 0.3% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 109,057 | $7M | 0.3% | 2026-Q1 |
| Foundry Financial Group, Inc. new | 101,532 | $6M | 0.3% | 2026-Q1 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC added | 98,542 | $6M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 96,688 | $6M | 0.3% | 2026-Q1 |
| Level Financial Advisors added | 89,950 | $6M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 80,236 | $5M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 86,089 | $5M | 0.2% | 2026-Q1 |
| Paul R. Ried Financial Group, LLC trimmed | 80,610 | $5M | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 78,181 | $5M | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC new | 77,289 | $5M | 0.2% | 2026-Q1 |
| Ridgeline Wealth, LLC added | 72,445 | $5M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 68,331 | $4M | 0.2% | 2026-Q1 |
| Dogwood Wealth Management LLC added | 67,480 | $4M | 0.2% | 2026-Q1 |
| CAP Partners, LLC added | 65,665 | $4M | 0.2% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC added | 63,740 | $4M | 0.2% | 2026-Q1 |
| Passive Capital Management, LLC. | 62,500 | $4M | 0.2% | 2026-Q1 |
| Haven Private, LLC trimmed | 59,444 | $4M | 0.2% | 2026-Q1 |
| Networth Advisors, LLC added | 58,615 | $4M | 0.2% | 2026-Q1 |
| Mendota Financial Group, LLC added | 56,954 | $4M | 0.2% | 2026-Q1 |
| Cypress Point Wealth Management, LLC added | 56,211 | $4M | 0.2% | 2026-Q1 |
| Bauman Advisory Group, LLC new | 55,888 | $3M | 0.2% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 53,657 | $3M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 53,157 | $3M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 52,384 | $3M | 0.1% | 2026-Q1 |
| AIRE ADVISORS, LLC trimmed | 50,641 | $3M | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC added | 48,299 | $3M | 0.1% | 2026-Q1 |
| Allodium Investment Consultants, LLC added | 46,694 | $3M | 0.1% | 2026-Q1 |
| Acropolis Investment Management, LLC | 45,745 | $3M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 42,234 | $3M | 0.1% | 2026-Q1 |
| Family Office Research LLC trimmed | 42,150 | $3M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 41,343 | $3M | 0.1% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. trimmed | 38,955 | $2M | 0.1% | 2026-Q1 |
| Atlas Wealth LLC added | 36,880 | $2M | 0.1% | 2026-Q1 |
| Fourth Dimension Wealth, LLC added | 36,479 | $2M | 0.1% | 2026-Q1 |
| KAVAR CAPITAL PARTNERS GROUP, LLC trimmed | 36,126 | $2M | 0.1% | 2026-Q1 |
| Burk Holdings LLC added | 35,796 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 35,778 | $2M | 0.1% | 2026-Q1 |
| Plancorp, LLC added | 29,654 | $2M | 0.1% | 2026-Q1 |
| &PARTNERS added | 30,838 | $2M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 28,282 | $2M | 0.1% | 2026-Q1 |
| HB Wealth Management, LLC added | 27,927 | $2M | 0.1% | 2026-Q1 |
| Tillman Hartley LLC added | 27,532 | $2M | 0.1% | 2026-Q1 |
| StrongBox Wealth, LLC trimmed | 27,403 | $2M | 0.1% | 2026-Q1 |
| Moisand Fitzgerald Tamayo, LLC trimmed | 27,041 | $2M | 0.1% | 2026-Q1 |
| LAM GROUP, INC. added | 25,875 | $2M | 0.1% | 2026-Q1 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | 23,516 | $2M | 0.1% | 2026-Q1 |
| Centennial Wealth Advisory LLC trimmed | 24,254 | $2M | 0.1% | 2026-Q1 |
| Value Investment Professionals, LLC new | 12,842 | $1M | 0.1% | 2026-Q1 |
| DIXON FNANCIAL SERVICES, INC. | 22,286 | $1M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC added | 22,133 | $1M | 0.1% | 2026-Q1 |
| Disciplined Investors, L.L.C. added | 21,183 | $1M | 0.1% | 2026-Q1 |
| Werba Rubin Papier Wealth Management trimmed | 21,161 | $1M | 0.1% | 2026-Q1 |
| Factor Wealth Management LTD added | 20,815 | $1M | 0.1% | 2026-Q1 |
| Centennial Bank/AR/ added | 20,633 | $1M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 20,220 | $1M | 0.1% | 2026-Q1 |
| Frankly Finances, LLC added | 19,930 | $1M | 0.1% | 2026-Q1 |
| Ruedi Wealth Management, Inc. | 19,825 | $1M | 0.1% | 2026-Q1 |
| Western Reserve Capital Management, LLC added | 19,691 | $1M | 0.1% | 2026-Q1 |
| PrairieView Partners, LLC added | 468,157 | $24M | 1.1% | 2025-Q2 stale |
| Wheelhouse Advisory Group LLC added | 160,205 | $16M | 0.7% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. added | 272,053 | $16M | 0.7% | 2025-Q4 stale |
| Aveo Capital Partners, LLC added | 164,538 | $8M | 0.3% | 2025-Q1 stale |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC added | 30,550 | $2M | 0.1% | 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.