Who owns AVSD
Which tracked institutional funds hold AVSD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVSD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
20 tracked funds added or opened AVSD while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
AVSD’s largest tracked holder by dollar value, Northwest & Ethical Investments L.P., sizes it at 3.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVSD 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 94 tracked filers holding AVSD, 54 increased or opened the position and 33 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 AVSD 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 5
- Freedom Day Solutions, LLC$3M
- FIDUCIARY FINANCIAL ADVISORS$3M
- Prime Buchholz LLC$2M
- HILL ISLAND FINANCIAL LLC$1M
- Abacus Wealth Partners, LLC$789K
Full exits 5
- Strategic Financial Planning, Inc.$17M
- HighTower Advisors, LLC$4M
- Capital Analysts, LLC$1M
- Opes Wealth Management LLC$930K
- JOURNEY STRATEGIC WEALTH LLC$812K
Largest adds
- Northwest & Ethical Investments L.P.$12M
- MASECO LLP$5M
- Highland Financial Advisors, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- FMR LLC$2M
- NewEdge Advisors, LLC$2M
Largest trims
- Corient Private Wealth LP$3M
- CITADEL ADVISORS LLC$3M
- Trailhead Planners LLC$3M
- Clarity Asset Management, Inc.$1M
- Steward Partners Investment Advisory, LLC$586K
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 |
|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 1,981,400 | $158M | 38.4% | 2026-Q2 |
| MASECO LLP added | 711,707 | $57M | 13.8% | 2026-Q2 |
| FMR LLC added | 176,440 | $14M | 3.4% | 2026-Q2 |
| HUB Investment Partners, LLC added | 123,235 | $10M | 2.4% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 116,360 | $9M | 2.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 96,881 | $8M | 1.9% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 88,928 | $7M | 1.7% | 2026-Q2 |
| Highland Financial Advisors, LLC added | 80,278 | $6M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 74,697 | $6M | 1.4% | 2026-Q2 |
| Riverwater Partners LLC trimmed | 69,835 | $6M | 1.4% | 2026-Q2 |
| LPL Financial LLC added | 68,646 | $5M | 1.3% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 67,017 | $5M | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 54,844 | $4M | 1.1% | 2026-Q2 |
| Clarity Asset Management, Inc. trimmed | 46,237 | $4M | 0.9% | 2026-Q2 |
| Trailhead Planners LLC trimmed | 42,324 | $3M | 0.8% | 2026-Q2 |
| Freedom Day Solutions, LLC new | 42,201 | $3M | 0.8% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 41,693 | $3M | 0.8% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 39,615 | $3M | 0.8% | 2026-Q2 |
| Focus Partners Wealth trimmed | 38,641 | $3M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 32,060 | $3M | 0.6% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 30,815 | $2M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 30,349 | $2M | 0.6% | 2026-Q2 |
| Mason & Associates Inc trimmed | 27,218 | $2M | 0.5% | 2026-Q2 |
| Northland Capital Management LLC trimmed | 26,832 | $2M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 26,269 | $2M | 0.5% | 2026-Q2 |
| Prime Buchholz LLC new | 25,037 | $2M | 0.5% | 2026-Q2 |
| Trellis Wealth Advisors LLC added | 24,959 | $2M | 0.5% | 2026-Q2 |
| Revolve Wealth Partners, LLC trimmed | 20,146 | $2M | 0.4% | 2026-Q2 |
| MB Generational Wealth, LLC trimmed | 19,748 | $2M | 0.4% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 17,374 | $1M | 0.3% | 2026-Q2 |
| Henrickson Nauta Wealth Advisors, Inc. | 17,010 | $1M | 0.3% | 2026-Q2 |
| Vestment Financial LLC added | 16,685 | $1M | 0.3% | 2026-Q2 |
| Burton Enright Welch trimmed | 15,190 | $1M | 0.3% | 2026-Q2 |
| HILL ISLAND FINANCIAL LLC new | 14,816 | $1M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 14,727 | $1M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 13,889 | $1M | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 13,244 | $1M | 0.3% | 2026-Q2 |
| Team Hewins, LLC added | 12,272 | $980K | 0.2% | 2026-Q2 |
| Bridgewater Advisors Inc. added | 11,804 | $962K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 10,602 | $847K | 0.2% | 2026-Q2 |
| Trademark Financial Management, LLC trimmed | 10,304 | $823K | 0.2% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 10,146 | $811K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 10,024 | $801K | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 9,952 | $795K | 0.2% | 2026-Q2 |
| Abacus Wealth Partners, LLC new | 9,871 | $789K | 0.2% | 2026-Q2 |
| Diversified Portfolios, Inc. | 9,309 | $744K | 0.2% | 2026-Q2 |
| Financial Plan, Inc. | 8,952 | $715K | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 7,926 | $633K | 0.2% | 2026-Q2 |
| HB Wealth Management, LLC | 7,395 | $591K | 0.1% | 2026-Q2 |
| Tarbox Family Office, Inc. added | 6,745 | $539K | 0.1% | 2026-Q2 |
| Signature Resources Capital Management, LLC added | 6,490 | $518K | 0.1% | 2026-Q2 |
| Tortoise Investment Management, LLC | 6,070 | $485K | 0.1% | 2026-Q2 |
| Plancorp, LLC | 5,840 | $466K | 0.1% | 2026-Q2 |
| Kelman-Lazarov, Inc. added | 5,699 | $455K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 5,675 | $453K | 0.1% | 2026-Q2 |
| FMB WEALTH MANAGEMENT | 5,529 | $442K | 0.1% | 2026-Q2 |
| TCI Wealth Advisors, Inc. trimmed | 5,254 | $420K | 0.1% | 2026-Q2 |
| Oak Wealth Advisors LLC added | 5,141 | $411K | 0.1% | 2026-Q2 |
| Torren Management, LLC added | 4,978 | $398K | 0.1% | 2026-Q2 |
| Passive Capital Management, LLC. | 5,190 | $385K | 0.1% | 2026-Q2 |
| VERUS WEALTH MANAGEMENT, LLC trimmed | 4,795 | $383K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC | 4,747 | $379K | 0.1% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 4,650 | $371K | 0.1% | 2026-Q2 |
| GTS FINANCIAL, LLC trimmed | 5,232 | $353K | 0.1% | 2026-Q2 |
| Evanson Financial, LLC new | 4,132 | $330K | 0.1% | 2026-Q2 |
| Pacific Asset Management, LLC trimmed | 3,871 | $309K | 0.1% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 3,715 | $297K | 0.1% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS | 3,446 | $275K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 3,260 | $260K | 0.1% | 2026-Q2 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV added | 3,214 | $257K | 0.1% | 2026-Q2 |
| Goepper Burkhardt LLC added | 3,100 | $248K | 0.1% | 2026-Q2 |
| Addison Advisors LLC | 3,030 | $242K | 0.1% | 2026-Q2 |
| Pearl Planning LLC new | 2,986 | $239K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,974 | $238K | 0.1% | 2026-Q2 |
| WealthCollab, LLC added | 2,885 | $230K | 0.1% | 2026-Q2 |
| Austin Asset Management Co Inc | 2,880 | $230K | 0.1% | 2026-Q2 |
| EnRich Financial Partners LLC | 2,830 | $226K | 0.1% | 2026-Q2 |
| GRAND WEALTH MANAGEMENT, LLC | 2,800 | $224K | 0.1% | 2026-Q2 |
| Creative Planning new | 2,667 | $213K | 0.1% | 2026-Q2 |
| EQ LLC new | 2,643 | $211K | 0.1% | 2026-Q2 |
| AIRE ADVISORS, LLC new | 2,593 | $207K | 0.1% | 2026-Q2 |
| Orion Capital Management LLC added | 2,289 | $183K | 0.0% | 2026-Q2 |
| True Wealth Design, LLC added | 1,809 | $145K | 0.0% | 2026-Q2 |
| Milestone Investment Advisors LLC added | 1,767 | $141K | 0.0% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC new | 1,650 | $132K | 0.0% | 2026-Q2 |
| Sankala Group LLC added | 1,398 | $115K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 509 | $41K | 0.0% | 2026-Q2 |
| ELEVATION WEALTH PARTNERS, LLC trimmed | 355 | $28K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 293 | $23K | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 162 | $13K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC | 159 | $13K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 136 | $11K | 0.0% | 2026-Q2 |
| MORRIS FINANCIAL CONCEPTS, INC. | 37 | $3K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 32 | $3K | 0.0% | 2026-Q2 |
| Strategic Financial Planning, Inc. new | 310,632 | $17M | 4.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 54,157 | $4M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC new | 19,998 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| LongView Asset Management LLC trimmed | 55,229 | $4M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Willow Creek Wealth Management Inc. added | 217,469 | $16M | 3.8% | 2025-Q3 stale (3 quarters behind) |
| Wealthstream Advisors, Inc. trimmed | 31,304 | $2M | 0.5% | 2025-Q3 stale (3 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.