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-Q1 13F filings (latest filed 2026-05-29). 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
15 tracked funds added or opened AVSD while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 3.4% 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 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 2025-Q4 and 2026-Q1, across 90 tracked filers holding AVSD, 44 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 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
- MASECO LLP$52M
- Strategic Financial Planning, Inc.$17M
- MENORA MIVTACHIM HOLDINGS LTD.$9M
- EP Wealth Advisors, LLC$4M
- Capital Analysts, LLC$1M
- Bank of New York Mellon Corp$501K
Full exits 3
- LongView Asset Management LLC$4M
- AlTi Global, Inc.$1M
- FLOW TRADERS U.S. LLC$1M
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$982K
- ENVESTNET ASSET MANAGEMENT INC$933K
- COMMONWEALTH EQUITY SERVICES, LLC$900K
- FMR LLC$695K
- Burton Enright Welch$655K
- Riverwater Partners LLC$404K
Largest trims
- Clarity Asset Management, Inc.$11M
- CITADEL ADVISORS LLC$4M
- Henrickson Nauta Wealth Advisors, Inc.$1M
- Northwest & Ethical Investments L.P.$1M
- Trademark Financial Management, LLC$861K
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 | $146M | 38.4% | 2026-Q1 |
| MASECO LLP added | 701,841 | $52M | 13.6% | 2026-Q1 |
| Strategic Financial Planning, Inc. new | 310,632 | $17M | 4.4% | 2026-Q1 |
| FMR LLC added | 159,724 | $12M | 3.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 137,807 | $10M | 2.7% | 2026-Q1 |
| HUB Investment Partners, LLC added | 122,186 | $9M | 2.4% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. new | 116,360 | $9M | 2.3% | 2026-Q1 |
| Trailhead Planners LLC trimmed | 80,304 | $6M | 1.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 79,189 | $6M | 1.5% | 2026-Q1 |
| Riverwater Partners LLC added | 75,873 | $6M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 70,283 | $5M | 1.4% | 2026-Q1 |
| Clarity Asset Management, Inc. trimmed | 63,832 | $5M | 1.2% | 2026-Q1 |
| LPL Financial LLC added | 60,498 | $4M | 1.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 54,157 | $4M | 1.1% | 2026-Q1 |
| EP Wealth Advisors, LLC new | 53,156 | $4M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 49,995 | $4M | 1.0% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 40,326 | $3M | 0.8% | 2026-Q1 |
| Focus Partners Wealth | 40,070 | $3M | 0.8% | 2026-Q1 |
| Greenspring Advisors, LLC trimmed | 30,875 | $2M | 0.6% | 2026-Q1 |
| Mason & Associates Inc added | 28,734 | $2M | 0.5% | 2026-Q1 |
| Northland Capital Management LLC trimmed | 27,670 | $2M | 0.5% | 2026-Q1 |
| Highland Financial Advisors, LLC added | 27,396 | $2M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 26,301 | $2M | 0.5% | 2026-Q1 |
| Trellis Wealth Advisors LLC trimmed | 24,945 | $2M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 21,326 | $2M | 0.4% | 2026-Q1 |
| Revolve Wealth Partners, LLC trimmed | 20,697 | $2M | 0.4% | 2026-Q1 |
| Capital Analysts, LLC new | 19,998 | $1M | 0.4% | 2026-Q1 |
| MB Generational Wealth, LLC | 19,791 | $1M | 0.4% | 2026-Q1 |
| Vestment Financial LLC added | 16,111 | $1M | 0.3% | 2026-Q1 |
| Henrickson Nauta Wealth Advisors, Inc. trimmed | 17,010 | $1M | 0.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 16,037 | $1M | 0.3% | 2026-Q1 |
| Burton Enright Welch added | 15,195 | $1M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 13,847 | $1M | 0.3% | 2026-Q1 |
| Opes Wealth Management LLC added | 12,634 | $930K | 0.2% | 2026-Q1 |
| Savant Capital, LLC trimmed | 12,351 | $910K | 0.2% | 2026-Q1 |
| Bridgewater Advisors Inc. added | 11,351 | $904K | 0.2% | 2026-Q1 |
| Team Hewins, LLC trimmed | 12,269 | $904K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 11,965 | $881K | 0.2% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 11,022 | $812K | 0.2% | 2026-Q1 |
| Trademark Financial Management, LLC trimmed | 10,321 | $760K | 0.2% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. trimmed | 10,175 | $749K | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 9,329 | $687K | 0.2% | 2026-Q1 |
| Diversified Portfolios, Inc. | 9,309 | $686K | 0.2% | 2026-Q1 |
| Financial Plan, Inc. added | 8,952 | $659K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 7,992 | $589K | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 7,395 | $545K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp new | 6,808 | $501K | 0.1% | 2026-Q1 |
| Signature Resources Capital Management, LLC | 6,480 | $477K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 6,431 | $474K | 0.1% | 2026-Q1 |
| Plancorp, LLC | 5,840 | $455K | 0.1% | 2026-Q1 |
| Tortoise Investment Management, LLC | 6,070 | $447K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC new | 25,886 | $444K | 0.1% | 2026-Q1 |
| Kelman-Lazarov, Inc. added | 5,687 | $419K | 0.1% | 2026-Q1 |
| TCI Wealth Advisors, Inc. trimmed | 5,620 | $414K | 0.1% | 2026-Q1 |
| FMB WEALTH MANAGEMENT | 5,529 | $407K | 0.1% | 2026-Q1 |
| Tarbox Family Office, Inc. trimmed | 5,479 | $404K | 0.1% | 2026-Q1 |
| VERUS WEALTH MANAGEMENT, LLC | 5,300 | $390K | 0.1% | 2026-Q1 |
| Torren Management, LLC trimmed | 4,973 | $366K | 0.1% | 2026-Q1 |
| North Ridge Wealth Advisors, Inc. trimmed | 4,787 | $353K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC | 4,747 | $350K | 0.1% | 2026-Q1 |
| GTS FINANCIAL, LLC new | 5,827 | $350K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 4,711 | $347K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 4,456 | $328K | 0.1% | 2026-Q1 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4,409 | $325K | 0.1% | 2026-Q1 |
| Oak Wealth Advisors LLC trimmed | 4,175 | $307K | 0.1% | 2026-Q1 |
| Evanson Asset Management, LLC added | 4,077 | $300K | 0.1% | 2026-Q1 |
| Pacific Asset Management, LLC trimmed | 3,894 | $287K | 0.1% | 2026-Q1 |
| Sprinkle Financial Consultants LLC added | 3,665 | $270K | 0.1% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS | 3,446 | $254K | 0.1% | 2026-Q1 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV trimmed | 3,212 | $237K | 0.1% | 2026-Q1 |
| Addison Advisors LLC | 3,030 | $223K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 2,977 | $219K | 0.1% | 2026-Q1 |
| Goepper Burkhardt LLC added | 2,925 | $215K | 0.1% | 2026-Q1 |
| Austin Asset Management Co Inc trimmed | 2,880 | $212K | 0.1% | 2026-Q1 |
| EnRich Financial Partners LLC | 2,830 | $208K | 0.1% | 2026-Q1 |
| GRAND WEALTH MANAGEMENT, LLC | 2,800 | $206K | 0.1% | 2026-Q1 |
| Orion Capital Management LLC added | 2,278 | $168K | 0.0% | 2026-Q1 |
| WealthCollab, LLC added | 2,159 | $159K | 0.0% | 2026-Q1 |
| CWM, LLC | 1,787 | $132K | 0.0% | 2026-Q1 |
| True Wealth Design, LLC added | 1,511 | $111K | 0.0% | 2026-Q1 |
| Sankala Group LLC new | 1,008 | $73K | 0.0% | 2026-Q1 |
| CURIO WEALTH, LLC | 746 | $55K | 0.0% | 2026-Q1 |
| Milestone Investment Advisors LLC new | 518 | $38K | 0.0% | 2026-Q1 |
| ELEVATION WEALTH PARTNERS, LLC added | 476 | $35K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 293 | $22K | 0.0% | 2026-Q1 |
| Asset Dedication, LLC | 159 | $12K | 0.0% | 2026-Q1 |
| Willow Creek Wealth Management Inc. added | 217,469 | $16M | 4.1% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 88,884 | $5M | 1.4% | 2025-Q1 stale |
| LongView Asset Management LLC trimmed | 55,229 | $4M | 1.1% | 2025-Q4 stale |
| Wealthstream Advisors, Inc. trimmed | 31,304 | $2M | 0.6% | 2025-Q3 stale |
| AlTi Global, Inc. | 15,998 | $1M | 0.3% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC new | 14,919 | $1M | 0.3% | 2025-Q4 stale |
| PrairieView Partners, LLC trimmed | 12,160 | $821K | 0.2% | 2025-Q2 stale |
| Passive Capital Management, LLC. added | 5,190 | $385K | 0.1% | 2025-Q4 stale |
| WealthShield Partners, LLC added | 6,200 | $372K | 0.1% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 3,229 | $240K | 0.1% | 2025-Q4 stale |
| Herold Advisors, Inc. trimmed | 3,396 | $229K | 0.1% | 2025-Q2 stale |
| Parkworth Wealth Management, Inc. added | 1,007 | $68K | 0.0% | 2025-Q2 stale |
| ROYAL BANK OF CANADA added | 438 | $33K | 0.0% | 2025-Q4 stale |
| Stephens Consulting, LLC new | 183 | $12K | 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.