Who owns AVSE
Which tracked institutional funds hold AVSE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVSE 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
18 tracked funds added or opened AVSE while 8 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
AVSE’s largest tracked holder by dollar value, MASECO LLP, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVSE 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 68 tracked filers holding AVSE, 37 increased or opened the position and 30 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 AVSE 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 6
- Orgel Wealth Management, LLC$10M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- JANE STREET GROUP, LLC$2M
- FIDUCIARY FINANCIAL ADVISORS$2M
- Freedom Day Solutions, LLC$2M
- Bridgewater Advisors Inc.$545K
Full exits 4
- Strategic Financial Planning, Inc.$6M
- HighTower Advisors, LLC$4M
- Opes Wealth Management LLC$1M
- JOURNEY STRATEGIC WEALTH LLC$1M
Largest adds
- MASECO LLP$7M
- EP Wealth Advisors, LLC$2M
- Focus Partners Wealth$2M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Riverwater Partners LLC$1M
- Highland Financial Advisors, LLC$908K
Largest trims
- CITADEL ADVISORS LLC$8M
- Corient Private Wealth LP$4M
- OLD MISSION CAPITAL LLC$3M
- Trailhead Planners LLC$1M
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 |
|---|---|---|---|---|
| MASECO LLP added | 436,282 | $36M | 21.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 150,692 | $12M | 7.3% | 2026-Q2 |
| Orgel Wealth Management, LLC new | 127,788 | $10M | 6.2% | 2026-Q2 |
| Riverwater Partners LLC trimmed | 120,275 | $10M | 5.8% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 58,878 | $5M | 2.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 47,772 | $4M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 45,913 | $4M | 2.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 41,581 | $3M | 2.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 40,679 | $3M | 2.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,623 | $3M | 2.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 39,004 | $3M | 1.9% | 2026-Q2 |
| Highland Financial Advisors, LLC added | 30,967 | $3M | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 27,718 | $2M | 1.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 22,581 | $2M | 1.1% | 2026-Q2 |
| Freedom Day Solutions, LLC new | 21,669 | $2M | 1.0% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 21,222 | $2M | 1.0% | 2026-Q2 |
| LPL Financial LLC added | 20,117 | $2M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 19,697 | $2M | 0.9% | 2026-Q2 |
| Trailhead Planners LLC trimmed | 18,939 | $2M | 0.9% | 2026-Q2 |
| Mason & Associates Inc added | 16,854 | $1M | 0.8% | 2026-Q2 |
| Savant Capital, LLC added | 13,892 | $1M | 0.7% | 2026-Q2 |
| Burton Enright Welch trimmed | 11,335 | $928K | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 10,030 | $821K | 0.5% | 2026-Q2 |
| Greenspring Advisors, LLC | 9,156 | $749K | 0.4% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 9,056 | $741K | 0.4% | 2026-Q2 |
| Northland Capital Management LLC trimmed | 8,873 | $726K | 0.4% | 2026-Q2 |
| Trellis Wealth Advisors LLC added | 8,552 | $700K | 0.4% | 2026-Q2 |
| Vestment Financial LLC added | 8,098 | $644K | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,547 | $618K | 0.4% | 2026-Q2 |
| Tarbox Family Office, Inc. added | 7,441 | $609K | 0.4% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 7,352 | $602K | 0.4% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 7,072 | $579K | 0.3% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 6,797 | $556K | 0.3% | 2026-Q2 |
| Dunhill Financial, LLC added | 6,796 | $556K | 0.3% | 2026-Q2 |
| Team Hewins, LLC trimmed | 6,755 | $553K | 0.3% | 2026-Q2 |
| Bridgewater Advisors Inc. new | 7,181 | $545K | 0.3% | 2026-Q2 |
| MB Generational Wealth, LLC trimmed | 6,208 | $508K | 0.3% | 2026-Q2 |
| Level Financial Advisors added | 6,174 | $505K | 0.3% | 2026-Q2 |
| Leonard Rickey Investment Advisors P.L.L.C. added | 5,840 | $478K | 0.3% | 2026-Q2 |
| Plancorp, LLC | 5,755 | $443K | 0.3% | 2026-Q2 |
| CURIO WEALTH, LLC trimmed | 5,088 | $416K | 0.2% | 2026-Q2 |
| HB Wealth Management, LLC | 4,987 | $408K | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 4,623 | $378K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 4,487 | $367K | 0.2% | 2026-Q2 |
| Cambridge Financial Group, LLC | 4,101 | $336K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 4,095 | $335K | 0.2% | 2026-Q2 |
| ABLE Financial Group, LLC trimmed | 3,927 | $321K | 0.2% | 2026-Q2 |
| Kelman-Lazarov, Inc. trimmed | 3,621 | $296K | 0.2% | 2026-Q2 |
| TCI Wealth Advisors, Inc. trimmed | 3,275 | $268K | 0.2% | 2026-Q2 |
| Financial Plan, Inc. | 3,166 | $259K | 0.2% | 2026-Q2 |
| Trademark Financial Management, LLC trimmed | 3,070 | $251K | 0.1% | 2026-Q2 |
| WealthCollab, LLC added | 2,699 | $221K | 0.1% | 2026-Q2 |
| True Wealth Design, LLC added | 2,647 | $217K | 0.1% | 2026-Q2 |
| Signature Resources Capital Management, LLC | 2,136 | $175K | 0.1% | 2026-Q2 |
| Torren Management, LLC trimmed | 1,671 | $137K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 1,569 | $128K | 0.1% | 2026-Q2 |
| Addison Advisors LLC trimmed | 1,490 | $122K | 0.1% | 2026-Q2 |
| Sankala Group LLC trimmed | 1,298 | $100K | 0.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC new | 948 | $77K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 933 | $76K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 868 | $71K | 0.0% | 2026-Q2 |
| Orion Capital Management LLC | 654 | $54K | 0.0% | 2026-Q2 |
| Birchwood Financial Partners, Inc. added | 607 | $50K | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 391 | $32K | 0.0% | 2026-Q2 |
| ELEVATION WEALTH PARTNERS, LLC trimmed | 384 | $31K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 96 | $8K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 45 | $4K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 25 | $2K | 0.0% | 2026-Q2 |
| Strategic Financial Planning, Inc. new | 240,897 | $6M | 3.7% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 66,136 | $4M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Opes Wealth Management LLC trimmed | 22,212 | $1M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 15,587 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Clarity Asset Management, Inc. new | 1,399 | $93K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| North Ridge Wealth Advisors, Inc. | 1,365 | $91K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WealthShield Partners, LLC | 1,300 | $87K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 85 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Northwest & Ethical Investments L.P. | 223,750 | $15M | 8.6% | 2025-Q4 stale (2 quarters behind) |
| LongView Asset Management LLC trimmed | 38,844 | $3M | 1.5% | 2025-Q4 stale (2 quarters behind) |
| AlTi Global, Inc. | 8,432 | $548K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 1,201 | $78K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 1,201 | $78K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Willow Creek Wealth Management Inc. added | 137,460 | $9M | 5.1% | 2025-Q3 stale (3 quarters behind) |
| Mariner, LLC trimmed | 8,144 | $518K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Wealthstream Advisors, Inc. trimmed | 8,042 | $511K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Tortoise Investment Management, LLC | 700 | $44K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG new | 494 | $31K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PrairieView Partners, LLC trimmed | 3,783 | $221K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Parkworth Wealth Management, Inc. added | 437 | $26K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.