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-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
12 tracked funds added or opened AVSE while 5 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
AVSE’s largest tracked holder by dollar value, MASECO LLP, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% 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 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 2025-Q4 and 2026-Q1, across 64 tracked filers holding AVSE, 34 increased or opened the position and 27 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 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 4
- MASECO LLP$29M
- OLD MISSION CAPITAL LLC$7M
- Strategic Financial Planning, Inc.$6M
- LexAurum Advisors, LLC$504K
Full exits 4
- Northwest & Ethical Investments L.P.$15M
- JANE STREET GROUP, LLC$3M
- LongView Asset Management LLC$3M
- AlTi Global, Inc.$548K
Largest adds
- CITADEL ADVISORS LLC$7M
- EP Wealth Advisors, LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- Riverwater Partners LLC$680K
- Accurate Wealth Management, LLC$658K
- Burton Enright Welch$388K
Largest trims
- Trademark Financial Management, LLC$518K
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 | 435,371 | $29M | 19.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 172,968 | $12M | 7.7% | 2026-Q1 |
| Focus Partners Wealth | 151,473 | $10M | 6.7% | 2026-Q1 |
| Riverwater Partners LLC added | 132,575 | $9M | 5.9% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 113,342 | $8M | 5.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 107,829 | $7M | 4.8% | 2026-Q1 |
| Strategic Financial Planning, Inc. new | 240,897 | $6M | 4.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 66,136 | $4M | 2.9% | 2026-Q1 |
| Trailhead Planners LLC added | 38,810 | $3M | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 38,604 | $3M | 1.7% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 38,570 | $3M | 1.7% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 36,314 | $2M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 27,312 | $2M | 1.2% | 2026-Q1 |
| Highland Financial Advisors, LLC added | 24,427 | $2M | 1.1% | 2026-Q1 |
| Opes Wealth Management LLC trimmed | 22,212 | $1M | 1.0% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 14,633 | $1M | 0.7% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 15,587 | $1M | 0.7% | 2026-Q1 |
| Mason & Associates Inc added | 14,356 | $924K | 0.6% | 2026-Q1 |
| Northland Capital Management LLC trimmed | 13,758 | $916K | 0.6% | 2026-Q1 |
| Savant Capital, LLC | 13,526 | $900K | 0.6% | 2026-Q1 |
| LPL Financial LLC added | 12,961 | $863K | 0.6% | 2026-Q1 |
| Burton Enright Welch added | 11,581 | $771K | 0.5% | 2026-Q1 |
| Asset Dedication, LLC added | 10,199 | $679K | 0.5% | 2026-Q1 |
| Greenspring Advisors, LLC trimmed | 9,156 | $610K | 0.4% | 2026-Q1 |
| Vestment Financial LLC added | 7,792 | $578K | 0.4% | 2026-Q1 |
| Trellis Wealth Advisors LLC trimmed | 8,550 | $569K | 0.4% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 8,523 | $567K | 0.4% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 7,571 | $504K | 0.3% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC trimmed | 7,055 | $470K | 0.3% | 2026-Q1 |
| Team Hewins, LLC trimmed | 6,791 | $452K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,446 | $429K | 0.3% | 2026-Q1 |
| MB Generational Wealth, LLC trimmed | 6,361 | $423K | 0.3% | 2026-Q1 |
| Plancorp, LLC | 5,755 | $411K | 0.3% | 2026-Q1 |
| Level Financial Advisors added | 6,172 | $411K | 0.3% | 2026-Q1 |
| Tarbox Family Office, Inc. trimmed | 6,105 | $406K | 0.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 5,883 | $392K | 0.3% | 2026-Q1 |
| Leonard Rickey Investment Advisors P.L.L.C. added | 5,632 | $375K | 0.3% | 2026-Q1 |
| Dunhill Financial, LLC added | 5,286 | $352K | 0.2% | 2026-Q1 |
| CURIO WEALTH, LLC | 5,176 | $345K | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 4,987 | $332K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC new | 4,356 | $290K | 0.2% | 2026-Q1 |
| Cambridge Financial Group, LLC added | 4,101 | $273K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 3,982 | $265K | 0.2% | 2026-Q1 |
| ABLE Financial Group, LLC trimmed | 3,945 | $263K | 0.2% | 2026-Q1 |
| Kelman-Lazarov, Inc. trimmed | 3,718 | $247K | 0.2% | 2026-Q1 |
| TCI Wealth Advisors, Inc. trimmed | 3,617 | $241K | 0.2% | 2026-Q1 |
| Addison Advisors LLC | 3,563 | $237K | 0.2% | 2026-Q1 |
| Financial Plan, Inc. | 3,166 | $211K | 0.1% | 2026-Q1 |
| Trademark Financial Management, LLC trimmed | 3,073 | $205K | 0.1% | 2026-Q1 |
| True Wealth Design, LLC trimmed | 2,546 | $169K | 0.1% | 2026-Q1 |
| WealthCollab, LLC | 2,499 | $166K | 0.1% | 2026-Q1 |
| Signature Resources Capital Management, LLC | 2,136 | $142K | 0.1% | 2026-Q1 |
| Torren Management, LLC added | 1,765 | $117K | 0.1% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 1,399 | $93K | 0.1% | 2026-Q1 |
| North Ridge Wealth Advisors, Inc. | 1,365 | $91K | 0.1% | 2026-Q1 |
| Sankala Group LLC added | 1,346 | $88K | 0.1% | 2026-Q1 |
| WealthShield Partners, LLC | 1,300 | $87K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 868 | $58K | 0.0% | 2026-Q1 |
| Orion Capital Management LLC | 654 | $44K | 0.0% | 2026-Q1 |
| ELEVATION WEALTH PARTNERS, LLC | 513 | $34K | 0.0% | 2026-Q1 |
| Birchwood Financial Partners, Inc. new | 478 | $32K | 0.0% | 2026-Q1 |
| SJS Investment Consulting Inc. added | 354 | $24K | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 96 | $6K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 85 | $6K | 0.0% | 2026-Q1 |
| Northwest & Ethical Investments L.P. | 223,750 | $15M | 9.7% | 2025-Q4 stale |
| Willow Creek Wealth Management Inc. added | 137,460 | $9M | 5.8% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 49,115 | $3M | 2.1% | 2025-Q4 stale |
| LongView Asset Management LLC trimmed | 38,844 | $3M | 1.7% | 2025-Q4 stale |
| AlTi Global, Inc. | 8,432 | $548K | 0.4% | 2025-Q4 stale |
| Mariner, LLC trimmed | 8,144 | $518K | 0.3% | 2025-Q3 stale |
| Wealthstream Advisors, Inc. trimmed | 8,042 | $511K | 0.3% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,160 | $455K | 0.3% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 4,605 | $299K | 0.2% | 2025-Q4 stale |
| PrairieView Partners, LLC trimmed | 3,783 | $221K | 0.1% | 2025-Q2 stale |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 1,201 | $78K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 1,201 | $78K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 933 | $61K | 0.0% | 2025-Q4 stale |
| Tortoise Investment Management, LLC | 700 | $44K | 0.0% | 2025-Q3 stale |
| UBS Group AG added | 494 | $31K | 0.0% | 2025-Q3 stale |
| Parkworth Wealth Management, Inc. added | 437 | $26K | 0.0% | 2025-Q2 stale |
| ROYAL BANK OF CANADA added | 249 | $16K | 0.0% | 2025-Q4 stale |
| OSAIC HOLDINGS, INC. added | 15 | $936 | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.