Who owns AVSF (AVSF)
Which tracked institutional funds hold AVSF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVSF 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 AVSF is one-sided between 2025-Q4 and 2026-Q1: 42 added or opened and 13 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
AVSF’s largest tracked holder by dollar value, MASECO LLP, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVSF 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 112 tracked filers holding AVSF, 77 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 AVSF 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 26
- MASECO LLP$92M
- PARK AVENUE SECURITIES LLC$13M
- Werba Rubin Papier Wealth Management$9M
- Allworth Financial LP$8M
- HERITAGE OAK WEALTH ADVISORS LLC$7M
- Atria Investments, Inc$6M
Full exits 2
- AXXCESS WEALTH MANAGEMENT, LLC$11M
- CITADEL ADVISORS LLC$1M
Largest adds
- LPL Financial LLC$35M
- CoreCap Advisors, LLC$9M
- ENVESTNET ASSET MANAGEMENT INC$8M
- Financial Plan, Inc.$5M
- Simplicity Wealth,LLC$3M
- Valued Wealth Advisors LLC$2M
Largest trims
- Savant Capital, LLC$20M
- Wilkerson Advisory Group LLC$10M
- Pacific Life Fund Advisors LLC$2M
- ROYAL BANK OF CANADA$2M
- Creative Planning$913K
- WELLS FARGO & COMPANY/MN$774K
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 | 1,955,930 | $92M | 11.9% | 2026-Q1 |
| Savant Capital, LLC trimmed | 1,764,025 | $83M | 10.7% | 2026-Q1 |
| Verus Financial Partners, Inc. added | 1,355,906 | $63M | 8.2% | 2026-Q1 |
| LPL Financial LLC added | 883,281 | $41M | 5.4% | 2026-Q1 |
| Financial Plan, Inc. added | 851,252 | $40M | 5.2% | 2026-Q1 |
| Simplicity Wealth,LLC added | 731,683 | $34M | 4.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 658,767 | $31M | 4.0% | 2026-Q1 |
| Creative Planning trimmed | 399,433 | $19M | 2.4% | 2026-Q1 |
| Pacific Life Fund Advisors LLC trimmed | 312,408 | $15M | 1.9% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 270,922 | $13M | 1.6% | 2026-Q1 |
| CoreCap Advisors, LLC added | 233,395 | $11M | 1.4% | 2026-Q1 |
| Mattern Wealth Management LLC added | 205,258 | $10M | 1.2% | 2026-Q1 |
| Werba Rubin Papier Wealth Management added | 202,236 | $9M | 1.2% | 2026-Q1 |
| Ferguson Johnson Wealth Management Inc added | 191,720 | $9M | 1.2% | 2026-Q1 |
| Allworth Financial LP added | 180,922 | $8M | 1.1% | 2026-Q1 |
| Fort Vancouver Investment Management, LLC added | 177,514 | $8M | 1.1% | 2026-Q1 |
| Strategic Blueprint, LLC added | 163,583 | $8M | 1.0% | 2026-Q1 |
| HERITAGE OAK WEALTH ADVISORS LLC new | 154,877 | $7M | 0.9% | 2026-Q1 |
| Atria Investments, Inc new | 138,863 | $6M | 0.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 130,082 | $6M | 0.8% | 2026-Q1 |
| McCartney Wealth Management LLC added | 93,028 | $4M | 0.6% | 2026-Q1 |
| Allodium Investment Consultants, LLC added | 89,394 | $4M | 0.5% | 2026-Q1 |
| Plancorp, LLC | 85,675 | $4M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 83,429 | $4M | 0.5% | 2026-Q1 |
| Trajan Wealth LLC trimmed | 82,348 | $4M | 0.5% | 2026-Q1 |
| MAIMON WEALTH MANAGEMENT LTD. added | 79,380 | $4M | 0.5% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 74,212 | $3M | 0.5% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. trimmed | 73,325 | $3M | 0.4% | 2026-Q1 |
| Networth Advisors, LLC added | 68,271 | $3M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 65,649 | $3M | 0.4% | 2026-Q1 |
| B&D White Capital Company, LLC added | 63,003 | $3M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 62,229 | $3M | 0.4% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 61,953 | $3M | 0.4% | 2026-Q1 |
| Arcadia Wealth Management, Inc. added | 60,810 | $3M | 0.4% | 2026-Q1 |
| Navigoe, LLC added | 59,698 | $3M | 0.4% | 2026-Q1 |
| Cogent Private Wealth, Inc. added | 59,559 | $3M | 0.4% | 2026-Q1 |
| Global View Capital Management LLC new | 55,409 | $3M | 0.3% | 2026-Q1 |
| Valued Wealth Advisors LLC added | 53,409 | $2M | 0.3% | 2026-Q1 |
| Pacific Asset Management, LLC added | 52,440 | $2M | 0.3% | 2026-Q1 |
| McMill Wealth Management added | 50,578 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 49,565 | $2M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 46,634 | $2M | 0.3% | 2026-Q1 |
| Approach Retirement Advisors, LLC added | 45,404 | $2M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 44,999 | $2M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 43,587 | $2M | 0.3% | 2026-Q1 |
| Tillman Hartley LLC | 40,850 | $2M | 0.2% | 2026-Q1 |
| Factor Wealth Management LTD trimmed | 35,936 | $2M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 33,939 | $2M | 0.2% | 2026-Q1 |
| Eaton-Cambridge Inc. | 33,742 | $2M | 0.2% | 2026-Q1 |
| United Advisor Group, LLC new | 33,632 | $2M | 0.2% | 2026-Q1 |
| PCG Wealth Advisors, LLC trimmed | 30,040 | $1M | 0.2% | 2026-Q1 |
| Balefire, LLC new | 29,211 | $1M | 0.2% | 2026-Q1 |
| SC&H Financial Advisors, Inc. added | 28,823 | $1M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 28,094 | $1M | 0.2% | 2026-Q1 |
| Virtue Capital Management, LLC new | 27,157 | $1M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc new | 26,174 | $1M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp new | 25,495 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC new | 25,405 | $1M | 0.2% | 2026-Q1 |
| Smartleaf Asset Management LLC new | 25,405 | $1M | 0.2% | 2026-Q1 |
| Clearwater Capital Advisors, LLC trimmed | 21,963 | $1M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC new | 21,462 | $1M | 0.1% | 2026-Q1 |
| Hutchens & Kramer Investment Management Group, LLC new | 21,125 | $989K | 0.1% | 2026-Q1 |
| SWMG, LLC new | 19,907 | $932K | 0.1% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC trimmed | 19,665 | $920K | 0.1% | 2026-Q1 |
| Legacy Wealth Partners, LLC new | 19,437 | $910K | 0.1% | 2026-Q1 |
| Fulcrum Equity Management new | 17,107 | $801K | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC new | 14,973 | $701K | 0.1% | 2026-Q1 |
| ATLas Financial Planning LLC | 12,927 | $605K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC new | 12,340 | $578K | 0.1% | 2026-Q1 |
| WORLD EQUITY GROUP, INC. new | 12,061 | $564K | 0.1% | 2026-Q1 |
| Wilkerson Advisory Group LLC trimmed | 11,385 | $533K | 0.1% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 11,039 | $517K | 0.1% | 2026-Q1 |
| MORRIS FINANCIAL CONCEPTS, INC. added | 10,492 | $491K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 10,032 | $469K | 0.1% | 2026-Q1 |
| Trailhead Planners LLC added | 9,040 | $423K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 8,963 | $420K | 0.1% | 2026-Q1 |
| Apella Capital, LLC | 8,838 | $415K | 0.1% | 2026-Q1 |
| Investment Advisory Group, LLC | 8,500 | $398K | 0.1% | 2026-Q1 |
| NWAM LLC trimmed | 8,101 | $379K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 7,794 | $365K | 0.0% | 2026-Q1 |
| Ausdal Financial Partners, Inc. new | 7,378 | $345K | 0.0% | 2026-Q1 |
| World Investment Advisors trimmed | 7,221 | $338K | 0.0% | 2026-Q1 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 7,087 | $332K | 0.0% | 2026-Q1 |
| marrick wealth, LLC trimmed | 7,009 | $328K | 0.0% | 2026-Q1 |
| Arkadios Wealth Advisors new | 6,903 | $323K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,877 | $275K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 5,744 | $269K | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 5,633 | $264K | 0.0% | 2026-Q1 |
| Encompass More Asset Management new | 5,394 | $252K | 0.0% | 2026-Q1 |
| PrairieView Partners, LLC added | 2,663,499 | $125M | 16.3% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 223,252 | $11M | 1.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 96,947 | $5M | 0.6% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC trimmed | 36,268 | $2M | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 21,677 | $1M | 0.1% | 2025-Q4 stale |
| Lion Street Advisors, LLC added | 14,909 | $701K | 0.1% | 2025-Q2 stale |
| Good Life Advisors, LLC added | 13,690 | $644K | 0.1% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC trimmed | 9,935 | $464K | 0.1% | 2025-Q1 stale |
| AMERIPRISE FINANCIAL INC trimmed | 6,529 | $307K | 0.0% | 2025-Q4 stale |
| Evanson Asset Management, LLC new | 6,215 | $293K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ new | 5,607 | $264K | 0.0% | 2025-Q4 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.