Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
27 tracked funds added or opened AVSF while 31 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
AVSF’s largest tracked holder by dollar value, PrairieView Partners, LLC, sizes it at 12.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 12.1pp 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 2026-Q1 and 2026-Q2, across 89 tracked filers holding AVSF, 56 increased or opened the position and 57 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 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
- CITADEL ADVISORS LLC$4M
- AXXCESS WEALTH MANAGEMENT, LLC$3M
- Beacon Pointe Advisors, LLC$1M
- JANE STREET GROUP, LLC$1M
- Diversify Advisory Services, LLC$546K
- DIVERSIFY WEALTH MANAGEMENT, LLC$546K
Full exits 21
- PARK AVENUE SECURITIES LLC$13M
- Ferguson Johnson Wealth Management Inc$9M
- HERITAGE OAK WEALTH ADVISORS LLC$7M
- Atria Investments, Inc$6M
- Navigoe, LLC$3M
- Global View Capital Management LLC$3M
Largest adds
- GOLDMAN SACHS GROUP INC$7M
- RAYMOND JAMES FINANCIAL INC$6M
- MASECO LLP$3M
- Financial Plan, Inc.$3M
- Allworth Financial LP$2M
- Fort Vancouver Investment Management, LLC$1M
Largest trims
- Savant Capital, LLC$42M
- LPL Financial LLC$34M
- CoreCap Advisors, LLC$8M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Networth Advisors, LLC$3M
- AE Wealth Management LLC$2M
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 | 2,039,533 | $95M | 13.7% | 2026-Q2 |
| Verus Financial Partners, Inc. added | 1,358,338 | $63M | 9.2% | 2026-Q2 |
| Financial Plan, Inc. added | 926,710 | $43M | 6.2% | 2026-Q2 |
| Savant Capital, LLC trimmed | 874,275 | $41M | 5.9% | 2026-Q2 |
| Simplicity Wealth,LLC added | 741,461 | $35M | 5.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 588,196 | $27M | 4.0% | 2026-Q2 |
| Creative Planning added | 415,934 | $19M | 2.8% | 2026-Q2 |
| Pacific Life Fund Advisors LLC added | 335,004 | $16M | 2.3% | 2026-Q2 |
| Allworth Financial LP added | 231,574 | $11M | 1.6% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 221,889 | $10M | 1.5% | 2026-Q2 |
| Fort Vancouver Investment Management, LLC added | 208,610 | $10M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 195,046 | $9M | 1.3% | 2026-Q2 |
| Mattern Wealth Management LLC trimmed | 191,929 | $9M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 185,248 | $9M | 1.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 168,913 | $8M | 1.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 161,983 | $8M | 1.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 146,090 | $7M | 1.0% | 2026-Q2 |
| Allodium Investment Consultants, LLC added | 99,663 | $5M | 0.7% | 2026-Q2 |
| McCartney Wealth Management LLC added | 97,038 | $5M | 0.7% | 2026-Q2 |
| Corient Private Wealth LP added | 92,805 | $4M | 0.6% | 2026-Q2 |
| MAIMON WEALTH MANAGEMENT LTD. added | 88,580 | $4M | 0.6% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 86,175 | $4M | 0.6% | 2026-Q2 |
| Plancorp, LLC | 85,675 | $4M | 0.6% | 2026-Q2 |
| Trajan Wealth LLC trimmed | 79,569 | $4M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 77,641 | $4M | 0.5% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 73,955 | $3M | 0.5% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 71,217 | $3M | 0.5% | 2026-Q2 |
| Cogent Private Wealth, Inc. added | 66,881 | $3M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 66,437 | $3M | 0.4% | 2026-Q2 |
| Arcadia Wealth Management, Inc. added | 65,336 | $3M | 0.4% | 2026-Q2 |
| B&D White Capital Company, LLC added | 64,876 | $3M | 0.4% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 63,157 | $3M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 61,935 | $3M | 0.4% | 2026-Q2 |
| Integrated Advisors Network LLC trimmed | 61,543 | $3M | 0.4% | 2026-Q2 |
| McMill Wealth Management added | 57,867 | $3M | 0.4% | 2026-Q2 |
| Tillman Hartley LLC added | 56,430 | $3M | 0.4% | 2026-Q2 |
| Pacific Asset Management, LLC added | 56,334 | $3M | 0.4% | 2026-Q2 |
| Approach Retirement Advisors, LLC added | 46,438 | $2M | 0.3% | 2026-Q2 |
| Valued Wealth Advisors LLC trimmed | 38,403 | $2M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 37,849 | $2M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 34,808 | $2M | 0.2% | 2026-Q2 |
| Eaton-Cambridge Inc. | 33,742 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 32,285 | $2M | 0.2% | 2026-Q2 |
| SC&H Financial Advisors, Inc. added | 29,969 | $1M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 29,953 | $1M | 0.2% | 2026-Q2 |
| Factor Wealth Management LTD trimmed | 29,879 | $1M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 25,609 | $1M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 25,405 | $1M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 24,289 | $1M | 0.2% | 2026-Q2 |
| PCG Wealth Advisors, LLC trimmed | 22,813 | $1M | 0.2% | 2026-Q2 |
| Clearwater Capital Advisors, LLC | 21,963 | $1M | 0.1% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC trimmed | 18,398 | $857K | 0.1% | 2026-Q2 |
| ATLas Financial Planning LLC added | 17,611 | $820K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 11,793 | $546K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 11,793 | $546K | 0.1% | 2026-Q2 |
| MORRIS FINANCIAL CONCEPTS, INC. added | 10,986 | $512K | 0.1% | 2026-Q2 |
| Wilkerson Advisory Group LLC trimmed | 9,897 | $461K | 0.1% | 2026-Q2 |
| marrick wealth, LLC added | 8,986 | $418K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 8,965 | $417K | 0.1% | 2026-Q2 |
| Apella Capital, LLC | 8,838 | $410K | 0.1% | 2026-Q2 |
| Investment Advisory Group, LLC added | 8,800 | $410K | 0.1% | 2026-Q2 |
| Trailhead Planners LLC trimmed | 8,197 | $382K | 0.1% | 2026-Q2 |
| NWAM LLC added | 8,187 | $381K | 0.1% | 2026-Q2 |
| World Investment Advisors | 7,221 | $338K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 7,143 | $333K | 0.0% | 2026-Q2 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 7,087 | $330K | 0.0% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 6,742 | $314K | 0.0% | 2026-Q2 |
| Baird Financial Group, Inc. new | 5,519 | $257K | 0.0% | 2026-Q2 |
| Index Fund Advisors, Inc. added | 5,478 | $255K | 0.0% | 2026-Q2 |
| UBS Group AG added | 4,995 | $233K | 0.0% | 2026-Q2 |
| Freedom Day Solutions, LLC new | 4,875 | $227K | 0.0% | 2026-Q2 |
| Oceanside Advisors LLC trimmed | 4,705 | $219K | 0.0% | 2026-Q2 |
| Burk Holdings LLC | 4,674 | $218K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 4,419 | $206K | 0.0% | 2026-Q2 |
| JDM Financial Group LLC trimmed | 3,880 | $181K | 0.0% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC | 3,402 | $158K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 2,988 | $139K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 2,776 | $129K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,100 | $98K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 1,685 | $78K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 1,255 | $58K | 0.0% | 2026-Q2 |
| Lodestone Wealth Management LLC added | 546 | $25K | 0.0% | 2026-Q2 |
| Ares Financial Consulting, LLC trimmed | 353 | $16K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 234 | $11K | 0.0% | 2026-Q2 |
| Networth Advisors, LLC trimmed | 233 | $11K | 0.0% | 2026-Q2 |
| Mosley Wealth Management new | 159 | $7K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 142 | $7K | 0.0% | 2026-Q2 |
| LAM GROUP, INC. added | 90 | $4K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $22 | 0.0% | 2026-Q2 |
| PARK AVENUE SECURITIES LLC added | 270,922 | $13M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Ferguson Johnson Wealth Management Inc added | 191,720 | $9M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| HERITAGE OAK WEALTH ADVISORS LLC new | 154,877 | $7M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc new | 138,863 | $6M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Navigoe, LLC added | 59,698 | $3M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Global View Capital Management LLC new | 55,409 | $3M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC trimmed | 46,634 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Concurrent Investment Advisors, LLC new | 43,587 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| United Advisor Group, LLC new | 33,632 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| PrairieView Partners, LLC added | 2,663,499 | $125M | 18.1% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 36,268 | $2M | 0.2% | 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.