Who owns AVSU
Which tracked institutional funds hold AVSU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVSU 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
29 tracked funds added or opened AVSU while 10 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
AVSU’s largest tracked holder by dollar value, MASECO LLP, sizes it at 3.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVSU 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 88 tracked filers holding AVSU, 44 increased or opened the position and 38 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 AVSU 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 4
- Freedom Day Solutions, LLC$6M
- FIDUCIARY FINANCIAL ADVISORS$2M
- Passive Capital Management, LLC.$1M
- GTS SECURITIES LLC$615K
Full exits 3
- HighTower Advisors, LLC$3M
- JOURNEY STRATEGIC WEALTH LLC$925K
- North Ridge Wealth Advisors, Inc.$582K
Largest adds
- MASECO LLP$20M
- MERCER GLOBAL ADVISORS INC /ADV$5M
- Highland Financial Advisors, LLC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Waverly Advisors, LLC$2M
Largest trims
- Focus Partners Wealth$20M
- Clarity Asset Management, Inc.$4M
- Trailhead Planners LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Corient Private Wealth LP$2M
- Northland Capital Management 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 | 1,305,465 | $116M | 35.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 205,927 | $18M | 5.6% | 2026-Q2 |
| Highland Financial Advisors, LLC added | 175,042 | $15M | 4.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 137,229 | $12M | 3.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 125,783 | $11M | 3.4% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 124,225 | $11M | 3.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 123,295 | $11M | 3.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 65,451 | $6M | 1.8% | 2026-Q2 |
| Freedom Day Solutions, LLC new | 63,253 | $6M | 1.7% | 2026-Q2 |
| Clarity Asset Management, Inc. trimmed | 63,109 | $6M | 1.7% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 55,723 | $5M | 1.5% | 2026-Q2 |
| Trailhead Planners LLC trimmed | 52,165 | $5M | 1.4% | 2026-Q2 |
| AlTi Global, Inc. | 50,529 | $4M | 1.4% | 2026-Q2 |
| Northland Capital Management LLC trimmed | 44,191 | $4M | 1.2% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 42,515 | $4M | 1.2% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 39,439 | $3M | 1.1% | 2026-Q2 |
| Mariner, LLC trimmed | 38,189 | $3M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 37,851 | $3M | 1.0% | 2026-Q2 |
| Modern Wealth Management, LLC added | 33,761 | $3M | 0.9% | 2026-Q2 |
| AWM CAPITAL, LLC added | 33,091 | $3M | 0.9% | 2026-Q2 |
| Trellis Wealth Advisors LLC added | 31,912 | $3M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 31,786 | $3M | 0.9% | 2026-Q2 |
| Vestment Financial LLC added | 29,043 | $3M | 0.8% | 2026-Q2 |
| Hill Investment Group Partners, LLC trimmed | 26,689 | $2M | 0.7% | 2026-Q2 |
| Savant Capital, LLC trimmed | 23,443 | $2M | 0.6% | 2026-Q2 |
| BFSG, LLC added | 21,886 | $2M | 0.6% | 2026-Q2 |
| Diversified Portfolios, Inc. | 21,393 | $2M | 0.6% | 2026-Q2 |
| Kelman-Lazarov, Inc. added | 21,187 | $2M | 0.6% | 2026-Q2 |
| HB Wealth Management, LLC added | 21,132 | $2M | 0.6% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 20,916 | $2M | 0.6% | 2026-Q2 |
| Burton Enright Welch trimmed | 19,135 | $2M | 0.5% | 2026-Q2 |
| VISTA CAPITAL PARTNERS, INC. trimmed | 18,191 | $2M | 0.5% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 17,828 | $2M | 0.5% | 2026-Q2 |
| Bridgewater Advisors Inc. added | 16,190 | $1M | 0.4% | 2026-Q2 |
| Financial Plan, Inc. added | 14,249 | $1M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,069 | $1M | 0.4% | 2026-Q2 |
| Passive Capital Management, LLC. | 13,564 | $1M | 0.3% | 2026-Q2 |
| FMB WEALTH MANAGEMENT | 11,581 | $1M | 0.3% | 2026-Q2 |
| ABLE Financial Group, LLC trimmed | 11,151 | $987K | 0.3% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 10,788 | $955K | 0.3% | 2026-Q2 |
| LexAurum Advisors, LLC added | 10,629 | $941K | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 9,600 | $850K | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 9,272 | $821K | 0.3% | 2026-Q2 |
| Orion Capital Management LLC added | 9,238 | $818K | 0.3% | 2026-Q2 |
| EnRich Financial Partners LLC trimmed | 8,551 | $757K | 0.2% | 2026-Q2 |
| Signature Resources Capital Management, LLC | 8,420 | $745K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 8,369 | $741K | 0.2% | 2026-Q2 |
| Oak Wealth Advisors LLC trimmed | 7,608 | $673K | 0.2% | 2026-Q2 |
| QUARRY HILL ADVISORS, LLC trimmed | 7,271 | $644K | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC new | 6,948 | $615K | 0.2% | 2026-Q2 |
| Trademark Financial Management, LLC trimmed | 6,365 | $563K | 0.2% | 2026-Q2 |
| Henrickson Nauta Wealth Advisors, Inc. | 6,091 | $539K | 0.2% | 2026-Q2 |
| Torren Management, LLC added | 5,928 | $525K | 0.2% | 2026-Q2 |
| Austin Asset Management Co Inc | 5,910 | $523K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 5,867 | $519K | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 5,600 | $496K | 0.2% | 2026-Q2 |
| Tortoise Investment Management, LLC | 5,320 | $471K | 0.1% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 5,239 | $464K | 0.1% | 2026-Q2 |
| Plancorp, LLC | 5,250 | $460K | 0.1% | 2026-Q2 |
| TCI Wealth Advisors, Inc. | 5,017 | $444K | 0.1% | 2026-Q2 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV added | 4,967 | $440K | 0.1% | 2026-Q2 |
| Team Hewins, LLC added | 4,840 | $428K | 0.1% | 2026-Q2 |
| Pacific Asset Management, LLC trimmed | 4,784 | $423K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 4,340 | $384K | 0.1% | 2026-Q2 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC trimmed | 4,045 | $358K | 0.1% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. added | 4,580 | $349K | 0.1% | 2026-Q2 |
| CORRECT CAPITAL WEALTH MANAGEMENT | 3,890 | $344K | 0.1% | 2026-Q2 |
| Sanchez Levi Garrett added | 3,652 | $323K | 0.1% | 2026-Q2 |
| Indivisible Partners trimmed | 3,649 | $323K | 0.1% | 2026-Q2 |
| Werba Rubin Papier Wealth Management trimmed | 3,625 | $321K | 0.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC new | 3,508 | $311K | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,784 | $246K | 0.1% | 2026-Q2 |
| WealthCollab, LLC added | 2,779 | $246K | 0.1% | 2026-Q2 |
| True Wealth Design, LLC added | 2,676 | $237K | 0.1% | 2026-Q2 |
| CURIO WEALTH, LLC added | 2,578 | $228K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 2,442 | $216K | 0.1% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 2,425 | $215K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,195 | $194K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 1,575 | $139K | 0.0% | 2026-Q2 |
| ELEVATION WEALTH PARTNERS, LLC added | 1,204 | $107K | 0.0% | 2026-Q2 |
| Fort Vancouver Investment Management, LLC added | 807 | $71K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 583 | $52K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 534 | $47K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 487 | $43K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 375 | $33K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 361 | $32K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 203 | $18K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 142 | $13K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 37,506 | $3M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 12,507 | $925K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| North Ridge Wealth Advisors, Inc. | 7,868 | $582K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 3,107 | $230K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| LongView Asset Management LLC trimmed | 38,669 | $3M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Willow Creek Wealth Management Inc. trimmed | 89,985 | $7M | 2.0% | 2025-Q3 stale (3 quarters behind) |
| Wealthstream Advisors, Inc. added | 41,486 | $3M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Financial Advisors, LLC | 9,600 | $706K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 3,543 | $261K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PrairieView Partners, LLC trimmed | 31,217 | $2M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 6,255 | $429K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Parkworth Wealth Management, Inc. added | 2,160 | $148K | 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.