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-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 AVSU while 13 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
AVSU’s largest tracked holder by dollar value, MASECO LLP, sizes it at 3.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.0pp 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 2025-Q4 and 2026-Q1, across 82 tracked filers holding AVSU, 42 increased or opened the position and 29 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 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$96M
- EP Wealth Advisors, LLC$3M
- LexAurum Advisors, LLC$733K
- Beacon Pointe Advisors, LLC$710K
Full exits 2
- LongView Asset Management LLC$3M
- Passive Capital Management, LLC.$1M
Largest adds
- MERCER GLOBAL ADVISORS INC /ADV$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Modern Wealth Management, LLC$1M
- MORGAN STANLEY$960K
- Highland Financial Advisors, LLC$732K
Largest trims
- Clarity Asset Management, Inc.$22M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- CITADEL ADVISORS LLC$2M
- Focus Partners Wealth$834K
- Mariner, LLC$691K
- Waverly Advisors, LLC$672K
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 | 1,292,915 | $96M | 30.9% | 2026-Q1 |
| Focus Partners Wealth | 351,223 | $26M | 8.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 184,748 | $14M | 4.4% | 2026-Q1 |
| Highland Financial Advisors, LLC added | 151,038 | $11M | 3.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 139,975 | $10M | 3.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 132,029 | $10M | 3.2% | 2026-Q1 |
| Clarity Asset Management, Inc. trimmed | 128,901 | $10M | 3.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 128,440 | $9M | 3.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 124,415 | $9M | 3.0% | 2026-Q1 |
| Trailhead Planners LLC added | 109,404 | $8M | 2.6% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 95,601 | $7M | 2.3% | 2026-Q1 |
| Northland Capital Management LLC trimmed | 71,851 | $5M | 1.7% | 2026-Q1 |
| AlTi Global, Inc. | 50,529 | $4M | 1.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 44,764 | $3M | 1.1% | 2026-Q1 |
| Greenspring Advisors, LLC added | 43,195 | $3M | 1.0% | 2026-Q1 |
| Mariner, LLC trimmed | 38,603 | $3M | 0.9% | 2026-Q1 |
| EP Wealth Advisors, LLC new | 37,617 | $3M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 37,506 | $3M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 35,190 | $3M | 0.8% | 2026-Q1 |
| AWM CAPITAL, LLC added | 33,080 | $2M | 0.8% | 2026-Q1 |
| Trellis Wealth Advisors LLC trimmed | 31,909 | $2M | 0.8% | 2026-Q1 |
| Vestment Financial LLC added | 26,459 | $2M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 29,101 | $2M | 0.7% | 2026-Q1 |
| Hill Investment Group Partners, LLC added | 26,722 | $2M | 0.6% | 2026-Q1 |
| Savant Capital, LLC trimmed | 25,342 | $2M | 0.6% | 2026-Q1 |
| BFSG, LLC added | 21,730 | $2M | 0.5% | 2026-Q1 |
| MORGAN STANLEY added | 21,618 | $2M | 0.5% | 2026-Q1 |
| Diversified Portfolios, Inc. | 21,393 | $2M | 0.5% | 2026-Q1 |
| Modern Wealth Management, LLC added | 21,006 | $2M | 0.5% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 21,130 | $2M | 0.5% | 2026-Q1 |
| Kelman-Lazarov, Inc. added | 21,059 | $2M | 0.5% | 2026-Q1 |
| Burton Enright Welch added | 19,366 | $1M | 0.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 19,067 | $1M | 0.5% | 2026-Q1 |
| VISTA CAPITAL PARTNERS, INC. | 18,216 | $1M | 0.4% | 2026-Q1 |
| Bridgewater Advisors Inc. added | 15,590 | $1M | 0.4% | 2026-Q1 |
| Financial Plan, Inc. added | 14,204 | $1M | 0.3% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 12,507 | $925K | 0.3% | 2026-Q1 |
| FMB WEALTH MANAGEMENT added | 11,581 | $856K | 0.3% | 2026-Q1 |
| ABLE Financial Group, LLC trimmed | 11,416 | $844K | 0.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 10,920 | $807K | 0.3% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 9,912 | $733K | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 9,600 | $710K | 0.2% | 2026-Q1 |
| Orion Capital Management LLC added | 9,221 | $682K | 0.2% | 2026-Q1 |
| EnRich Financial Partners LLC trimmed | 9,065 | $670K | 0.2% | 2026-Q1 |
| Oak Wealth Advisors LLC | 8,635 | $638K | 0.2% | 2026-Q1 |
| Signature Resources Capital Management, LLC | 8,420 | $622K | 0.2% | 2026-Q1 |
| QUARRY HILL ADVISORS, LLC trimmed | 7,606 | $621K | 0.2% | 2026-Q1 |
| North Ridge Wealth Advisors, Inc. | 7,868 | $582K | 0.2% | 2026-Q1 |
| Trademark Financial Management, LLC trimmed | 6,658 | $492K | 0.2% | 2026-Q1 |
| Henrickson Nauta Wealth Advisors, Inc. trimmed | 6,091 | $450K | 0.1% | 2026-Q1 |
| Torren Management, LLC trimmed | 5,926 | $438K | 0.1% | 2026-Q1 |
| Austin Asset Management Co Inc trimmed | 5,910 | $437K | 0.1% | 2026-Q1 |
| Plancorp, LLC | 5,250 | $410K | 0.1% | 2026-Q1 |
| Tortoise Investment Management, LLC | 5,320 | $393K | 0.1% | 2026-Q1 |
| Sprinkle Financial Consultants LLC added | 5,231 | $387K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 5,033 | $372K | 0.1% | 2026-Q1 |
| TCI Wealth Advisors, Inc. | 5,017 | $371K | 0.1% | 2026-Q1 |
| Pacific Asset Management, LLC added | 4,878 | $361K | 0.1% | 2026-Q1 |
| Team Hewins, LLC added | 4,839 | $358K | 0.1% | 2026-Q1 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV added | 4,832 | $357K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 4,421 | $327K | 0.1% | 2026-Q1 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC added | 4,050 | $299K | 0.1% | 2026-Q1 |
| CORRECT CAPITAL WEALTH MANAGEMENT | 3,890 | $288K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 3,813 | $282K | 0.1% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. trimmed | 3,708 | $274K | 0.1% | 2026-Q1 |
| Indivisible Partners new | 3,664 | $271K | 0.1% | 2026-Q1 |
| Werba Rubin Papier Wealth Management trimmed | 3,632 | $268K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 3,107 | $230K | 0.1% | 2026-Q1 |
| Sanchez Levi Garrett new | 3,057 | $226K | 0.1% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,784 | $206K | 0.1% | 2026-Q1 |
| CURIO WEALTH, LLC | 2,576 | $190K | 0.1% | 2026-Q1 |
| True Wealth Design, LLC added | 2,374 | $175K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,024 | $150K | 0.0% | 2026-Q1 |
| WealthCollab, LLC added | 1,655 | $122K | 0.0% | 2026-Q1 |
| CWM, LLC | 1,540 | $114K | 0.0% | 2026-Q1 |
| ELEVATION WEALTH PARTNERS, LLC added | 1,011 | $75K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,034 | $74K | 0.0% | 2026-Q1 |
| Fort Vancouver Investment Management, LLC added | 703 | $52K | 0.0% | 2026-Q1 |
| GRAND WEALTH MANAGEMENT, LLC trimmed | 675 | $50K | 0.0% | 2026-Q1 |
| Asset Dedication, LLC added | 549 | $41K | 0.0% | 2026-Q1 |
| Allworth Financial LP new | 361 | $27K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 164 | $12K | 0.0% | 2026-Q1 |
| Willow Creek Wealth Management Inc. trimmed | 89,985 | $7M | 2.1% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 104,070 | $6M | 2.1% | 2025-Q1 stale |
| Wealthstream Advisors, Inc. added | 41,486 | $3M | 1.0% | 2025-Q3 stale |
| LongView Asset Management LLC trimmed | 38,669 | $3M | 1.0% | 2025-Q4 stale |
| PrairieView Partners, LLC trimmed | 31,217 | $2M | 0.7% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP new | 17,700 | $1M | 0.4% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 18,122 | $1M | 0.4% | 2025-Q1 stale |
| Passive Capital Management, LLC. added | 13,564 | $1M | 0.3% | 2025-Q4 stale |
| Financial Advisors, LLC | 9,600 | $706K | 0.2% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 6,255 | $429K | 0.1% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 4,708 | $323K | 0.1% | 2025-Q2 stale |
| Perigon Wealth Management, LLC | 4,325 | $270K | 0.1% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 3,543 | $261K | 0.1% | 2025-Q3 stale |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 2,335 | $178K | 0.1% | 2025-Q4 stale |
| Parkworth Wealth Management, Inc. added | 2,160 | $148K | 0.0% | 2025-Q2 stale |
| Arax Advisory Partners new | 202 | $15K | 0.0% | 2025-Q4 stale |
| ROYAL BANK OF CANADA trimmed | 226 | $14K | 0.0% | 2025-Q1 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.