62 tracked 13F filers disclose a position in AVDS as of the latest SEC 13F filings, a combined $140.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | True North Advisors, LLC | $33.8M | 450K | ▲+9.9% Added · +41K sh | Q2 2026 | |
| 2 | AMERICAN CENTURY COMPANIES INC | $18.2M | 253K | ▲+29% Added · +57K sh | Q1 2026 | |
| 3 | CWM, LLC | $12.5M | 173K | ▲+11% Added · +18K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $11.5M | 161K | ▲+2.3% Added · +4K sh | Q1 2026 | |
| 5 | ADAMSBROWN WEALTH CONSULTANTS LLC | $9.5M | 126K | ▲+5.0% Added · +6K sh | Q2 2026 | |
| 6 | Cornerstone Wealth Partners, LLC | $6.7M | 90K | ▲+14% Added · +11K sh | Q2 2026 | |
| 7 | OneDigital Investment Advisors LLC | $3.9M | 54K | ▼−0.4% Reduced · −211 sh | Q1 2026 | |
| 8 | Integrated Wealth Concepts LLC | $3.8M | 51K | ▲+2.5% Added · +1K sh | Q2 2026 | |
| 9 | Kelman-Lazarov, Inc. | $3.7M | 49K | ▼−1.1% Reduced · −524 sh | Q2 2026 | |
| 10 | BOYUM WEALTH ARCHITECTS LLC | $3.5M | 46K | ▲+6.5% Added · +3K sh | Q2 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $3.1M | 42K | ▲+17% Added · +6K sh | Q2 2026 | |
| 12 | JANE STREET GROUP, LLC | $2.3M | 32K | ▲New +32K sh | Q1 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 27K | ▲+531% Added · +23K sh | Q1 2026 | |
| 14 | LAM GROUP, INC. | $1.8M | 24K | ▲+14% Added · +3K sh | Q2 2026 | |
| 15 | CoreCap Advisors, LLC | $1.4M | 19K | ▲+3.6% Added · +650 sh | Q1 2026 | |
| 16 | Evanson Financial, LLC | $1.3M | 17K | ▲New +17K sh | Q2 2026 | |
| 17 | Mariner, LLC | $1.2M | 17K | ▲New +17K sh | Q1 2026 | |
| 18 | Plancorp, LLC | $1.2M | 16K | ▲+8.9% Added · +1K sh | Q1 2026 | |
| 19 | MONECO ADVISORS, LLC | $1.2M | 16K | ▲New +16K sh | Q2 2026 | |
| 20 | ENDEAVOR PRIVATE WEALTH, INC. | $1.2M | 16K | ▲+2.6% Added · +406 sh | Q2 2026 | |
| 21 | Ameritas Advisory Services, LLC | $1.1M | 15K | ▲New +15K sh | Q2 2026 | |
| 22 | DIXON FNANCIAL SERVICES, INC. | $1.1M | 15K | —Held | Q2 2026 | |
| 23 | Atlanta Consulting Group Advisors, LLC | $1.0M | 14K | ▲+13% Added · +2K sh | Q1 2026 | |
| 24 | Farther Finance Advisors, LLC | $998K | 14K | ▲+12% Added · +1K sh | Q1 2026 | |
| 25 | Three Arch Wealth Management LLC | $976K | 13K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in AVDS and 18 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 29 funds | $8.0B |
| MICROSOFT CORPMSFT | 29 funds | $6.7B |
| AMAZON.COM INCAMZN | 29 funds | $5.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 28 funds | $671.4M |
| NVIDIA CORPNVDA | 27 funds | $11.7B |
| AVANTIS INTERNATIONAL EQUITYAVDE | 27 funds | $776.3M |
| AVANTIS EMERGING MARKETS EQAVEM | 27 funds | $708.7M |
| ALPHABET INC-CL CGOOG | 26 funds | $3.3B |
| ELI LILLY & COLLY | 26 funds | $1.9B |
| JPMORGAN CHASE & COJPM | 26 funds | $1.4B |
| WALMART INCWMT | 26 funds | $646.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $628.4M |
Ranked by how many of AVDS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AVUVmc | 1037 funds | $17.6B |
| AVEMmc | 927 funds | $20.0B |
| AVDEmc | 678 funds | $13.0B |
| AVDVmc | 645 funds | $13.7B |
| AVUSmc | 545 funds | $10.3B |
| AVLVmc | 515 funds | $10.3B |
| AVSCUI | 224 funds | $2.1B |
| AVIVmc | 178 funds | $964.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AVDS
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AVDS/capital-change-brief"
Use Arkolith's capital_change_brief for AVDS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AVDS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.