Among active 13F managers last quarter, 6 opened and 29 added, while 10 reduced; the largest holder to move was Mason Investment Advisory Services, Inc. (−0.6%). No recent Form 4 insider filings for AVSC.
Funds lean in and no leg opposes.
228 tracked 13F filers disclose a position in AVSC as of the latest SEC 13F filings, a combined $2.2B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc | 14.9M | $925.4M | ▲+2.7% Added · +394K sh | Q1 2026 | |
| 2 | Mason Investment Advisory Services, Inc. | 3.6M | $223.4M | ▼−0.6% Reduced · −22K sh | Q1 2026 | |
| 3 | Northwestern Mutual Wealth Management Co | 1.2M | $77.4M | ▲+6.7% Added · +78K sh | Q1 2026 | |
| 4 | Morgan Stanley | 1.0M | $63.7M | ▲+374% Added · +807K sh | Q1 2026 | |
| 5 | Envestnet Asset Management Inc | 714K | $44.5M | ▲+5.8% Added · +39K sh | Q1 2026 | |
| 6 | Elwood & Goetz Wealth Advisory Group, LLC | 687K | $50.4M | ▲+0.4% Added · +3K sh | Q2 2026 | |
| 7 | Creative Planning | 649K | $40.5M | ▲+2.3% Added · +15K sh | Q1 2026 | |
| 8 | AE Wealth Management LLC | 637K | $39.7M | ▲+5.1% Added · +31K sh | Q1 2026 | |
| 9 | Three Arch Wealth Management LLC | 506K | $37.1M | ▲+7.8% Added · +37K sh | Q2 2026 | |
| 10 | Atlantic Union Bankshares Corp | 489K | $35.9M | ▲+178% Added · +313K sh | Q2 2026 | |
| 11 | LPL Financial LLC | 467K | $29.1M | ▲+4.8% Added · +22K sh | Q1 2026 | |
| 12 | American Century Companies Inc | 462K | $28.8M | ▲+12% Added · +49K sh | Q1 2026 | |
| 13 | Shore Point Advisors, LLC | 439K | $23.4M | ▲+8.9% Added · +36K sh | Q2 2026 | |
| 14 | Retirement Financial Solutions, LLC | 392K | $28.7M | ▲+4.0% Added · +15K sh | Q2 2026 | |
| 15 | Cornerstone Wealth Partners, LLC | 358K | $26.2M | ▲+9.4% Added · +31K sh | Q2 2026 | |
| 16 | FAS Wealth Partners, Inc. | 307K | $22.5M | ▲+10% Added · +29K sh | Q2 2026 | |
| 17 | West Paces Advisors Inc. | 255K | $18.7M | ▲+0.4% Added · +1K sh | Q2 2026 | |
| 18 | Prevail Innovative Wealth Advisors, LLC | 234K | $17.1M | ▲+16% Added · +33K sh | Q2 2026 | |
| 19 | Corient Private Wealth LP | 227K | $16.7M | ▲+6.0% Added · +13K sh | Q1 2026 | |
| 20 | Foundations Investment Advisors, LLC | 211K | $15.5M | ▲+6.1% Added · +12K sh | Q2 2026 | |
| 21 | CWM, LLC | 194K | $12.1M | ▲+7.0% Added · +13K sh | Q1 2026 | |
| 22 | Savant Capital, LLC | 187K | $13.7M | ▼−40% Reduced · −123K sh | Q2 2026 | |
| 23 | B&D White Capital Company, LLC | 176K | $12.9M | ▲+25% Added · +35K sh | Q2 2026 | |
| 24 | Focus Advisor Solutions, LLC | 172K | $12.6M | ▲+4.4% Added · +7K sh | Q2 2026 | |
| 25 | Berger Financial Group, Inc | 167K | $12.2M | ▲+9.1% Added · +14K sh | 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, 6 funds opened a new position in AVSC and 29 added to an existing one, while 10 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 113 funds | $21.7B |
| Microsoft CorpMSFT | 111 funds | $17.3B |
| Amazon.com IncAMZN | 109 funds | $12.1B |
| Nvidia CorpNVDA | 107 funds | $27.0B |
| Alphabet Inc-CL AGOOGL | 104 funds | $12.6B |
| Vanguard S&P 500 ETFVOO | 103 funds | $4.7B |
| Vanguard Total Stock MKT ETFVTI | 101 funds | $5.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 101 funds | $3.7B |
| Alphabet Inc-CL CGOOG | 100 funds | $8.7B |
| Ishares Core S&P 500 ETFIVV | 99 funds | $4.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 99 funds | $3.1B |
| JPMorgan Chase & CoJPM | 98 funds | $5.1B |
Ranked by how many of AVSC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AVSC.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 67 | 20 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for AVSC
This stock 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/AVSC/capital-change-brief"
Use Arkolith's capital_change_brief for AVSC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AVSC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.