195 tracked 13F filers disclose a position in AVSC as of the latest SEC 13F filings, a combined $2.0B 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 | MERCER GLOBAL ADVISORS INC /ADV | $925.4M | 14.9M | ▲+2.7% Added · +394K sh | Q1 2026 | |
| 2 | Mason Investment Advisory Services, Inc. | $223.4M | 3.6M | ▼−0.6% Reduced · −22K sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $77.4M | 1.2M | ▲+6.7% Added · +78K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $63.7M | 1.0M | ▲+374% Added · +807K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $44.5M | 714K | ▲+5.8% Added · +39K sh | Q1 2026 | |
| 6 | Creative Planning | $40.5M | 649K | ▲+2.3% Added · +15K sh | Q1 2026 | |
| 7 | AE Wealth Management LLC | $39.7M | 637K | ▲+5.1% Added · +31K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $29.1M | 467K | ▲+4.8% Added · +22K sh | Q1 2026 | |
| 9 | AMERICAN CENTURY COMPANIES INC | $28.8M | 462K | ▲+12% Added · +49K sh | Q1 2026 | |
| 10 | Shore Point Advisors, LLC | $23.4M | 439K | ▲+8.9% Added · +36K sh | Q2 2026 | |
| 11 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $28.7M | 392K | ▲+4.0% Added · +15K sh | Q2 2026 | |
| 12 | Cornerstone Wealth Partners, LLC | $26.2M | 358K | ▲+9.4% Added · +31K sh | Q2 2026 | |
| 13 | Savant Capital, LLC | $19.3M | 310K | ▼−17% Reduced · −65K sh | Q1 2026 | |
| 14 | FAS Wealth Partners, Inc. | $22.5M | 307K | ▲+10% Added · +29K sh | Q2 2026 | |
| 15 | WEST PACES ADVISORS INC. | $18.7M | 255K | ▲+0.4% Added · +1K sh | Q2 2026 | |
| 16 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $17.1M | 234K | ▲+16% Added · +33K sh | Q2 2026 | |
| 17 | Corient Private Wealth LLC | $16.7M | 227K | ▲+6.0% Added · +13K sh | Q1 2026 | |
| 18 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $12.4M | 199K | ▲+4.5% Added · +9K sh | Q1 2026 | |
| 19 | CWM, LLC | $12.1M | 194K | ▲+7.0% Added · +13K sh | Q1 2026 | |
| 20 | B&D White Capital Company, LLC | $12.9M | 176K | ▲+25% Added · +35K sh | Q2 2026 | |
| 21 | Atlantic Union Bankshares Corp | $11.0M | 176K | ▼−0.2% Reduced · −421 sh | Q1 2026 | |
| 22 | Berger Financial Group, Inc | $12.2M | 167K | ▲+9.1% Added · +14K sh | Q2 2026 | |
| 23 | Focus Partners Advisor Solutions, LLC | $10.3M | 165K | ▲+11% Added · +16K sh | Q1 2026 | |
| 24 | NORTHWEST WEALTH MANAGEMENT, LLC | $10.9M | 149K | ▲+5.1% Added · +7K sh | Q2 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $9.2M | 147K | ▲+321% Added · +112K sh | Q1 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 AVSC and 32 added to an existing one, while 10 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 | 98 funds | $20.6B |
| MICROSOFT CORPMSFT | 97 funds | $17.0B |
| AMAZON.COM INCAMZN | 93 funds | $11.8B |
| NVIDIA CORPNVDA | 92 funds | $26.4B |
| VANGUARD S&P 500 ETFVOO | 90 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 89 funds | $12.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 88 funds | $4.3B |
| ISHARES CORE S&P 500 ETFIVV | 87 funds | $3.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 86 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 85 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 84 funds | $8.4B |
| META PLATFORMS INC-CLASS AMETA | 84 funds | $7.5B |
Ranked by how many of AVSC's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| AVUVmc | 850 funds | $15.8B |
| AVEMmc | 760 funds | $18.3B |
| AVDEmc | 565 funds | $12.0B |
| AVDVmc | 533 funds | $13.0B |
| AVUSmc | 451 funds | $9.1B |
| AVLVmc | 419 funds | $9.3B |
| AVSCthis pageUI | 195 funds | $2.0B |
| QGROmc | 153 funds | $1.6B |
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 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.