93 tracked 13F filers disclose a position in AVSD as of the latest SEC 13F filings, a combined $345.2M 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 | Northwest & Ethical Investments L.P. | $145.9M | 2.0M | —Held | Q1 2026 | |
| 2 | MASECO LLP | $56.9M | 712K | ▲+1.4% Added · +10K sh | Q2 2026 | |
| 3 | FMR LLC | $11.8M | 160K | ▲+7.2% Added · +11K sh | Q1 2026 | |
| 4 | Corient Private Wealth LLC | $10.1M | 138K | ▲+0.5% Added · +688 sh | Q1 2026 | |
| 5 | HUB Investment Partners, LLC | $9.8M | 123K | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 6 | MENORA MIVTACHIM HOLDINGS LTD. | $9.3M | 116K | —Held | Q2 2026 | |
| 7 | Highland Financial Advisors, LLC | $6.4M | 80K | ▲+193% Added · +53K sh | Q2 2026 | |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $5.8M | 79K | ▲+21% Added · +14K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 70K | ▲+22% Added · +13K sh | Q1 2026 | |
| 10 | EP Wealth Advisors, LLC | $5.4M | 67K | ▲+26% Added · +14K sh | Q2 2026 | |
| 11 | LPL Financial LLC | $4.5M | 60K | ▲+2.3% Added · +1K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $4.0M | 54K | ▼−2.1% Reduced · −1K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $3.7M | 50K | ▼−51% Reduced · −51K sh | Q1 2026 | |
| 14 | Clarity Asset Management, Inc. | $3.7M | 46K | ▼−28% Reduced · −18K sh | Q2 2026 | |
| 15 | Trailhead Planners LLC | $3.4M | 42K | ▼−47% Reduced · −38K sh | Q2 2026 | |
| 16 | Freedom Day Solutions, LLC | $3.4M | 42K | ▲New +42K sh | Q2 2026 | |
| 17 | Waverly Advisors, LLC | $3.0M | 40K | ▼−0.3% Reduced · −115 sh | Q1 2026 | |
| 18 | Focus Partners Wealth | $3.0M | 40K | —Held | Q1 2026 | |
| 19 | Greenspring Advisors, LLC | $2.5M | 31K | ▼−0.2% Reduced · −60 sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | $2.4M | 30K | ▼−3.8% Reduced · −1K sh | Q2 2026 | |
| 21 | Mason & Associates Inc | $2.2M | 27K | ▼−5.3% Reduced · −2K sh | Q2 2026 | |
| 22 | Northland Capital Management LLC | $2.1M | 27K | ▼−3.0% Reduced · −838 sh | Q2 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 26K | ▲+95% Added · +13K sh | Q1 2026 | |
| 24 | Prime Buchholz LLC | $2.0M | 25K | ▲New +25K sh | Q2 2026 | |
| 25 | Trellis Wealth Advisors LLC | $2.0M | 25K | ▲+0.1% Added · +14 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, 8 funds opened a new position in AVSD and 21 added to an existing one, while 13 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 46 funds | $1.8B |
| APPLE INCAAPL | 45 funds | $3.1B |
| AMAZON.COM INCAMZN | 45 funds | $2.2B |
| NVIDIA CORPNVDA | 43 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 42 funds | $1.4B |
| VANGUARD S&P 500 ETFVOO | 42 funds | $875.3M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 41 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 41 funds | $765.9M |
| ISHARES CORE S&P 500 ETFIVV | 40 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 40 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 39 funds | $1.0B |
| AVANTIS INTERNATIONAL EQUITYAVDE | 39 funds | $999.8M |
Ranked by how many of AVSD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AVUVmc | 1037 funds | $17.6B |
| AVEMmc | 925 funds | $20.0B |
| AVDEmc | 678 funds | $13.0B |
| AVDVmc | 642 funds | $13.7B |
| AVUSmc | 544 funds | $10.3B |
| AVLVmc | 516 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 AVSD
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/AVSD/capital-change-brief"
Use Arkolith's capital_change_brief for AVSD. 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 AVSD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.