63 tracked 13F filers disclose a position in AVSE as of the latest SEC 13F filings, a combined $126.2M 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 | MASECO LLP | $35.7M | 436K | ▲+0.2% Added · +911 sh | Q2 2026 | |
| 2 | CITADEL ADVISORS LLC | $11.5M | 173K | ▲+156% Added · +105K sh | Q1 2026 | |
| 3 | Focus Partners Wealth | $10.1M | 151K | —Held | Q1 2026 | |
| 4 | Orgel Wealth Management, LLC | $10.5M | 128K | ▲New +128K sh | Q2 2026 | |
| 5 | Corient Private Wealth LP | $7.5M | 113K | ▼−0.1% Reduced · −123 sh | Q1 2026 | |
| 6 | OLD MISSION CAPITAL LLC | $7.2M | 108K | ▲New +108K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $4.4M | 66K | ▲+0.2% Added · +164 sh | Q1 2026 | |
| 8 | EP Wealth Advisors, LLC | $4.8M | 59K | ▲+53% Added · +20K sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 39K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $2.4M | 36K | ▲+12% Added · +4K sh | Q1 2026 | |
| 11 | Highland Financial Advisors, LLC | $2.5M | 31K | ▲+27% Added · +7K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $1.8M | 27K | ▲+634% Added · +24K sh | Q1 2026 | |
| 13 | Freedom Day Solutions, LLC | $1.8M | 22K | ▲New +22K sh | Q2 2026 | |
| 14 | Accurate Wealth Management, LLC | $1.7M | 21K | ▲+45% Added · +7K sh | Q2 2026 | |
| 15 | Trailhead Planners LLC | $1.5M | 19K | ▼−51% Reduced · −20K sh | Q2 2026 | |
| 16 | Mason & Associates Inc | $1.4M | 17K | ▲+17% Added · +2K sh | Q2 2026 | |
| 17 | JOURNEY STRATEGIC WEALTH LLC | $1.0M | 16K | ▼−1.5% Reduced · −233 sh | Q1 2026 | |
| 18 | Savant Capital, LLC | $1.1M | 14K | ▲+2.7% Added · +366 sh | Q2 2026 | |
| 19 | LPL Financial LLC | $863K | 13K | ▲+9.2% Added · +1K sh | Q1 2026 | |
| 20 | Burton Enright Welch | $928K | 11K | ▼−2.1% Reduced · −246 sh | Q2 2026 | |
| 21 | Greenspring Advisors, LLC | $749K | 9K | —Held | Q2 2026 | |
| 22 | Focus Advisor Solutions, LLC | $741K | 9K | ▲+54% Added · +3K sh | Q2 2026 | |
| 23 | Northland Capital Management LLC | $726K | 9K | ▼−36% Reduced · −5K sh | Q2 2026 | |
| 24 | Trellis Wealth Advisors LLC | $700K | 9K | ▲~0% Added · +2 sh | Q2 2026 | |
| 25 | Apollon Wealth Management, LLC | $567K | 9K | ▲+26% Added · +2K 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, 5 funds opened a new position in AVSE and 10 added to an existing one, while 12 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 |
|---|---|---|
| NVIDIA CORPNVDA | 31 funds | $3.9B |
| APPLE INCAAPL | 31 funds | $2.2B |
| AMAZON.COM INCAMZN | 30 funds | $2.0B |
| MICROSOFT CORPMSFT | 30 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 29 funds | $1.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 29 funds | $986.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $911.7M |
| COSTCO WHOLESALE CORPCOST | 29 funds | $629.8M |
| AVANTIS EMERGING MARKETS EQAVEM | 29 funds | $519.1M |
| VANGUARD S&P 500 ETFVOO | 29 funds | $480.3M |
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 28 funds | $894.9M |
Ranked by how many of AVSE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for AVSE
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/AVSE/capital-change-brief"
Use Arkolith's capital_change_brief for AVSE. 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 AVSE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.