85 tracked 13F filers disclose a position in AVSF as of the latest SEC 13F filings, a combined $500.3M 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 | $95.0M | 2.0M | ▲+4.3% Added · +84K sh | Q2 2026 | |
| 2 | Verus Financial Partners, Inc. | $63.3M | 1.4M | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 3 | Financial Plan, Inc. | $43.2M | 927K | ▲+8.9% Added · +75K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $41.3M | 883K | ▲+534% Added · +744K sh | Q1 2026 | |
| 5 | Savant Capital, LLC | $40.7M | 874K | ▼−50% Reduced · −890K sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $30.8M | 659K | ▲+35% Added · +170K sh | Q1 2026 | |
| 7 | Creative Planning | $18.7M | 399K | ▼−4.1% Reduced · −17K sh | Q1 2026 | |
| 8 | Pacific Life Fund Advisors LLC | $15.6M | 335K | ▲+7.2% Added · +23K sh | Q2 2026 | |
| 9 | CoreCap Advisors, LLC | $10.9M | 233K | ▲+376% Added · +184K sh | Q1 2026 | |
| 10 | Werba Rubin Papier Wealth Management | $10.3M | 222K | ▲+9.7% Added · +20K sh | Q2 2026 | |
| 11 | Fort Vancouver Investment Management, LLC | $9.7M | 209K | ▲+18% Added · +31K sh | Q2 2026 | |
| 12 | Allworth Financial LP | $8.5M | 181K | ▲New +181K sh | Q1 2026 | |
| 13 | Strategic Blueprint, LLC | $7.9M | 169K | ▲+3.3% Added · +5K sh | Q2 2026 | |
| 14 | AMERICAN CENTURY COMPANIES INC | $6.1M | 130K | ▲+9.2% Added · +11K sh | Q1 2026 | |
| 15 | Allodium Investment Consultants, LLC | $4.6M | 100K | ▲+11% Added · +10K sh | Q2 2026 | |
| 16 | McCartney Wealth Management LLC | $4.5M | 97K | ▲+4.3% Added · +4K sh | Q2 2026 | |
| 17 | MAIMON WEALTH MANAGEMENT LTD. | $4.1M | 89K | ▲+12% Added · +9K sh | Q2 2026 | |
| 18 | ENDEAVOR PRIVATE WEALTH, INC. | $4.0M | 86K | ▲+18% Added · +13K sh | Q2 2026 | |
| 19 | Plancorp, LLC | $4.0M | 86K | —Held | Q1 2026 | |
| 20 | Corient Private Wealth LLC | $3.9M | 83K | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 21 | Trajan Wealth LLC | $3.9M | 82K | ▼−5.9% Reduced · −5K sh | Q1 2026 | |
| 22 | Focus Partners Advisor Solutions, LLC | $3.4M | 74K | ▼−0.3% Reduced · −257 sh | Q2 2026 | |
| 23 | Cogent Private Wealth, Inc. | $3.1M | 67K | ▲+12% Added · +7K sh | Q2 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $3.1M | 66K | ▲New +66K sh | Q1 2026 | |
| 25 | Arcadia Wealth Management, Inc. | $3.0M | 65K | ▲+7.4% Added · +5K 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, 4 funds opened a new position in AVSF and 21 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 | 39 funds | $8.3B |
| MICROSOFT CORPMSFT | 38 funds | $7.0B |
| AMAZON.COM INCAMZN | 38 funds | $5.8B |
| VANGUARD S&P 500 ETFVOO | 37 funds | $1.2B |
| AVANTIS INTERNATIONAL EQUITYAVDE | 37 funds | $1.2B |
| NVIDIA CORPNVDA | 36 funds | $12.2B |
| ALPHABET INC-CL AGOOGL | 36 funds | $5.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 35 funds | $2.1B |
| AVANTIS US SMALL CAP VALUEAVUV | 35 funds | $938.5M |
| AVANTIS EMERGING MARKETS EQAVEM | 35 funds | $906.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 35 funds | $597.2M |
| ALPHABET INC-CL CGOOG | 34 funds | $3.2B |
Ranked by how many of AVSF'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 AVSF
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/AVSF/capital-change-brief"
Use Arkolith's capital_change_brief for AVSF. 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 AVSF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.