85 tracked 13F filers disclose a position in AVSU as of the latest SEC 13F filings, a combined $315.6M 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 | $115.6M | 1.3M | ▲+1.0% Added · +13K sh | Q2 2026 | |
| 2 | Focus Partners Wealth | $26.0M | 351K | —Held | Q1 2026 | |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $13.7M | 185K | ▲+21% Added · +32K sh | Q1 2026 | |
| 4 | Highland Financial Advisors, LLC | $15.5M | 175K | ▲+16% Added · +24K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $10.3M | 140K | ▲+22% Added · +25K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $9.8M | 132K | ▼−2.1% Reduced · −3K sh | Q1 2026 | |
| 7 | Waverly Advisors, LLC | $9.5M | 128K | ▼−3.6% Reduced · −5K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.9M | 123K | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 9 | Corient Private Wealth LP | $7.1M | 96K | ▼−0.3% Reduced · −248 sh | Q1 2026 | |
| 10 | Freedom Day Solutions, LLC | $5.6M | 63K | ▲New +63K sh | Q2 2026 | |
| 11 | Clarity Asset Management, Inc. | $5.6M | 63K | ▼−51% Reduced · −66K sh | Q2 2026 | |
| 12 | Trailhead Planners LLC | $4.6M | 52K | ▼−52% Reduced · −57K sh | Q2 2026 | |
| 13 | AlTi Global, Inc. | $4.5M | 51K | —Held | Q2 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 45K | ▲+116% Added · +24K sh | Q1 2026 | |
| 15 | Northland Capital Management LLC | $3.9M | 44K | ▼−38% Reduced · −28K sh | Q2 2026 | |
| 16 | Greenspring Advisors, LLC | $3.8M | 43K | ▼−1.6% Reduced · −680 sh | Q2 2026 | |
| 17 | EP Wealth Advisors, LLC | $3.5M | 39K | ▲+4.8% Added · +2K sh | Q2 2026 | |
| 18 | Mariner, LLC | $2.9M | 39K | ▼−17% Reduced · −8K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $2.8M | 38K | ▲+16% Added · +5K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 35K | ▲+8.7% Added · +3K sh | Q1 2026 | |
| 21 | AWM CAPITAL, LLC | $2.9M | 33K | ▲~0% Added · +11 sh | Q2 2026 | |
| 22 | Trellis Wealth Advisors LLC | $2.8M | 32K | ▲~0% Added · +3 sh | Q2 2026 | |
| 23 | TRUIST FINANCIAL CORP | $2.2M | 29K | ▲+9.8% Added · +3K sh | Q1 2026 | |
| 24 | Vestment Financial LLC | $2.6M | 29K | ▲+9.8% Added · +3K sh | Q2 2026 | |
| 25 | Hill Investment Group Partners, LLC | $2.4M | 27K | ▼−0.1% Reduced · −33 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, 3 funds opened a new position in AVSU and 18 added to an existing one, while 19 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 | 43 funds | $3.1B |
| MICROSOFT CORPMSFT | 42 funds | $1.9B |
| AMAZON.COM INCAMZN | 41 funds | $2.3B |
| AVANTIS EMERGING MARKETS EQAVEM | 41 funds | $630.6M |
| AVANTIS INTERNATIONAL EQUITYAVDE | 40 funds | $866.7M |
| NVIDIA CORPNVDA | 39 funds | $4.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 39 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 39 funds | $1.5B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 38 funds | $3.3B |
| VANGUARD S&P 500 ETFVOO | 38 funds | $2.4B |
| AVANTIS US SMALL CAP VALUEAVUV | 38 funds | $1.2B |
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $4.8B |
Ranked by how many of AVSU'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 AVSU
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/AVSU/capital-change-brief"
Use Arkolith's capital_change_brief for AVSU. 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 AVSU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.