| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MASECO LLP | $95.6M | 1.3M | ▲New +1.3M sh | Q1 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 LLC | $7.1M | 96K | ▼−0.3% Reduced · −248 sh | Q1 2026 | |
| 10 | Clarity Asset Management, Inc. | $5.6M | 63K | ▼−51% Reduced · −66K sh | Q2 2026 | |
| 11 | AlTi Global, Inc. | $3.7M | 51K | —Held | Q1 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 45K | ▲+116% Added · +24K sh | Q1 2026 | |
| 13 | Greenspring Advisors, LLC | $3.2M | 43K | ▲+2.4% Added · +1K sh | Q1 2026 | |
| 14 | Mariner, LLC | $2.9M | 39K | ▼−17% Reduced · −8K sh | Q1 2026 | |
| 15 | EP Wealth Advisors, LLC | $2.8M | 38K | ▲New +38K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $2.8M | 38K | ▲+16% Added · +5K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 35K | ▲+8.7% Added · +3K sh | Q1 2026 | |
| 18 | Trellis Wealth Advisors LLC | $2.8M | 32K | ▲~0% Added · +3 sh | Q2 2026 | |
| 19 | TRUIST FINANCIAL CORP | $2.2M | 29K | ▲+9.8% Added · +3K sh | Q1 2026 | |
| 20 | Savant Capital, LLC | $1.9M | 25K | ▼−1.3% Reduced · −328 sh | Q1 2026 | |
| 21 | BFSG, LLC | $1.9M | 22K | ▲+0.7% Added · +156 sh | Q2 2026 | |
| 22 | MORGAN STANLEY | $1.6M | 22K | ▲+158% Added · +13K sh | Q1 2026 | |
| 23 | HB Wealth Management, LLC | $1.6M | 21K | ▼−16% Reduced · −4K sh | Q1 2026 | |
| 24 | Modern Wealth Management, LLC | $1.6M | 21K | ▲+374% Added · +17K sh | Q1 2026 | |
| 25 | Orion Porfolio Solutions, LLC | $1.4M | 19K | ▼−4.8% Reduced · −955 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $9.8B |
| NVIDIA CORPNVDA | 20 funds | $6.3B |
| APPLE INCAAPL | 20 funds | $5.9B |
| MICROSOFT CORPMSFT | 20 funds | $4.2B |
| AMAZON.COM INCAMZN | 20 funds | $4.0B |
| JOHNSON & JOHNSONJNJ | 20 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $3.1B |
| VANGUARD VALUE ETFVTV | 20 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 20 funds | $3.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 20 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 20 funds | $2.1B |
| BROADCOM INCAVGO | 20 funds | $2.1B |
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.
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.