On this page, we present all of the funds holding AVSD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVSD, with a link to that fund's top holdings. The next columns indicate the amount of AVSD stock held by each of the funds holding AVSD, followed by the AVSD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 41 funds holding AVSD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Clarity Asset Management Inc.. For more details on the positions held by Clarity Asset Management Inc. (or by any of the other funds holding AVSD), click the fund name in the "Holder" column of the funds-holding-AVSD table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Clarity Asset Management Inc. | 264,246 | $14,238 | 12/31/2023 |
AVSD | 264,246 | $14,238 | 12/31/2023 |
Willow Creek Wealth Management Inc. | 196,442 | $10,585 | 12/31/2023 |
AVSD | 196,442 | $10,585 | 12/31/2023 |
CI Private Wealth LLC | 171,482 | $9,240 | 12/31/2023 |
AVSD | 171,482 | $9,240 | 12/31/2023 |
OLD Mission Capital LLC | 141,439 | $7,621 | 12/31/2023 |
AVSD | 141,439 | $7,621 | 12/31/2023 |
Merriman Wealth Management LLC | 71,707 | $3,864 | 12/31/2023 |
AVSD | 71,707 | $3,864 | 12/31/2023 |
Warren Averett Asset Management LLC | 64,757 | $3,489 | 12/31/2023 |
AVSD | 64,757 | $3,489 | 12/31/2023 |
Citadel Advisors LLC | 58,385 | $3,146 | 12/31/2023 |
AVSD | 58,385 | $3,146 | 12/31/2023 |
Commonwealth Equity Services LLC | 53,564 | $3,049 | 03/31/2024 |
AVSD | 53,564 | $3,049 | 03/31/2024 |
HighTower Advisors LLC | 52,191 | $2,810 | 12/31/2023 |
AVSD | 52,191 | $2,810 | 12/31/2023 |
Jane Street Group LLC | 43,406 | $2,339 | 12/31/2023 |
AVSD | 43,406 | $2,339 | 12/31/2023 |
Mariner LLC | 42,018 | $2,264 | 12/31/2023 |
AVSD | 42,018 | $2,264 | 12/31/2023 |
Northland Capital Management LLC | 38,367 | $2,184 | 03/31/2024 |
AVSD | 38,367 | $2,184 | 03/31/2024 |
Highland Financial Advisors LLC | 28,244 | $1,522 | 12/31/2023 |
AVSD | 28,244 | $1,522 | 12/31/2023 |
Trellis Wealth Advisors LLC | 26,486 | $1,508 | 03/31/2024 |
AVSD | 26,486 | $1,508 | 03/31/2024 |
Susquehanna International Group LLP | 27,580 | $1,486 | 12/31/2023 |
AVSD | 27,580 | $1,486 | 12/31/2023 |
Wealthstream Advisors Inc. | 26,465 | $1,426 | 12/31/2023 |
AVSD | 26,465 | $1,426 | 12/31/2023 |
MB Generational Wealth LLC | 21,926 | $1,181 | 12/31/2023 |
AVSD | 21,926 | $1,181 | 12/31/2023 |
Trademark Financial Management LLC | 19,947 | $1,075 | 12/31/2023 |
AVSD | 19,947 | $1,075 | 12/31/2023 |
Henrickson Nauta Wealth Advisors Inc. | 17,521 | $980 | 03/31/2024 |
AVSD | 17,521 | $980 | 03/31/2024 |
WMS Partners LLC | 14,023 | $756 | 12/31/2023 |
AVSD | 14,023 | $756 | 12/31/2023 |
Revolve Wealth Partners LLC | 13,036 | $742 | 03/31/2024 |
AVSD | 13,036 | $742 | 03/31/2024 |
Diversified Portfolios Inc. | 11,424 | $616 | 12/31/2023 |
AVSD | 11,424 | $616 | 12/31/2023 |
Team Hewins LLC | 10,554 | $569 | 12/31/2023 |
AVSD | 10,554 | $569 | 12/31/2023 |
TCI Wealth Advisors Inc. | 7,605 | $410 | 12/31/2023 |
AVSD | 7,605 | $410 | 12/31/2023 |
Opes Wealth Management LLC | 6,512 | $351 | 12/31/2023 |
AVSD | 6,512 | $351 | 12/31/2023 |
PrairieView Partners LLC | 6,253 | $337 | 12/31/2023 |
AVSD | 6,253 | $337 | 12/31/2023 |
Plancorp LLC | 5,840 | $315 | 12/31/2023 |
AVSD | 5,840 | $315 | 12/31/2023 |
Tarbox Family Office Inc. | 4,940 | $281 | 03/31/2024 |
AVSD | 4,940 | $281 | 03/31/2024 |
WealthShield Partners LLC | 4,750 | $270 | 03/31/2024 |
AVSD | 4,750 | $270 | 03/31/2024 |
Kelman Lazarov Inc. | 4,921 | $265 | 12/31/2023 |
AVSD | 4,921 | $265 | 12/31/2023 |
Tortoise Investment Management LLC | 4,500 | $242 | 12/31/2023 |
AVSD | 4,500 | $242 | 12/31/2023 |
Evanson Asset Management LLC | 3,877 | $221 | 03/31/2024 |
AVSD | 3,877 | $221 | 03/31/2024 |
Grand Wealth Management LLC | 3,520 | $190 | 12/31/2023 |
AVSD | 3,520 | $190 | 12/31/2023 |
Orion Capital Management LLC | 2,649 | $143 | 12/31/2023 |
AVSD | 2,649 | $143 | 12/31/2023 |
Red Lighthouse Investment Management LLC | 1,045 | $56 | 12/31/2023 |
AVSD | 1,045 | $56 | 12/31/2023 |
Advisor Group Holdings Inc. | 737 | $40 | 12/31/2023 |
AVSD | 737 | $40 | 12/31/2023 |
WealthCollab LLC | 630 | $34 | 12/31/2023 |
AVSD | 630 | $34 | 12/31/2023 |
Asset Dedication LLC | 507 | $29 | 03/31/2024 |
AVSD | 507 | $29 | 03/31/2024 |
Signature Resources Capital Management LLC | 484 | $26 | 03/31/2024 |
AVSD | 484 | $26 | 03/31/2024 |
ZRC Wealth Management LLC | 447 | $25 | 03/31/2024 |
AVSD | 447 | $25 | 03/31/2024 |
Morris Financial Concepts Inc. | 37 | $2 | 03/31/2024 |
AVSD | 37 | $2 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
AVSD | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of AVSD
See Details: Top 10 Hedge Funds Holding AVSD
Also See: AVSD Holdings Changes
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