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Funds Holding AVSD

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Clarity Asset Management Inc.264,246$14,238 12/31/2023
     AVSD264,246$14,238 12/31/2023
Willow Creek Wealth Management Inc.196,442$10,585 12/31/2023
     AVSD196,442$10,585 12/31/2023
CI Private Wealth LLC171,482$9,240 12/31/2023
     AVSD171,482$9,240 12/31/2023
OLD Mission Capital LLC141,439$7,621 12/31/2023
     AVSD141,439$7,621 12/31/2023
Merriman Wealth Management LLC71,707$3,864 12/31/2023
     AVSD71,707$3,864 12/31/2023
Warren Averett Asset Management LLC64,757$3,489 12/31/2023
     AVSD64,757$3,489 12/31/2023
Citadel Advisors LLC58,385$3,146 12/31/2023
     AVSD58,385$3,146 12/31/2023
Commonwealth Equity Services LLC53,564$3,049 03/31/2024
     AVSD53,564$3,049 03/31/2024
HighTower Advisors LLC52,191$2,810 12/31/2023
     AVSD52,191$2,810 12/31/2023
Jane Street Group LLC43,406$2,339 12/31/2023
     AVSD43,406$2,339 12/31/2023
Mariner LLC42,018$2,264 12/31/2023
     AVSD42,018$2,264 12/31/2023
Northland Capital Management LLC38,367$2,184 03/31/2024
     AVSD38,367$2,184 03/31/2024
Highland Financial Advisors LLC28,244$1,522 12/31/2023
     AVSD28,244$1,522 12/31/2023
Trellis Wealth Advisors LLC26,486$1,508 03/31/2024
     AVSD26,486$1,508 03/31/2024
Susquehanna International Group LLP27,580$1,486 12/31/2023
     AVSD27,580$1,486 12/31/2023
Wealthstream Advisors Inc.26,465$1,426 12/31/2023
     AVSD26,465$1,426 12/31/2023
MB Generational Wealth LLC21,926$1,181 12/31/2023
     AVSD21,926$1,181 12/31/2023
Trademark Financial Management LLC19,947$1,075 12/31/2023
     AVSD19,947$1,075 12/31/2023
Henrickson Nauta Wealth Advisors Inc.17,521$980 03/31/2024
     AVSD17,521$980 03/31/2024
WMS Partners LLC14,023$756 12/31/2023
     AVSD14,023$756 12/31/2023
Revolve Wealth Partners LLC13,036$742 03/31/2024
     AVSD13,036$742 03/31/2024
Diversified Portfolios Inc.11,424$616 12/31/2023
     AVSD11,424$616 12/31/2023
Team Hewins LLC10,554$569 12/31/2023
     AVSD10,554$569 12/31/2023
TCI Wealth Advisors Inc.7,605$410 12/31/2023
     AVSD7,605$410 12/31/2023
Opes Wealth Management LLC6,512$351 12/31/2023
     AVSD6,512$351 12/31/2023
PrairieView Partners LLC6,253$337 12/31/2023
     AVSD6,253$337 12/31/2023
Plancorp LLC5,840$315 12/31/2023
     AVSD5,840$315 12/31/2023
Tarbox Family Office Inc.4,940$281 03/31/2024
     AVSD4,940$281 03/31/2024
WealthShield Partners LLC4,750$270 03/31/2024
     AVSD4,750$270 03/31/2024
Kelman Lazarov Inc.4,921$265 12/31/2023
     AVSD4,921$265 12/31/2023
Tortoise Investment Management LLC4,500$242 12/31/2023
     AVSD4,500$242 12/31/2023
Evanson Asset Management LLC3,877$221 03/31/2024
     AVSD3,877$221 03/31/2024
Grand Wealth Management LLC3,520$190 12/31/2023
     AVSD3,520$190 12/31/2023
Orion Capital Management LLC2,649$143 12/31/2023
     AVSD2,649$143 12/31/2023
Red Lighthouse Investment Management LLC1,045$56 12/31/2023
     AVSD1,045$56 12/31/2023
Advisor Group Holdings Inc.737$40 12/31/2023
     AVSD737$40 12/31/2023
WealthCollab LLC630$34 12/31/2023
     AVSD630$34 12/31/2023
Asset Dedication LLC507$29 03/31/2024
     AVSD507$29 03/31/2024
Signature Resources Capital Management LLC484$26 03/31/2024
     AVSD484$26 03/31/2024
ZRC Wealth Management LLC447$25 03/31/2024
     AVSD447$25 03/31/2024
Morris Financial Concepts Inc.37$2 03/31/2024
     AVSD37$2 03/31/2024
Proequities Inc.0$0 12/31/2023
     AVSD0$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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