HoldingsChannel.com
On this page, we present all of the funds holding AVSE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVSE, with a link to that fund's top holdings. The next columns indicate the amount of AVSE stock held by each of the funds holding AVSE, followed by the AVSE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 30 funds holding AVSE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by CI Private Wealth LLC. For more details on the positions held by CI Private Wealth LLC (or by any of the other funds holding AVSE), click the fund name in the "Holder" column of the funds-holding-AVSE table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 CI Private Wealth LLC | 146,561 | $7,028 | 12/31/2023 |
| AVSE | 146,561 | $7,028 | 12/31/2023 |
| Willow Creek Wealth Management Inc. | 95,985 | $4,603 | 12/31/2023 |
| AVSE | 95,985 | $4,603 | 12/31/2023 |
| Jane Street Group LLC | 83,326 | $3,996 | 12/31/2023 |
| AVSE | 83,326 | $3,996 | 12/31/2023 |
| OLD Mission Capital LLC | 70,498 | $3,381 | 12/31/2023 |
| AVSE | 70,498 | $3,381 | 12/31/2023 |
| HighTower Advisors LLC | 61,695 | $2,958 | 12/31/2023 |
| AVSE | 61,695 | $2,958 | 12/31/2023 |
| Mariner LLC | 30,054 | $1,441 | 12/31/2023 |
| AVSE | 30,054 | $1,441 | 12/31/2023 |
| Commonwealth Equity Services LLC | 28,011 | $1,374 | 03/31/2024 |
| AVSE | 28,011 | $1,374 | 03/31/2024 |
| Trademark Financial Management LLC | 23,830 | $1,143 | 12/31/2023 |
| AVSE | 23,830 | $1,143 | 12/31/2023 |
| Northland Capital Management LLC | 19,722 | $968 | 03/31/2024 |
| AVSE | 19,722 | $968 | 03/31/2024 |
| Highland Financial Advisors LLC | 15,939 | $764 | 12/31/2023 |
| AVSE | 15,939 | $764 | 12/31/2023 |
| Asset Dedication LLC | 13,786 | $678 | 03/31/2024 |
| AVSE | 13,786 | $678 | 03/31/2024 |
| Merriman Wealth Management LLC | 14,119 | $677 | 12/31/2023 |
| AVSE | 14,119 | $677 | 12/31/2023 |
| Wealthstream Advisors Inc. | 12,488 | $599 | 12/31/2023 |
| AVSE | 12,488 | $599 | 12/31/2023 |
| WMS Partners LLC | 10,830 | $519 | 12/31/2023 |
| AVSE | 10,830 | $519 | 12/31/2023 |
| Trellis Wealth Advisors LLC | 9,050 | $444 | 03/31/2024 |
| AVSE | 9,050 | $444 | 03/31/2024 |
| Plancorp LLC | 5,755 | $276 | 12/31/2023 |
| AVSE | 5,755 | $276 | 12/31/2023 |
| Tarbox Family Office Inc. | 5,471 | $268 | 03/31/2024 |
| AVSE | 5,471 | $268 | 03/31/2024 |
| Level Financial Advisors Inc. | 5,230 | $257 | 03/31/2024 |
| AVSE | 5,230 | $257 | 03/31/2024 |
| Team Hewins LLC | 5,127 | $246 | 12/31/2023 |
| AVSE | 5,127 | $246 | 12/31/2023 |
| Savant Capital LLC | 4,892 | $235 | 12/31/2023 |
| AVSE | 4,892 | $235 | 12/31/2023 |
| TCI Wealth Advisors Inc. | 4,501 | $216 | 12/31/2023 |
| AVSE | 4,501 | $216 | 12/31/2023 |
| WealthCollab LLC | 2,460 | $118 | 12/31/2023 |
| AVSE | 2,460 | $118 | 12/31/2023 |
| PrairieView Partners LLC | 1,964 | $94 | 12/31/2023 |
| AVSE | 1,964 | $94 | 12/31/2023 |
| Orion Capital Management LLC | 1,156 | $55 | 12/31/2023 |
| AVSE | 1,156 | $55 | 12/31/2023 |
| Red Lighthouse Investment Management LLC | 965 | $46 | 12/31/2023 |
| AVSE | 965 | $46 | 12/31/2023 |
| True Wealth Design LLC | 956 | $46 | 12/31/2023 |
| AVSE | 956 | $46 | 12/31/2023 |
| Grand Wealth Management LLC | 600 | $29 | 12/31/2023 |
| AVSE | 600 | $29 | 12/31/2023 |
| ZRC Wealth Management LLC | 480 | $24 | 03/31/2024 |
| AVSE | 480 | $24 | 03/31/2024 |
| Signature Resources Capital Management LLC | 166 | $8 | 03/31/2024 |
| AVSE | 166 | $8 | 03/31/2024 |
| Morris Financial Concepts Inc. | 130 | $6 | 03/31/2024 |
| AVSE | 130 | $6 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| AVSE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of AVSE
See Details: Top 10 Hedge Funds Holding AVSE
Also See: AVSE Holdings Changes
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