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Funds Holding AVSF

On this page, we present all of the funds holding AVSF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVSF, with a link to that fund's top holdings. The next columns indicate the amount of AVSF stock held by each of the funds holding AVSF, followed by the AVSF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 46 funds holding AVSF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Verus Financial Partners Inc.. For more details on the positions held by Verus Financial Partners Inc. (or by any of the other funds holding AVSF), click the fund name in the "Holder" column of the funds-holding-AVSF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Verus Financial Partners Inc.1,287,679$59,748 12/31/2023
     AVSF1,287,679$59,748 12/31/2023
Pacific Life Fund Advisors LLC323,187$14,957 03/31/2024
     AVSF323,187$14,957 03/31/2024
Creative Planning288,531$13,389 12/31/2023
     AVSF288,531$13,389 12/31/2023
Envestnet Asset Management Inc.252,842$11,733 12/31/2023
     AVSF252,842$11,733 12/31/2023
Strategic Blueprint LLC122,312$5,661 03/31/2024
     AVSF122,312$5,661 03/31/2024
Mattern Wealth Management LLC121,127$5,621 12/31/2023
     AVSF121,127$5,621 12/31/2023
Park Avenue Securities LLC112,386$5,201 03/31/2024
     AVSF112,386$5,201 03/31/2024
LPL Financial LLC87,012$4,038 12/31/2023
     AVSF87,012$4,038 12/31/2023
Plancorp LLC83,425$3,871 12/31/2023
     AVSF83,425$3,871 12/31/2023
CI Private Wealth LLC69,121$3,208 12/31/2023
     AVSF69,121$3,208 12/31/2023
Buckingham Strategic Partners67,219$3,119 12/31/2023
     AVSF67,219$3,119 12/31/2023
Citadel Advisors LLC60,233$2,795 12/31/2023
     AVSF60,233$2,795 12/31/2023
Jane Street Group LLC58,208$2,701 12/31/2023
     AVSF58,208$2,701 12/31/2023
Integrated Advisors Network LLC57,304$2,659 12/31/2023
     AVSF57,304$2,659 12/31/2023
Elwood & Goetz Wealth Advisory Group LLC40,320$1,866 03/31/2024
     AVSF40,320$1,866 03/31/2024
Allworth Financial LP37,623$1,741 03/31/2024
     AVSF37,623$1,741 03/31/2024
Tillman Hartley LLC35,659$1,655 12/31/2023
     AVSF35,659$1,655 12/31/2023
Commonwealth Equity Services LLC33,106$1,536 12/31/2023
     AVSF33,106$1,536 12/31/2023
EverSource Wealth Advisors LLC31,490$1,461 12/31/2023
     AVSF31,490$1,461 12/31/2023
Mariner LLC31,460$1,460 12/31/2023
     AVSF31,460$1,460 12/31/2023
Cardiff Park Advisors LLC27,882$1,294 12/31/2023
     AVSF27,882$1,294 12/31/2023
MML Investors Services LLC26,171$1,214 12/31/2023
     AVSF26,171$1,214 12/31/2023
SC&H Financial Advisors Inc.21,934$1,018 12/31/2023
     AVSF21,934$1,018 12/31/2023
TFB Advisors LLC17,527$813 12/31/2023
     AVSF17,527$813 12/31/2023
Apella Capital LLC16,859$777 03/31/2024
     AVSF16,859$777 03/31/2024
Grand Wealth Management LLC15,240$707 12/31/2023
     AVSF15,240$707 12/31/2023
Index Fund Advisors Inc.14,073$653 12/31/2023
     AVSF14,073$653 12/31/2023
American Century Companies Inc.11,305$525 12/31/2023
     AVSF11,305$525 12/31/2023
B&D White Capital Company LLC10,804$501 12/31/2023
     AVSF10,804$501 12/31/2023
Bridge Advisory LLC8,877$411 03/31/2024
     AVSF8,877$411 03/31/2024
Waypoint Capital Advisors LLC8,768$407 12/31/2023
     AVSF8,768$407 12/31/2023
Lion Street Advisors LLC8,012$372 03/31/2024
     AVSF8,012$372 03/31/2024
Simplicity Wealth LLC7,318$339 03/31/2024
     AVSF7,318$339 03/31/2024
Nwam LLC7,300$339 12/31/2023
     AVSF7,300$339 12/31/2023
Websterrogers Financial Advisors LLC7,203$334 12/31/2023
     AVSF7,203$334 12/31/2023
Morris Financial Concepts Inc.7,048$326 03/31/2024
     AVSF7,048$326 03/31/2024
Wealth Enhancement Advisory Services LLC6,701$310 03/31/2024
     AVSF6,701$310 03/31/2024
Valued Wealth Advisors LLC6,809$310 12/31/2023
     AVSF6,809$310 12/31/2023
Beaird Harris Wealth Management LLC6,423$298 12/31/2023
     AVSF6,423$298 12/31/2023
Eaton Cambridge Inc.5,894$274 12/31/2023
     AVSF5,894$274 12/31/2023
Oceanside Advisors LLC5,909$273 03/31/2024
     AVSF5,909$273 03/31/2024
Cambridge Investment Research Advisors Inc.5,074$235 03/31/2024
     AVSF5,074$235 03/31/2024
Tortoise Investment Management LLC3,800$176 12/31/2023
     AVSF3,800$176 12/31/2023
Red Lighthouse Investment Management LLC1,000$46 12/31/2023
     AVSF1,000$46 12/31/2023
Lam Group Inc.45$2 03/31/2024
     AVSF45$2 03/31/2024
Proequities Inc.0$0 12/31/2023
     AVSF0$0 12/31/2023
PrairieView Partners LLC10$0 12/31/2023
     AVSF10$0 12/31/2023

See Summary: Institutional Holders of AVSF
See Details: Top 10 Hedge Funds Holding AVSF
Also See: AVSF Holdings Changes

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