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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Verus Financial Partners Inc. | 1,287,679 | $59,748 | 12/31/2023 |
AVSF | 1,287,679 | $59,748 | 12/31/2023 |
Pacific Life Fund Advisors LLC | 323,187 | $14,957 | 03/31/2024 |
AVSF | 323,187 | $14,957 | 03/31/2024 |
Creative Planning | 288,531 | $13,389 | 12/31/2023 |
AVSF | 288,531 | $13,389 | 12/31/2023 |
Envestnet Asset Management Inc. | 252,842 | $11,733 | 12/31/2023 |
AVSF | 252,842 | $11,733 | 12/31/2023 |
Strategic Blueprint LLC | 122,312 | $5,661 | 03/31/2024 |
AVSF | 122,312 | $5,661 | 03/31/2024 |
Mattern Wealth Management LLC | 121,127 | $5,621 | 12/31/2023 |
AVSF | 121,127 | $5,621 | 12/31/2023 |
Park Avenue Securities LLC | 112,386 | $5,201 | 03/31/2024 |
AVSF | 112,386 | $5,201 | 03/31/2024 |
LPL Financial LLC | 87,012 | $4,038 | 12/31/2023 |
AVSF | 87,012 | $4,038 | 12/31/2023 |
Plancorp LLC | 83,425 | $3,871 | 12/31/2023 |
AVSF | 83,425 | $3,871 | 12/31/2023 |
CI Private Wealth LLC | 69,121 | $3,208 | 12/31/2023 |
AVSF | 69,121 | $3,208 | 12/31/2023 |
Buckingham Strategic Partners | 67,219 | $3,119 | 12/31/2023 |
AVSF | 67,219 | $3,119 | 12/31/2023 |
Citadel Advisors LLC | 60,233 | $2,795 | 12/31/2023 |
AVSF | 60,233 | $2,795 | 12/31/2023 |
Jane Street Group LLC | 58,208 | $2,701 | 12/31/2023 |
AVSF | 58,208 | $2,701 | 12/31/2023 |
Integrated Advisors Network LLC | 57,304 | $2,659 | 12/31/2023 |
AVSF | 57,304 | $2,659 | 12/31/2023 |
Elwood & Goetz Wealth Advisory Group LLC | 40,320 | $1,866 | 03/31/2024 |
AVSF | 40,320 | $1,866 | 03/31/2024 |
Allworth Financial LP | 37,623 | $1,741 | 03/31/2024 |
AVSF | 37,623 | $1,741 | 03/31/2024 |
Tillman Hartley LLC | 35,659 | $1,655 | 12/31/2023 |
AVSF | 35,659 | $1,655 | 12/31/2023 |
Commonwealth Equity Services LLC | 33,106 | $1,536 | 12/31/2023 |
AVSF | 33,106 | $1,536 | 12/31/2023 |
EverSource Wealth Advisors LLC | 31,490 | $1,461 | 12/31/2023 |
AVSF | 31,490 | $1,461 | 12/31/2023 |
Mariner LLC | 31,460 | $1,460 | 12/31/2023 |
AVSF | 31,460 | $1,460 | 12/31/2023 |
Cardiff Park Advisors LLC | 27,882 | $1,294 | 12/31/2023 |
AVSF | 27,882 | $1,294 | 12/31/2023 |
MML Investors Services LLC | 26,171 | $1,214 | 12/31/2023 |
AVSF | 26,171 | $1,214 | 12/31/2023 |
SC&H Financial Advisors Inc. | 21,934 | $1,018 | 12/31/2023 |
AVSF | 21,934 | $1,018 | 12/31/2023 |
TFB Advisors LLC | 17,527 | $813 | 12/31/2023 |
AVSF | 17,527 | $813 | 12/31/2023 |
Apella Capital LLC | 16,859 | $777 | 03/31/2024 |
AVSF | 16,859 | $777 | 03/31/2024 |
Grand Wealth Management LLC | 15,240 | $707 | 12/31/2023 |
AVSF | 15,240 | $707 | 12/31/2023 |
Index Fund Advisors Inc. | 14,073 | $653 | 12/31/2023 |
AVSF | 14,073 | $653 | 12/31/2023 |
American Century Companies Inc. | 11,305 | $525 | 12/31/2023 |
AVSF | 11,305 | $525 | 12/31/2023 |
B&D White Capital Company LLC | 10,804 | $501 | 12/31/2023 |
AVSF | 10,804 | $501 | 12/31/2023 |
Bridge Advisory LLC | 8,877 | $411 | 03/31/2024 |
AVSF | 8,877 | $411 | 03/31/2024 |
Waypoint Capital Advisors LLC | 8,768 | $407 | 12/31/2023 |
AVSF | 8,768 | $407 | 12/31/2023 |
Lion Street Advisors LLC | 8,012 | $372 | 03/31/2024 |
AVSF | 8,012 | $372 | 03/31/2024 |
Simplicity Wealth LLC | 7,318 | $339 | 03/31/2024 |
AVSF | 7,318 | $339 | 03/31/2024 |
Nwam LLC | 7,300 | $339 | 12/31/2023 |
AVSF | 7,300 | $339 | 12/31/2023 |
Websterrogers Financial Advisors LLC | 7,203 | $334 | 12/31/2023 |
AVSF | 7,203 | $334 | 12/31/2023 |
Morris Financial Concepts Inc. | 7,048 | $326 | 03/31/2024 |
AVSF | 7,048 | $326 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 6,701 | $310 | 03/31/2024 |
AVSF | 6,701 | $310 | 03/31/2024 |
Valued Wealth Advisors LLC | 6,809 | $310 | 12/31/2023 |
AVSF | 6,809 | $310 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 6,423 | $298 | 12/31/2023 |
AVSF | 6,423 | $298 | 12/31/2023 |
Eaton Cambridge Inc. | 5,894 | $274 | 12/31/2023 |
AVSF | 5,894 | $274 | 12/31/2023 |
Oceanside Advisors LLC | 5,909 | $273 | 03/31/2024 |
AVSF | 5,909 | $273 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 5,074 | $235 | 03/31/2024 |
AVSF | 5,074 | $235 | 03/31/2024 |
Tortoise Investment Management LLC | 3,800 | $176 | 12/31/2023 |
AVSF | 3,800 | $176 | 12/31/2023 |
Red Lighthouse Investment Management LLC | 1,000 | $46 | 12/31/2023 |
AVSF | 1,000 | $46 | 12/31/2023 |
Lam Group Inc. | 45 | $2 | 03/31/2024 |
AVSF | 45 | $2 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
AVSF | 0 | $0 | 12/31/2023 |
PrairieView Partners LLC | 10 | $0 | 12/31/2023 |
AVSF | 10 | $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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