Institutional Holders (2026 Q1)
61 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVDS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 4.38% | 205,183 | $14.7M |
| 2 | True North Advisors, LLC | 3.35% | 409,040 | $29.4M |
| 3 | Cornerstone Wealth Partners, LLC | 3.21% | 78,805 | $5.7M |
| 4 | Nvest Wealth Strategies, Inc. | 2.82% | 56,116 | $4.0M |
| 5 | Adamsbrown Wealth Consultants LLC | 2.27% | 119,677 | $8.6M |
| 6 | Boyum Wealth Architects LLC | 1.39% | 43,374 | $3.3M |
| 7 | Lam Group, INC. | 0.83% | 20,900 | $1.5M |
| 8 | Kelman-Lazarov, Inc. | 0.51% | 49,358 | $3.5M |
| 9 | Dixon Fnancial Services, INC. | 0.47% | 14,540 | $1.0M |
| 10 | Ariadne Wealth Management, LP | 0.39% | 12,244 | $880K |
| 11 | Simplicity Wealth,LLC | 0.35% | 85,631 | $6.2M |
| 12 | Endeavor Private Wealth, INC. | 0.32% | 15,692 | $1.1M |
| 13 | Atlanta Consulting Group Advisors, LLC | 0.22% | 14,067 | $1.0M |
| 14 | Three Arch Wealth Management LLC | 0.17% | 12,975 | $932K |
| 15 | Lionshead Wealth Management, LLC | 0.16% | 3,003 | $216K |
| 16 | Integrity Wealth Solutions LLC | 0.14% | 5,060 | $364K |
| 17 | WorthPointe, LLC | 0.14% | 7,111 | $511K |
| 18 | Ruedi Wealth Management, Inc. | 0.13% | 6,766 | $486K |
| 19 | Haven Private, LLC | 0.12% | 3,843 | $276K |
| 20 | Werba Rubin Papier Wealth Management | 0.10% | 9,945 | $715K |
| 21 | Hardin Capital Partners, LLC | 0.10% | 2,884 | $207K |
| 22 | Breakwater Capital Group | 0.08% | 8,284 | $595K |
| 23 | Tillman Hartley LLC | 0.07% | 3,626 | $261K |
| 24 | Factor Wealth Management LTD | 0.05% | 3,938 | $283K |
| 25 | Dogwood Wealth Management LLC | 0.05% | 1,561 | $112K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|