Institutional Holders (2026 Q2)
246 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVSC. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Cornerstone Wealth Partners, LLC | 12.19% | 357,505 | $26.2M |
| 2 | Kilner Capital Advisors, LLC | 12.11% | 194,167 | $14.1M |
| 3 | Mason Investment Advisory Services, Inc. | 9.91% | 3,553,024 | $260.6M |
| 4 | Shore Point Advisors, LLC | 8.02% | 439,059 | $23.4M |
| 5 | Elwood & Goetz Wealth Advisory Group, LLC | 7.46% | 687,210 | $50.4M |
| 6 | Retirement Financial Solutions, LLC | 7.07% | 391,883 | $28.7M |
| 7 | Three Arch Wealth Management LLC | 5.69% | 505,992 | $37.1M |
| 8 | Foundry Financial Group, Inc. | 3.56% | 112,200 | $8.2M |
| 9 | Choice Wealth Advisors LLC | 3.50% | 136,099 | $10.0M |
| 10 | Ridgeline Wealth, LLC | 3.23% | 75,375 | $5.5M |
| 11 | Mendota Financial Group, LLC | 3.17% | 69,707 | $5.1M |
| 12 | Bauman Advisory Group, LLC | 3.16% | 81,320 | $6.0M |
| 13 | West Paces Advisors INC. | 3.14% | 255,132 | $18.7M |
| 14 | SeedSafe Financial LLC | 3.03% | 58,188 | $3.4M |
| 15 | Freedom Investment Management, Inc. | 2.94% | 143,871 | $10.6M |
| 16 | CAP Partners, LLC | 2.82% | 78,499 | $5.8M |
| 17 | Prevail Innovative Wealth Advisors, LLC | 2.55% | 233,664 | $17.1M |
| 18 | Paul R. Ried Financial Group, LLC | 2.49% | 77,739 | $5.7M |
| 19 | Websterrogers Financial Advisors, LLC | 1.95% | 103,819 | $7.6M |
| 20 | ETF Store, Inc. | 1.92% | 31,344 | $2.3M |
| 21 | Dogwood Wealth Management LLC | 1.84% | 63,538 | $4.7M |
| 22 | Haven Private, LLC | 1.58% | 56,564 | $4.1M |
| 23 | Level Financial Advisors | 1.52% | 92,905 | $6.8M |
| 24 | Allodium Investment Consultants, LLC | 1.52% | 48,854 | $3.6M |
| 25 | Mars Jewett Financial Group, INC. | 1.49% | 100,078 | $7.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|