Institutional Holders (2026 Q1)
80 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVSU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Trailhead Planners LLC | 7.76% | 109,404 | $8.1M |
| 2 | Clarity Asset Management, Inc. | 4.82% | 128,901 | $9.5M |
| 3 | Maseco LLP | 3.00% | 1,292,915 | $95.6M |
| 4 | Highland Financial Advisors, LLC | 2.95% | 151,038 | $11.2M |
| 5 | Northland Capital Management LLC | 2.90% | 71,851 | $5.3M |
| 6 | Vestment Financial LLC | 1.02% | 26,459 | $2.2M |
| 7 | Trellis Wealth Advisors LLC | 0.90% | 31,909 | $2.4M |
| 8 | Fmb Wealth Management | 0.35% | 11,581 | $856K |
| 9 | Oak Wealth Advisors LLC | 0.35% | 8,635 | $638K |
| 10 | North Ridge Wealth Advisors, Inc. | 0.33% | 7,868 | $582K |
| 11 | Professional Financial Solutions LLC /Adv | 0.32% | 4,832 | $357K |
| 12 | Signature Resources Capital Management, LLC | 0.29% | 8,420 | $622K |
| 13 | Quarry Hill Advisors, LLC | 0.26% | 7,606 | $621K |
| 14 | Trademark Financial Management, LLC | 0.24% | 6,658 | $492K |
| 15 | Orion Capital Management LLC | 0.23% | 9,221 | $682K |
| 16 | Kelman-Lazarov, Inc. | 0.22% | 21,059 | $1.6M |
| 17 | Awm Capital, LLC | 0.22% | 33,080 | $2.4M |
| 18 | Hill Investment Group Partners, LLC | 0.22% | 26,722 | $2.0M |
| 19 | Torren Management, LLC | 0.22% | 5,926 | $438K |
| 20 | Pacific Asset Management, LLC | 0.20% | 4,878 | $361K |
| 21 | Burton Enright Welch | 0.19% | 19,366 | $1.4M |
| 22 | Greenspring Advisors, LLC | 0.19% | 43,195 | $3.2M |
| 23 | Sprinkle Financial Consultants LLC | 0.18% | 5,231 | $387K |
| 24 | EnRich Financial Partners LLC | 0.18% | 9,065 | $670K |
| 25 | ABLE Financial Group, LLC | 0.17% | 11,416 | $844K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|