Institutional Holders (2026 Q2)
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 | 4.46% | 52,165 | $4.6M |
| 2 | Highland Financial Advisors, LLC | 3.41% | 175,042 | $15.5M |
| 3 | Maseco LLP | 3.25% | 1,305,465 | $115.6M |
| 4 | Clarity Asset Management, Inc. | 2.74% | 63,109 | $5.6M |
| 5 | Northland Capital Management LLC | 2.11% | 44,191 | $3.9M |
| 6 | Freedom Day Solutions, LLC | 1.24% | 63,253 | $5.6M |
| 7 | Vestment Financial LLC | 1.15% | 29,043 | $2.6M |
| 8 | Trellis Wealth Advisors LLC | 0.97% | 31,912 | $2.8M |
| 9 | Fmb Wealth Management | 0.38% | 11,581 | $1.0M |
| 10 | Professional Financial Solutions LLC /Adv | 0.34% | 4,967 | $440K |
| 11 | Passive Capital Management, LLC. | 0.32% | 13,564 | $1.0M |
| 12 | Oak Wealth Advisors LLC | 0.32% | 7,608 | $673K |
| 13 | Signature Resources Capital Management, LLC | 0.29% | 8,420 | $745K |
| 14 | Torren Management, LLC | 0.27% | 5,928 | $525K |
| 15 | Quarry Hill Advisors, LLC | 0.25% | 7,271 | $644K |
| 16 | Kelman-Lazarov, Inc. | 0.25% | 21,187 | $1.9M |
| 17 | Hill Investment Group Partners, LLC | 0.24% | 26,689 | $2.4M |
| 18 | Awm Capital, LLC | 0.23% | 33,091 | $2.9M |
| 19 | Trademark Financial Management, LLC | 0.23% | 6,365 | $563K |
| 20 | Greenspring Advisors, LLC | 0.21% | 42,515 | $3.8M |
| 21 | Pacific Asset Management, LLC | 0.21% | 4,784 | $423K |
| 22 | Burton Enright Welch | 0.20% | 19,135 | $1.7M |
| 23 | Sprinkle Financial Consultants LLC | 0.18% | 5,239 | $464K |
| 24 | EnRich Financial Partners LLC | 0.18% | 8,551 | $757K |
| 25 | Bfsg, LLC | 0.17% | 21,886 | $1.9M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|