AVSU(AVSU)
AVSU
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MASECO LLP | 1.31M | Jun 30, 26 | +12.55K | 23.95% |
| MERCER GLOBAL ADVISORS INC /ADV | 205.93K | Jun 30, 26 | +21.18K | 3.78% |
| Highland Financial Advisors, LLC | 175.04K | Jun 30, 26 | +24.00K | 3.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 137.23K | Jun 30, 26 | -2.75K | 2.52% |
| LPL Financial LLC | 125.78K | Jun 30, 26 | -6.25K | 2.31% |
| Waverly Advisors, LLC | 124.22K | Jun 30, 26 | -4.21K | 2.28% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 123.30K | Jun 30, 26 | -1.12K | 2.26% |
| Colony Group, LLC | 65.45K | Jun 30, 26 | -285.77K | 1.20% |
| Freedom Day Solutions, LLC | 63.25K | Jun 30, 26 | +63.25K | 1.16% |
| Clarity Asset Management, Inc. | 63.11K | Jun 30, 26 | -65.79K | 1.16% |
| CI Private Wealth, LLC | 55.72K | Jun 30, 26 | -39.88K | 1.02% |
| Trailhead Planners LLC | 52.16K | Jun 30, 26 | -57.24K | 0.96% |
| Cartesian Growth Corp | 50.53K | Jun 30, 26 | -- | 0.93% |
| Northland Capital Management LLC | 44.19K | Jun 30, 26 | -27.66K | 0.81% |
| Greenspring Advisors, LLC | 42.52K | Jun 30, 26 | -680 | 0.78% |
| EP Wealth Advisors, LLC | 39.44K | Jun 30, 26 | +1.82K | 0.72% |
| Mariner, LLC | 38.19K | Jun 30, 26 | -414 | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 37.85K | Jun 30, 26 | +2.66K | 0.69% |
| Modern Wealth Management, LLC | 33.76K | Jun 30, 26 | +12.76K | 0.62% |
| AWM CAPITAL, LLC | 33.09K | Jun 30, 26 | +11 | 0.61% |
| HighTower Advisors, LLC | 32.26K | Jun 30, 26 | -5.24K | 0.59% |
| Trellis Wealth Advisors LLC | 31.91K | Jun 30, 26 | +3 | 0.59% |
| TRUIST FINANCIAL CORP | 31.79K | Jun 30, 26 | +2.69K | 0.58% |
| Vestment Financial LLC | 29.04K | Jun 30, 26 | +2.58K | 0.53% |
| Hill Investment Group Partners, LLC | 26.69K | Jun 30, 26 | -33 | 0.49% |
| Savant Capital, LLC | 23.44K | Jun 30, 26 | -1.90K | 0.43% |
| BFSG, LLC | 21.89K | Jun 30, 26 | +156 | 0.40% |
| Diversified Portfolios, Inc. | 21.39K | Jun 30, 26 | -- | 0.39% |
| Kelman-Lazarov, Inc. | 21.19K | Jun 30, 26 | +128 | 0.39% |
| HB Wealth Management, LLC | 21.13K | Jun 30, 26 | +2 | 0.39% |
| FIDUCIARY FINANCIAL ADVISORS | 20.92K | Jun 30, 26 | +20.92K | 0.38% |
| Burton Enright Welch | 19.14K | Jun 30, 26 | -231 | 0.35% |
| VISTA CAPITAL PARTNERS, INC. | 18.19K | Jun 30, 26 | -25 | 0.33% |
| Brinker Capital Investments, LLC | 17.83K | Jun 30, 26 | -1.24K | 0.33% |
| Bridgewater Advisors Inc. | 16.19K | Jun 30, 26 | +600 | 0.30% |
| Financial Plan, Inc. | 14.25K | Jun 30, 26 | +45 | 0.26% |
| Passive Capital Management, LLC. | 13.56K | Jun 30, 26 | +13.56K | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.07K | Jun 30, 26 | -31.70K | 0.24% |
| FMB WEALTH MANAGEMENT | 11.58K | Jun 30, 26 | -- | 0.21% |
| ABLE Financial Group, LLC | 11.15K | Jun 30, 26 | -265 | 0.20% |
| Buckingham Strategic Partners | 10.79K | Jun 30, 26 | -132 | 0.20% |
| LexAurum Advisors, LLC | 10.63K | Jun 30, 26 | +717 | 0.19% |
| Beacon Pointe Advisors, LLC | 9.60K | Jun 30, 26 | -- | 0.18% |
| Kestra Advisory Services, LLC | 9.27K | Jun 30, 26 | +5.46K | 0.17% |
| Orion Capital Management LLC | 9.24K | Jun 30, 26 | +17 | 0.17% |
| EnRich Financial Partners LLC | 8.55K | Jun 30, 26 | -514 | 0.16% |
| Signature Resources Capital Management, LLC | 8.42K | Jun 30, 26 | -- | 0.15% |
| MORGAN STANLEY | 8.37K | Jun 30, 26 | -13.25K | 0.15% |
| Oak Wealth Advisors LLC | 7.61K | Jun 30, 26 | -1.03K | 0.14% |
| QUARRY HILL ADVISORS, LLC | 7.27K | Jun 30, 26 | -335 | 0.13% |
| GTS SECURITIES LLC | 6.95K | Jun 30, 26 | +6.95K | 0.13% |
| Silver Oak Advisory Group, Inc. | 6.41K | Jun 30, 26 | +6.41K | 0.12% |
| Trademark Financial Management, LLC | 6.37K | Jun 30, 26 | -293 | 0.12% |
| Henrickson Nauta Wealth Advisors, Inc. | 6.09K | Jun 30, 26 | -- | 0.11% |
| Torren Management, LLC | 5.93K | Jun 30, 26 | +2 | 0.11% |
| Austin Asset Management Co Inc | 5.91K | Jun 30, 26 | -- | 0.11% |
| CITADEL ADVISORS LLC | 5.87K | Jun 30, 26 | +834 | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 5.60K | Jun 30, 26 | +5.60K | 0.10% |
| Tortoise Investment Management, LLC | 5.32K | Jun 30, 26 | -- | 0.10% |
| Plancorp, LLC | 5.25K | Jun 30, 26 | -- | 0.10% |
| Sprinkle Financial Consultants LLC | 5.24K | Jun 30, 26 | +8 | 0.10% |
| TCI Wealth Advisors, Inc. | 5.02K | Jun 30, 26 | -- | 0.09% |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | 4.97K | Jun 30, 26 | +135 | 0.09% |
| Team Hewins, LLC | 4.84K | Jun 30, 26 | +1 | 0.09% |
| Pacific Asset Management, LLC | 4.78K | Jun 30, 26 | -94 | 0.09% |
| Cetera Investment Advisers | 4.34K | Jun 30, 26 | -81 | 0.08% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 4.04K | Jun 30, 26 | -5 | 0.07% |
| CORRECT CAPITAL WEALTH MANAGEMENT | 3.89K | Jun 30, 26 | -- | 0.07% |
| Sanchez Levi Garrett | 3.65K | Jun 30, 26 | +595 | 0.07% |
| Indivisible Partners | 3.65K | Jun 30, 26 | -15 | 0.07% |
| Werba Rubin Papier Wealth Management | 3.63K | Jun 30, 26 | -7 | 0.07% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3.51K | Jun 30, 26 | +3.51K | 0.06% |
| Wealth Enhancement Trust Services, Inc. | 3.31K | Jun 30, 26 | -399 | 0.06% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2.78K | Jun 30, 26 | -- | 0.05% |
| WealthCollab, LLC | 2.78K | Jun 30, 26 | +1.12K | 0.05% |
| True Wealth Design, LLC | 2.68K | Jun 30, 26 | +302 | 0.05% |
| CURIO WEALTH, LLC | 2.58K | Jun 30, 26 | +2 | 0.05% |
| AXXCESS WEALTH MANAGEMENT, LLC | 2.44K | Jun 30, 26 | +2.44K | 0.04% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 2.42K | Jun 30, 26 | +2.42K | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 2.19K | Jun 30, 26 | +171 | 0.04% |
| Farther Finance Advisors, LLC | 1.57K | Jun 30, 26 | +1.57K | 0.03% |
| ZRC WEALTH MANAGEMENT, LLC | 1.20K | Jun 30, 26 | +193 | 0.02% |
| Fort Vancouver Investment Management, LLC | 807 | Jun 30, 26 | +104 | 0.01% |
| ROYAL BANK OF CANADA | 583 | Jun 30, 26 | +583 | 0.01% |
| JPMORGAN CHASE & CO | 534 | Jun 30, 26 | -500 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 487 | Jun 30, 26 | +487 | 0.01% |
| Asset Dedication, LLC | 375 | Jun 30, 26 | -174 | 0.01% |
| Allworth Financial LP | 361 | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 203 | Jun 30, 26 | +203 | 0.00% |
| Silver Grove Financial Group, Inc. | 142 | Jun 30, 26 | +142 | 0.00% |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -3.11K | -- |
| GRAND WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -675 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -164 | -- |
| JOURNEY STRATEGIC WEALTH LLC | 12.51K | Mar 31, 26 | -781 | 0.23% |
| North Ridge Wealth Advisors, Inc. | 7.87K | Mar 31, 26 | -- | 0.14% |
| CWM, LLC | 1.54K | Mar 31, 26 | -- | 0.03% |
| LongView Asset Management LLC | 38.67K | Dec 31, 25 | -5.58K | 0.71% |
| Willow Creek Wealth Management Inc. | 89.98K | Sep 30, 25 | -1.81K | 1.65% |
| Wealthstream Advisors, Inc. | 41.49K | Sep 30, 25 | +3.05K | 0.76% |
| Financial Advisors, LLC | 9.60K | Sep 30, 25 | -- | 0.18% |
| PrairieView Partners, LLC | 31.22K | Jun 30, 25 | -419 | 0.57% |
| AVANTAX ADVISORY SERVICES, INC. | 6.25K | Jun 30, 25 | -644 | 0.11% |
| Parkworth Wealth Management, Inc. | 2.16K | Jun 30, 25 | +6 | 0.04% |
| Orion Portfolio Solutions, LLC | 18.12K | Mar 31, 25 | -2.85K | 0.33% |
| Merriman Wealth Management, LLC | 319.39K | Dec 31, 24 | +8.92K | 5.86% |
| WMS Partners, LLC | 23.92K | Dec 31, 24 | +586 | 0.44% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -687 | -- |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 10.34K | Sep 30, 23 | -- | 0.19% |
| Silicon Hills Wealth Management, LLC | 156.47K | Jun 30, 23 | +2.23K | 2.87% |
| CPWM, LLC | 18.68K | Sep 30, 22 | -436 | 0.34% |