Institutional Holders (2026 Q2)
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. | 4.39% | 209,678 | $15.8M |
| 2 | True North Advisors, LLC | 3.23% | 449,544 | $33.8M |
| 3 | Cornerstone Wealth Partners, LLC | 3.14% | 89,637 | $6.7M |
| 4 | Adamsbrown Wealth Consultants LLC | 1.78% | 125,642 | $9.5M |
| 5 | Boyum Wealth Architects LLC | 1.38% | 46,214 | $3.5M |
| 6 | Lam Group, INC. | 0.89% | 23,860 | $1.8M |
| 7 | Kelman-Lazarov, Inc. | 0.48% | 48,834 | $3.7M |
| 8 | Dixon Fnancial Services, INC. | 0.44% | 14,540 | $1.1M |
| 9 | Ariadne Wealth Management, LP | 0.41% | 12,182 | $917K |
| 10 | Simplicity Wealth,LLC | 0.23% | 89,311 | $6.7M |
| 11 | WorthPointe, LLC | 0.16% | 8,566 | $645K |
| 12 | Three Arch Wealth Management LLC | 0.15% | 12,975 | $976K |
| 13 | Integrity Wealth Solutions LLC | 0.15% | 5,373 | $404K |
| 14 | Lionshead Wealth Management, LLC | 0.15% | 2,984 | $225K |
| 15 | Ruedi Wealth Management, Inc. | 0.12% | 6,766 | $509K |
| 16 | Haven Private, LLC | 0.11% | 3,843 | $289K |
| 17 | Hardin Capital Partners, LLC | 0.11% | 3,109 | $234K |
| 18 | Werba Rubin Papier Wealth Management | 0.09% | 9,768 | $735K |
| 19 | Breakwater Capital Group | 0.08% | 9,090 | $684K |
| 20 | Moneco Advisors, LLC | 0.07% | 16,166 | $1.2M |
| 21 | Evanson Financial, LLC | 0.06% | 17,263 | $1.3M |
| 22 | Tillman Hartley LLC | 0.06% | 3,628 | $273K |
| 23 | CoreCap Advisors, LLC | 0.05% | 22,230 | $1.7M |
| 24 | Dogwood Wealth Management LLC | 0.05% | 1,561 | $117K |
| 25 | Factor Wealth Management LTD | 0.05% | 3,982 | $300K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|