AVSF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 2.08M | $96.88M | +5 | −4 |
| Q1 2026 | 20 | +4 | 2.47M | $115.59M | +7 | −3 |
| Q4 2025 | 16 | 0 | 1.58M | $74.53M | — | — |
| Q3 2025 | 2 | +1 | 35.70K | $1.69M | +1 | — |
| Q1 2025 | 1 | 0 | 68.21K | $3.19M | — | — |
| Q4 2024 | 1 | 0 | 12.58K | $580,533 | — | — |
| Q3 2024 | 1 | 0 | 27.22K | $1.28M | — | — |
| Q2 2024 | 1 | — | 4.81K | $221,926 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 883.28K | +534.2% | $41.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 658.77K | +34.8% | $30.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Creative Planning | 399.43K | -4.1% | $18.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | American Century Companies Inc | 130.08K | +9.2% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Corient Private Wealth LP | 83.43K | -48.9% | $3.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 65.65K | New | $3.07M | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 65.65K | New | $3.07M | 0.0% | New | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 62.23K | +2.4% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 49.56K | -6.5% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mariner, LLC | 46.63K | -4.2% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 45.00K | New | $2.11M | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 25.50K | New | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 25.50K | New | $1.19M | 0.0% | New | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 7.79K | -80.4% | $365,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 5.88K | New | $275,044 | 0.0% | New | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 3.42K | +41.4% | $159,338 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.69K | +142.1% | $126,079 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 247 | New | $11,560 | 0.0% | New | 1 | SEC ↗ |
| 19 | Cwm, Llc | 99 | +9800.0% | $4,633 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 63 | New | $2,948 | 0.0% | New | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 46 | New | $2,148 | 0.0% | New | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 0 | -100.0% | $22 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Raymond James Financial Inc | $3.07M | 0.0% |
| Raymond James Financial Inc | $3.07M | 0.0% |
| Goldman Sachs Group | $2.11M | 0.0% |
| Bank of New York Mellon Corp | $1.19M | 0.0% |
| Bank of New York Mellon Corp | $1.19M | 0.0% |
| Susquehanna International… | $275,044 | 0.0% |
| Northwestern Mutual Wealth… | $11,560 | 0.0% |
| UBS Group AG | $2,948 | 0.0% |
| JPMorgan Chase | $2,148 | 0.0% |
Exited
| Citadel Advisors | $1.02M | was 0.0% |
| Ameriprise Financial Inc | $307,418 | was 0.0% |
| Bank Of America Corp /De/ | $264,006 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 111 holders, 13.38M shares, $600.99M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.