Security record · archived quarter
AVSU
name pending profile ingest
16Tracked holders
0Δ holders
1.30MShares held
$99.68MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 124.02K | $11.04M | n/a | n/a |
| Q2 2026 | 19 | +3 | 865.79K | $76.63M | +4 | −2 |
| Q1 2026 | 18 | +2 | 1.25M | $92.64M | +2 | n/a |
| Q4 2025 | 16 | 0 | 1.30M | $99.68M | +1 | −1 |
| Q3 2025 | 2 | +1 | 21.76K | $1.60M | +1 | n/a |
| Q1 2025 | 1 | 0 | 14.78K | $921,868 | n/a | n/a |
| Q4 2024 | 1 | +1 | 12.23K | $808,470 | +1 | n/a |
| Q2 2024 | 1 | n/a | 20.22K | $1.25M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 351.22K | n/a | $26.80M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Corient Private Wealth LP | 191.70K | n/a | $14.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Wealth Enhancement Advisory… | 153.64K | n/a | $12.03M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 153.24K | n/a | $11.69M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 134.92K | n/a | $10.29M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 115.12K | n/a | $8.78M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Mariner, LLC | 46.46K | n/a | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 32.37K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 32.23K | n/a | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 26.68K | New | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 11 | Truist Financial Corp | 26.50K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 20.68K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 8.37K | +105.9% | $638,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 5.83K | n/a | $444,470 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 1.89K | n/a | $144,360 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cwm, Llc | 1.54K | n/a | $118,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $2.04M | 0.0% |
Exited
| Two Sigma Investments | $1.30M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 81 holders, 3.82M shares, $282.71M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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