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On this page, we present all of the funds holding AVUS from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding AVUS, with a link to that fund's top holdings. The next columns
indicate the amount of AVUS stock held by each of the funds holding AVUS, followed by the AVUS position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 334 funds holding AVUS within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Annex Advisory Services LLC. For more details on the positions held by Annex Advisory Services LLC
(or by any of the other funds holding AVUS), click the fund name in the "Holder" column of the funds-holding-AVUS table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Annex Advisory Services LLC | 2,589,189 | $231,732 | 03/31/2024 | AVUS | 2,589,189 | $231,732 | 03/31/2024 | American Century Companies Inc. | 2,756,550 | $224,797 | 12/31/2023 | AVUS | 2,756,550 | $224,797 | 12/31/2023 | Allworth Financial LP | 2,246,289 | $201,043 | 03/31/2024 | AVUS | 2,246,289 | $201,043 | 03/31/2024 | HighTower Advisors LLC | 1,753,948 | $143,034 | 12/31/2023 | AVUS | 1,753,948 | $143,034 | 12/31/2023 | Pacific Life Fund Advisors LLC | 1,560,168 | $139,635 | 03/31/2024 | AVUS | 1,560,168 | $139,635 | 03/31/2024 | Creative Planning | 1,464,376 | $119,420 | 12/31/2023 | AVUS | 1,464,376 | $119,420 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 1,392,712 | $113,575 | 12/31/2023 | AVUS | 1,392,712 | $113,575 | 12/31/2023 | Envestnet Asset Management Inc. | 1,354,623 | $110,470 | 12/31/2023 | AVUS | 1,354,623 | $110,470 | 12/31/2023 | Vista Wealth Management Group LLC | 1,244,601 | $101,497 | 12/31/2023 | AVUS | 1,244,601 | $101,497 | 12/31/2023 | LPL Financial LLC | 1,239,285 | $101,064 | 12/31/2023 | AVUS | 1,239,285 | $101,064 | 12/31/2023 | RVW Wealth LLC | 1,112,935 | $99,608 | 03/31/2024 | AVUS | 1,112,935 | $99,608 | 03/31/2024 | Waypoint Wealth Partners Inc. | 940,922 | $84,213 | 03/31/2024 | AVUS | 940,922 | $84,213 | 03/31/2024 | Morgan Stanley | 949,947 | $77,468 | 12/31/2023 | AVUS | 949,947 | $77,468 | 12/31/2023 | Quantum Financial Advisors LLC | 860,867 | $77,048 | 03/31/2024 | AVUS | 860,867 | $77,048 | 03/31/2024 | JPMorgan Chase & Co. | 909,083 | $74,136 | 12/31/2023 | AVUS | 909,083 | $74,136 | 12/31/2023 | Great Point Wealth Advisors LLC | 838,562 | $68,385 | 12/31/2023 | AVUS | 838,562 | $68,385 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 759,511 | $67,976 | 03/31/2024 | AVUS | 759,511 | $67,976 | 03/31/2024 | WMS Partners LLC | 726,614 | $59,255 | 12/31/2023 | AVUS | 726,614 | $59,255 | 12/31/2023 | Modera Wealth Management LLC | 710,877 | $57,972 | 12/31/2023 | AVUS | 710,877 | $57,972 | 12/31/2023 | Resources Investment Advisors LLC. | 705,412 | $57,526 | 12/31/2023 | AVUS | 705,412 | $57,526 | 12/31/2023 | CI Private Wealth LLC | 695,249 | $56,698 | 12/31/2023 | AVUS | 695,249 | $56,698 | 12/31/2023 | Full Sail Capital LLC | 691,744 | $56,412 | 12/31/2023 | AVUS | 691,744 | $56,412 | 12/31/2023 | BCR Wealth Strategies LLC | 624,764 | $50,949 | 12/31/2023 | AVUS | 624,764 | $50,949 | 12/31/2023 | Werba Rubin Papier Wealth Management | 579,262 | $47,239 | 12/31/2023 | AVUS | 579,262 | $47,239 | 12/31/2023 | Smith Anglin Financial LLC | 502,863 | $45,006 | 03/31/2024 | AVUS | 502,863 | $45,006 | 03/31/2024 | Plancorp LLC | 524,593 | $42,781 | 12/31/2023 | AVUS | 524,593 | $42,781 | 12/31/2023 | SC&H Financial Advisors Inc. | 472,464 | $38,529 | 12/31/2023 | AVUS | 472,464 | $38,529 | 12/31/2023 | AWM Capital LLC | 428,882 | $38,385 | 03/31/2024 | AVUS | 428,882 | $38,385 | 03/31/2024 | B&D White Capital Company LLC | 458,980 | $37,430 | 12/31/2023 | AVUS | 458,980 | $37,430 | 12/31/2023 | McGlone Suttner Wealth Management Inc. | 412,950 | $36,959 | 03/31/2024 | AVUS | 412,950 | $36,959 | 03/31/2024 | Strategic Blueprint LLC | 405,374 | $36,281 | 03/31/2024 | AVUS | 405,374 | $36,281 | 03/31/2024 | Park Avenue Securities LLC | 405,027 | $36,250 | 03/31/2024 | AVUS | 405,027 | $36,250 | 03/31/2024 | Rockwood Wealth Management LLC | 396,107 | $35,452 | 03/31/2024 | AVUS | 396,107 | $35,452 | 03/31/2024 | Bank of America Corp DE | 430,910 | $35,141 | 12/31/2023 | AVUS | 430,910 | $35,141 | 12/31/2023 | Red Lighthouse Investment Management LLC | 429,541 | $35,029 | 12/31/2023 | AVUS | 429,541 | $35,029 | 12/31/2023 | JRM Investment Counsel LLC | 419,281 | $34,192 | 12/31/2023 | AVUS | 419,281 | $34,192 | 12/31/2023 | Leo Wealth LLC | 388,490 | $32,708 | 12/31/2023 | AVUS | 388,490 | $32,708 | 12/31/2023 | WMG Financial Advisors LLC | 366,416 | $29,881 | 12/31/2023 | AVUS | 366,416 | $29,881 | 12/31/2023 | Commonwealth Equity Services LLC | 366,372 | $29,878 | 12/31/2023 | AVUS | 366,372 | $29,878 | 12/31/2023 | Buckingham Strategic Wealth LLC | 348,887 | $28,452 | 12/31/2023 | AVUS | 348,887 | $28,452 | 12/31/2023 | Warren Averett Asset Management LLC | 320,287 | $26,119 | 12/31/2023 | AVUS | 320,287 | $26,119 | 12/31/2023 | Bank of New York Mellon Corp | 285,319 | $25,536 | 03/31/2024 | AVUS | 285,319 | $25,536 | 03/31/2024 | Websterrogers Financial Advisors LLC | 309,166 | $25,213 | 12/31/2023 | AVUS | 309,166 | $25,213 | 12/31/2023 | WCG Wealth Advisors LLC | 308,807 | $25,183 | 12/31/2023 | AVUS | 308,807 | $25,183 | 12/31/2023 | Wells Fargo & Company MN | 302,053 | $24,632 | 12/31/2023 | AVUS | 302,053 | $24,632 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 260,013 | $23,271 | 03/31/2024 | AVUS | 260,013 | $23,271 | 03/31/2024 | Continuum Wealth Advisors LLC | 273,333 | $22,290 | 12/31/2023 | AVUS | 273,333 | $22,290 | 12/31/2023 | Waypoint Capital Advisors LLC | 255,181 | $20,810 | 12/31/2023 | AVUS | 255,181 | $20,810 | 12/31/2023 | Trellis Wealth Advisors LLC | 231,439 | $20,714 | 03/31/2024 | AVUS | 231,439 | $20,714 | 03/31/2024 | Acorn Financial Advisory Services Inc. ADV | 248,434 | $20,201 | 12/31/2023 | AVUS | 248,434 | $20,201 | 12/31/2023 | Signature Resources Capital Management LLC | 243,333 | $19,844 | 03/31/2024 | AVUS | 243,333 | $19,844 | 03/31/2024 | Bull Oak Capital LLC | 221,424 | $19,817 | 03/31/2024 | AVUS | 221,424 | $19,817 | 03/31/2024 | MML Investors Services LLC | 234,641 | $19,135 | 12/31/2023 | AVUS | 234,641 | $19,135 | 12/31/2023 | BSW Wealth Partners | 212,215 | $18,993 | 03/31/2024 | AVUS | 212,215 | $18,993 | 03/31/2024 | Raymond James & Associates | 211,056 | $18,890 | 03/31/2024 | AVUS | 211,056 | $18,890 | 03/31/2024 | REDW Wealth LLC | 228,571 | $18,640 | 12/31/2023 | AVUS | 228,571 | $18,640 | 12/31/2023 | Pensionmark Financial Group LLC | 227,471 | $18,550 | 12/31/2023 | AVUS | 227,471 | $18,550 | 12/31/2023 | Apella Capital LLC | 208,575 | $18,511 | 03/31/2024 | AVUS | 208,575 | $18,511 | 03/31/2024 | Highland Financial Advisors LLC | 223,159 | $18,199 | 12/31/2023 | AVUS | 223,159 | $18,199 | 12/31/2023 | Divergent Planning LLC | 201,322 | $17,972 | 03/31/2024 | AVUS | 201,322 | $17,972 | 03/31/2024 | WorthPointe LLC | 219,619 | $17,910 | 12/31/2023 | AVUS | 219,619 | $17,910 | 12/31/2023 | Sax Wealth Advisors LLC | 214,672 | $17,507 | 12/31/2023 | AVUS | 214,672 | $17,507 | 12/31/2023 | Tortoise Investment Management LLC | 212,258 | $17,310 | 12/31/2023 | AVUS | 212,258 | $17,310 | 12/31/2023 | Henrickson Nauta Wealth Advisors Inc. | 192,009 | $16,828 | 03/31/2024 | AVUS | 192,009 | $16,828 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 201,341 | $16,419 | 12/31/2023 | AVUS | 201,341 | $16,419 | 12/31/2023 | Glenview Trust Co | 198,636 | $16,199 | 12/31/2023 | AVUS | 198,636 | $16,199 | 12/31/2023 | Bridgewater Advisors Inc. | 193,521 | $15,782 | 12/31/2023 | AVUS | 193,521 | $15,782 | 12/31/2023 | Buttonwood Financial Group LLC | 176,266 | $15,776 | 03/31/2024 | AVUS | 176,266 | $15,776 | 03/31/2024 | Chicago Partners Investment Group LLC | 179,706 | $15,510 | 03/31/2024 | AVUS | 179,706 | $15,510 | 03/31/2024 | Legacy Financial Group Inc. | 186,856 | $15,238 | 12/31/2023 | AVUS | 186,856 | $15,238 | 12/31/2023 | Cardiff Park Advisors LLC | 181,256 | $14,781 | 12/31/2023 | AVUS | 181,256 | $14,781 | 12/31/2023 | Mariner LLC | 174,153 | $14,202 | 12/31/2023 | AVUS | 174,153 | $14,202 | 12/31/2023 | CVA Family Office LLC | 148,713 | $13,310 | 03/31/2024 | AVUS | 148,713 | $13,310 | 03/31/2024 | Zhang Financial LLC | 143,143 | $12,811 | 03/31/2024 | AVUS | 143,143 | $12,811 | 03/31/2024 | Acropolis Investment Management LLC | 142,840 | $12,784 | 03/31/2024 | AVUS | 142,840 | $12,784 | 03/31/2024 | Auxano Advisors LLC | 152,022 | $12,397 | 12/31/2023 | AVUS | 152,022 | $12,397 | 12/31/2023 | LexAurum Advisors LLC | 133,745 | $11,970 | 03/31/2024 | AVUS | 133,745 | $11,970 | 03/31/2024 | Financial Advisory Service Inc. | 145,869 | $11,896 | 12/31/2023 | AVUS | 145,869 | $11,896 | 12/31/2023 | Grand Wealth Management LLC | 139,255 | $11,356 | 12/31/2023 | AVUS | 139,255 | $11,356 | 12/31/2023 | Strategic Financial Concepts LLC | 125,974 | $11,275 | 03/31/2024 | AVUS | 125,974 | $11,275 | 03/31/2024 | Cresset Asset Management LLC | 138,000 | $11,254 | 12/31/2023 | AVUS | 138,000 | $11,254 | 12/31/2023 | HTG Investment Advisors Inc. | 137,390 | $11,204 | 12/31/2023 | AVUS | 137,390 | $11,204 | 12/31/2023 | Herold Advisors Inc. | 134,258 | $10,949 | 12/31/2023 | AVUS | 134,258 | $10,949 | 12/31/2023 | Clarity Capital Advisors LLC | 121,509 | $10,875 | 03/31/2024 | AVUS | 121,509 | $10,875 | 03/31/2024 | Disciplina Capital Management LLC | 126,727 | $10,335 | 12/31/2023 | AVUS | 126,727 | $10,335 | 12/31/2023 | Kwmg LLC | 114,733 | $10,269 | 03/31/2024 | AVUS | 114,733 | $10,269 | 03/31/2024 | Greenspring Advisors LLC | 107,759 | $9,644 | 03/31/2024 | AVUS | 107,759 | $9,644 | 03/31/2024 | Sage Rhino Capital LLC | 105,569 | $9,448 | 03/31/2024 | AVUS | 105,569 | $9,448 | 03/31/2024 | Mattern Wealth Management LLC | 114,091 | $9,304 | 12/31/2023 | AVUS | 114,091 | $9,304 | 12/31/2023 | Tanager Wealth Management LLP | 113,146 | $9,227 | 12/31/2023 | AVUS | 113,146 | $9,227 | 12/31/2023 | Flagstone Financial Management | 111,786 | $9,116 | 12/31/2023 | AVUS | 111,786 | $9,116 | 12/31/2023 | My Personal CFO LLC | 100,351 | $8,981 | 03/31/2024 | AVUS | 100,351 | $8,981 | 03/31/2024 | Anderson Hoagland & Co. | 97,814 | $8,572 | 03/31/2024 | AVUS | 97,814 | $8,572 | 03/31/2024 | ARQ Wealth Advisors LLC | 103,361 | $8,429 | 12/31/2023 | AVUS | 103,361 | $8,429 | 12/31/2023 | Wedmont Private Capital | 91,419 | $8,113 | 03/31/2024 | AVUS | 91,419 | $8,113 | 03/31/2024 | Regatta Capital Group LLC | 90,585 | $8,107 | 03/31/2024 | AVUS | 90,585 | $8,107 | 03/31/2024 | Callan Capital LLC | 98,565 | $8,038 | 12/31/2023 | AVUS | 98,565 | $8,038 | 12/31/2023 | Trademark Financial Management LLC | 97,536 | $7,954 | 12/31/2023 | AVUS | 97,536 | $7,954 | 12/31/2023 | Gateway Wealth Partners LLC | 97,339 | $7,938 | 12/31/2023 | AVUS | 97,339 | $7,938 | 12/31/2023 | Echo Wealth Management LLC | 88,399 | $7,912 | 03/31/2024 | AVUS | 88,399 | $7,912 | 03/31/2024 | McLean Asset Management Corp | 88,907 | $7,890 | 03/31/2024 | AVUS | 88,907 | $7,890 | 03/31/2024 | Lantern Wealth Advisors LLC | 93,415 | $7,618 | 12/31/2023 | AVUS | 93,415 | $7,618 | 12/31/2023 | Brio Consultants LLC | 92,326 | $7,529 | 12/31/2023 | AVUS | 92,326 | $7,529 | 12/31/2023 | Ehrlich Financial Group | 81,573 | $7,301 | 03/31/2024 | AVUS | 81,573 | $7,301 | 03/31/2024 | Magnolia Capital Advisors LLC | 87,320 | $7,281 | 12/31/2023 | AVUS | 87,320 | $7,281 | 12/31/2023 | ML & R Wealth Management LLC | 85,469 | $6,970 | 12/31/2023 | AVUS | 85,469 | $6,970 | 12/31/2023 | Fonville Wealth Management LLC | 74,748 | $6,690 | 03/31/2024 | AVUS | 74,748 | $6,690 | 03/31/2024 | Orion Capital Management LLC | 81,590 | $6,654 | 12/31/2023 | AVUS | 81,590 | $6,654 | 12/31/2023 | Northwest Wealth Management LLC | 79,010 | $6,443 | 12/31/2023 | AVUS | 79,010 | $6,443 | 12/31/2023 | Avantax Advisory Services Inc. | 78,241 | $6,381 | 12/31/2023 | AVUS | 78,241 | $6,381 | 12/31/2023 | Great Valley Advisor Group Inc. | 77,689 | $6,336 | 12/31/2023 | AVUS | 77,689 | $6,336 | 12/31/2023 | SFG Wealth Management LLC. | 69,173 | $6,191 | 03/31/2024 | AVUS | 69,173 | $6,191 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 68,582 | $6,138 | 03/31/2024 | AVUS | 68,582 | $6,138 | 03/31/2024 | UBS Group AG | 73,120 | $5,963 | 12/31/2023 | AVUS | 73,120 | $5,963 | 12/31/2023 | Stifel Financial Corp | 72,741 | $5,932 | 12/31/2023 | AVUS | 72,741 | $5,932 | 12/31/2023 | Versant Capital Management Inc | 66,107 | $5,917 | 03/31/2024 | AVUS | 66,107 | $5,917 | 03/31/2024 | Kestra Advisory Services LLC | 72,026 | $5,874 | 12/31/2023 | AVUS | 72,026 | $5,874 | 12/31/2023 | STA Wealth Management LLC | 71,318 | $5,816 | 12/31/2023 | AVUS | 71,318 | $5,816 | 12/31/2023 | Meredith Wealth Planning | 64,409 | $5,765 | 03/31/2024 | AVUS | 64,409 | $5,765 | 03/31/2024 | True Wealth Design LLC | 70,395 | $5,741 | 12/31/2023 | AVUS | 70,395 | $5,741 | 12/31/2023 | Vannoy Advisory Group Inc. | 70,142 | $5,720 | 12/31/2023 | AVUS | 70,142 | $5,720 | 12/31/2023 | Foundations Investment Advisors LLC | 68,936 | $5,705 | 12/31/2023 | AVUS | 68,936 | $5,705 | 12/31/2023 | Mutual Advisors LLC | 68,931 | $5,621 | 12/31/2023 | AVUS | 68,931 | $5,621 | 12/31/2023 | CWM LLC | 61,145 | $5,472 | 03/31/2024 | AVUS | 61,145 | $5,472 | 03/31/2024 | Forum Financial Management LP | 66,231 | $5,401 | 12/31/2023 | AVUS | 66,231 | $5,401 | 12/31/2023 | Private Advisor Group LLC | 64,903 | $5,293 | 12/31/2023 | AVUS | 64,903 | $5,293 | 12/31/2023 | Financial Symmetry Inc | 63,825 | $5,227 | 12/31/2023 | AVUS | 63,825 | $5,227 | 12/31/2023 | Canvas Wealth Advisors LLC | 59,805 | $5,081 | 03/31/2024 | AVUS | 59,805 | $5,081 | 03/31/2024 | Bayshore Asset Management LLC | 62,301 | $5,081 | 12/31/2023 | AVUS | 62,301 | $5,081 | 12/31/2023 | Farther Finance Advisors LLC | 59,529 | $4,855 | 12/31/2023 | AVUS | 59,529 | $4,855 | 12/31/2023 | Perigon Wealth Management LLC | 58,398 | $4,762 | 12/31/2023 | AVUS | 58,398 | $4,762 | 12/31/2023 | SOL Capital Management CO | 52,771 | $4,723 | 03/31/2024 | AVUS | 52,771 | $4,723 | 03/31/2024 | Quarry Hill Advisors LLC | 51,864 | $4,642 | 03/31/2024 | AVUS | 51,864 | $4,642 | 03/31/2024 | Capital Group Private Client Services Inc. | 56,165 | $4,580 | 12/31/2023 | AVUS | 56,165 | $4,580 | 12/31/2023 | Morling Financial Advisors LLC | 54,909 | $4,478 | 12/31/2023 | AVUS | 54,909 | $4,478 | 12/31/2023 | HB Wealth Management LLC | 54,901 | $4,477 | 12/31/2023 | AVUS | 54,901 | $4,477 | 12/31/2023 | Geometric Wealth Advisors | 52,825 | $4,308 | 12/31/2023 | AVUS | 52,825 | $4,308 | 12/31/2023 | IHT Wealth Management LLC | 52,662 | $4,295 | 12/31/2023 | AVUS | 52,662 | $4,295 | 12/31/2023 | Cornerstone Wealth Management LLC | 47,267 | $4,230 | 03/31/2024 | AVUS | 47,267 | $4,230 | 03/31/2024 | EverSource Wealth Advisors LLC | 50,733 | $4,137 | 12/31/2023 | AVUS | 50,733 | $4,137 | 12/31/2023 | L & S Advisors Inc | 50,665 | $4,132 | 12/31/2023 | AVUS | 50,665 | $4,132 | 12/31/2023 | Facet Wealth Inc. | 47,685 | $3,965 | 12/31/2023 | AVUS | 47,685 | $3,965 | 12/31/2023 | MN Wealth Advisors LLC | 48,509 | $3,956 | 12/31/2023 | AVUS | 48,509 | $3,956 | 12/31/2023 | Fielder Capital Group LLC | 43,868 | $3,926 | 03/31/2024 | AVUS | 43,868 | $3,926 | 03/31/2024 | Castle Wealth Management LLC | 47,359 | $3,862 | 12/31/2023 | AVUS | 47,359 | $3,862 | 12/31/2023 | Seed Wealth Management Inc. | 42,530 | $3,797 | 03/31/2024 | AVUS | 42,530 | $3,797 | 03/31/2024 | Flow Traders U.S. LLC | 42,593 | $3,473 | 12/31/2023 | AVUS | 42,593 | $3,473 | 12/31/2023 | Cypress Point Wealth Management LLC | 42,534 | $3,469 | 12/31/2023 | AVUS | 42,534 | $3,469 | 12/31/2023 | Lakeridge Wealth Management LLC | 42,475 | $3,464 | 12/31/2023 | AVUS | 42,475 | $3,464 | 12/31/2023 | Visionary Horizons LLC | 38,577 | $3,347 | 03/31/2024 | AVUS | 38,577 | $3,347 | 03/31/2024 | Rockefeller Capital Management L.P. | 39,916 | $3,255 | 12/31/2023 | AVUS | 39,916 | $3,255 | 12/31/2023 | North Ridge Wealth Advisors Inc. | 36,359 | $3,254 | 03/31/2024 | AVUS | 36,359 | $3,254 | 03/31/2024 | Buckingham Strategic Partners | 39,834 | $3,248 | 12/31/2023 | AVUS | 39,834 | $3,248 | 12/31/2023 | Advisor Group Holdings Inc. | 39,673 | $3,235 | 12/31/2023 | AVUS | 39,673 | $3,235 | 12/31/2023 | Annandale Capital LLC | 39,173 | $3,195 | 12/31/2023 | AVUS | 39,173 | $3,195 | 12/31/2023 | Royal Bank of Canada | 37,847 | $3,087 | 12/31/2023 | AVUS | 37,847 | $3,087 | 12/31/2023 | Prosperity Planning Inc. | 31,972 | $2,861 | 03/31/2024 | AVUS | 31,972 | $2,861 | 03/31/2024 | Integrity Wealth Solutions LLC | 31,661 | $2,834 | 03/31/2024 | AVUS | 31,661 | $2,834 | 03/31/2024 | ZRC Wealth Management LLC | 31,290 | $2,800 | 03/31/2024 | AVUS | 31,290 | $2,800 | 03/31/2024 | Physician Wealth Solutions Inc. | 29,878 | $2,674 | 03/31/2024 | AVUS | 29,878 | $2,674 | 03/31/2024 | Pathstone Holdings LLC | 32,694 | $2,666 | 12/31/2023 | AVUS | 32,694 | $2,666 | 12/31/2023 | Silverlake Wealth Management LLC | 29,411 | $2,632 | 03/31/2024 | AVUS | 29,411 | $2,632 | 03/31/2024 | KWB Wealth | 28,695 | $2,568 | 03/31/2024 | AVUS | 28,695 | $2,568 | 03/31/2024 | Summit X LLC | 31,387 | $2,560 | 12/31/2023 | AVUS | 31,387 | $2,560 | 12/31/2023 | Intelligence Driven Advisers LLC | 30,972 | $2,537 | 12/31/2023 | AVUS | 30,972 | $2,537 | 12/31/2023 | Ruedi Wealth Management Inc. | 30,615 | $2,497 | 12/31/2023 | AVUS | 30,615 | $2,497 | 12/31/2023 | Sollinda Capital Management LLC | 27,606 | $2,471 | 03/31/2024 | AVUS | 27,606 | $2,471 | 03/31/2024 | SageView Advisory Group LLC | 29,534 | $2,463 | 12/31/2023 | AVUS | 29,534 | $2,463 | 12/31/2023 | Geneos Wealth Management Inc. | 29,855 | $2,435 | 12/31/2023 | AVUS | 29,855 | $2,435 | 12/31/2023 | Hill Investment Group Partners LLC | 29,536 | $2,409 | 12/31/2023 | AVUS | 29,536 | $2,409 | 12/31/2023 | Magnus Financial Group LLC | 28,066 | $2,289 | 12/31/2023 | AVUS | 28,066 | $2,289 | 12/31/2023 | Morris Financial Concepts Inc. | 24,668 | $2,208 | 03/31/2024 | AVUS | 24,668 | $2,208 | 03/31/2024 | Robertson Stephens Wealth Management LLC | 26,677 | $2,176 | 12/31/2023 | AVUS | 26,677 | $2,176 | 12/31/2023 | Renaissance Technologies LLC | 25,000 | $2,039 | 12/31/2023 | AVUS | 25,000 | $2,039 | 12/31/2023 | Certified Advisory Corp | 24,127 | $1,968 | 12/31/2023 | AVUS | 24,127 | $1,968 | 12/31/2023 | Lion Street Advisors LLC | 23,108 | $1,885 | 03/31/2024 | AVUS | 23,108 | $1,885 | 03/31/2024 | Captrust Financial Advisors | 23,070 | $1,881 | 12/31/2023 | AVUS | 23,070 | $1,881 | 12/31/2023 | SILVER OAK SECURITIES Inc | 22,854 | $1,864 | 12/31/2023 | AVUS | 22,854 | $1,864 | 12/31/2023 | Capital Performance Advisors LLP | 20,562 | $1,840 | 03/31/2024 | AVUS | 20,562 | $1,840 | 03/31/2024 | Vicus Capital | 20,334 | $1,820 | 03/31/2024 | AVUS | 20,334 | $1,820 | 03/31/2024 | Good Life Advisors LLC | 21,755 | $1,774 | 12/31/2023 | AVUS | 21,755 | $1,774 | 12/31/2023 | Beacon Pointe Advisors LLC | 21,040 | $1,716 | 12/31/2023 | AVUS | 21,040 | $1,716 | 12/31/2023 | Wealthsource Partners LLC | 21,029 | $1,715 | 12/31/2023 | AVUS | 21,029 | $1,715 | 12/31/2023 | Collective Family Office LLC | 18,088 | $1,619 | 03/31/2024 | AVUS | 18,088 | $1,619 | 03/31/2024 | UMB Bank N A MO | 17,111 | $1,531 | 03/31/2024 | AVUS | 17,111 | $1,531 | 03/31/2024 | Hutchens & Kramer Investment Management Group LLC | 18,484 | $1,507 | 12/31/2023 | AVUS | 18,484 | $1,507 | 12/31/2023 | Wealthcare Advisory Partners LLC | 16,549 | $1,481 | 03/31/2024 | AVUS | 16,549 | $1,481 | 03/31/2024 | Cetera Advisor Networks LLC | 18,021 | $1,470 | 12/31/2023 | AVUS | 18,021 | $1,470 | 12/31/2023 | Capital Investment Advisory Services LLC | 15,711 | $1,406 | 03/31/2024 | AVUS | 15,711 | $1,406 | 03/31/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 17,200 | $1,403 | 12/31/2023 | AVUS | 17,200 | $1,403 | 12/31/2023 | Wealth Management Partners LLC | 15,074 | $1,349 | 03/31/2024 | AVUS | 15,074 | $1,349 | 03/31/2024 | Wealthfront Advisers LLC | 14,290 | $1,279 | 03/31/2024 | AVUS | 14,290 | $1,279 | 03/31/2024 | Angeles Wealth Management LLC | 15,428 | $1,258 | 12/31/2023 | AVUS | 15,428 | $1,258 | 12/31/2023 | Atlas Wealth LLC | 15,413 | $1,257 | 12/31/2023 | AVUS | 15,413 | $1,257 | 12/31/2023 | Tanglewood Legacy Advisors LLC | 13,932 | $1,247 | 03/31/2024 | AVUS | 13,932 | $1,247 | 03/31/2024 | Trustmark National Bank Trust Department | 14,923 | $1,217 | 12/31/2023 | AVUS | 14,923 | $1,217 | 12/31/2023 | ARK & TLK Investments LLC | 14,542 | $1,186 | 12/31/2023 | AVUS | 14,542 | $1,186 | 12/31/2023 | TFB Advisors LLC | 14,438 | $1,177 | 12/31/2023 | AVUS | 14,438 | $1,177 | 12/31/2023 | United Capital Financial Advisers LLC | 14,306 | $1,167 | 12/31/2023 | AVUS | 14,306 | $1,167 | 12/31/2023 | Waterfront Wealth Inc. | 14,166 | $1,155 | 12/31/2023 | AVUS | 14,166 | $1,155 | 12/31/2023 | Valued Wealth Advisors LLC | 14,002 | $1,142 | 12/31/2023 | AVUS | 14,002 | $1,142 | 12/31/2023 | Betterment LLC | 12,956 | $1,057 | 12/31/2023 | AVUS | 12,956 | $1,057 | 12/31/2023 | Clear Harbor Asset Management LLC | 12,611 | $1,028 | 12/31/2023 | AVUS | 12,611 | $1,028 | 12/31/2023 | M&T Bank Corp | 12,597 | $1,027 | 12/31/2023 | AVUS | 12,597 | $1,027 | 12/31/2023 | Citizens & Northern Corp | 11,823 | $964 | 12/31/2023 | AVUS | 11,823 | $964 | 12/31/2023 | Garrett Investment Advisors LLC | 10,687 | $956 | 03/31/2024 | AVUS | 10,687 | $956 | 03/31/2024 | Cooper Haims Advisors LLC | 11,717 | $956 | 12/31/2023 | AVUS | 11,717 | $956 | 12/31/2023 | Savant Capital LLC | 11,683 | $953 | 12/31/2023 | AVUS | 11,683 | $953 | 12/31/2023 | USAdvisors Wealth Management LLC | 11,662 | $951 | 12/31/2023 | AVUS | 11,662 | $951 | 12/31/2023 | Heritage Financial Services LLC | 11,561 | $943 | 12/31/2023 | AVUS | 11,561 | $943 | 12/31/2023 | Eaton Cambridge Inc. | 11,310 | $922 | 12/31/2023 | AVUS | 11,310 | $922 | 12/31/2023 | Evanson Asset Management LLC | 9,714 | $869 | 03/31/2024 | AVUS | 9,714 | $869 | 03/31/2024 | GWM Advisors LLC | 10,501 | $858 | 12/31/2023 | AVUS | 10,501 | $858 | 12/31/2023 | Truepoint Inc. | 10,448 | $852 | 12/31/2023 | AVUS | 10,448 | $852 | 12/31/2023 | Signet Financial Management LLC | 9,475 | $848 | 03/31/2024 | AVUS | 9,475 | $848 | 03/31/2024 | TCG Advisory Services LLC | 10,293 | $839 | 12/31/2023 | AVUS | 10,293 | $839 | 12/31/2023 | Prevail Innovative Wealth Advisors LLC | 10,243 | $835 | 12/31/2023 | AVUS | 10,243 | $835 | 12/31/2023 | CAP Partners LLC | 9,290 | $831 | 03/31/2024 | AVUS | 9,290 | $831 | 03/31/2024 | Sunbelt Securities Inc. | 8,981 | $804 | 03/31/2024 | AVUS | 8,981 | $804 | 03/31/2024 | Austin Asset Management Co Inc | 8,979 | $804 | 03/31/2024 | AVUS | 8,979 | $804 | 03/31/2024 | Avestar Capital LLC | 9,664 | $788 | 12/31/2023 | AVUS | 9,664 | $788 | 12/31/2023 | Aprio Wealth Management LLC | 8,633 | $773 | 03/31/2024 | AVUS | 8,633 | $773 | 03/31/2024 | Level Four Advisory Services LLC | 9,450 | $771 | 12/31/2023 | AVUS | 9,450 | $771 | 12/31/2023 | EP Wealth Advisors LLC | 9,236 | $753 | 12/31/2023 | AVUS | 9,236 | $753 | 12/31/2023 | Midwest Heritage Bank FSB | 8,262 | $739 | 03/31/2024 | AVUS | 8,262 | $739 | 03/31/2024 | Lam Group Inc. | 8,025 | $718 | 03/31/2024 | AVUS | 8,025 | $718 | 03/31/2024 | Pine Harbor Wealth Management LLC | 8,781 | $716 | 12/31/2023 | AVUS | 8,781 | $716 | 12/31/2023 | Beacon Financial Group | 8,696 | $709 | 12/31/2023 | AVUS | 8,696 | $709 | 12/31/2023 | PrairieView Partners LLC | 8,680 | $708 | 12/31/2023 | AVUS | 8,680 | $708 | 12/31/2023 | Almanack Investment Partners LLC. | 8,657 | $706 | 12/31/2023 | AVUS | 8,657 | $706 | 12/31/2023 | WESPAC Advisors SoCal LLC | 7,805 | $699 | 03/31/2024 | AVUS | 7,805 | $699 | 03/31/2024 | Cetera Advisors LLC | 8,560 | $698 | 12/31/2023 | AVUS | 8,560 | $698 | 12/31/2023 | Belpointe Asset Management LLC | 8,505 | $694 | 12/31/2023 | AVUS | 8,505 | $694 | 12/31/2023 | Cozad Asset Management Inc. | 8,504 | $693 | 12/31/2023 | AVUS | 8,504 | $693 | 12/31/2023 | Bridge Advisory LLC | 7,352 | $658 | 03/31/2024 | AVUS | 7,352 | $658 | 03/31/2024 | Monument Group Wealth Advisors LLC | 8,060 | $657 | 12/31/2023 | AVUS | 8,060 | $657 | 12/31/2023 | DBK Financial Counsel LLC | 7,310 | $654 | 03/31/2024 | AVUS | 7,310 | $654 | 03/31/2024 | Oakwell Private Wealth Management LLC | 7,113 | $637 | 03/31/2024 | AVUS | 7,113 | $637 | 03/31/2024 | Willow Creek Wealth Management Inc. | 7,634 | $623 | 12/31/2023 | AVUS | 7,634 | $623 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 7,170 | $585 | 12/31/2023 | AVUS | 7,170 | $585 | 12/31/2023 | Brighton Jones LLC | 7,071 | $577 | 12/31/2023 | AVUS | 7,071 | $577 | 12/31/2023 | Simplicity Wealth LLC | 6,184 | $553 | 03/31/2024 | AVUS | 6,184 | $553 | 03/31/2024 | GPS Wealth Strategies Group LLC | 6,716 | $548 | 12/31/2023 | AVUS | 6,716 | $548 | 12/31/2023 | RMB Capital Management LLC | 6,440 | $525 | 12/31/2023 | AVUS | 6,440 | $525 | 12/31/2023 | Trilogy Capital Inc. | 5,703 | $510 | 03/31/2024 | AVUS | 5,703 | $510 | 03/31/2024 | Raymond James Trust N.A. | 5,322 | $476 | 03/31/2024 | AVUS | 5,322 | $476 | 03/31/2024 | Dynamic Advisor Solutions LLC | 5,289 | $473 | 03/31/2024 | AVUS | 5,289 | $473 | 03/31/2024 | Stratos Wealth Partners LTD. | 5,285 | $473 | 03/31/2024 | AVUS | 5,285 | $473 | 03/31/2024 | Oceanside Advisors LLC | 5,290 | $473 | 03/31/2024 | AVUS | 5,290 | $473 | 03/31/2024 | Diversified Portfolios Inc. | 5,805 | $473 | 12/31/2023 | AVUS | 5,805 | $473 | 12/31/2023 | Private Trust Co. NA | 5,252 | $470 | 03/31/2024 | AVUS | 5,252 | $470 | 03/31/2024 | Prosperity Financial Group Inc. | 5,701 | $465 | 12/31/2023 | AVUS | 5,701 | $465 | 12/31/2023 | Thrivent Financial for Lutherans | 5,647 | $461 | 12/31/2023 | AVUS | 5,647 | $461 | 12/31/2023 | Axxcess Wealth Management LLC | 5,567 | $454 | 12/31/2023 | AVUS | 5,567 | $454 | 12/31/2023 | Orion Portfolio Solutions LLC | 5,547 | $450 | 12/31/2023 | AVUS | 5,547 | $450 | 12/31/2023 | Annapolis Financial Services LLC | 4,992 | $447 | 03/31/2024 | AVUS | 4,992 | $447 | 03/31/2024 | Janney Montgomery Scott LLC | 5,486 | $447 | 12/31/2023 | AVUS | 5,486 | $447 | 12/31/2023 | Atria Wealth Solutions Inc. | 5,433 | $443 | 12/31/2023 | AVUS | 5,433 | $443 | 12/31/2023 | RFG Advisory LLC | 4,821 | $431 | 03/31/2024 | AVUS | 4,821 | $431 | 03/31/2024 | Fortitude Advisory Group L.L.C. | 5,086 | $415 | 12/31/2023 | AVUS | 5,086 | $415 | 12/31/2023 | Alpha Financial Advisors LLC | 5,065 | $413 | 12/31/2023 | AVUS | 5,065 | $413 | 12/31/2023 | Jackson Thornton Asset Management LLC | 4,851 | $396 | 12/31/2023 | AVUS | 4,851 | $396 | 12/31/2023 | Intelligent Financial Strategies | 4,850 | $395 | 12/31/2023 | AVUS | 4,850 | $395 | 12/31/2023 | Bey Douglas LLC | 4,534 | $370 | 12/31/2023 | AVUS | 4,534 | $370 | 12/31/2023 | Tillman Hartley LLC | 4,441 | $362 | 12/31/2023 | AVUS | 4,441 | $362 | 12/31/2023 | Encompass More Asset Management | 4,366 | $356 | 12/31/2023 | AVUS | 4,366 | $356 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 4,355 | $355 | 12/31/2023 | AVUS | 4,355 | $355 | 12/31/2023 | Advisory Services Network LLC | 4,337 | $354 | 12/31/2023 | AVUS | 4,337 | $354 | 12/31/2023 | SJS Investment Consulting Inc. | 3,940 | $353 | 03/31/2024 | AVUS | 3,940 | $353 | 03/31/2024 | Private Wealth Management Group LLC | 4,212 | $343 | 12/31/2023 | AVUS | 4,212 | $343 | 12/31/2023 | Commerce Bank | 4,150 | $338 | 12/31/2023 | AVUS | 4,150 | $338 | 12/31/2023 | Paragon Advisors LLC | 4,142 | $338 | 12/31/2023 | AVUS | 4,142 | $338 | 12/31/2023 | Financial Partners Group Inc | 4,008 | $327 | 12/31/2023 | AVUS | 4,008 | $327 | 12/31/2023 | Objective Capital Management LLC | 3,990 | $325 | 12/31/2023 | AVUS | 3,990 | $325 | 12/31/2023 | PCG Wealth Advisors LLC | 3,622 | $324 | 03/31/2024 | AVUS | 3,622 | $324 | 03/31/2024 | Nwam LLC | 3,967 | $324 | 12/31/2023 | AVUS | 3,967 | $324 | 12/31/2023 | Flagship Harbor Advisors LLC | 3,608 | $323 | 03/31/2024 | AVUS | 3,608 | $323 | 03/31/2024 | Tranquility Partners LLC | 3,926 | $320 | 12/31/2023 | AVUS | 3,926 | $320 | 12/31/2023 | Merriman Wealth Management LLC | 3,789 | $309 | 12/31/2023 | AVUS | 3,789 | $309 | 12/31/2023 | Life Planning Partners Inc | 3,565 | $291 | 12/31/2023 | AVUS | 3,565 | $291 | 12/31/2023 | Vickerman Investment Advisors Inc. | 3,441 | $281 | 12/31/2023 | AVUS | 3,441 | $281 | 12/31/2023 | Financial Advocates Investment Management | 3,650 | $278 | 12/31/2023 | AVUS | 3,650 | $278 | 12/31/2023 | Smith & Howard Wealth Management LLC | 3,066 | $274 | 03/31/2024 | AVUS | 3,066 | $274 | 03/31/2024 | Fisher Asset Management LLC | 3,251 | $265 | 12/31/2023 | AVUS | 3,251 | $265 | 12/31/2023 | Qube Research & Technologies Ltd | 3,148 | $257 | 12/31/2023 | AVUS | 3,148 | $257 | 12/31/2023 | Mather Group LLC. | 3,143 | $256 | 03/31/2024 | AVUS | 3,143 | $256 | 03/31/2024 | Moisand Fitzgerald Tamayo LLC | 2,796 | $250 | 03/31/2024 | AVUS | 2,796 | $250 | 03/31/2024 | Lauterbach Financial Advisors LLC | 2,991 | $244 | 12/31/2023 | AVUS | 2,991 | $244 | 12/31/2023 | Harbour Investments Inc. | 2,933 | $239 | 12/31/2023 | AVUS | 2,933 | $239 | 12/31/2023 | Comerica Bank | 2,914 | $238 | 12/31/2023 | AVUS | 2,914 | $238 | 12/31/2023 | Integrated Investment Consultants LLC | 2,635 | $236 | 03/31/2024 | AVUS | 2,635 | $236 | 03/31/2024 | Litman Gregory Asset Management LLC | 2,850 | $232 | 12/31/2023 | AVUS | 2,850 | $232 | 12/31/2023 | CRA Financial Services LLC | 2,535 | $227 | 03/31/2024 | AVUS | 2,535 | $227 | 03/31/2024 | Change Path LLC | 2,751 | $224 | 12/31/2023 | AVUS | 2,751 | $224 | 12/31/2023 | Ameritas Advisory Services LLC | 2,664 | $223 | 12/31/2023 | AVUS | 2,664 | $223 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,718 | $222 | 12/31/2023 | AVUS | 2,718 | $222 | 12/31/2023 | RSM US Wealth Management LLC | 2,696 | $220 | 12/31/2023 | AVUS | 2,696 | $220 | 12/31/2023 | NorthRock Partners LLC | 2,682 | $219 | 12/31/2023 | AVUS | 2,682 | $219 | 12/31/2023 | Calamos Wealth Management LLC | 2,673 | $218 | 12/31/2023 | AVUS | 2,673 | $218 | 12/31/2023 | GEM Asset Management LLC | 2,581 | $211 | 12/31/2023 | AVUS | 2,581 | $211 | 12/31/2023 | Crestone Asset Management LLC | 2,339 | $209 | 03/31/2024 | AVUS | 2,339 | $209 | 03/31/2024 | Evoke Wealth LLC | 2,551 | $208 | 12/31/2023 | AVUS | 2,551 | $208 | 12/31/2023 | WBH Advisory Inc. | 2,281 | $204 | 03/31/2024 | AVUS | 2,281 | $204 | 03/31/2024 | Arista Wealth Management LLC | 2,270 | $203 | 03/31/2024 | AVUS | 2,270 | $203 | 03/31/2024 | Elevate Wealth Advisory Inc. | 2,015 | $164 | 12/31/2023 | AVUS | 2,015 | $164 | 12/31/2023 | Salem Investment Counselors Inc. | 1,686 | $151 | 03/31/2024 | AVUS | 1,686 | $151 | 03/31/2024 | Clarity Asset Management Inc. | 1,647 | $134 | 12/31/2023 | AVUS | 1,647 | $134 | 12/31/2023 | First Horizon Advisors Inc. | 1,315 | $118 | 03/31/2024 | AVUS | 1,315 | $118 | 03/31/2024 | Lindbrook Capital LLC | 1,195 | $107 | 03/31/2024 | AVUS | 1,195 | $107 | 03/31/2024 | Principal Securities Inc. | 1,159 | $95 | 12/31/2023 | AVUS | 1,159 | $95 | 12/31/2023 | Spire Wealth Management | 925 | $83 | 03/31/2024 | AVUS | 925 | $83 | 03/31/2024 | Asset Dedication LLC | 615 | $57 | 03/31/2024 | AVUS | 615 | $57 | 03/31/2024 | Deutsche Bank AG | 572 | $47 | 12/31/2023 | AVUS | 572 | $47 | 12/31/2023 | Simplex Trading LLC | 500 | $44 | 03/31/2024 | AVUS | 500 | $44 | 03/31/2024 | Able Wealth Management LLC | 539 | $44 | 12/31/2023 | AVUS | 539 | $44 | 12/31/2023 | Citigroup Inc. | 445 | $36 | 12/31/2023 | AVUS | 445 | $36 | 12/31/2023 | Ronald Blue Trust Inc. | 357 | $29 | 12/31/2023 | AVUS | 357 | $29 | 12/31/2023 | CENTRAL TRUST Co | 290 | $26 | 03/31/2024 | AVUS | 290 | $26 | 03/31/2024 | Global Retirement Partners LLC | 244 | $22 | 03/31/2024 | AVUS | 244 | $22 | 03/31/2024 | JJJ Advisors Inc. | 197 | $18 | 03/31/2024 | AVUS | 197 | $18 | 03/31/2024 | Coppell Advisory Solutions LLC | 190 | $15 | 12/31/2023 | AVUS | 190 | $15 | 12/31/2023 | Cherry Tree Wealth Management LLC | 81 | $7 | 12/31/2023 | AVUS | 81 | $7 | 12/31/2023 | Global Trust Asset Management LLC | 30 | $3 | 03/31/2024 | AVUS | 30 | $3 | 03/31/2024 | SOA Wealth Advisors LLC. | 32 | $3 | 03/31/2024 | AVUS | 32 | $3 | 03/31/2024 | Headlands Technologies LLC | 40 | $3 | 12/31/2023 | AVUS | 40 | $3 | 12/31/2023 | Ambassador Advisors LLC | 36 | $3 | 12/31/2023 | AVUS | 36 | $3 | 12/31/2023 | ICA Group Wealth Management LLC | 32 | $3 | 12/31/2023 | AVUS | 32 | $3 | 12/31/2023 | Tidemark LLC | 41 | $3 | 12/31/2023 | AVUS | 41 | $3 | 12/31/2023 | Key Financial Inc | 26 | $2 | 12/31/2023 | AVUS | 26 | $2 | 12/31/2023 | Clearstead Advisors LLC | 10 | $1 | 12/31/2023 | AVUS | 10 | $1 | 12/31/2023 | Addison Advisors LLC | 7 | $1 | 12/31/2023 | AVUS | 7 | $1 | 12/31/2023 | ORG Partners LLC | 14 | $1 | 12/31/2023 | AVUS | 14 | $1 | 12/31/2023 | Sound Income Strategies LLC | 1 | $0 | 03/31/2024 | AVUS | 1 | $0 | 03/31/2024 | Proequities Inc. | 0 | $0 | 12/31/2023 | AVUS | 0 | $0 | 12/31/2023 | Nomura Asset Management Co. Ltd. | 0 | $0 | 12/31/2023 | AVUS | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of AVUS
See Details: Top 10 Hedge Funds Holding AVUS
Also See: AVUS Holdings Changes
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