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Institutional Holders of AVSU
HolderAmountPosition Size
($ in 1000's)
 As of
Merriman Wealth Management LLC282,835$15,893 12/31/2023
     AVSU282,835$15,893 12/31/2023
Clarity Asset Management Inc.269,110$15,121 12/31/2023
     AVSU269,110$15,121 12/31/2023
CI Private Wealth LLC160,143$8,998 12/31/2023
     AVSU160,143$8,998 12/31/2023
Warren Averett Asset Management LLC139,165$7,820 12/31/2023
     AVSU139,165$7,820 12/31/2023
Commonwealth Equity Services LLC112,550$6,324 12/31/2023
     AVSU112,550$6,324 12/31/2023
Northland Capital Management LLC81,933$5,033 03/31/2024
     AVSU81,933$5,033 03/31/2024
Highland Financial Advisors LLC61,925$3,480 12/31/2023
     AVSU61,925$3,480 12/31/2023
Willow Creek Wealth Management Inc.59,496$3,343 12/31/2023
     AVSU59,496$3,343 12/31/2023
HighTower Advisors LLC53,920$3,033 12/31/2023
     AVSU53,920$3,033 12/31/2023
Mariner LLC49,394$2,775 12/31/2023
     AVSU49,394$2,775 12/31/2023
Trellis Wealth Advisors LLC33,949$2,085 03/31/2024
     AVSU33,949$2,085 03/31/2024
AWM Capital LLC32,893$2,020 03/31/2024
     AVSU32,893$2,020 03/31/2024
LPL Financial LLC25,035$1,407 12/31/2023
     AVSU25,035$1,407 12/31/2023
Diversified Portfolios Inc.24,010$1,349 12/31/2023
     AVSU24,010$1,349 12/31/2023
Wealthstream Advisors Inc.23,206$1,304 12/31/2023
     AVSU23,206$1,304 12/31/2023
Trademark Financial Management LLC23,144$1,300 12/31/2023
     AVSU23,144$1,300 12/31/2023
Vista Capital Partners Inc.21,559$1,211 12/31/2023
     AVSU21,559$1,211 12/31/2023
Journey Strategic Wealth LLC21,121$1,187 12/31/2023
     AVSU21,121$1,187 12/31/2023
PrairieView Partners LLC18,566$1,043 12/31/2023
     AVSU18,566$1,043 12/31/2023
Hill Investment Group Partners LLC14,688$825 12/31/2023
     AVSU14,688$825 12/31/2023
Citadel Advisors LLC14,494$814 12/31/2023
     AVSU14,494$814 12/31/2023
Goldman Sachs Group Inc.13,136$738 12/31/2023
     AVSU13,136$738 12/31/2023
WMS Partners LLC10,397$584 12/31/2023
     AVSU10,397$584 12/31/2023
JPMorgan Chase & Co.10,336$581 12/31/2023
     AVSU10,336$581 12/31/2023
Susquehanna International Group LLP9,129$513 12/31/2023
     AVSU9,129$513 12/31/2023
Orion Capital Management LLC8,240$463 12/31/2023
     AVSU8,240$463 12/31/2023
TCI Wealth Advisors Inc.6,018$338 12/31/2023
     AVSU6,018$338 12/31/2023
Plancorp LLC5,250$295 12/31/2023
     AVSU5,250$295 12/31/2023
LexAurum Advisors LLC4,034$248 03/31/2024
     AVSU4,034$248 03/31/2024
Quarry Hill Advisors LLC4,334$244 12/31/2023
     AVSU4,334$244 12/31/2023
Kelman Lazarov Inc.4,006$225 12/31/2023
     AVSU4,006$225 12/31/2023
North Ridge Wealth Advisors Inc.3,607$222 03/31/2024
     AVSU3,607$222 03/31/2024
Tortoise Investment Management LLC3,910$220 12/31/2023
     AVSU3,910$220 12/31/2023
Red Lighthouse Investment Management LLC2,331$131 12/31/2023
     AVSU2,331$131 12/31/2023
Bfsg LLC1,300$80 03/31/2024
     AVSU1,300$80 03/31/2024
Signature Resources Capital Management LLC1,055$59 03/31/2024
     AVSU1,055$59 03/31/2024
ZRC Wealth Management LLC968$59 03/31/2024
     AVSU968$59 03/31/2024
Grand Wealth Management LLC934$52 12/31/2023
     AVSU934$52 12/31/2023
Advisor Group Holdings Inc.808$45 12/31/2023
     AVSU808$45 12/31/2023
WealthCollab LLC543$31 12/31/2023
     AVSU543$31 12/31/2023
Asset Dedication LLC345$21 03/31/2024
     AVSU345$21 03/31/2024

See All: Funds Holding AVSU
See Details: Top 10 Hedge Funds Holding AVSU
Also See: AVSU Holdings Changes

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