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Institutions Holding AVSD (89 holders)

89 institutions currently hold AVSD, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
Northwest & Ethical Investments L.P.$145.9M3.38%
MASECO LLP$51.7M1.62%
Strategic Financial Planning, Inc.$16.8M9.86%
FMR LLC$11.8M0.00%
Corient Private Wealth LLC$10.1M0.01%
HUB Investment Partners, LLC$9.0M0.22%
MENORA MIVTACHIM HOLDINGS LTD.$8.6M0.04%
Trailhead Planners LLC$5.9M5.68%
MERCER GLOBAL ADVISORS INC /ADV$5.8M0.01%
Riverwater Partners LLC$5.6M1.86%
COMMONWEALTH EQUITY SERVICES, LLC$5.2M0.01%
Clarity Asset Management, Inc.$4.7M2.38%
LPL Financial LLC$4.5M0.00%
HighTower Advisors, LLC$4.0M0.00%
EP Wealth Advisors, LLC$3.9M0.02%
CITADEL ADVISORS LLC$3.7M0.00%
Waverly Advisors, LLC$3.0M0.02%
Focus Partners Wealth$3.0M0.00%
Greenspring Advisors, LLC$2.3M0.14%
Mason & Associates Inc$2.0M0.40%
Northland Capital Management LLC$2.0M1.11%
Highland Financial Advisors, LLC$2.0M0.53%
ENVESTNET ASSET MANAGEMENT INC$1.9M0.00%
Trellis Wealth Advisors LLC$1.8M0.70%
JANE STREET GROUP, LLC$1.6M0.00%
Revolve Wealth Partners, LLC$1.5M0.20%
Capital Analysts, LLC$1.5M0.04%
MB Generational Wealth, LLC$1.5M0.81%
Vestment Financial LLC$1.3M0.61%
Henrickson Nauta Wealth Advisors, Inc.$1.3M0.35%
Focus Partners Advisor Solutions, LLC$1.2M0.01%
Burton Enright Welch$1.1M0.15%
Mariner, LLC$1.0M0.00%
Opes Wealth Management LLC$930.5K0.15%
Savant Capital, LLC$909.6K0.00%
Bridgewater Advisors Inc.$903.7K0.05%
Team Hewins, LLC$903.6K0.27%
TRUIST FINANCIAL CORP$881.2K0.00%
JOURNEY STRATEGIC WEALTH LLC$811.7K0.02%
Trademark Financial Management, LLC$760.1K0.37%
CALTON & ASSOCIATES, INC.$749.3K0.11%
Dynamic Advisor Solutions LLC$687.1K0.02%
Diversified Portfolios, Inc.$685.6K0.06%
Financial Plan, Inc.$659.3K0.07%
Steward Partners Investment Advisory, LLC$588.6K0.00%
HB Wealth Management, LLC$544.6K0.00%
Bank of New York Mellon Corp$501.4K0.00%
Signature Resources Capital Management, LLC$477.3K0.23%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$473.6K0.00%
Plancorp, LLC$455.5K0.01%
Tortoise Investment Management, LLC$447.0K0.04%
NewEdge Advisors, LLC$443.9K0.02%
Kelman-Lazarov, Inc.$418.8K0.06%
TCI Wealth Advisors, Inc.$413.9K0.02%
FMB WEALTH MANAGEMENT$407.2K0.17%
Tarbox Family Office, Inc.$403.5K0.07%
VERUS WEALTH MANAGEMENT, LLC$390.3K0.36%
Torren Management, LLC$366.3K0.18%
North Ridge Wealth Advisors, Inc.$352.6K0.20%
Pathstone Holdings, LLC$349.6K0.00%
GTS FINANCIAL, LLC$349.5K0.28%
OSAIC HOLDINGS, INC.$347.0K0.00%
Kestra Advisory Services, LLC$328.2K0.00%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$324.7K0.11%
Oak Wealth Advisors LLC$307.5K0.17%
Evanson Asset Management, LLC$300.2K0.02%
Pacific Asset Management, LLC$286.8K0.16%
Sprinkle Financial Consultants LLC$269.9K0.12%
Caliber Wealth Management, LLC / KS$253.8K0.03%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV$236.5K0.21%
Addison Advisors LLC$223.2K0.05%
MORGAN STANLEY$219.2K0.00%
Goepper Burkhardt LLC$215.4K0.07%
Austin Asset Management Co Inc$212.1K0.03%
EnRich Financial Partners LLC$208.4K0.06%
GRAND WEALTH MANAGEMENT, LLC$206.2K0.10%
Orion Capital Management LLC$167.8K0.06%
WealthCollab, LLC$159.0K0.07%
CWM, LLC$131.6K0.00%
True Wealth Design, LLC$111.3K0.03%
Sankala Group LLC$72.6K0.06%
CURIO WEALTH, LLC$54.9K0.02%
Milestone Investment Advisors LLC$38.2K0.01%
ELEVATION WEALTH PARTNERS, LLC$35.0K0.01%
HARBOUR INVESTMENTS, INC.$21.6K0.00%
Asset Dedication, LLC$11.7K0.00%
SJS Investment Consulting Inc.$3.9K0.00%
MORRIS FINANCIAL CONCEPTS, INC.$2.7K0.00%
Atlantic Union Bankshares Corp$68.00.00%