$70.31

+0.61 (+0.88%)

Weekly Expected Move ±1.4%

$68 $69 $70 $71 $72

ETF AMEX · AUM $2.9B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — AVSC

267

Institutional Holders

+34 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

100

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (279 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	MERCER GLOBAL ADVISORS INC /ADV	15,209,879	1.1B	+356,106	+2.4%	7Q	SEC ↗
2	Mason Investment Advisory Services, In	3,553,024	$250M	-32,868	-0.9%	14Q	SEC ↗
3	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	1,318,011	$93M	+75,376	+6.1%	12Q	SEC ↗
4	MORGAN STANLEY	1,109,495	$78M	+87,053	+8.5%	13Q	SEC ↗
5	CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	954,982	$67M	+32,247	+3.5%	10Q	SEC ↗
6	ENVESTNET ASSET MANAGEMENT INC	778,923	$55M	+64,977	+9.1%	15Q	SEC ↗
7	Elwood & Goetz Wealth Advisory Group,	687,210	$48M	+2,997	+0.4%	14Q	SEC ↗
8	Creative Planning	646,481	$45M	-2,933	-0.5%	15Q	SEC ↗
9	AE Wealth Management LLC	563,885	$40M	-73,033	-11.5%	8Q	SEC ↗
10	AMERICAN CENTURY COMPANIES INC	537,608	$38M	+75,863	+16.4%	15Q	SEC ↗
11	LPL Financial LLC	526,290	$37M	+58,853	+12.6%	12Q	SEC ↗
12	Three Arch Wealth Management LLC	505,992	$36M	+36,745	+7.8%	3Q	SEC ↗
13	Atlantic Union Bankshares Corp	489,249	$34M	+313,411	+178.2%	11Q	SEC ↗
14	Shore Point Advisors, LLC	439,059	$31M	+35,878	+8.9%	2Q	SEC ↗
15	RETIREMENT FINANCIAL SOLUTIONS, LLC	391,883	$28M	+15,033	+4.0%	4Q	SEC ↗
16	Cornerstone Wealth Partners, LLC	357,505	$25M	+30,892	+9.5%	3Q	SEC ↗
17	FAS Wealth Partners, Inc.	306,509	$22M	+29,062	+10.5%	12Q	SEC ↗
18	PARK AVENUE SECURITIES LLC	291,044	$20M	+33,098	+12.8%	5Q	SEC ↗
19	WEST PACES ADVISORS INC.	255,132	$18M	+1,053	+0.4%	10Q	SEC ↗
20	PREVAIL INNOVATIVE WEALTH ADVISORS, LL	233,664	$16M	+32,504	+16.2%	11Q	SEC ↗
21	Simplicity Wealth,LLC	224,294	$16M	+6,346	+2.9%	6Q	SEC ↗
22	Foundations Investment Advisors, LLC	210,830	$15M	+12,202	+6.1%	14Q	SEC ↗
23	CWM, LLC	194,322	$14M	+12,691	+7.0%	6Q	SEC ↗
24	KILNER CAPITAL ADVISORS, LLC	194,167	$14M	-1,793	-0.9%	3Q	SEC ↗
25	Savant Capital, LLC	186,795	$13M	-123,466	-39.8%	4Q	SEC ↗
26	RAYMOND JAMES FINANCIAL INC	182,685	$13M	+35,238	+23.9%	7Q	SEC ↗
27	B&D White Capital Company, LLC	176,009	$12M	+35,156	+25.0%	3Q	SEC ↗
28	Corient Private Wealth LP	173,811	$12M	-53,492	-23.5%	15Q	SEC ↗
29	Focus Partners Advisor Solutions, LLC	172,349	$12M	+7,340	+4.4%	8Q	SEC ↗
30	Berger Financial Group, Inc	166,979	$12M	+13,964	+9.1%	8Q	SEC ↗
31	NORTHWEST WEALTH MANAGEMENT, LLC	149,067	$10M	+7,279	+5.1%	8Q	SEC ↗
32	Freedom Investment Management, Inc.	143,871	$10M	-17,355	-10.8%	8Q	SEC ↗
33	OneDigital Investment Advisors LLC	143,064	$10M	-363	-0.3%	13Q	SEC ↗
34	Choice Wealth Advisors LLC	136,099	$10M	+6,630	+5.1%	2Q	SEC ↗
35	Savvy Advisors, Inc.	125,769	$9M	+414	+0.3%	4Q	SEC ↗
36	APPLETON PARTNERS INC/MA NEW	117,484	$8M	—	+0.0%	1Q	SEC ↗
37	Beaird Harris Wealth Management, LLC	113,871	$8M	-1,873	-1.6%	17Q	SEC ↗
38	Foundry Financial Group, Inc.	112,200	$8M	+10,668	+10.5%	2Q	SEC ↗
39	Aprio Wealth Management, LLC	103,896	$7M	-32,179	-23.6%	3Q	SEC ↗
40	WEBSTERROGERS FINANCIAL ADVISORS, LLC	103,819	$7M	+5,277	+5.4%	16Q	SEC ↗
41	MARS JEWETT FINANCIAL GROUP, INC. NEW	100,078	$7M	—	+0.0%	1Q	SEC ↗
42	WCG Wealth Advisors LLC	95,377	$7M	+18,088	+23.4%	2Q	SEC ↗
43	LexAurum Advisors, LLC	93,329	$7M	-15,728	-14.4%	2Q	SEC ↗
44	Level Financial Advisors	92,905	$7M	+2,955	+3.3%	17Q	SEC ↗
45	Chicago Partners Investment Group LLC	91,190	$6M	+10,954	+13.7%	14Q	SEC ↗
46	COMMONWEALTH EQUITY SERVICES, LLC	87,484	$6M	-9,204	-9.5%	12Q	SEC ↗
47	MML INVESTORS SERVICES, LLC	84,509	$6M	+16,178	+23.7%	13Q	SEC ↗
48	Bauman Advisory Group, LLC	81,320	$6M	+25,432	+45.5%	2Q	SEC ↗
49	Strategic Blueprint, LLC	78,984	$6M	+803	+1.0%	3Q	SEC ↗
50	CAP Partners, LLC	78,499	$6M	+12,834	+19.5%	11Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
APPLETON PARTNERS INC/MA	117,484	$8M
MARS JEWETT FINANCIAL GROUP, INC.	100,078	$7M
QUANTUM FINANCIAL PARTNERS LLC	33,064	$2M
ETF Store, Inc.	31,344	$2M
OneAscent Financial Services LLC	26,156	$2M
J. M. Brown & Associates Inc.	24,498	$2M
FIDUCIARY FINANCIAL ADVISORS	21,982	$2M
Evanson Financial, LLC	21,813	$2M
GTS SECURITIES LLC	17,285	$1M
Modera Wealth Management, LLC	12,777	$898K
Nuveen, LLC	12,352	$868K
WealthTrak Capital Management LLC	7,619	$536K
Global Retirement Partners, LLC	5,954	$419K
Well Done, LLC	5,861	$412K
BWM Planning, LLC	5,781	$406K
Merit Financial Group, LLC	5,346	$376K
Sprinkle Financial Consultants LLC	5,343	$376K
HRT FINANCIAL LP	5,223	$367K
CAHILL FINANCIAL ADVISORS INC	4,604	$324K
Clearwater Capital Advisors, LLC	4,561	$321K

Sold Out (20)

Holder	Prev Shares	Prev Value
Wealth Management Nebraska	1,089,651	$77M
Wheelhouse Advisory Group LLC	160,205	$11M
Independent Advisor Alliance	15,753	$1M
Value Investment Professionals, LLC	12,842	$903K
KMG FIDUCIARY PARTNERS, LLC	11,090	$780K
JANE STREET GROUP, LLC	8,339	$586K
FLOW TRADERS U.S. LLC	3,815	$268K
Goepper Burkhardt LLC	3,550	$250K
Ascentis Independent Advisors	2,068	$145K
BANK OF AMERICA CORP /DE	1,726	$121K
Advisory Services Network, LLC	1,650	$116K
Wealth Watch Advisors, INC	1,417	$100K
Reyes Financial Architecture, Inc.	968	$68K
Blue Trust, Inc.	426	$30K
Root Financial Partners, LLC	392	$28K
Kingdom Financial Group LLC.	276	$19K
Measured Wealth Private Client Grou	209	$15K
AlphaCore Capital LLC	200	$14K
HARBOUR INVESTMENTS, INC.	170	$12K
ARMSTRONG ADVISORY GROUP, INC	157	$11K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
MERCER GLOBAL ADVISORS INC /ADV	+356,106	+2.4%	15,209,879
Atlantic Union Bankshares Corp	+313,411	+178.2%	489,249
MORGAN STANLEY	+87,053	+8.5%	1,109,495
AMERICAN CENTURY COMPANIES INC	+75,863	+16.4%	537,608
NORTHWESTERN MUTUAL WEALTH MANAGEME	+75,376	+6.1%	1,318,011
ENVESTNET ASSET MANAGEMENT INC	+64,977	+9.1%	778,923
LPL Financial LLC	+58,853	+12.6%	526,290
Three Arch Wealth Management LLC	+36,745	+7.8%	505,992
Shore Point Advisors, LLC	+35,878	+8.9%	439,059
RAYMOND JAMES FINANCIAL INC	+35,238	+23.9%	182,685
B&D White Capital Company, LLC	+35,156	+25.0%	176,009
PARK AVENUE SECURITIES LLC	+33,098	+12.8%	291,044
PREVAIL INNOVATIVE WEALTH ADVISORS,	+32,504	+16.2%	233,664
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	+32,247	+3.5%	954,982
Cornerstone Wealth Partners, LLC	+30,892	+9.5%	357,505
FAS Wealth Partners, Inc.	+29,062	+10.5%	306,509
Bauman Advisory Group, LLC	+25,432	+45.5%	81,320
Private Advisor Group, LLC	+19,208	+383.5%	24,217
WCG Wealth Advisors LLC	+18,088	+23.4%	95,377
MML INVESTORS SERVICES, LLC	+16,178	+23.7%	84,509

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Savant Capital, LLC	-123,466	-39.8%	186,795
AE Wealth Management LLC	-73,033	-11.5%	563,885
Networth Advisors, LLC	-58,570	-99.9%	45
Mariner, LLC	-53,540	-62.2%	32,549
Corient Private Wealth LP	-53,492	-23.5%	173,811
Mason Investment Advisory Services,	-32,868	-0.9%	3,553,024
Aprio Wealth Management, LLC	-32,179	-23.6%	103,896
SUSQUEHANNA INTERNATIONAL GROUP, LL	-31,617	-88.4%	4,161
Freedom Investment Management, Inc.	-17,355	-10.8%	143,871
LexAurum Advisors, LLC	-15,728	-14.4%	93,329
COMMONWEALTH EQUITY SERVICES, LLC	-9,204	-9.5%	87,484
Arkadios Wealth Advisors	-6,979	-45.9%	8,227
Dogwood Wealth Management LLC	-3,942	-5.8%	63,538
HighTower Advisors, LLC	-3,572	-43.9%	4,559
Avantax Planning Partners, Inc.	-3,101	-24.8%	9,395
Creative Planning	-2,933	-0.5%	646,481
Haven Private, LLC	-2,880	-4.8%	56,564
Paul R. Ried Financial Group, LLC	-2,871	-3.6%	77,739
Factor Wealth Management LTD	-2,009	-9.7%	18,806
AIRE ADVISORS, LLC	-1,879	-3.7%	48,762

AVSC Institutional Ownership

Institutional Ownership — AVSC

Ownership Trends

Top Institutional Holders (279 total)

Recent Activity

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