Filing Research | AVXL - ANAVEX LIFE SCIENCES CORP Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	PVG ASSET MANAGEMENT CORP	Shares	327.3KSH	$847.8K
2	Apella Capital, LLC	Shares	228.0KSH	$617.9K
3	SHEETS SMITH WEALTH MANAGEMENT	Shares	71.3KSH	$184.6K
4	180 WEALTH ADVISORS, LLC	Shares	71.0KSH	$184.0K
5	LexAurum Advisors, LLC	Shares	65.0KSH	$168.5K
6	Abel Hall, LLC	Shares	56.8KSH	$147.2K
7	Foster Victor Wealth Advisors, LLC	Shares	39.9KSH	$97.0K
8	Forum Financial Management, LP	Shares	30.1KSH	$78.0K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.1KSH	$77.8K
10	Police & Firemen's Retirement System of New Jersey	Shares	23.1KSH	$59.8K
11	Thomasville National Bank	Shares	15.0KSH	$38.9K
12	China Universal Asset Management Co., Ltd.	Shares	14.7KSH	$38.2K
13	BNC WEALTH MANAGEMENT, LLC	Shares	11.3KSH	$29.1K
14	Premier Path Wealth Partners, LLC	Shares	10.0KSH	$25.9K
15	Mirae Asset Global Investments Co., Ltd.	Shares	4.1KSH	$10.7K
16	Activest Wealth Management	Shares	4.0KSH	$10.4K
17	Spire Wealth Management	Shares	2.6KSH	$6.9K
18	IFP Advisors, Inc	Shares	2.5KSH	$6.4K
19	Farther Finance Advisors, LLC	Shares	2.4KSH	$6.1K
20	Vermillion Wealth Management, Inc.	Shares	2.0KSH	$5.2K
21	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$3.9K
22	SBI Securities Co., Ltd.	Shares	874SH	$2.3K
23	Fortitude Family Office, LLC	Shares	299SH	$774
24	Wealth Enhancement Trust Services, Inc.	Shares	238SH	$616
25	True Wealth Design, LLC	Shares	209SH	$542
26	GAMMA Investing LLC	Shares	90SH	$233
27	SJS Investment Consulting Inc.	Shares	67SH	$174
28	Capital Advisors, Ltd. LLC	Shares	484SH	$1
29	TSFG, LLC	Shares	30SH	$0

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	Abel Hall, LLC new	Shares	+56.8K	+$147.2K	$147.2K
2	Apella Capital, LLC added	Shares	+75.0K	+$60.9K	$617.9K
3	PVG ASSET MANAGEMENT CORP trimmed	Shares	-200	+$29.0K	$847.8K
4	Wealth Enhancement Trust Services, Inc. new	Shares	+238	+$616	$616
5	Fortitude Family Office, LLC added	Shares	+182	+$415	$774
6	EverSource Wealth Advisors, LLC added	Shares	+258	+$66	$3.9K
7	True Wealth Design, LLC added	Shares	+41	+$26	$542
8	Capital Advisors, Ltd. LLC new	Shares	+484	+$1	$1
9	TSFG, LLC unchanged	Shares	0	$0	$0
10	SJS Investment Consulting Inc. added	Shares	+5	-$17	$174
11	IFP Advisors, Inc added	Shares	+368	-$50	$6.4K
12	Farther Finance Advisors, LLC added	Shares	+107	-$871	$6.1K
13	GAMMA Investing LLC trimmed	Shares	-290	-$934	$233
14	Vermillion Wealth Management, Inc. unchanged	Shares	0	-$960	$5.2K
15	Spire Wealth Management unchanged	Shares	0	-$1.3K	$6.9K
16	Versant Capital Management, Inc exited	Shares	-417	-$1.3K	$0
17	Clayton Financial Group LLC exited	Shares	-500	-$1.5K	$0
18	Activest Wealth Management unchanged	Shares	0	-$1.9K	$10.4K
19	SBI Securities Co., Ltd. trimmed	Shares	-705	-$2.6K	$2.3K
20	SIGNATUREFD, LLC exited	Shares	-871	-$2.7K	$0
21	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-689	-$4.1K	$10.7K
22	Premier Path Wealth Partners, LLC unchanged	Shares	0	-$4.8K	$25.9K
23	BNC WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$5.4K	$29.1K
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.6K	-$10.5K	$77.8K
25	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$11.1K	$59.8K
26	China Universal Asset Management Co., Ltd. trimmed	Shares	-1.7K	-$12.3K	$38.2K
27	Forum Financial Management, LP unchanged	Shares	0	-$14.4K	$78.0K
28	Foster Victor Wealth Advisors, LLC unchanged	Shares	0	-$27.5K	$97.0K
29	LexAurum Advisors, LLC trimmed	Shares	-2.4K	-$38.6K	$168.5K
30	HBW ADVISORY SERVICES LLC exited	Shares	-14.0K	-$43.0K	$0
31	October Effect Ltd exited	Shares	-15.3K	-$46.8K	$0
32	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-46.5K	-$177.1K	$184.6K
33	180 WEALTH ADVISORS, LLC trimmed	Shares	-48.4K	-$182.8K	$184.0K