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Funds Holding AIF

On this page, we present all of the funds holding AIF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AIF, with a link to that fund's top holdings. The next columns indicate the amount of AIF stock held by each of the funds holding AIF, followed by the AIF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 48 funds holding AIF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Pathstone Holdings LLC. For more details on the positions held by Pathstone Holdings LLC (or by any of the other funds holding AIF), click the fund name in the "Holder" column of the funds-holding-AIF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Pathstone Holdings LLC980,866$13,693 12/31/2023
     AIF980,866$13,693 12/31/2023
Morgan Stanley774,110$10,807 12/31/2023
     AIF774,110$10,807 12/31/2023
Wells Fargo & Company MN441,756$6,167 12/31/2023
     AIF441,756$6,167 12/31/2023
Foundations Investment Advisors LLC252,181$3,636 12/31/2023
     AIF252,181$3,636 12/31/2023
Invesco Ltd.210,624$2,940 12/31/2023
     AIF210,624$2,940 12/31/2023
LPL Financial LLC168,526$2,353 12/31/2023
     AIF168,526$2,353 12/31/2023
Guggenheim Capital LLC138,148$1,929 12/31/2023
     AIF138,148$1,929 12/31/2023
Bank of America Corp DE132,075$1,844 12/31/2023
     AIF132,075$1,844 12/31/2023
Royal Bank of Canada92,234$1,288 12/31/2023
     AIF92,234$1,288 12/31/2023
Citizens Business Bank80,000$1,144 03/31/2024
     AIF80,000$1,144 03/31/2024
Capital Investment Advisors LLC52,624$753 03/31/2024
     AIF52,624$753 03/31/2024
Stephens Inc. AR51,900$725 12/31/2023
     AIF51,900$725 12/31/2023
FourThought Financial Partners LLC51,175$714 12/31/2023
     AIF51,175$714 12/31/2023
Qube Research & Technologies Ltd42,634$595 12/31/2023
     AIF42,634$595 12/31/2023
Bulldog Investors LLC37,375$522 12/31/2023
     AIF37,375$522 12/31/2023
Raymond James & Associates33,913$485 03/31/2024
     AIF33,913$485 03/31/2024
Oppenheimer & Co. Inc.28,300$395 12/31/2023
     AIF28,300$395 12/31/2023
Nottingham Advisors Inc.27,208$380 12/31/2023
     AIF27,208$380 12/31/2023
Kestra Advisory Services LLC27,245$380 12/31/2023
     AIF27,245$380 12/31/2023
UBS Group AG26,198$366 12/31/2023
     AIF26,198$366 12/31/2023
Atria Wealth Solutions Inc.26,000$363 12/31/2023
     AIF26,000$363 12/31/2023
Advisor Group Holdings Inc.25,221$352 12/31/2023
     AIF25,221$352 12/31/2023
Walled Lake Planning & Wealth Management LLC23,590$329 12/31/2023
     AIF23,590$329 12/31/2023
Envestnet Asset Management Inc.23,099$322 12/31/2023
     AIF23,099$322 12/31/2023
Principal Securities Inc.22,309$311 12/31/2023
     AIF22,309$311 12/31/2023
Capital Market Strategies LLC21,547$308 03/31/2024
     AIF21,547$308 03/31/2024
Cetera Advisors LLC21,612$302 12/31/2023
     AIF21,612$302 12/31/2023
Jones Road Capital Management L.P.21,615$302 12/31/2023
     AIF21,615$302 12/31/2023
Westchester Capital Management LLC21,512$300 12/31/2023
     AIF21,512$300 12/31/2023
Stifel Financial Corp17,586$246 12/31/2023
     AIF17,586$246 12/31/2023
Prevail Innovative Wealth Advisors LLC16,917$236 12/31/2023
     AIF16,917$236 12/31/2023
Moors & Cabot Inc.16,750$234 12/31/2023
     AIF16,750$234 12/31/2023
Ausdal Financial Partners Inc.16,285$233 03/31/2024
     AIF16,285$233 03/31/2024
Redmont Wealth Advisors LLC16,040$229 03/31/2024
     AIF16,040$229 03/31/2024
JPMorgan Chase & Co.16,144$225 12/31/2023
     AIF16,144$225 12/31/2023
Regions Financial Corp15,000$214 03/31/2024
     AIF15,000$214 03/31/2024
Congress Park Capital LLC12,500$179 03/31/2024
     AIF12,500$179 03/31/2024
Sovereign Financial Group Inc.10,293$147 03/31/2024
     AIF10,293$147 03/31/2024
Virtu Financial LLC10,288$144 12/31/2023
     AIF10,288$144 12/31/2023
Apollo Management Holdings L.P.5,236$73 12/31/2023
     AIF5,236$73 12/31/2023
GPS Wealth Strategies Group LLC3,752$52 12/31/2023
     AIF3,752$52 12/31/2023
Northwestern Mutual Wealth Management Co.3,114$43 12/31/2023
     AIF3,114$43 12/31/2023
FinTrust Capital Advisors LLC2,635$37 12/31/2023
     AIF2,635$37 12/31/2023
GWM Advisors LLC2,299$32 12/31/2023
     AIF2,299$32 12/31/2023
Advisory Services Network LLC833$12 12/31/2023
     AIF833$12 12/31/2023
Comerica Bank311$4 12/31/2023
     AIF311$4 12/31/2023
Larson Financial Group LLC85$1 12/31/2023
     AIF85$1 12/31/2023
WealthCollab LLC100$1 12/31/2023
     AIF100$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     AIF0$0 12/31/2023

See Summary: Institutional Holders of AIF
See Details: Top 10 Hedge Funds Holding AIF
Also See: AIF Insider Buying
Also See: AIF Holdings Changes

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