 |
|
|
On this page, we present all of the funds holding AIVL from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding AIVL, with a link to that fund's top holdings. The next columns
indicate the amount of AIVL stock held by each of the funds holding AIVL, followed by the AIVL position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 116 funds holding AIVL within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Noble Family Wealth LLC. For more details on the positions held by Noble Family Wealth LLC
(or by any of the other funds holding AIVL), click the fund name in the "Holder" column of the funds-holding-AIVL table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Noble Family Wealth LLC | 84,105 | $8,560 | 03/31/2024 | | AIVL | 84,105 | $8,560 | 03/31/2024 | | Jaffetilchin Investment Partners LLC | 86,515 | $8,297 | 12/31/2023 | | AIVL | 86,515 | $8,297 | 12/31/2023 | | Morgan Stanley | 79,881 | $7,661 | 12/31/2023 | | AIVL | 79,881 | $7,661 | 12/31/2023 | | Salomon & Ludwin LLC | 55,766 | $5,675 | 03/31/2024 | | AIVL | 55,766 | $5,675 | 03/31/2024 | | Commonwealth Equity Services LLC | 43,145 | $4,391 | 03/31/2024 | | AIVL | 43,145 | $4,391 | 03/31/2024 | | LPL Financial LLC | 31,402 | $3,196 | 03/31/2024 | | AIVL | 31,402 | $3,196 | 03/31/2024 | | Royal Bank of Canada | 31,386 | $3,009 | 12/31/2023 | | AIVL | 31,386 | $3,009 | 12/31/2023 | | Congress Wealth Management LLC DE | 27,000 | $2,748 | 03/31/2024 | | AIVL | 27,000 | $2,748 | 03/31/2024 | | Envestnet Asset Management Inc. | 26,072 | $2,500 | 12/31/2023 | | AIVL | 26,072 | $2,500 | 12/31/2023 | | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 23,730 | $2,276 | 12/31/2023 | | AIVL | 23,730 | $2,276 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 23,494 | $2,253 | 12/31/2023 | | AIVL | 23,494 | $2,253 | 12/31/2023 | | WealthBridge Capital Management LLC | 21,531 | $2,191 | 03/31/2024 | | AIVL | 21,531 | $2,191 | 03/31/2024 |  Susquehanna International Group LLP | | $2,123 | 03/31/2024 | | AIVL | 16,166 | $1,645 | 03/31/2024 | | Call | 4,700 | $478 | 03/31/2024 | | White Pine Investment CO | 20,241 | $2,060 | 03/31/2024 | | AIVL | 20,241 | $2,060 | 03/31/2024 | | MAI Capital Management | 18,167 | $1,849 | 03/31/2024 | | AIVL | 18,167 | $1,849 | 03/31/2024 | | RMB Capital Management LLC | 19,048 | $1,827 | 12/31/2023 | | AIVL | 19,048 | $1,827 | 12/31/2023 | | Westside Investment Management Inc. | 17,428 | $1,774 | 03/31/2024 | | AIVL | 17,428 | $1,774 | 03/31/2024 | | Well Done LLC | 15,660 | $1,594 | 03/31/2024 | | AIVL | 15,660 | $1,594 | 03/31/2024 | | Apollon Wealth Management LLC | 15,571 | $1,585 | 03/31/2024 | | AIVL | 15,571 | $1,585 | 03/31/2024 | | Prospera Financial Services Inc | 16,380 | $1,571 | 12/31/2023 | | AIVL | 16,380 | $1,571 | 12/31/2023 | | Traverso Chambers Private Wealth Management LLC | 16,326 | $1,566 | 12/31/2023 | | AIVL | 16,326 | $1,566 | 12/31/2023 | | Advisor Group Holdings Inc. | 13,903 | $1,415 | 03/31/2024 | | AIVL | 13,903 | $1,415 | 03/31/2024 | | Captrust Financial Advisors | 13,758 | $1,319 | 12/31/2023 | | AIVL | 13,758 | $1,319 | 12/31/2023 | | Cahill Financial Advisors Inc. | 13,369 | $1,282 | 12/31/2023 | | AIVL | 13,369 | $1,282 | 12/31/2023 | | Wells Fargo & Company MN | 12,275 | $1,249 | 03/31/2024 | | AIVL | 12,275 | $1,249 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 12,089 | $1,230 | 03/31/2024 | | AIVL | 12,089 | $1,230 | 03/31/2024 | | Janney Montgomery Scott LLC | 11,264 | $1,146 | 03/31/2024 | | AIVL | 11,264 | $1,146 | 03/31/2024 | | First Hawaiian Bank | 10,439 | $1,062 | 03/31/2024 | | AIVL | 10,439 | $1,062 | 03/31/2024 | | Biondo Investment Advisors LLC | 11,003 | $1,055 | 12/31/2023 | | AIVL | 11,003 | $1,055 | 12/31/2023 | | Cerity Partners LLC | 9,647 | $925 | 12/31/2023 | | AIVL | 9,647 | $925 | 12/31/2023 | | Institute for Wealth Management LLC. | 8,715 | $887 | 03/31/2024 | | AIVL | 8,715 | $887 | 03/31/2024 | | Raymond James & Associates | 8,515 | $867 | 03/31/2024 | | AIVL | 8,515 | $867 | 03/31/2024 | | Robinson Smith Wealth Advisors LLC | 7,920 | $806 | 03/31/2024 | | AIVL | 7,920 | $806 | 03/31/2024 | | Aspen Grove Capital LLC | 8,249 | $791 | 12/31/2023 | | AIVL | 8,249 | $791 | 12/31/2023 | | Focus Financial Network Inc. ADV | 8,063 | $773 | 12/31/2023 | | AIVL | 8,063 | $773 | 12/31/2023 | | Amarillo National Bank | 7,031 | $716 | 03/31/2024 | | AIVL | 7,031 | $716 | 03/31/2024 | | Kelman Lazarov Inc. | 7,031 | $716 | 03/31/2024 | | AIVL | 7,031 | $716 | 03/31/2024 | | Citadel Advisors LLC | 6,840 | $656 | 12/31/2023 | | AIVL | 6,840 | $656 | 12/31/2023 | | RWM Asset Management LLC | 6,120 | $623 | 03/31/2024 | | AIVL | 6,120 | $623 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 5,894 | $600 | 03/31/2024 | | AIVL | 5,894 | $600 | 03/31/2024 | | StrategIQ Financial Group LLC | 6,196 | $594 | 12/31/2023 | | AIVL | 6,196 | $594 | 12/31/2023 | | Nadler Financial Group Inc. | 5,730 | $583 | 03/31/2024 | | AIVL | 5,730 | $583 | 03/31/2024 | | Montag A & Associates Inc. | 5,585 | $568 | 03/31/2024 | | AIVL | 5,585 | $568 | 03/31/2024 | | Cetera Advisor Networks LLC | 5,515 | $529 | 12/31/2023 | | AIVL | 5,515 | $529 | 12/31/2023 | | GWM Advisors LLC | 5,519 | $524 | 12/31/2023 | | AIVL | 5,519 | $524 | 12/31/2023 | | Wade G W & Inc. | 5,269 | $505 | 12/31/2023 | | AIVL | 5,269 | $505 | 12/31/2023 | | LGL Partners LLC | 4,920 | $501 | 03/31/2024 | | AIVL | 4,920 | $501 | 03/31/2024 | | Apella Capital LLC | 4,600 | $464 | 03/31/2024 | | AIVL | 4,600 | $464 | 03/31/2024 | | Webster Bank N. A. | 4,460 | $454 | 03/31/2024 | | AIVL | 4,460 | $454 | 03/31/2024 | | McKinley Carter Wealth Services Inc. | 4,406 | $448 | 03/31/2024 | | AIVL | 4,406 | $448 | 03/31/2024 | | Altrius Capital Management Inc | 4,551 | $437 | 12/31/2023 | | AIVL | 4,551 | $437 | 12/31/2023 | | Spire Wealth Management | 4,177 | $425 | 03/31/2024 | | AIVL | 4,177 | $425 | 03/31/2024 | | PPS&V Asset Management Consultants Inc. | 4,085 | $416 | 03/31/2024 | | AIVL | 4,085 | $416 | 03/31/2024 | | JPMorgan Chase & Co. | 4,013 | $408 | 03/31/2024 | | AIVL | 4,013 | $408 | 03/31/2024 | | Mariner LLC | 4,252 | $408 | 12/31/2023 | | AIVL | 4,252 | $408 | 12/31/2023 | | Resources Investment Advisors LLC. | 4,000 | $407 | 03/31/2024 | | AIVL | 4,000 | $407 | 03/31/2024 | | Kestra Advisory Services LLC | 3,876 | $372 | 12/31/2023 | | AIVL | 3,876 | $372 | 12/31/2023 | | AGF Management Ltd. | 3,795 | $364 | 12/31/2023 | | AIVL | 3,795 | $364 | 12/31/2023 | | Graves Light Private Wealth Management Inc. | 3,776 | $362 | 12/31/2023 | | AIVL | 3,776 | $362 | 12/31/2023 | | Perfromance Wealth Partners LLC | 3,400 | $346 | 03/31/2024 | | AIVL | 3,400 | $346 | 03/31/2024 | | Flaharty Asset Management LLC | 3,590 | $344 | 12/31/2023 | | AIVL | 3,590 | $344 | 12/31/2023 | | Tradition Wealth Management LLC | 3,517 | $337 | 12/31/2023 | | AIVL | 3,517 | $337 | 12/31/2023 | | RS Crum Inc. | 3,415 | $328 | 12/31/2023 | | AIVL | 3,415 | $328 | 12/31/2023 | | Sequoia Financial Advisors LLC | 3,100 | $316 | 03/31/2024 | | AIVL | 3,100 | $316 | 03/31/2024 | | Bouchey Financial Group Ltd | 2,840 | $289 | 03/31/2024 | | AIVL | 2,840 | $289 | 03/31/2024 | | Idaho Trust Bank | 2,800 | $285 | 03/31/2024 | | AIVL | 2,800 | $285 | 03/31/2024 | | Fingerlakes Wealth Management Inc. | 2,800 | $285 | 03/31/2024 | | AIVL | 2,800 | $285 | 03/31/2024 | | Trust Co. of Vermont | 2,720 | $277 | 03/31/2024 | | AIVL | 2,720 | $277 | 03/31/2024 | | Tower Research Capital LLC TRC | 2,769 | $266 | 12/31/2023 | | AIVL | 2,769 | $266 | 12/31/2023 | | Creative Planning | 2,492 | $254 | 03/31/2024 | | AIVL | 2,492 | $254 | 03/31/2024 | | Wiley BROS. Aintree Capital LLC | 2,370 | $241 | 03/31/2024 | | AIVL | 2,370 | $241 | 03/31/2024 | | Cetera Investment Advisers | 2,486 | $238 | 12/31/2023 | | AIVL | 2,486 | $238 | 12/31/2023 | | Element Wealth LLC | 2,330 | $237 | 03/31/2024 | | AIVL | 2,330 | $237 | 03/31/2024 | | Stifel Financial Corp | 2,362 | $227 | 12/31/2023 | | AIVL | 2,362 | $227 | 12/31/2023 | | CWM LLC | 2,213 | $225 | 03/31/2024 | | AIVL | 2,213 | $225 | 03/31/2024 | | Blair William & Co. IL | 2,198 | $224 | 03/31/2024 | | AIVL | 2,198 | $224 | 03/31/2024 | | CIBC Private Wealth Group LLC | 2,217 | $224 | 03/31/2024 | | AIVL | 2,217 | $224 | 03/31/2024 | | South State CORP. | 2,124 | $216 | 03/31/2024 | | AIVL | 2,124 | $216 | 03/31/2024 | | Key Financial Inc | 2,255 | $216 | 03/31/2024 | | AIVL | 2,255 | $216 | 03/31/2024 | | Augustine Asset Management Inc. | 2,035 | $207 | 03/31/2024 | | AIVL | 2,035 | $207 | 03/31/2024 | | Wesbanco Bank Inc. | 1,969 | $200 | 03/31/2024 | | AIVL | 1,969 | $200 | 03/31/2024 | | Bellevue Asset Management LLC | 1,365 | $139 | 03/31/2024 | | AIVL | 1,365 | $139 | 03/31/2024 | | Harbour Investments Inc. | 1,170 | $112 | 12/31/2023 | | AIVL | 1,170 | $112 | 12/31/2023 | | Lowe Wealth Advisors LLC | 1,083 | $110 | 03/31/2024 | | AIVL | 1,083 | $110 | 03/31/2024 | | UBS Group AG | 972 | $99 | 03/31/2024 | | AIVL | 972 | $99 | 03/31/2024 | | Fifth Third Bancorp | 900 | $92 | 03/31/2024 | | AIVL | 900 | $92 | 03/31/2024 | | Bank of Montreal Can | 874 | $84 | 12/31/2023 | | AIVL | 874 | $84 | 12/31/2023 | | Independence Bank of Kentucky | 775 | $79 | 03/31/2024 | | AIVL | 775 | $79 | 03/31/2024 | | Guardian Wealth Management Inc. | 804 | $77 | 12/31/2023 | | AIVL | 804 | $77 | 12/31/2023 | | Franklin Resources Inc. | 740 | $71 | 12/31/2023 | | AIVL | 740 | $71 | 12/31/2023 | | Allworth Financial LP | 664 | $68 | 03/31/2024 | | AIVL | 664 | $68 | 03/31/2024 | | FMR LLC | 601 | $58 | 12/31/2023 | | AIVL | 601 | $58 | 12/31/2023 | | Bank of America Corp DE | 560 | $54 | 12/31/2023 | | AIVL | 560 | $54 | 12/31/2023 | | Signaturefd LLC | 494 | $50 | 03/31/2024 | | AIVL | 494 | $50 | 03/31/2024 | | Albion Financial Group UT | 380 | $39 | 03/31/2024 | | AIVL | 380 | $39 | 03/31/2024 | | North Star Investment Management Corp. | 376 | $38 | 03/31/2024 | | AIVL | 376 | $38 | 03/31/2024 | | Benjamin F. Edwards & Company Inc. | 313 | $32 | 03/31/2024 | | AIVL | 313 | $32 | 03/31/2024 | | ICA Group Wealth Management LLC | 325 | $31 | 12/31/2023 | | AIVL | 325 | $31 | 12/31/2023 | | JNBA Financial Advisors | 295 | $30 | 03/31/2024 | | AIVL | 295 | $30 | 03/31/2024 | | Halpern Financial Inc. | 300 | $30 | 03/31/2024 | | AIVL | 300 | $30 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 231 | $22 | 12/31/2023 | | AIVL | 231 | $22 | 12/31/2023 | | Atticus Wealth Management LLC | 200 | $20 | 03/31/2024 | | AIVL | 200 | $20 | 03/31/2024 | | Qube Research & Technologies Ltd | 203 | $19 | 12/31/2023 | | AIVL | 203 | $19 | 12/31/2023 | | Vima LLC | 195 | $19 | 12/31/2023 | | AIVL | 195 | $19 | 12/31/2023 | | The PNC Financial Services Group Inc. | 172 | $18 | 03/31/2024 | | AIVL | 172 | $18 | 03/31/2024 | | Capital Investment Advisory Services LLC | 180 | $18 | 03/31/2024 | | AIVL | 180 | $18 | 03/31/2024 | | Founders Financial Alliance LLC | 152 | $15 | 12/31/2023 | | AIVL | 152 | $15 | 12/31/2023 | | DAGCO Inc. | 133 | $13 | 12/31/2023 | | AIVL | 133 | $13 | 12/31/2023 | | Dynamic Wealth Strategies LLC | 133 | $13 | 12/31/2023 | | AIVL | 133 | $13 | 12/31/2023 | | Pin Oak Investment Advisors Inc. | 74 | $7 | 12/31/2023 | | AIVL | 74 | $7 | 12/31/2023 | | Citigroup Inc. | 63 | $6 | 03/31/2024 | | AIVL | 63 | $6 | 03/31/2024 | | WealthShield Partners LLC | 58 | $6 | 03/31/2024 | | AIVL | 58 | $6 | 03/31/2024 | | MTM Investment Management LLC | 50 | $5 | 03/31/2024 | | AIVL | 50 | $5 | 03/31/2024 | | Baystate Wealth Management LLC | 52 | $5 | 12/31/2023 | | AIVL | 52 | $5 | 12/31/2023 | | Asset Dedication LLC | 38 | $4 | 03/31/2024 | | AIVL | 38 | $4 | 03/31/2024 | | Gradient Investments LLC | 20 | $2 | 03/31/2024 | | AIVL | 20 | $2 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 03/31/2024 | | AIVL | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of AIVL
See Details: Top 10 Hedge Funds Holding AIVL
Also See: AIVL Holdings Changes
|
|
Free AIVL Email Alerts:
