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Funds Holding AVIG

On this page, we present all of the funds holding AVIG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVIG, with a link to that fund's top holdings. The next columns indicate the amount of AVIG stock held by each of the funds holding AVIG, followed by the AVIG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 86 funds holding AVIG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Hill Investment Group Partners LLC. For more details on the positions held by Hill Investment Group Partners LLC (or by any of the other funds holding AVIG), click the fund name in the "Holder" column of the funds-holding-AVIG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Hill Investment Group Partners LLC2,227,832$93,190 12/31/2023
     AVIG2,227,832$93,190 12/31/2023
Pacific Life Fund Advisors LLC1,247,637$51,465 03/31/2024
     AVIG1,247,637$51,465 03/31/2024
Verus Financial Partners Inc.1,073,102$44,341 12/31/2023
     AVIG1,073,102$44,341 12/31/2023
Envestnet Asset Management Inc.549,218$22,974 12/31/2023
     AVIG549,218$22,974 12/31/2023
BCR Wealth Strategies LLC499,671$20,901 12/31/2023
     AVIG499,671$20,901 12/31/2023
Financial Partners Group Inc389,416$16,289 12/31/2023
     AVIG389,416$16,289 12/31/2023
Regatta Capital Group LLC345,340$14,245 03/31/2024
     AVIG345,340$14,245 03/31/2024
Highland Financial Advisors LLC336,521$14,077 12/31/2023
     AVIG336,521$14,077 12/31/2023
Creative Planning333,301$13,942 12/31/2023
     AVIG333,301$13,942 12/31/2023
LPL Financial LLC332,805$13,921 12/31/2023
     AVIG332,805$13,921 12/31/2023
Aveo Capital Partners LLC232,254$9,715 12/31/2023
     AVIG232,254$9,715 12/31/2023
Mattern Wealth Management LLC230,294$9,633 12/31/2023
     AVIG230,294$9,633 12/31/2023
Park Avenue Securities LLC228,080$9,408 03/31/2024
     AVIG228,080$9,408 03/31/2024
Raymond James & Associates214,535$8,850 03/31/2024
     AVIG214,535$8,850 03/31/2024
Allegiance Financial Group Advisory Services LLC210,060$8,787 12/31/2023
     AVIG210,060$8,787 12/31/2023
AE Wealth Management LLC211,663$8,746 12/31/2023
     AVIG211,663$8,746 12/31/2023
CI Private Wealth LLC197,006$8,241 12/31/2023
     AVIG197,006$8,241 12/31/2023
LexAurum Advisors LLC180,749$7,456 03/31/2024
     AVIG180,749$7,456 03/31/2024
Advisory Resource Group158,781$6,642 12/31/2023
     AVIG158,781$6,642 12/31/2023
Quantum Financial Advisors LLC145,765$6,097 12/31/2023
     AVIG145,765$6,097 12/31/2023
Plancorp LLC140,442$5,875 12/31/2023
     AVIG140,442$5,875 12/31/2023
Red Lighthouse Investment Management LLC124,638$5,214 12/31/2023
     AVIG124,638$5,214 12/31/2023
Royal Bank of Canada98,064$4,102 12/31/2023
     AVIG98,064$4,102 12/31/2023
Grand Wealth Management LLC92,149$3,855 12/31/2023
     AVIG92,149$3,855 12/31/2023
Jane Street Group LLC87,781$3,672 12/31/2023
     AVIG87,781$3,672 12/31/2023
WMG Financial Advisors LLC85,046$3,557 12/31/2023
     AVIG85,046$3,557 12/31/2023
Strategic Blueprint LLC85,620$3,532 03/31/2024
     AVIG85,620$3,532 03/31/2024
Strategic Financial Concepts LLC83,770$3,456 03/31/2024
     AVIG83,770$3,456 03/31/2024
Wealthsource Partners LLC77,507$3,242 12/31/2023
     AVIG77,507$3,242 12/31/2023
MML Investors Services LLC70,858$2,964 12/31/2023
     AVIG70,858$2,964 12/31/2023
Commonwealth Equity Services LLC69,555$2,910 12/31/2023
     AVIG69,555$2,910 12/31/2023
Eaton Cambridge Inc.66,920$2,799 12/31/2023
     AVIG66,920$2,799 12/31/2023
Good Life Advisors LLC65,141$2,725 12/31/2023
     AVIG65,141$2,725 12/31/2023
Mariner LLC60,230$2,519 12/31/2023
     AVIG60,230$2,519 12/31/2023
Citadel Advisors LLC58,309$2,439 12/31/2023
     AVIG58,309$2,439 12/31/2023
Apella Capital LLC59,705$2,437 03/31/2024
     AVIG59,705$2,437 03/31/2024
B&D White Capital Company LLC56,385$2,359 12/31/2023
     AVIG56,385$2,359 12/31/2023
EverSource Wealth Advisors LLC55,231$2,310 12/31/2023
     AVIG55,231$2,310 12/31/2023
SC&H Financial Advisors Inc.54,248$2,269 12/31/2023
     AVIG54,248$2,269 12/31/2023
Signet Financial Management LLC52,950$2,184 03/31/2024
     AVIG52,950$2,184 03/31/2024
Ambassador Advisors LLC49,163$2,023 12/31/2023
     AVIG49,163$2,023 12/31/2023
Magnolia Capital Advisors LLC45,609$1,894 12/31/2023
     AVIG45,609$1,894 12/31/2023
SILVER OAK SECURITIES Inc41,817$1,749 12/31/2023
     AVIG41,817$1,749 12/31/2023
Farther Finance Advisors LLC39,671$1,659 12/31/2023
     AVIG39,671$1,659 12/31/2023
Index Fund Advisors Inc.38,954$1,629 12/31/2023
     AVIG38,954$1,629 12/31/2023
Centennial Wealth Advisory LLC38,020$1,568 03/31/2024
     AVIG38,020$1,568 03/31/2024
Private Advisor Group LLC34,890$1,459 12/31/2023
     AVIG34,890$1,459 12/31/2023
Cambridge Investment Research Advisors Inc.35,287$1,456 03/31/2024
     AVIG35,287$1,456 03/31/2024
WCG Wealth Advisors LLC33,543$1,403 12/31/2023
     AVIG33,543$1,403 12/31/2023
American Century Companies Inc.25,286$1,058 12/31/2023
     AVIG25,286$1,058 12/31/2023
Great Point Wealth Advisors LLC23,775$995 12/31/2023
     AVIG23,775$995 12/31/2023
Cardiff Park Advisors LLC21,795$912 12/31/2023
     AVIG21,795$912 12/31/2023
Susquehanna International Group LLP21,739$909 12/31/2023
     AVIG21,739$909 12/31/2023
Lion Street Advisors LLC20,076$840 03/31/2024
     AVIG20,076$840 03/31/2024
Summit X LLC20,003$837 12/31/2023
     AVIG20,003$837 12/31/2023
Wealthcare Advisory Partners LLC16,856$695 03/31/2024
     AVIG16,856$695 03/31/2024
Allworth Financial LP14,572$601 03/31/2024
     AVIG14,572$601 03/31/2024
CWM LLC14,128$583 03/31/2024
     AVIG14,128$583 03/31/2024
Raymond James Trust N.A.13,335$550 03/31/2024
     AVIG13,335$550 03/31/2024
Ehrlich Financial Group13,328$550 03/31/2024
     AVIG13,328$550 03/31/2024
Financial Advocates Investment Management11,910$498 12/31/2023
     AVIG11,910$498 12/31/2023
Nwam LLC11,750$492 12/31/2023
     AVIG11,750$492 12/31/2023
Beaird Harris Wealth Management LLC11,140$466 12/31/2023
     AVIG11,140$466 12/31/2023
Wealth Enhancement Advisory Services LLC10,852$448 03/31/2024
     AVIG10,852$448 03/31/2024
Bridge Advisory LLC10,562$436 03/31/2024
     AVIG10,562$436 03/31/2024
Lloyd Advisory Services LLC.10,521$434 03/31/2024
     AVIG10,521$434 03/31/2024
Quarry Hill Advisors LLC9,557$400 12/31/2023
     AVIG9,557$400 12/31/2023
Simplicity Wealth LLC9,578$395 03/31/2024
     AVIG9,578$395 03/31/2024
Herold Advisors Inc.8,629$361 12/31/2023
     AVIG8,629$361 12/31/2023
Mutual Advisors LLC8,400$351 12/31/2023
     AVIG8,400$351 12/31/2023
Kingsview Wealth Management LLC7,301$305 12/31/2023
     AVIG7,301$305 12/31/2023
Werba Rubin Papier Wealth Management6,785$284 12/31/2023
     AVIG6,785$284 12/31/2023
Keel Point LLC6,670$275 03/31/2024
     AVIG6,670$275 03/31/2024
Tortoise Investment Management LLC6,570$275 12/31/2023
     AVIG6,570$275 12/31/2023
Meredith Wealth Planning6,196$256 03/31/2024
     AVIG6,196$256 03/31/2024
Northwestern Mutual Wealth Management Co.5,828$244 12/31/2023
     AVIG5,828$244 12/31/2023
Betterment LLC5,803$243 12/31/2023
     AVIG5,803$243 12/31/2023
Morris Financial Concepts Inc.4,148$171 03/31/2024
     AVIG4,148$171 03/31/2024
CVA Family Office LLC2,470$102 03/31/2024
     AVIG2,470$102 03/31/2024
Comerica Bank2,335$98 12/31/2023
     AVIG2,335$98 12/31/2023
Advisor Group Holdings Inc.2,089$87 12/31/2023
     AVIG2,089$87 12/31/2023
Advisory Services Network LLC800$33 12/31/2023
     AVIG800$33 12/31/2023
Oliver Lagore Vanvalin Investment Group445$19 12/31/2023
     AVIG445$19 12/31/2023
Wells Fargo & Company MN74$3 12/31/2023
     AVIG74$3 12/31/2023
Larson Financial Group LLC46$2 12/31/2023
     AVIG46$2 12/31/2023
FMR LLC1$0 12/31/2023
     AVIG1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     AVIG0$0 12/31/2023

See Summary: Institutional Holders of AVIG
See Details: Top 10 Hedge Funds Holding AVIG
Also See: AVIG Holdings Changes

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