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Institutional Holders of AVIG

There is a long list of 86 institutional holders of AVIG within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of AVIG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-AVIG table below, the initial column indicates the name of each top institutional holder of AVIG, with a link to that fund's top holdings. The next columns indicate the amount of AVIG stock held by each of the institutional holders of AVIG, followed by the AVIG position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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

See All: Funds Holding AVIG
See Details: Top 10 Hedge Funds Holding AVIG
Also See: AVIG Holdings Changes

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