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Institutional Holders of AVIV

There is a long list of 85 institutional holders of AVIV 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 AVIV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-AVIV table below, the initial column indicates the name of each top institutional holder of AVIV, with a link to that fund's top holdings. The next columns indicate the amount of AVIV stock held by each of the institutional holders of AVIV, followed by the AVIV 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
American Century Companies Inc.519,498$26,744 12/31/2023
     AVIV519,498$26,744 12/31/2023
Atwood & Palmer Inc.396,873$21,463 03/31/2024
     AVIV396,873$21,463 03/31/2024
Financial Advisory Service Inc.245,306$12,628 12/31/2023
     AVIV245,306$12,628 12/31/2023
Jane Street Group LLC200,959$10,345 12/31/2023
     AVIV200,959$10,345 12/31/2023
Websterrogers Financial Advisors LLC148,537$7,647 12/31/2023
     AVIV148,537$7,647 12/31/2023
Allegiance Financial Group Advisory Services LLC146,673$7,551 12/31/2023
     AVIV146,673$7,551 12/31/2023
Foundry Financial Group Inc.144,759$7,452 12/31/2023
     AVIV144,759$7,452 12/31/2023
Beaird Harris Wealth Management LLC134,527$6,925 12/31/2023
     AVIV134,527$6,925 12/31/2023
Bayshore Asset Management LLC107,190$5,518 12/31/2023
     AVIV107,190$5,518 12/31/2023
PrairieView Partners LLC106,368$5,476 12/31/2023
     AVIV106,368$5,476 12/31/2023
Aveo Capital Partners LLC104,675$5,389 12/31/2023
     AVIV104,675$5,389 12/31/2023
Chicago Partners Investment Group LLC104,907$5,287 12/31/2023
     AVIV104,907$5,287 12/31/2023
Venturi Wealth Management LLC93,077$4,792 12/31/2023
     AVIV93,077$4,792 12/31/2023
Nwam LLC92,204$4,747 12/31/2023
     AVIV92,204$4,747 12/31/2023
Northland Capital Management LLC81,585$4,200 12/31/2023
     AVIV81,585$4,200 12/31/2023
Buckingham Strategic Wealth LLC75,169$3,870 12/31/2023
     AVIV75,169$3,870 12/31/2023
Total Wealth Planning LLC70,605$3,818 03/31/2024
     AVIV70,605$3,818 03/31/2024
Austin Wealth Management LLC73,942$3,775 12/31/2023
     AVIV73,942$3,775 12/31/2023
Tortoise Investment Management LLC60,997$3,140 12/31/2023
     AVIV60,997$3,140 12/31/2023
Northwestern Mutual Wealth Management Co.54,869$2,825 12/31/2023
     AVIV54,869$2,825 12/31/2023
Collective Family Office LLC51,793$2,801 03/31/2024
     AVIV51,793$2,801 03/31/2024
Fonville Wealth Management LLC53,926$2,776 12/31/2023
     AVIV53,926$2,776 12/31/2023
Redmont Wealth Advisors LLC52,269$2,691 12/31/2023
     AVIV52,269$2,691 12/31/2023
Plancorp LLC47,385$2,439 12/31/2023
     AVIV47,385$2,439 12/31/2023
Anderson Hoagland & Co.41,003$2,217 03/31/2024
     AVIV41,003$2,217 03/31/2024
Altiora Financial Group LLC42,291$2,177 12/31/2023
     AVIV42,291$2,177 12/31/2023
Callan Capital LLC41,064$2,114 12/31/2023
     AVIV41,064$2,114 12/31/2023
ORBA Wealth Advisors L.L.C.39,032$2,009 12/31/2023
     AVIV39,032$2,009 12/31/2023
Acorn Financial Advisory Services Inc. ADV39,249$2,003 12/31/2023
     AVIV39,249$2,003 12/31/2023
BlackDiamond Wealth Management Inc.36,923$1,853 12/31/2023
     AVIV36,923$1,853 12/31/2023
ML & R Wealth Management LLC27,540$1,418 12/31/2023
     AVIV27,540$1,418 12/31/2023
Cypress Point Wealth Management LLC27,249$1,403 12/31/2023
     AVIV27,249$1,403 12/31/2023
OLD Mission Capital LLC26,146$1,346 12/31/2023
     AVIV26,146$1,346 12/31/2023
Dixon Fnancial Services Inc.21,740$1,176 03/31/2024
     AVIV21,740$1,176 03/31/2024
Wedmont Private Capital21,325$1,165 03/31/2024
     AVIV21,325$1,165 03/31/2024
Citadel Advisors LLC21,318$1,097 12/31/2023
     AVIV21,318$1,097 12/31/2023
Lam Group Inc.19,155$1,036 03/31/2024
     AVIV19,155$1,036 03/31/2024
Tillman Hartley LLC18,364$945 12/31/2023
     AVIV18,364$945 12/31/2023
Buckingham Strategic Partners16,983$874 12/31/2023
     AVIV16,983$874 12/31/2023
CWM LLC15,602$844 03/31/2024
     AVIV15,602$844 03/31/2024
Meredith Wealth Planning16,249$837 12/31/2023
     AVIV16,249$837 12/31/2023
UMB Bank N A MO15,969$822 12/31/2023
     AVIV15,969$822 12/31/2023
Merriman Wealth Management LLC15,686$808 12/31/2023
     AVIV15,686$808 12/31/2023
Ritter Daniher Financial Advisory LLC DE15,231$784 12/31/2023
     AVIV15,231$784 12/31/2023
Pathstone Holdings LLC15,139$779 12/31/2023
     AVIV15,139$779 12/31/2023
Greenwich Wealth Management LLC14,813$763 12/31/2023
     AVIV14,813$763 12/31/2023
Oceanside Advisors LLC13,746$708 12/31/2023
     AVIV13,746$708 12/31/2023
Verus Financial Partners Inc.13,123$667 12/31/2023
     AVIV13,123$667 12/31/2023
Fox Hill Wealth Management11,246$608 03/31/2024
     AVIV11,246$608 03/31/2024
Moisand Fitzgerald Tamayo LLC11,167$604 03/31/2024
     AVIV11,167$604 03/31/2024

See All: Funds Holding AVIV
See Details: Top 10 Hedge Funds Holding AVIV
Also See: AVIV Insider Buying
Also See: AVIV Holdings Changes

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