16 tracked 13F filers disclose a position in AIVC as of the latest SEC 13F filings, a combined $28.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $24.2M | 210K | ▲New +210K sh | Q2 2026 | |
| 2 | JANE STREET GROUP, LLC | $1.6M | 23K | ▼−45% Reduced · −19K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $1.2M | 17K | ▲+4.9% Added · +791 sh | Q1 2026 | |
| 4 | Total Clarity Wealth Management, Inc. | $542K | 5K | ▲+43% Added · +1K sh | Q2 2026 | |
| 5 | Prime Capital Investment Advisors, LLC | $283K | 2K | ▼−17% Reduced · −500 sh | Q2 2026 | |
| 6 | Kestra Advisory Services, LLC | $277K | 2K | ▲Added Added · +2K sh | Q2 2026 | |
| 7 | Berkeley Capital Partners, LLC | $253K | 2K | ▲New +2K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $134K | 2K | ▲+1.5% Added · +29 sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $109K | 2K | —Held | Q1 2026 | |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | $78K | 1K | —Held | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $23K | 200 | ▲New +200 sh | Q2 2026 | |
| 12 | Integrated Wealth Concepts LLC | $18K | 160 | ▲New +160 sh | Q2 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | $13K | 114 | —Held | Q2 2026 | |
| 14 | AE Wealth Management LLC | $7K | 102 | —Held | Q1 2026 | |
| 15 | MAI Capital Management | $7K | 100 | ▲33× Added · +97 sh | Q1 2026 | |
| 16 | CWM, LLC | $3K | 45 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in AIVC, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $852.0M |
| ISHARES CORE U.S. AGGREGATEAGG | 3 funds | $376.9M |
| NVIDIA CORPNVDA | 3 funds | $260.1M |
| APPLE INCAAPL | 3 funds | $246.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $217.6M |
| VANGUARD VALUE ETFVTV | 3 funds | $199.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $161.9M |
| MICROSOFT CORPMSFT | 3 funds | $143.9M |
| AMAZON.COM INCAMZN | 3 funds | $143.7M |
| VANGUARD S&P 500 ETFVOO | 3 funds | $130.0M |
| ALPHABET INC-CL AGOOGL | 3 funds | $128.9M |
| BROADCOM INCAVGO | 3 funds | $124.2M |
Ranked by how many of AIVC's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for AIVC
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AIVC/capital-change-brief"
Use Arkolith's capital_change_brief for AIVC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AIVC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.