Among active 13F managers last quarter, 3 opened and 3 added, while 3 reduced; the largest holder to move was Truvestments Capital LLC (−1.8%).
34 tracked 13F filers disclose a position in AIVI as of the latest SEC 13F filings, a combined $13.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 57K | $3.1M | ▼−22% Reduced · −16K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 45K | $2.4M | ▲+3.9% Added · +2K sh | Q1 2026 | |
| 3 | BIP Wealth, LLC | 34K | $1.9M | ▲+8.8% Added · +3K sh | Q2 2026 | |
| 4 | Jones Financial Companies LLLP | 15K | $805K | ▲+13% Added · +2K sh | Q1 2026 | |
| 5 | Truvestments Capital LLC | 15K | $829K | ▼−1.8% Reduced · −264 sh | Q2 2026 | |
| 6 | Savant Capital, LLC | 10K | $550K | ▲+100% Added · +5K sh | Q2 2026 | |
| 7 | Jane Street Group, LLC | 8K | $406K | ▲New +8K sh | Q1 2026 | |
| 8 | Citadel Advisors LLC | 7K | $407K | ▼−7.2% Reduced · −562 sh | Q2 2026 | |
| 9 | EP Wealth Advisors, LLC | 6K | $336K | —Held | Q2 2026 | |
| 10 | Creative Planning | 5K | $286K | ▲+1.3% Added · +70 sh | Q1 2026 | |
| 11 | Mezzasalma Advisors, LLC | 5K | $256K | ▲+1.8% Added · +81 sh | Q2 2026 | |
| 12 | Raymond James Financial Inc | 4K | $229K | ▼−14% Reduced · −672 sh | Q1 2026 | |
| 13 | Stifel Financial Corp | 4K | $219K | ▲+1.3% Added · +51 sh | Q1 2026 | |
| 14 | Susquehanna International Group, LLP | 4K | $202K | ▼−78% Reduced · −13K sh | Q1 2026 | |
| 15 | GHP Investment Advisors, Inc. | 3K | $176K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | 3K | $182K | ▲+462% Added · +3K sh | Q2 2026 | |
| 17 | Institute for Wealth Management, LLC. | 3K | $151K | ▲New +3K sh | Q2 2026 | |
| 18 | Larson Financial Group LLC | 3K | $148K | ▲+2.9% Added · +74 sh | Q2 2026 | |
| 19 | TD Waterhouse Canada Inc. | 3K | $145K | —Held | Q2 2026 | |
| 20 | Wells Fargo & Company | 2K | $132K | ▲1k× Added · +2K sh | Q1 2026 | |
| 21 | Arax Advisory Partners | 2K | $99K | ▲New +2K sh | Q2 2026 | |
| 22 | IMA Advisory Services, Inc. | 1K | $78K | ▲New +1K sh | Q2 2026 | |
| 23 | Osaic Holdings, Inc. | 1K | $72K | ▲+59% Added · +492 sh | Q1 2026 | |
| 24 | Blair William & Co | 1K | $68K | —Held | Q2 2026 | |
| 25 | Spire Wealth Management | 991 | $54K | —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, 3 funds opened a new position in AIVI and 3 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 10 funds | $13.9B |
| Nvidia CorpNVDA | 10 funds | $3.1B |
| Apple IncAAPL | 10 funds | $3.0B |
| Amazon.com IncAMZN | 10 funds | $3.0B |
| Microsoft CorpMSFT | 10 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 10 funds | $1.3B |
| Eli Lilly & CoLLY | 10 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 10 funds | $1.2B |
| Advanced Micro DevicesAMD | 10 funds | $1.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $949.4M |
| Applied Materials IncAMAT | 10 funds | $941.6M |
| JPMorgan Chase & CoJPM | 10 funds | $932.2M |
Ranked by how many of AIVI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AIVI.
| Class | 13F holders | Value held |
|---|---|---|
| DLNcs | 449 funds | $3.8B |
| DONcs | 435 funds | $2.1B |
| DXJcs | 375 funds | $2.9B |
| DEMcs | 339 funds | $2.4B |
| DEScs | 337 funds | $1.0B |
| DHScs | 239 funds | $730.9M |
| DGScs | 238 funds | $1.0B |
| EPIcs | 237 funds | $1.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for AIVI
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/AIVI/capital-change-brief"
Use Arkolith's capital_change_brief for AIVI. 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 AIVI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.