Among active 13F managers last quarter, 4 opened and 10 added, while 15 reduced; the largest holder to move was Jaffetilchin Investment Partners, LLC (+0.3%).
122 tracked 13F filers disclose a position in AIVL as of the latest SEC 13F filings, a combined $108.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Jaffetilchin Investment Partners, LLC | 90K | $10.4M | ▲+0.3% Added · +277 sh | Q1 2026 | |
| 2 | Noble Family Wealth, LLC | 87K | $11.4M | ▼−0.9% Reduced · −784 sh | Q2 2026 | |
| 3 | Morgan Stanley | 81K | $9.3M | ▲+1.6% Added · +1K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 51K | $5.9M | ▲+5.3% Added · +3K sh | Q1 2026 | |
| 5 | Osaic Holdings, Inc. | 31K | $3.6M | ▼−0.2% Reduced · −66 sh | Q1 2026 | |
| 6 | Commonwealth Equity Services, LLC | 28K | $3.2M | ▲+8.4% Added · +2K sh | Q1 2026 | |
| 7 | Salomon & Ludwin, LLC | 25K | $3.2M | ▼−1.7% Reduced · −427 sh | Q2 2026 | |
| 8 | Royal Bank Of Canada | 25K | $2.9M | ▼−31% Reduced · −11K sh | Q1 2026 | |
| 9 | Founders Grove Wealth Partners, LLC | 23K | $3.1M | ▼−0.6% Reduced · −131 sh | Q2 2026 | |
| 10 | WealthBridge Capital Management, LLC | 21K | $2.7M | ▼−1.0% Reduced · −220 sh | Q2 2026 | |
| 11 | Westside Investment Management, Inc. | 21K | $2.7M | ▼−0.7% Reduced · −144 sh | Q2 2026 | |
| 12 | Susquehanna International Group, LLP | 19K | $2.2M | ▲+358% Added · +15K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 19K | $2.2M | ▼−8.3% Reduced · −2K sh | Q1 2026 | |
| 14 | MAI Capital Management | 16K | $1.9M | ▼−0.5% Reduced · −82 sh | Q1 2026 | |
| 15 | Integrated Advisors Network LLC | 15K | $2.0M | ▲New +15K sh | Q2 2026 | |
| 16 | Biondo Investment Advisors, LLC | 14K | $1.8M | ▲+1.8% Added · +242 sh | Q2 2026 | |
| 17 | Well Done, LLC | 13K | $1.7M | ▼−0.4% Reduced · −56 sh | Q2 2026 | |
| 18 | Global Retirement Partners, LLC | 12K | $1.6M | —Held | Q2 2026 | |
| 19 | Apollon Wealth Management, LLC | 12K | $1.3M | ▼−18% Reduced · −3K sh | Q1 2026 | |
| 20 | Curi Capital, LLC | 11K | $1.4M | ▼−5.1% Reduced · −592 sh | Q2 2026 | |
| 21 | Wells Fargo & Company | 11K | $1.3M | ▲+6.5% Added · +676 sh | Q1 2026 | |
| 22 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10K | $1.4M | ▼−13% Reduced · −2K sh | Q2 2026 | |
| 23 | Prospera Financial Services Inc | 10K | $1.3M | ▼−3.0% Reduced · −312 sh | Q2 2026 | |
| 24 | O'shaughnessy Asset Management, LLC | 8K | $1.1M | ▼−3.7% Reduced · −319 sh | Q2 2026 | |
| 25 | Cerity Partners LLC | 8K | $894K | ▼−3.1% Reduced · −248 sh | 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, 4 funds opened a new position in AIVL and 10 added to an existing one, while 15 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 |
|---|---|---|
| Nvidia CorpNVDA | 57 funds | $35.2B |
| Apple IncAAPL | 56 funds | $26.5B |
| Microsoft CorpMSFT | 56 funds | $25.2B |
| Alphabet Inc-CL AGOOGL | 56 funds | $17.6B |
| Amazon.com IncAMZN | 55 funds | $19.8B |
| Alphabet Inc-CL CGOOG | 55 funds | $10.5B |
| JPMorgan Chase & CoJPM | 55 funds | $7.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 55 funds | $3.6B |
| Johnson & JohnsonJNJ | 54 funds | $5.5B |
| Visa Inc-Class A SharesV | 54 funds | $4.8B |
| Invesco QQQ Trust Series 1QQQ | 54 funds | $2.2B |
| Broadcom IncAVGO | 53 funds | $15.0B |
Ranked by how many of AIVL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AIVL.
No filings captured for this ticker in the live stream yet.
Connected entities for AIVL
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/AIVL/capital-change-brief"
Use Arkolith's capital_change_brief for AIVL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for AIVL. Filings are public domain, sourced to SEC EDGAR.