AIVL

Wisdomtree US AI Enhanced Va$125.20 1.25%
UnclassifiedUSCUSIP 97717W406· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
25
+5 QoQ
13F Value (tracked)
$22.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$125.20 1.25%5Y +28.2%
$78.54$91.49$104.45$117.40$130.3620212022202320242025202610998865734344435456525363573365456675695
Hover for who · click for detailEnd-of-day closing prices52w $110.24 – $127.06
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Use AIVL data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns AIVL

This stock page is the Follow view. The Build view lets your agent query AIVL owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AIVL"
Ask your agent
Use Arkolith to show who owns AIVL,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

25 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Jaffetilchin Investment Partners, LLC
$10.4M
90K
+0.3%
Added · +277 sh
Q1 2026
2MAI Capital Management
$1.9M
16K
−0.5%
Reduced · −82 sh
Q1 2026
3Curi Capital, LLC
$1.3M
12K
−4.2%
Reduced · −510 sh
Q1 2026
4Prospera Financial Services Inc
$1.2M
11K
−3.7%
Reduced · −404 sh
Q1 2026
5O'SHAUGHNESSY ASSET MANAGEMENT, LLC
$992K
9K
+6.3%
Added · +512 sh
Q1 2026
6VestGen Advisors, LLC
$886K
7K
New
+7K sh
Q1 2026
7Perigon Wealth Management, LLC
$641K
6K
~0%
Added · +2 sh
Q1 2026
8NewEdge Advisors, LLC
$559K
5K
~0%
Reduced · −1 sh
Q1 2026
9Kestra Advisory Services, LLC
$538K
5K
+24%
Added · +905 sh
Q1 2026
10MONTAG A & ASSOCIATES INC
$489K
4K
Held
Q1 2026
11CITADEL ADVISORS LLC
$468K
4K
+58%
Added · +1K sh
Q1 2026
12Waverly Advisors, LLC
$449K
4K
−1.4%
Reduced · −56 sh
Q1 2026
13Performance Wealth Partners, LLC
$431K
4K
−0.5%
Reduced · −20 sh
Q1 2026
14&PARTNERS
$336K
3K
Held
Q1 2026
15McKinley Carter Wealth Services, Inc.
$311K
3K
Held
Q1 2026
16CWM, LLC
$250K
2K
−15%
Reduced · −387 sh
Q1 2026
17SouthState Bank Corp
$246K
2K
Held
Q1 2026
18BLAIR WILLIAM & CO/IL
$243K
2K
Held
Q1 2026
19SAX WEALTH ADVISORS, LLC
$237K
2K
Held
Q1 2026
20Merit Financial Group, LLC
$213K
2K
New
+2K sh
Q1 2026
21Steward Partners Investment Advisory, LLC
$201K
2K
+435%
Added · +1K sh
Q1 2026
22Clearstead Advisors, LLC
$113K
973
Held
Q1 2026
23Ashton Thomas Private Wealth, LLC
$105K
905
New
+905 sh
Q1 2026
24FMR LLC
$95K
824
+24%
Added · +160 sh
Q1 2026
25BEACON INVESTMENT ADVISORY SERVICES, INC.
$47K
408
New
+408 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.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
3
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

65 funds+7 since Q2 2022
03365Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $64.8M

Funds that own AIVL also own

CompanyCo-held byCombined value
APPLE INCAAPL26 funds$13.1B
NVIDIA CORPNVDA26 funds$11.7B
ISHARES CORE S&P 500 ETFIVV26 funds$10.0B
MICROSOFT CORPMSFT26 funds$9.1B
AMAZON.COM INCAMZN26 funds$7.9B
ALPHABET INC-CL AGOOGL26 funds$5.9B
SS SPDR S&P 500 ETF TRUST-USSPY26 funds$5.9B
BROADCOM INCAVGO26 funds$4.6B
JPMORGAN CHASE & COJPM26 funds$4.6B
ALPHABET INC-CL CGOOG26 funds$4.4B
META PLATFORMS INC-CLASS AMETA26 funds$4.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B26 funds$3.0B

Ranked by how many of AIVL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AIVL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.