Among active 13F managers last quarter, 2 opened and 4 added, while none reduced or exited; the largest holder to move was Ethos Financial Group, LLC (new position). No recent Form 4 insider filings for AIVSX.
Funds lean in and no leg opposes.
8 tracked 13F filers disclose a position in AIVSX as of the latest SEC 13F filings, a combined $2.2M 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 | Ethos Financial Group, LLC | 12K | $827K | ▲New +12K sh | Q2 2026 | |
| 2 | North Star Asset Management Inc | 6K | $381K | ▲+0.1% Added · +8 sh | Q1 2026 | |
| 3 | Coston, McIsaac & Partners | 6K | $391K | ▲+0.4% Added · +24 sh | Q2 2026 | |
| 4 | Emprise Bank | 3K | $233K | —Held | Q2 2026 | |
| 5 | Game Plan Financial Advisors, LLC | 3K | $187K | —Held | Q2 2026 | |
| 6 | Westside Investment Management, Inc. | 1K | $86K | ▲+0.3% Added · +4 sh | Q2 2026 | |
| 7 | Estabrook Capital Management | 1K | $85K | ▲+0.5% Added · +6 sh | Q2 2026 | |
| 8 | McIlrath & Eck, LLC | 205 | $12K | ▲New +205 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, 2 funds opened a new position in AIVSX and 4 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Apple IncAAPL | 6 funds | $224.6M |
| Microsoft CorpMSFT | 6 funds | $186.0M |
| Alphabet Inc-CL CGOOG | 6 funds | $95.8M |
| JPMorgan Chase & CoJPM | 6 funds | $90.4M |
| Amazon.com IncAMZN | 6 funds | $82.4M |
| Alphabet Inc-CL AGOOGL | 6 funds | $73.3M |
| Nvidia CorpNVDA | 6 funds | $64.0M |
| Costco Wholesale CorpCOST | 6 funds | $59.2M |
| Visa Inc-Class A SharesV | 6 funds | $48.8M |
| Broadcom IncAVGO | 6 funds | $47.1M |
| Schwab (Charles) CorpSCHW | 6 funds | $46.9M |
| Abbvie IncABBV | 6 funds | $45.0M |
Ranked by how many of AIVSX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AIVSX.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 4 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| AIVSXthis pageOPEN END TAXABLE LOAD FUND | 8 funds | $2.2M |
| ICAFXOPEN END TAXABLE LOAD FUND | 5 funds | $10.8M |
| FFICXOPEN END TAXABLE NO LOAD FUND | 3 funds | $7.7M |
| 461308504OPEN END - LOAD FUND 529 | 1 funds | $443K |
| 461308744OPEN END - NO LOAD FUND 529 | 1 funds | $33K |
| 461308405NTF EQUITY FUNDS | 1 funds | $20K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AIVSX
This stock 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/AIVSX/capital-change-brief"
Use Arkolith's capital_change_brief for AIVSX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AIVSX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.