178 tracked 13F filers disclose a position in AVIV as of the latest SEC 13F filings, a combined $964.6M 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 | AMERICAN CENTURY COMPANIES INC | $239.4M | 3.2M | ▲+22% Added · +587K sh | Q1 2026 | |
| 2 | IAG Wealth Partners, LLC | $52.1M | 673K | ▲+16% Added · +93K sh | Q2 2026 | |
| 3 | ATWOOD & PALMER INC | $39.3M | 508K | ▲+1.8% Added · +9K sh | Q2 2026 | |
| 4 | Savant Capital, LLC | $29.1M | 376K | ▼−41% Reduced · −263K sh | Q2 2026 | |
| 5 | JONES FINANCIAL COMPANIES LLLP | $25.4M | 350K | ▲+39% Added · +99K sh | Q1 2026 | |
| 6 | Allegiance Financial Group Advisory Services LLC | $25.4M | 328K | ▲+8.1% Added · +25K sh | Q2 2026 | |
| 7 | B&D White Capital Company, LLC | $23.7M | 306K | ▼−15% Reduced · −54K sh | Q2 2026 | |
| 8 | Linscomb Wealth, Inc. | $23.0M | 297K | ▲+15% Added · +39K sh | Q2 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.5M | 275K | ▲+65% Added · +108K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $20.2M | 269K | ▲+65% Added · +106K sh | Q1 2026 | |
| 11 | FAS Wealth Partners, Inc. | $18.6M | 240K | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 12 | Global Strategic Investment Solutions, LLC | $18.5M | 239K | ▲+3.3% Added · +8K sh | Q2 2026 | |
| 13 | Foundry Financial Group, Inc. | $17.2M | 222K | ▲+1.7% Added · +4K sh | Q2 2026 | |
| 14 | Clear Creek Financial Management, LLC | $15.2M | 197K | ▲New +197K sh | Q2 2026 | |
| 15 | Focus Partners Advisor Solutions, LLC | $13.4M | 173K | ▲+36% Added · +45K sh | Q2 2026 | |
| 16 | Austin Wealth Management, LLC | $13.0M | 165K | ▲+2.9% Added · +5K sh | Q2 2026 | |
| 17 | Symmetry Partners, LLC | $12.2M | 157K | ▲+10% Added · +15K sh | Q2 2026 | |
| 18 | FINANCIAL MANAGEMENT NETWORK INC | $12.0M | 153K | ▲+7.0% Added · +10K sh | Q2 2026 | |
| 19 | CWM, LLC | $10.6M | 141K | ▲+9.6% Added · +12K sh | Q1 2026 | |
| 20 | Northland Capital Management LLC | $9.8M | 126K | ▲+5.5% Added · +7K sh | Q2 2026 | |
| 21 | NWAM LLC | $9.7M | 126K | ▲+1.7% Added · +2K sh | Q2 2026 | |
| 22 | Wright Wealth LLC | $9.7M | 125K | ▲+4.0% Added · +5K sh | Q2 2026 | |
| 23 | Golden Bell Financial Planning LLC | $9.3M | 120K | ▲+1.2% Added · +1K sh | Q2 2026 | |
| 24 | Beaird Harris Wealth Management, LLC | $8.9M | 115K | ▼−0.4% Reduced · −468 sh | Q2 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.9M | 113K | ▲+413% Added · +91K sh | Q2 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 AVIV and 43 added to an existing one, while 3 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 |
|---|---|---|
| APPLE INCAAPL | 86 funds | $19.8B |
| MICROSOFT CORPMSFT | 83 funds | $15.4B |
| AMAZON.COM INCAMZN | 83 funds | $12.9B |
| NVIDIA CORPNVDA | 80 funds | $25.9B |
| ALPHABET INC-CL AGOOGL | 78 funds | $10.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 78 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 77 funds | $7.9B |
| JPMORGAN CHASE & COJPM | 77 funds | $4.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 77 funds | $3.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 77 funds | $3.4B |
| VANGUARD S&P 500 ETFVOO | 77 funds | $3.3B |
| AVANTIS US SMALL CAP VALUEAVUV | 76 funds | $1.7B |
Ranked by how many of AVIV's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for AVIV
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/AVIV/capital-change-brief"
Use Arkolith's capital_change_brief for AVIV. 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 AVIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.