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Funds Holding AIVI

On this page, we present all of the funds holding AIVI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AIVI, with a link to that fund's top holdings. The next columns indicate the amount of AIVI stock held by each of the funds holding AIVI, followed by the AIVI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 34 funds holding AIVI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BIP Wealth LLC. For more details on the positions held by BIP Wealth LLC (or by any of the other funds holding AIVI), click the fund name in the "Holder" column of the funds-holding-AIVI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BIP Wealth LLC68,298$2,764 12/31/2023
     AIVI68,298$2,764 12/31/2023
Morgan Stanley62,495$2,529 12/31/2023
     AIVI62,495$2,529 12/31/2023
Jane Street Group LLC24,578$995 12/31/2023
     AIVI24,578$995 12/31/2023
LPL Financial LLC19,879$805 12/31/2023
     AIVI19,879$805 12/31/2023
OLD Mission Capital LLC17,366$703 12/31/2023
     AIVI17,366$703 12/31/2023
Susquehanna International Group LLP12,591$510 12/31/2023
     AIVI12,591$510 12/31/2023
XML Financial LLC9,281$376 12/31/2023
     AIVI9,281$376 12/31/2023
Gladstone Institutional Advisory LLC5,593$226 12/31/2023
     AIVI5,593$226 12/31/2023
Raymond James & Associates5,421$222 03/31/2024
     AIVI5,421$222 03/31/2024
Stifel Financial Corp5,319$215 12/31/2023
     AIVI5,319$215 12/31/2023
Creative Planning5,211$211 12/31/2023
     AIVI5,211$211 12/31/2023
Truvestments Capital LLC4,338$176 12/31/2023
     AIVI4,338$176 12/31/2023
GHP Investment Advisors Inc.3,131$128 03/31/2024
     AIVI3,131$128 03/31/2024
Larson Financial Group LLC3,057$124 12/31/2023
     AIVI3,057$124 12/31/2023
Spire Wealth Management2,731$112 03/31/2024
     AIVI2,731$112 03/31/2024
Royal Bank of Canada2,630$106 12/31/2023
     AIVI2,630$106 12/31/2023
TD Waterhouse Canada Inc.2,600$104 12/31/2023
     AIVI2,600$104 12/31/2023
Blair William & Co. IL1,450$59 12/31/2023
     AIVI1,450$59 12/31/2023
UBS Group AG1,418$57 12/31/2023
     AIVI1,418$57 12/31/2023
Comerica Bank1,193$48 12/31/2023
     AIVI1,193$48 12/31/2023
Steward Partners Investment Advisory LLC959$39 12/31/2023
     AIVI959$39 12/31/2023
Advisor Group Holdings Inc.944$38 12/31/2023
     AIVI944$38 12/31/2023
Citigroup Inc.885$36 12/31/2023
     AIVI885$36 12/31/2023
Cherry Tree Wealth Management LLC788$32 12/31/2023
     AIVI788$32 12/31/2023
National Bank of Canada FI648$26 12/31/2023
     AIVI648$26 12/31/2023
Geneos Wealth Management Inc.567$23 12/31/2023
     AIVI567$23 12/31/2023
Planning Capital Management Corp401$16 03/31/2024
     AIVI401$16 03/31/2024
Creative Financial Designs Inc. ADV300$12 12/31/2023
     AIVI300$12 12/31/2023
Proequities Inc.255$10 12/31/2023
     AIVI255$10 12/31/2023
Advisory Services Network LLC147$6 12/31/2023
     AIVI147$6 12/31/2023
CWM LLC116$5 03/31/2024
     AIVI116$5 03/31/2024
Qube Research & Technologies Ltd103$4 12/31/2023
     AIVI103$4 12/31/2023
JPMorgan Chase & Co.17$1 12/31/2023
     AIVI17$1 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     AIVI1$0 12/31/2023
FMR LLC1$0 12/31/2023
     AIVI1$0 12/31/2023

See Summary: Institutional Holders of AIVI
See Details: Top 10 Hedge Funds Holding AIVI
Also See: AIVI Insider Buying

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