On this page, we present all of the funds holding AIVL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AIVL, with a link to that fund's top holdings. The next columns indicate the amount of AIVL stock held by each of the funds holding AIVL, followed by the AIVL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 115 funds holding AIVL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Noble Family Wealth LLC. For more details on the positions held by Noble Family Wealth LLC (or by any of the other funds holding AIVL), click the fund name in the "Holder" column of the funds-holding-AIVL table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Noble Family Wealth LLC | 84,105 | $8,560 | 03/31/2024 |
AIVL | 84,105 | $8,560 | 03/31/2024 |
Jaffetilchin Investment Partners LLC | 86,515 | $8,297 | 12/31/2023 |
AIVL | 86,515 | $8,297 | 12/31/2023 |
Morgan Stanley | 79,881 | $7,661 | 12/31/2023 |
AIVL | 79,881 | $7,661 | 12/31/2023 |
Salomon & Ludwin LLC | 63,594 | $5,657 | 12/31/2023 |
AIVL | 63,594 | $5,657 | 12/31/2023 |
Commonwealth Equity Services LLC | 46,263 | $4,437 | 12/31/2023 |
AIVL | 46,263 | $4,437 | 12/31/2023 |
BKM Wealth Management LLC | 43,577 | $4,179 | 12/31/2023 |
AIVL | 43,577 | $4,179 | 12/31/2023 |
LPL Financial LLC | 32,320 | $3,100 | 12/31/2023 |
AIVL | 32,320 | $3,100 | 12/31/2023 |
Royal Bank of Canada | 31,386 | $3,009 | 12/31/2023 |
AIVL | 31,386 | $3,009 | 12/31/2023 |
Congress Wealth Management LLC DE | 27,000 | $2,589 | 12/31/2023 |
AIVL | 27,000 | $2,589 | 12/31/2023 |
Envestnet Asset Management Inc. | 26,072 | $2,500 | 12/31/2023 |
AIVL | 26,072 | $2,500 | 12/31/2023 |
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 23,730 | $2,276 | 12/31/2023 |
AIVL | 23,730 | $2,276 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 23,494 | $2,253 | 12/31/2023 |
AIVL | 23,494 | $2,253 | 12/31/2023 |
WealthBridge Capital Management LLC | 20,705 | $1,986 | 12/31/2023 |
AIVL | 20,705 | $1,986 | 12/31/2023 |
White Pine Investment CO | 20,358 | $1,952 | 12/31/2023 |
AIVL | 20,358 | $1,952 | 12/31/2023 |
RMB Capital Management LLC | 19,048 | $1,827 | 12/31/2023 |
AIVL | 19,048 | $1,827 | 12/31/2023 |
Well Done LLC | 18,289 | $1,754 | 12/31/2023 |
AIVL | 18,289 | $1,754 | 12/31/2023 |
Westside Investment Management Inc. | 17,932 | $1,720 | 12/31/2023 |
AIVL | 17,932 | $1,720 | 12/31/2023 |
Prospera Financial Services Inc | 16,380 | $1,571 | 12/31/2023 |
AIVL | 16,380 | $1,571 | 12/31/2023 |
Traverso Chambers Private Wealth Management LLC | 16,326 | $1,566 | 12/31/2023 |
AIVL | 16,326 | $1,566 | 12/31/2023 |
Apollon Wealth Management LLC | 15,586 | $1,495 | 12/31/2023 |
AIVL | 15,586 | $1,495 | 12/31/2023 |
Advisor Group Holdings Inc. | 14,547 | $1,395 | 12/31/2023 |
AIVL | 14,547 | $1,395 | 12/31/2023 |
Captrust Financial Advisors | 13,758 | $1,319 | 12/31/2023 |
AIVL | 13,758 | $1,319 | 12/31/2023 |
Cahill Financial Advisors Inc. | 13,369 | $1,282 | 12/31/2023 |
AIVL | 13,369 | $1,282 | 12/31/2023 |
Wells Fargo & Company MN | 11,895 | $1,141 | 12/31/2023 |
AIVL | 11,895 | $1,141 | 12/31/2023 |
Janney Montgomery Scott LLC | 11,257 | $1,080 | 12/31/2023 |
AIVL | 11,257 | $1,080 | 12/31/2023 |
First Hawaiian Bank | 10,439 | $1,062 | 03/31/2024 |
AIVL | 10,439 | $1,062 | 03/31/2024 |
Biondo Investment Advisors LLC | 11,003 | $1,055 | 12/31/2023 |
AIVL | 11,003 | $1,055 | 12/31/2023 |
Cerity Partners LLC | 9,647 | $925 | 12/31/2023 |
AIVL | 9,647 | $925 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 9,519 | $913 | 12/31/2023 |
AIVL | 9,519 | $913 | 12/31/2023 |
Institute for Wealth Management LLC. | 8,851 | $849 | 12/31/2023 |
AIVL | 8,851 | $849 | 12/31/2023 |
Aspen Grove Capital LLC | 8,249 | $791 | 12/31/2023 |
AIVL | 8,249 | $791 | 12/31/2023 |
Raymond James & Associates | 8,201 | $786 | 12/31/2023 |
AIVL | 8,201 | $786 | 12/31/2023 |
Focus Financial Network Inc. ADV | 8,063 | $773 | 12/31/2023 |
AIVL | 8,063 | $773 | 12/31/2023 |
Robinson Smith Wealth Advisors LLC | 7,970 | $764 | 12/31/2023 |
AIVL | 7,970 | $764 | 12/31/2023 |
Amarillo National Bank | 7,031 | $674 | 12/31/2023 |
AIVL | 7,031 | $674 | 12/31/2023 |
Kelman Lazarov Inc. | 7,031 | $674 | 12/31/2023 |
AIVL | 7,031 | $674 | 12/31/2023 |
Citadel Advisors LLC | 6,840 | $656 | 12/31/2023 |
AIVL | 6,840 | $656 | 12/31/2023 |
RWM Asset Management LLC | 6,120 | $623 | 03/31/2024 |
AIVL | 6,120 | $623 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 6,467 | $620 | 12/31/2023 |
AIVL | 6,467 | $620 | 12/31/2023 |
StrategIQ Financial Group LLC | 6,196 | $594 | 12/31/2023 |
AIVL | 6,196 | $594 | 12/31/2023 |
Nadler Financial Group Inc. | 5,730 | $550 | 12/31/2023 |
AIVL | 5,730 | $550 | 12/31/2023 |
Montag A & Associates Inc. | 5,585 | $536 | 12/31/2023 |
AIVL | 5,585 | $536 | 12/31/2023 |
Cetera Advisor Networks LLC | 5,515 | $529 | 12/31/2023 |
AIVL | 5,515 | $529 | 12/31/2023 |
GWM Advisors LLC | 5,519 | $524 | 12/31/2023 |
AIVL | 5,519 | $524 | 12/31/2023 |
Wade G W & Inc. | 5,269 | $505 | 12/31/2023 |
AIVL | 5,269 | $505 | 12/31/2023 |
LGL Partners LLC | 4,907 | $471 | 12/31/2023 |
AIVL | 4,907 | $471 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 4,859 | $466 | 12/31/2023 |
AIVL | 4,859 | $466 | 12/31/2023 |
Apella Capital LLC | 4,600 | $464 | 03/31/2024 |
AIVL | 4,600 | $464 | 03/31/2024 |
Susquehanna International Group LLP | $458 | 12/31/2023 | |
Put | 9,100 | $873 | 12/31/2023 |
AIVL | 8,176 | $784 | 12/31/2023 |
Call | 5,700 | $547 | 12/31/2023 |
Webster Bank N. A. | 4,460 | $454 | 03/31/2024 |
AIVL | 4,460 | $454 | 03/31/2024 |
Altrius Capital Management Inc | 4,551 | $437 | 12/31/2023 |
AIVL | 4,551 | $437 | 12/31/2023 |
PPS&V Asset Management Consultants Inc. | 4,085 | $416 | 03/31/2024 |
AIVL | 4,085 | $416 | 03/31/2024 |
Mariner LLC | 4,252 | $408 | 12/31/2023 |
AIVL | 4,252 | $408 | 12/31/2023 |
Spire Wealth Management | 4,176 | $394 | 12/31/2023 |
AIVL | 4,176 | $394 | 12/31/2023 |
Resources Investment Advisors LLC. | 4,000 | $384 | 12/31/2023 |
AIVL | 4,000 | $384 | 12/31/2023 |
Kestra Advisory Services LLC | 3,876 | $372 | 12/31/2023 |
AIVL | 3,876 | $372 | 12/31/2023 |
AGF Management Ltd. | 3,795 | $364 | 12/31/2023 |
AIVL | 3,795 | $364 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 3,776 | $362 | 12/31/2023 |
AIVL | 3,776 | $362 | 12/31/2023 |
Flaharty Asset Management LLC | 3,590 | $344 | 12/31/2023 |
AIVL | 3,590 | $344 | 12/31/2023 |
Tradition Wealth Management LLC | 3,517 | $337 | 12/31/2023 |
AIVL | 3,517 | $337 | 12/31/2023 |
RS Crum Inc. | 3,415 | $328 | 12/31/2023 |
AIVL | 3,415 | $328 | 12/31/2023 |
Perfromance Wealth Partners LLC | 3,400 | $326 | 12/31/2023 |
AIVL | 3,400 | $326 | 12/31/2023 |
Sequoia Financial Advisors LLC | 3,100 | $297 | 12/31/2023 |
AIVL | 3,100 | $297 | 12/31/2023 |
Creative Planning | 3,042 | $292 | 12/31/2023 |
AIVL | 3,042 | $292 | 12/31/2023 |
Bouchey Financial Group Ltd | 2,840 | $272 | 12/31/2023 |
AIVL | 2,840 | $272 | 12/31/2023 |
Fingerlakes Wealth Management Inc. | 2,786 | $267 | 12/31/2023 |
AIVL | 2,786 | $267 | 12/31/2023 |
Tower Research Capital LLC TRC | 2,769 | $266 | 12/31/2023 |
AIVL | 2,769 | $266 | 12/31/2023 |
Trust Co. of Vermont | 2,720 | $261 | 12/31/2023 |
AIVL | 2,720 | $261 | 12/31/2023 |
Element Wealth LLC | 2,542 | $244 | 12/31/2023 |
AIVL | 2,542 | $244 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 2,370 | $241 | 03/31/2024 |
AIVL | 2,370 | $241 | 03/31/2024 |
Cetera Investment Advisers | 2,486 | $238 | 12/31/2023 |
AIVL | 2,486 | $238 | 12/31/2023 |
Stifel Financial Corp | 2,362 | $227 | 12/31/2023 |
AIVL | 2,362 | $227 | 12/31/2023 |
CWM LLC | 2,213 | $225 | 03/31/2024 |
AIVL | 2,213 | $225 | 03/31/2024 |
Key Financial Inc | 2,255 | $216 | 12/31/2023 |
AIVL | 2,255 | $216 | 12/31/2023 |
CIBC Private Wealth Group LLC | 2,217 | $213 | 12/31/2023 |
AIVL | 2,217 | $213 | 12/31/2023 |
Augustine Asset Management Inc. | 2,199 | $211 | 12/31/2023 |
AIVL | 2,199 | $211 | 12/31/2023 |
Blair William & Co. IL | 2,198 | $211 | 12/31/2023 |
AIVL | 2,198 | $211 | 12/31/2023 |
South State CORP. | 2,124 | $204 | 12/31/2023 |
AIVL | 2,124 | $204 | 12/31/2023 |
UBS Group AG | 1,712 | $164 | 12/31/2023 |
AIVL | 1,712 | $164 | 12/31/2023 |
Bellevue Asset Management LLC | 1,365 | $131 | 12/31/2023 |
AIVL | 1,365 | $131 | 12/31/2023 |
Harbour Investments Inc. | 1,170 | $112 | 12/31/2023 |
AIVL | 1,170 | $112 | 12/31/2023 |
Lowe Wealth Advisors LLC | 1,083 | $110 | 03/31/2024 |
AIVL | 1,083 | $110 | 03/31/2024 |
Glass Jacobson Investment Advisors llc | 1,000 | $96 | 12/31/2023 |
AIVL | 1,000 | $96 | 12/31/2023 |
Fifth Third Bancorp | 900 | $86 | 12/31/2023 |
AIVL | 900 | $86 | 12/31/2023 |
Bank of Montreal Can | 874 | $84 | 12/31/2023 |
AIVL | 874 | $84 | 12/31/2023 |
Independence Bank of Kentucky | 775 | $79 | 03/31/2024 |
AIVL | 775 | $79 | 03/31/2024 |
Guardian Wealth Management Inc. | 804 | $77 | 12/31/2023 |
AIVL | 804 | $77 | 12/31/2023 |
Franklin Resources Inc. | 740 | $71 | 12/31/2023 |
AIVL | 740 | $71 | 12/31/2023 |
Allworth Financial LP | 664 | $64 | 12/31/2023 |
AIVL | 664 | $64 | 12/31/2023 |
FMR LLC | 601 | $58 | 12/31/2023 |
AIVL | 601 | $58 | 12/31/2023 |
Bank of America Corp DE | 560 | $54 | 12/31/2023 |
AIVL | 560 | $54 | 12/31/2023 |
Signaturefd LLC | 494 | $47 | 12/31/2023 |
AIVL | 494 | $47 | 12/31/2023 |
Albion Financial Group UT | 380 | $36 | 12/31/2023 |
AIVL | 380 | $36 | 12/31/2023 |
North Star Investment Management Corp. | 376 | $36 | 12/31/2023 |
AIVL | 376 | $36 | 12/31/2023 |
ICA Group Wealth Management LLC | 325 | $31 | 12/31/2023 |
AIVL | 325 | $31 | 12/31/2023 |
Halpern Financial Inc. | 300 | $30 | 03/31/2024 |
AIVL | 300 | $30 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 312 | $30 | 12/31/2023 |
AIVL | 312 | $30 | 12/31/2023 |
JNBA Financial Advisors | 295 | $28 | 12/31/2023 |
AIVL | 295 | $28 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 231 | $22 | 12/31/2023 |
AIVL | 231 | $22 | 12/31/2023 |
Atticus Wealth Management LLC | 200 | $20 | 03/31/2024 |
AIVL | 200 | $20 | 03/31/2024 |
Qube Research & Technologies Ltd | 203 | $19 | 12/31/2023 |
AIVL | 203 | $19 | 12/31/2023 |
Vima LLC | 195 | $19 | 12/31/2023 |
AIVL | 195 | $19 | 12/31/2023 |
Capital Investment Advisory Services LLC | 180 | $17 | 12/31/2023 |
AIVL | 180 | $17 | 12/31/2023 |
The PNC Financial Services Group Inc. | 172 | $16 | 12/31/2023 |
AIVL | 172 | $16 | 12/31/2023 |
Founders Financial Alliance LLC | 152 | $15 | 12/31/2023 |
AIVL | 152 | $15 | 12/31/2023 |
DAGCO Inc. | 133 | $13 | 12/31/2023 |
AIVL | 133 | $13 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 133 | $13 | 12/31/2023 |
AIVL | 133 | $13 | 12/31/2023 |
Pin Oak Investment Advisors Inc. | 74 | $7 | 12/31/2023 |
AIVL | 74 | $7 | 12/31/2023 |
Citigroup Inc. | 63 | $6 | 12/31/2023 |
AIVL | 63 | $6 | 12/31/2023 |
WealthShield Partners LLC | 58 | $6 | 12/31/2023 |
AIVL | 58 | $6 | 12/31/2023 |
Baystate Wealth Management LLC | 52 | $5 | 12/31/2023 |
AIVL | 52 | $5 | 12/31/2023 |
MTM Investment Management LLC | 50 | $5 | 12/31/2023 |
AIVL | 50 | $5 | 12/31/2023 |
Asset Dedication LLC | 38 | $4 | 03/31/2024 |
AIVL | 38 | $4 | 03/31/2024 |
Gradient Investments LLC | 22 | $2 | 12/31/2023 |
AIVL | 22 | $2 | 12/31/2023 |
JPMorgan Chase & Co. | 13 | $1 | 12/31/2023 |
AIVL | 13 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
AIVL | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of AIVL
See Details: Top 10 Hedge Funds Holding AIVL
Also See: AIVL Holdings Changes
Free AIVL Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |