HoldingsChannel.com
Funds Holding AIVL

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Noble Family Wealth LLC84,105$8,560 03/31/2024
     AIVL84,105$8,560 03/31/2024
Jaffetilchin Investment Partners LLC86,515$8,297 12/31/2023
     AIVL86,515$8,297 12/31/2023
Morgan Stanley79,881$7,661 12/31/2023
     AIVL79,881$7,661 12/31/2023
Salomon & Ludwin LLC63,594$5,657 12/31/2023
     AIVL63,594$5,657 12/31/2023
Commonwealth Equity Services LLC46,263$4,437 12/31/2023
     AIVL46,263$4,437 12/31/2023
BKM Wealth Management LLC43,577$4,179 12/31/2023
     AIVL43,577$4,179 12/31/2023
LPL Financial LLC32,320$3,100 12/31/2023
     AIVL32,320$3,100 12/31/2023
Royal Bank of Canada31,386$3,009 12/31/2023
     AIVL31,386$3,009 12/31/2023
Congress Wealth Management LLC DE 27,000$2,589 12/31/2023
     AIVL27,000$2,589 12/31/2023
Envestnet Asset Management Inc.26,072$2,500 12/31/2023
     AIVL26,072$2,500 12/31/2023
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.23,730$2,276 12/31/2023
     AIVL23,730$2,276 12/31/2023
Mercer Global Advisors Inc. ADV23,494$2,253 12/31/2023
     AIVL23,494$2,253 12/31/2023
WealthBridge Capital Management LLC20,705$1,986 12/31/2023
     AIVL20,705$1,986 12/31/2023
White Pine Investment CO20,358$1,952 12/31/2023
     AIVL20,358$1,952 12/31/2023
RMB Capital Management LLC19,048$1,827 12/31/2023
     AIVL19,048$1,827 12/31/2023
Well Done LLC18,289$1,754 12/31/2023
     AIVL18,289$1,754 12/31/2023
Westside Investment Management Inc.17,932$1,720 12/31/2023
     AIVL17,932$1,720 12/31/2023
Prospera Financial Services Inc16,380$1,571 12/31/2023
     AIVL16,380$1,571 12/31/2023
Traverso Chambers Private Wealth Management LLC16,326$1,566 12/31/2023
     AIVL16,326$1,566 12/31/2023
Apollon Wealth Management LLC15,586$1,495 12/31/2023
     AIVL15,586$1,495 12/31/2023
Advisor Group Holdings Inc.14,547$1,395 12/31/2023
     AIVL14,547$1,395 12/31/2023
Captrust Financial Advisors13,758$1,319 12/31/2023
     AIVL13,758$1,319 12/31/2023
Cahill Financial Advisors Inc.13,369$1,282 12/31/2023
     AIVL13,369$1,282 12/31/2023
Wells Fargo & Company MN11,895$1,141 12/31/2023
     AIVL11,895$1,141 12/31/2023
Janney Montgomery Scott LLC11,257$1,080 12/31/2023
     AIVL11,257$1,080 12/31/2023
First Hawaiian Bank10,439$1,062 03/31/2024
     AIVL10,439$1,062 03/31/2024
Biondo Investment Advisors LLC11,003$1,055 12/31/2023
     AIVL11,003$1,055 12/31/2023
Cerity Partners LLC9,647$925 12/31/2023
     AIVL9,647$925 12/31/2023
Raymond James Financial Services Advisors Inc.9,519$913 12/31/2023
     AIVL9,519$913 12/31/2023
Institute for Wealth Management LLC.8,851$849 12/31/2023
     AIVL8,851$849 12/31/2023
Aspen Grove Capital LLC8,249$791 12/31/2023
     AIVL8,249$791 12/31/2023
Raymond James & Associates8,201$786 12/31/2023
     AIVL8,201$786 12/31/2023
Focus Financial Network Inc. ADV8,063$773 12/31/2023
     AIVL8,063$773 12/31/2023
Robinson Smith Wealth Advisors LLC7,970$764 12/31/2023
     AIVL7,970$764 12/31/2023
Amarillo National Bank7,031$674 12/31/2023
     AIVL7,031$674 12/31/2023
Kelman Lazarov Inc.7,031$674 12/31/2023
     AIVL7,031$674 12/31/2023
Citadel Advisors LLC6,840$656 12/31/2023
     AIVL6,840$656 12/31/2023
RWM Asset Management LLC6,120$623 03/31/2024
     AIVL6,120$623 03/31/2024
Cambridge Investment Research Advisors Inc.6,467$620 12/31/2023
     AIVL6,467$620 12/31/2023
StrategIQ Financial Group LLC6,196$594 12/31/2023
     AIVL6,196$594 12/31/2023
Nadler Financial Group Inc.5,730$550 12/31/2023
     AIVL5,730$550 12/31/2023
Montag A & Associates Inc.5,585$536 12/31/2023
     AIVL5,585$536 12/31/2023
Cetera Advisor Networks LLC5,515$529 12/31/2023
     AIVL5,515$529 12/31/2023
GWM Advisors LLC5,519$524 12/31/2023
     AIVL5,519$524 12/31/2023
Wade G W & Inc.5,269$505 12/31/2023
     AIVL5,269$505 12/31/2023
LGL Partners LLC4,907$471 12/31/2023
     AIVL4,907$471 12/31/2023
McKinley Carter Wealth Services Inc.4,859$466 12/31/2023
     AIVL4,859$466 12/31/2023
Apella Capital LLC4,600$464 03/31/2024
     AIVL4,600$464 03/31/2024
Susquehanna International Group LLP $458 12/31/2023
     Put9,100$873 12/31/2023
     AIVL8,176$784 12/31/2023
     Call5,700$547 12/31/2023
Webster Bank N. A.4,460$454 03/31/2024
     AIVL4,460$454 03/31/2024
Altrius Capital Management Inc4,551$437 12/31/2023
     AIVL4,551$437 12/31/2023
PPS&V Asset Management Consultants Inc.4,085$416 03/31/2024
     AIVL4,085$416 03/31/2024
Mariner LLC4,252$408 12/31/2023
     AIVL4,252$408 12/31/2023
Spire Wealth Management4,176$394 12/31/2023
     AIVL4,176$394 12/31/2023
Resources Investment Advisors LLC.4,000$384 12/31/2023
     AIVL4,000$384 12/31/2023
Kestra Advisory Services LLC3,876$372 12/31/2023
     AIVL3,876$372 12/31/2023
AGF Management Ltd.3,795$364 12/31/2023
     AIVL3,795$364 12/31/2023
Graves Light Private Wealth Management Inc.3,776$362 12/31/2023
     AIVL3,776$362 12/31/2023
Flaharty Asset Management LLC3,590$344 12/31/2023
     AIVL3,590$344 12/31/2023
Tradition Wealth Management LLC3,517$337 12/31/2023
     AIVL3,517$337 12/31/2023
RS Crum Inc.3,415$328 12/31/2023
     AIVL3,415$328 12/31/2023
Perfromance Wealth Partners LLC3,400$326 12/31/2023
     AIVL3,400$326 12/31/2023
Sequoia Financial Advisors LLC3,100$297 12/31/2023
     AIVL3,100$297 12/31/2023
Creative Planning3,042$292 12/31/2023
     AIVL3,042$292 12/31/2023
Bouchey Financial Group Ltd2,840$272 12/31/2023
     AIVL2,840$272 12/31/2023
Fingerlakes Wealth Management Inc.2,786$267 12/31/2023
     AIVL2,786$267 12/31/2023
Tower Research Capital LLC TRC 2,769$266 12/31/2023
     AIVL2,769$266 12/31/2023
Trust Co. of Vermont2,720$261 12/31/2023
     AIVL2,720$261 12/31/2023
Element Wealth LLC2,542$244 12/31/2023
     AIVL2,542$244 12/31/2023
Wiley BROS. Aintree Capital LLC2,370$241 03/31/2024
     AIVL2,370$241 03/31/2024
Cetera Investment Advisers2,486$238 12/31/2023
     AIVL2,486$238 12/31/2023
Stifel Financial Corp2,362$227 12/31/2023
     AIVL2,362$227 12/31/2023
CWM LLC2,213$225 03/31/2024
     AIVL2,213$225 03/31/2024
Key Financial Inc2,255$216 12/31/2023
     AIVL2,255$216 12/31/2023
CIBC Private Wealth Group LLC2,217$213 12/31/2023
     AIVL2,217$213 12/31/2023
Augustine Asset Management Inc.2,199$211 12/31/2023
     AIVL2,199$211 12/31/2023
Blair William & Co. IL2,198$211 12/31/2023
     AIVL2,198$211 12/31/2023
South State CORP.2,124$204 12/31/2023
     AIVL2,124$204 12/31/2023
UBS Group AG1,712$164 12/31/2023
     AIVL1,712$164 12/31/2023
Bellevue Asset Management LLC1,365$131 12/31/2023
     AIVL1,365$131 12/31/2023
Harbour Investments Inc.1,170$112 12/31/2023
     AIVL1,170$112 12/31/2023
Lowe Wealth Advisors LLC1,083$110 03/31/2024
     AIVL1,083$110 03/31/2024
Glass Jacobson Investment Advisors llc1,000$96 12/31/2023
     AIVL1,000$96 12/31/2023
Fifth Third Bancorp900$86 12/31/2023
     AIVL900$86 12/31/2023
Bank of Montreal Can874$84 12/31/2023
     AIVL874$84 12/31/2023
Independence Bank of Kentucky775$79 03/31/2024
     AIVL775$79 03/31/2024
Guardian Wealth Management Inc.804$77 12/31/2023
     AIVL804$77 12/31/2023
Franklin Resources Inc.740$71 12/31/2023
     AIVL740$71 12/31/2023
Allworth Financial LP664$64 12/31/2023
     AIVL664$64 12/31/2023
FMR LLC601$58 12/31/2023
     AIVL601$58 12/31/2023
Bank of America Corp DE560$54 12/31/2023
     AIVL560$54 12/31/2023
Signaturefd LLC494$47 12/31/2023
     AIVL494$47 12/31/2023
Albion Financial Group UT380$36 12/31/2023
     AIVL380$36 12/31/2023
North Star Investment Management Corp.376$36 12/31/2023
     AIVL376$36 12/31/2023
ICA Group Wealth Management LLC325$31 12/31/2023
     AIVL325$31 12/31/2023
Halpern Financial Inc.300$30 03/31/2024
     AIVL300$30 03/31/2024
Benjamin F. Edwards & Company Inc.312$30 12/31/2023
     AIVL312$30 12/31/2023
JNBA Financial Advisors295$28 12/31/2023
     AIVL295$28 12/31/2023
Steward Partners Investment Advisory LLC231$22 12/31/2023
     AIVL231$22 12/31/2023
Atticus Wealth Management LLC200$20 03/31/2024
     AIVL200$20 03/31/2024
Qube Research & Technologies Ltd203$19 12/31/2023
     AIVL203$19 12/31/2023
Vima LLC195$19 12/31/2023
     AIVL195$19 12/31/2023
Capital Investment Advisory Services LLC180$17 12/31/2023
     AIVL180$17 12/31/2023
The PNC Financial Services Group Inc.172$16 12/31/2023
     AIVL172$16 12/31/2023
Founders Financial Alliance LLC152$15 12/31/2023
     AIVL152$15 12/31/2023
DAGCO Inc.133$13 12/31/2023
     AIVL133$13 12/31/2023
Dynamic Wealth Strategies LLC133$13 12/31/2023
     AIVL133$13 12/31/2023
Pin Oak Investment Advisors Inc.74$7 12/31/2023
     AIVL74$7 12/31/2023
Citigroup Inc.63$6 12/31/2023
     AIVL63$6 12/31/2023
WealthShield Partners LLC58$6 12/31/2023
     AIVL58$6 12/31/2023
Baystate Wealth Management LLC52$5 12/31/2023
     AIVL52$5 12/31/2023
MTM Investment Management LLC50$5 12/31/2023
     AIVL50$5 12/31/2023
Asset Dedication LLC38$4 03/31/2024
     AIVL38$4 03/31/2024
Gradient Investments LLC22$2 12/31/2023
     AIVL22$2 12/31/2023
JPMorgan Chase & Co.13$1 12/31/2023
     AIVL13$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     AIVL0$0 12/31/2023

See Summary: Institutional Holders of AIVL
See Details: Top 10 Hedge Funds Holding AIVL
Also See: AIVL Holdings Changes

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