HoldingsChannel.com
There is a long list of 114 institutional holders of AIVL within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of AIVL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-AIVL table below, the initial column indicates the name of each top institutional holder of AIVL, with a link to that fund's top holdings. The next columns indicate the amount of AIVL stock held by each of the institutional holders of AIVL, followed by the AIVL position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| 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 | 43,145 | $4,391 | 03/31/2024 |
| AIVL | 43,145 | $4,391 | 03/31/2024 |
| 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 | $2,748 | 03/31/2024 |
| AIVL | 27,000 | $2,748 | 03/31/2024 |
| 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 | 21,531 | $2,191 | 03/31/2024 |
| AIVL | 21,531 | $2,191 | 03/31/2024 |
| White Pine Investment CO | 20,241 | $2,060 | 03/31/2024 |
| AIVL | 20,241 | $2,060 | 03/31/2024 |
| RMB Capital Management LLC | 19,048 | $1,827 | 12/31/2023 |
| AIVL | 19,048 | $1,827 | 12/31/2023 |
| Westside Investment Management Inc. | 17,428 | $1,774 | 03/31/2024 |
| AIVL | 17,428 | $1,774 | 03/31/2024 |
| Well Done LLC | 15,660 | $1,594 | 03/31/2024 |
| AIVL | 15,660 | $1,594 | 03/31/2024 |
| 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 |
| Raymond James Financial Services Advisors Inc. | 12,089 | $1,230 | 03/31/2024 |
| AIVL | 12,089 | $1,230 | 03/31/2024 |
| 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 |
| Institute for Wealth Management LLC. | 8,715 | $887 | 03/31/2024 |
| AIVL | 8,715 | $887 | 03/31/2024 |
| Raymond James & Associates | 8,515 | $867 | 03/31/2024 |
| AIVL | 8,515 | $867 | 03/31/2024 |
| Robinson Smith Wealth Advisors LLC | 7,920 | $806 | 03/31/2024 |
| AIVL | 7,920 | $806 | 03/31/2024 |
| Aspen Grove Capital LLC | 8,249 | $791 | 12/31/2023 |
| AIVL | 8,249 | $791 | 12/31/2023 |
| Focus Financial Network Inc. ADV | 8,063 | $773 | 12/31/2023 |
| AIVL | 8,063 | $773 | 12/31/2023 |
| Amarillo National Bank | 7,031 | $716 | 03/31/2024 |
| AIVL | 7,031 | $716 | 03/31/2024 |
| 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. | 5,894 | $600 | 03/31/2024 |
| AIVL | 5,894 | $600 | 03/31/2024 |
| StrategIQ Financial Group LLC | 6,196 | $594 | 12/31/2023 |
| AIVL | 6,196 | $594 | 12/31/2023 |
| Nadler Financial Group Inc. | 5,730 | $583 | 03/31/2024 |
| AIVL | 5,730 | $583 | 03/31/2024 |
| 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 | 4,920 | $501 | 03/31/2024 |
| AIVL | 4,920 | $501 | 03/31/2024 |
| 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 |
| McKinley Carter Wealth Services Inc. | 4,406 | $448 | 03/31/2024 |
| AIVL | 4,406 | $448 | 03/31/2024 |
| Altrius Capital Management Inc | 4,551 | $437 | 12/31/2023 |
| AIVL | 4,551 | $437 | 12/31/2023 |
See All: Funds Holding AIVL
See Details: Top 10 Hedge Funds Holding AIVL
Also See: AIVL Holdings Changes
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