Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (AIVL)

128 + Investors. Track Smart Money conviction in AIVL. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — AIVL

Based on 128 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AIVL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
128 hedge funds hold AIVL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

48 buying48 selling
Last quarter: 48 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 10 → 17 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 13% medium 16% new
90 out of 128 hedge funds have held AIVL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

6 → 8 → 10 → 17 → 16 new funds/Q
New funds entering each quarter: 8 → 10 → 17 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 72% veterans vs 19% newcomers

72% veterans 9% 1-2yr 19% new
Entry-cohort mix of 130 holders: 93 (72%) are 2+ year veterans, 12 entered 1–2 years ago, and 25 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
18 of 128 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AIVL

In 2026 Q2, 48 hedge funds were net buyers of AIVL (16 opened a new position, 32 added to an existing one), while 48 reduced or exited (39 trimmed, 9 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 24% of total institutional value in AIVL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 128.

Hedge Fund Ownership: AIVL

How many hedge funds hold AIVL — quarterly history vs. share price
Quarterly hedge fund ownership of AIVL vs. share price

Market Analysis: AIVL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AIVL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: AIVL
128 + Investors

Track Smart Money conviction in AIVL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 128 121 5.79%
13F Shares 829K 907K -8.57%
Total Value $106M $103M 3.62%
New Positions 16 17 -1
Increased Positions 31 33 -2
Closed Positions 9 11 -2
Reduced Positions 39 34 +5
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AIVL

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Institutional Holders (2026 Q2)

128 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIVL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AIVL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Noble Family Wealth, LLC 2.05% 87,291 $11.4M
2 Founders Grove Wealth Partners, LLC 0.61% 23,362 $3.1M
3 Robinson Smith Wealth Advisors LLC 0.57% 7,316 $959K
4 WealthBridge Capital Management, LLC 0.54% 20,865 $2.7M
5 Dickmeyer Boyce Financial Management, Inc. 0.42% 6,190 $812K
6 Westside Investment Management, Inc. 0.36% 20,811 $2.7M
7 Salomon & Ludwin, LLC 0.27% 24,856 $3.2M
8 Well Done, LLC 0.23% 13,281 $1.7M
9 Biondo Investment Advisors, LLC 0.22% 13,875 $1.8M
10 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.16% 10,400 $1.4M
11 Fingerlakes Wealth Management, Inc. 0.16% 2,268 $297K
12 Amarillo National Bank 0.15% 7,031 $922K
13 Avant Capital LLC 0.14% 1,723 $226K
14 Lgl Partners, LLC 0.14% 2,909 $381K
15 Decker Wealth Management LLC 0.13% 4,766 $625K
16 Cladis Investment Advisory, LLC 0.12% 2,000 $262K
17 Kelman-Lazarov, Inc. 0.11% 6,387 $838K
18 Integrated Advisors Network LLC 0.09% 14,970 $2.0M
19 Rs Crum INC. 0.08% 3,415 $448K
20 Institute for Wealth Management, LLC. 0.08% 6,713 $880K
21 Bellevue Asset Management, LLC 0.08% 1,273 $167K
22 Mezzasalma Advisors, LLC 0.06% 2,374 $311K
23 Sequent Planning LLC 0.06% 2,077 $272K
24 Aspen Grove Capital, LLC 0.06% 3,000 $393K
25 Augustine Asset Management Inc 0.05% 1,987 $261K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (AIVL)

What does the Smart Money Trend signal show for AIVL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AIVL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AIVL?

Slight buying edge — 50% buying: Last quarter: 48 funds bought or added vs 48 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AIVL holders?

Strong quality — 24% AUM from major funds: 18 of 128 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AIVL?

70% of holders stayed for 2+ years: 90 out of 128 hedge funds have held AIVL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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