Institutional Holders (2026 Q2)
181 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVIG. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Echo Wealth Management, LLC | 17.51% | 828,460 | $34.3M |
| 2 | Align Financial, LLC | 7.46% | 363,191 | $15.0M |
| 3 | Networth Advisors, LLC | 7.31% | 303,799 | $12.6M |
| 4 | Cogent Private Wealth, Inc. | 7.07% | 273,103 | $11.3M |
| 5 | Allodium Investment Consultants, LLC | 6.74% | 383,166 | $15.9M |
| 6 | Continuum Wealth Advisors, LLC | 5.78% | 413,351 | $17.1M |
| 7 | Verus Financial Partners, Inc. | 5.51% | 1,555,647 | $64.4M |
| 8 | Highland Financial Advisors, LLC | 5.42% | 594,740 | $24.6M |
| 9 | Centennial Wealth Advisory LLC | 4.95% | 553,222 | $22.9M |
| 10 | Allegiance Financial Group Advisory Services LLC | 4.90% | 683,919 | $28.3M |
| 11 | EJMK Ventures LLC | 4.84% | 257,533 | $10.7M |
| 12 | Regatta Capital Group, LLC | 4.82% | 865,475 | $35.8M |
| 13 | Pacific Asset Management, LLC | 3.97% | 195,503 | $8.1M |
| 14 | Pacific Life Fund Advisors LLC | 3.43% | 754,164 | $31.2M |
| 15 | McCartney Wealth Management LLC | 3.24% | 103,305 | $4.3M |
| 16 | Garrett Wealth Advisory Group, LLC | 3.17% | 497,752 | $20.6M |
| 17 | Wheels Up Wealth, Inc. | 2.86% | 81,380 | $3.4M |
| 18 | Hill Investment Group Partners, LLC | 2.82% | 667,155 | $27.6M |
| 19 | Planwiser Financial, LLC | 2.60% | 90,260 | $3.7M |
| 20 | LexAurum Advisors, LLC | 2.46% | 514,015 | $21.3M |
| 21 | Dogwood Wealth Management LLC | 2.16% | 132,047 | $5.5M |
| 22 | Approach Retirement Advisors, LLC | 2.04% | 67,793 | $2.8M |
| 23 | Arcadia Wealth Management, Inc. | 1.96% | 98,946 | $4.1M |
| 24 | marrick wealth, LLC | 1.89% | 64,421 | $2.7M |
| 25 | Simplicity Wealth,LLC | 1.79% | 1,283,956 | $53.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|