Institutional Holders (2026 Q1)
174 + 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 | 18.54% | 775,059 | $32.2M |
| 2 | Align Financial, LLC | 7.82% | 331,091 | $13.8M |
| 3 | Networth Advisors, LLC | 7.80% | 265,689 | $11.0M |
| 4 | Allodium Investment Consultants, LLC | 7.02% | 353,037 | $14.7M |
| 5 | Cogent Private Wealth, Inc. | 6.92% | 230,844 | $9.6M |
| 6 | Highland Financial Advisors, LLC | 6.20% | 564,832 | $23.5M |
| 7 | Verus Financial Partners, Inc. | 5.73% | 1,531,531 | $63.8M |
| 8 | Centennial Wealth Advisory LLC | 5.56% | 552,565 | $23.0M |
| 9 | Regatta Capital Group, LLC | 5.03% | 799,615 | $33.2M |
| 10 | Allegiance Financial Group Advisory Services LLC | 4.91% | 593,902 | $24.7M |
| 11 | Pacific Asset Management, LLC | 4.34% | 187,221 | $7.8M |
| 12 | EJMK Ventures LLC | 3.82% | 164,710 | $6.8M |
| 13 | McCartney Wealth Management LLC | 3.48% | 99,485 | $4.1M |
| 14 | Hill Investment Group Partners, LLC | 3.40% | 741,653 | $30.8M |
| 15 | Pacific Life Fund Advisors LLC | 3.37% | 705,542 | $29.3M |
| 16 | Wheels Up Wealth, Inc. | 3.04% | 77,887 | $3.2M |
| 17 | Simplicity Wealth,LLC | 2.85% | 1,212,470 | $50.4M |
| 18 | Planwiser Financial, LLC | 2.69% | 88,927 | $3.7M |
| 19 | LexAurum Advisors, LLC | 2.68% | 497,767 | $20.7M |
| 20 | Dogwood Wealth Management LLC | 2.25% | 124,700 | $5.2M |
| 21 | Arcadia Wealth Management, Inc. | 2.11% | 93,930 | $3.9M |
| 22 | Approach Retirement Advisors, LLC | 2.08% | 60,203 | $2.5M |
| 23 | marrick wealth, LLC | 2.03% | 58,093 | $2.4M |
| 24 | Herold Advisors, Inc. | 1.59% | 174,440 | $7.2M |
| 25 | Endeavor Private Wealth, INC. | 1.54% | 129,417 | $5.4M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|