Institutional Holders (2026 Q1)
179 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVIV. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Foundry Financial Group, Inc. | 8.11% | 218,438 | $16.3M |
| 2 | Kilner Capital Advisors, LLC | 7.11% | 99,220 | $7.4M |
| 3 | Golden Bell Financial Planning LLC | 7.08% | 118,775 | $8.9M |
| 4 | Wright Wealth LLC | 6.01% | 120,142 | $9.0M |
| 5 | ATLas Financial Planning LLC | 5.91% | 88,019 | $6.6M |
| 6 | Paladin Advisory Group, LLC | 5.72% | 100,464 | $7.5M |
| 7 | Summit Portfolio Management, LTD. | 5.36% | 111,290 | $8.3M |
| 8 | Northland Capital Management LLC | 4.88% | 119,374 | $8.9M |
| 9 | IAG Wealth Partners, LLC | 4.85% | 580,522 | $43.4M |
| 10 | Allegiance Financial Group Advisory Services LLC | 4.52% | 303,419 | $22.7M |
| 11 | Websterrogers Financial Advisors, LLC | 4.43% | 207,002 | $15.5M |
| 12 | Frankly Finances, LLC | 3.53% | 52,180 | $3.9M |
| 13 | B&D White Capital Company, LLC | 3.33% | 359,416 | $26.9M |
| 14 | Bayshore Asset Management, LLC | 3.32% | 111,542 | $8.3M |
| 15 | Cornerstone Wealth Partners, LLC | 3.28% | 77,336 | $5.8M |
| 16 | Austin Wealth Management, LLC | 2.77% | 160,665 | $12.2M |
| 17 | Haven Private, LLC | 2.31% | 70,886 | $5.3M |
| 18 | Atwood & Palmer Inc | 2.11% | 499,116 | $37.3M |
| 19 | Entrewealth, LLC | 2.07% | 61,770 | $4.6M |
| 20 | Vestment Financial LLC | 2.05% | 55,187 | $4.4M |
| 21 | ORBA Wealth Advisors, L.L.C. | 1.82% | 20,388 | $1.5M |
| 22 | Financial Management Network Inc | 1.71% | 142,719 | $11.2M |
| 23 | Global Strategic Investment Solutions, LLC | 1.69% | 231,424 | $17.3M |
| 24 | Fonville Wealth Management LLC | 1.53% | 107,450 | $8.0M |
| 25 | Lam Group, INC. | 1.27% | 30,790 | $2.3M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|