Who owns AVIG
Which tracked institutional funds hold AVIG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVIG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
65 tracked funds added or opened AVIG while 23 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AVIG’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVIG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 173 tracked filers holding AVIG, 121 increased or opened the position and 61 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AVIG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- AXXCESS WEALTH MANAGEMENT, LLC$22M
- Garrett Wealth Advisory Group, LLC$21M
- CONTINUUM WEALTH ADVISORS, LLC$17M
- Private Advisor Group, LLC$6M
- Savant Capital, LLC$6M
- Copper Harbor Investment Advisors, LLC$3M
Full exits 12
- Janney Montgomery Scott LLC$57M
- BCR Wealth Strategies, LLC$32M
- PARK AVENUE SECURITIES LLC$26M
- Ferguson Johnson Wealth Management Inc$11M
- &PARTNERS$9M
- Mariner, LLC$8M
Largest adds
- AMERICAN CENTURY COMPANIES INC$33M
- MORGAN STANLEY$21M
- ENVESTNET ASSET MANAGEMENT INC$7M
- GREAT VALLEY ADVISOR GROUP, INC.$7M
- GTS SECURITIES LLC$6M
- RAYMOND JAMES FINANCIAL INC$6M
Largest trims
- GOLDMAN SACHS GROUP INC$12M
- LPL Financial LLC$8M
- Hill Investment Group Partners, LLC$3M
- Vestmark Advisory Solutions, Inc.$3M
- TOUNJIAN ADVISORY PARTNERS, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AE Wealth Management LLC trimmed | 6,527,797 | $270M | 18.3% | 2026-Q2 |
| MORGAN STANLEY added | 2,802,723 | $116M | 7.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,065,939 | $86M | 5.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,570,423 | $65M | 4.4% | 2026-Q2 |
| Verus Financial Partners, Inc. added | 1,555,647 | $64M | 4.4% | 2026-Q2 |
| Simplicity Wealth,LLC added | 1,283,956 | $53M | 3.6% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,151,126 | $48M | 3.2% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC added | 865,475 | $36M | 2.4% | 2026-Q2 |
| Echo Wealth Management, LLC added | 828,460 | $34M | 2.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 811,747 | $34M | 2.3% | 2026-Q2 |
| Pacific Life Fund Advisors LLC added | 754,164 | $31M | 2.1% | 2026-Q2 |
| Allegiance Financial Group Advisory Services LLC added | 683,919 | $28M | 1.9% | 2026-Q2 |
| Hill Investment Group Partners, LLC trimmed | 667,155 | $28M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 651,414 | $27M | 1.8% | 2026-Q2 |
| Highland Financial Advisors, LLC added | 594,740 | $25M | 1.7% | 2026-Q2 |
| Centennial Wealth Advisory LLC added | 553,222 | $23M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 526,744 | $22M | 1.5% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 526,067 | $22M | 1.5% | 2026-Q2 |
| Creative Planning added | 521,414 | $22M | 1.5% | 2026-Q2 |
| LexAurum Advisors, LLC added | 514,015 | $21M | 1.4% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC new | 497,752 | $21M | 1.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 417,865 | $17M | 1.2% | 2026-Q2 |
| CONTINUUM WEALTH ADVISORS, LLC new | 413,351 | $17M | 1.2% | 2026-Q2 |
| Allodium Investment Consultants, LLC added | 383,166 | $16M | 1.1% | 2026-Q2 |
| Align Financial, LLC added | 363,191 | $15M | 1.0% | 2026-Q2 |
| Cresset Asset Management, LLC added | 347,406 | $14M | 1.0% | 2026-Q2 |
| Networth Advisors, LLC added | 303,799 | $13M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 300,686 | $12M | 0.8% | 2026-Q2 |
| Allworth Financial LP added | 289,797 | $12M | 0.8% | 2026-Q2 |
| Kestra Investment Management, LLC added | 284,724 | $12M | 0.8% | 2026-Q2 |
| Cogent Private Wealth, Inc. added | 273,103 | $11M | 0.8% | 2026-Q2 |
| EJMK Ventures LLC added | 257,533 | $11M | 0.7% | 2026-Q2 |
| Corient Private Wealth LP added | 242,321 | $10M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 235,829 | $10M | 0.7% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC added | 222,640 | $9M | 0.6% | 2026-Q2 |
| Trajan Wealth LLC added | 204,416 | $8M | 0.6% | 2026-Q2 |
| Pacific Asset Management, LLC added | 195,503 | $8M | 0.5% | 2026-Q2 |
| GTS SECURITIES LLC added | 193,793 | $8M | 0.5% | 2026-Q2 |
| Herold Advisors, Inc. added | 188,219 | $8M | 0.5% | 2026-Q2 |
| Financial Plan, Inc. added | 172,083 | $7M | 0.5% | 2026-Q2 |
| CoreCap Advisors, LLC added | 164,608 | $7M | 0.5% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 154,878 | $6M | 0.4% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 153,581 | $6M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 148,924 | $6M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC new | 148,583 | $6M | 0.4% | 2026-Q2 |
| Plancorp, LLC | 148,512 | $6M | 0.4% | 2026-Q2 |
| MATTERN CAPITAL MANAGEMENT, LLC trimmed | 145,608 | $6M | 0.4% | 2026-Q2 |
| B&D White Capital Company, LLC added | 144,961 | $6M | 0.4% | 2026-Q2 |
| Savant Capital, LLC new | 133,497 | $6M | 0.4% | 2026-Q2 |
| Buck Wealth Strategies, LLC added | 132,400 | $5M | 0.4% | 2026-Q2 |
| Dogwood Wealth Management LLC added | 132,047 | $5M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 115,169 | $5M | 0.3% | 2026-Q2 |
| Mattern Wealth Management LLC added | 114,663 | $5M | 0.3% | 2026-Q2 |
| McCartney Wealth Management LLC added | 103,305 | $4M | 0.3% | 2026-Q2 |
| Arax Advisory Partners trimmed | 101,790 | $4M | 0.3% | 2026-Q2 |
| Quantum Financial Advisors, LLC trimmed | 100,536 | $4M | 0.3% | 2026-Q2 |
| Arcadia Wealth Management, Inc. added | 98,946 | $4M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 96,308 | $4M | 0.3% | 2026-Q2 |
| Independent Advisor Alliance added | 92,416 | $4M | 0.3% | 2026-Q2 |
| PLANWISER FINANCIAL, LLC added | 90,260 | $4M | 0.3% | 2026-Q2 |
| SC&H Financial Advisors, Inc. added | 87,837 | $4M | 0.2% | 2026-Q2 |
| Wheels Up Wealth, Inc. added | 81,380 | $3M | 0.2% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 79,911 | $3M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 76,445 | $3M | 0.2% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 70,721 | $3M | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 68,659 | $3M | 0.2% | 2026-Q2 |
| Index Fund Advisors, Inc. added | 68,259 | $3M | 0.2% | 2026-Q2 |
| Approach Retirement Advisors, LLC added | 67,793 | $3M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 66,435 | $3M | 0.2% | 2026-Q2 |
| marrick wealth, LLC added | 64,421 | $3M | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 63,159 | $3M | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 57,893 | $2M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 57,721 | $2M | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors added | 56,169 | $2M | 0.2% | 2026-Q2 |
| CAP Partners, LLC new | 53,855 | $2M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 53,055 | $2M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 51,351 | $2M | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 47,208 | $2M | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 47,208 | $2M | 0.1% | 2026-Q2 |
| WMG Financial Advisors, LLC added | 46,422 | $2M | 0.1% | 2026-Q2 |
| Freedom Financial Partners LLC added | 43,239 | $2M | 0.1% | 2026-Q2 |
| Leading Edge Financial Planning LLC added | 43,086 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 42,927 | $2M | 0.1% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 41,947 | $2M | 0.1% | 2026-Q2 |
| Tillman Hartley LLC added | 39,448 | $2M | 0.1% | 2026-Q2 |
| L.K. Benson & Company, P.C. added | 39,242 | $2M | 0.1% | 2026-Q2 |
| ATLas Financial Planning LLC added | 35,399 | $1M | 0.1% | 2026-Q2 |
| Orion Capital Management LLC added | 35,372 | $1M | 0.1% | 2026-Q2 |
| Life Planning Partners, Inc trimmed | 31,799 | $1M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 30,887 | $1M | 0.1% | 2026-Q2 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC trimmed | 30,640 | $1M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 30,213 | $1M | 0.1% | 2026-Q2 |
| Truepoint, Inc. trimmed | 28,695 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 28,499 | $1M | 0.1% | 2026-Q2 |
| Apella Capital, LLC | 28,466 | $1M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 26,788 | $1M | 0.1% | 2026-Q2 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC trimmed | 25,905 | $1M | 0.1% | 2026-Q2 |
| GRAND WEALTH MANAGEMENT, LLC trimmed | 25,640 | $1M | 0.1% | 2026-Q2 |
| SECURED RETIREMENT ADVISORS, LLC added | 25,449 | $1M | 0.1% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC trimmed | 24,682 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.