Who owns AVIG (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-Q1 13F filings. 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
The tracked-fund tape on AVIG is one-sided between 2025-Q4 and 2026-Q1: 64 added or opened and 18 trimmed or exited — on balance accumulating.
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 1.5% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 1.1pp 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 2025-Q4 and 2026-Q1, across 177 tracked filers holding AVIG, 116 increased or opened the position and 50 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 2025-Q4 and 2026-Q1 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 15
- LexAurum Advisors, LLC$21M
- GOLDMAN SACHS GROUP INC$14M
- Wealth Alliance Advisory Group, LLC$8M
- Werba Rubin Papier Wealth Management$4M
- Vestmark Advisory Solutions, Inc.$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
Full exits 3
- AXXCESS WEALTH MANAGEMENT, LLC$33M
- Mach-1 Financial Group, LLC$959K
- COMERICA BANK$733K
Largest adds
- AMERICAN CENTURY COMPANIES INC$21M
- Janney Montgomery Scott LLC$17M
- AE Wealth Management LLC$16M
- Echo Wealth Management, LLC$6M
- EJMK Ventures LLC$4M
- RAYMOND JAMES FINANCIAL INC$4M
Largest trims
- Arax Advisory Partners$28M
- Hill Investment Group Partners, LLC$27M
- Pacific Life Fund Advisors LLC$18M
- MORGAN STANLEY$4M
- Creative Planning$2M
- Kestra Investment Management, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AE Wealth Management LLC added | 6,535,001 | $271M | 18.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,296,805 | $95M | 6.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,879,519 | $78M | 5.3% | 2026-Q1 |
| Verus Financial Partners, Inc. added | 1,531,531 | $64M | 4.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,362,193 | $57M | 3.8% | 2026-Q1 |
| Simplicity Wealth,LLC added | 1,212,470 | $50M | 3.4% | 2026-Q1 |
| LPL Financial LLC added | 996,640 | $41M | 2.8% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 972,985 | $40M | 2.7% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 799,615 | $33M | 2.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 781,349 | $32M | 2.2% | 2026-Q1 |
| Echo Wealth Management, LLC added | 775,059 | $32M | 2.2% | 2026-Q1 |
| BCR Wealth Strategies, LLC added | 773,308 | $32M | 2.2% | 2026-Q1 |
| Hill Investment Group Partners, LLC trimmed | 741,653 | $31M | 2.1% | 2026-Q1 |
| Pacific Life Fund Advisors LLC trimmed | 705,542 | $29M | 2.0% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 634,134 | $26M | 1.8% | 2026-Q1 |
| Allegiance Financial Group Advisory Services LLC added | 593,902 | $25M | 1.7% | 2026-Q1 |
| Highland Financial Advisors, LLC added | 564,832 | $23M | 1.6% | 2026-Q1 |
| Centennial Wealth Advisory LLC added | 552,565 | $23M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 509,320 | $21M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 508,741 | $21M | 1.4% | 2026-Q1 |
| LexAurum Advisors, LLC added | 497,767 | $21M | 1.4% | 2026-Q1 |
| Creative Planning trimmed | 490,317 | $20M | 1.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 405,967 | $17M | 1.1% | 2026-Q1 |
| Allodium Investment Consultants, LLC added | 353,037 | $15M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 332,974 | $14M | 0.9% | 2026-Q1 |
| Align Financial, LLC trimmed | 331,091 | $14M | 0.9% | 2026-Q1 |
| Ferguson Johnson Wealth Management Inc added | 271,782 | $11M | 0.8% | 2026-Q1 |
| Networth Advisors, LLC added | 265,689 | $11M | 0.7% | 2026-Q1 |
| Cresset Asset Management, LLC added | 260,667 | $11M | 0.7% | 2026-Q1 |
| Corient Private Wealth LLC added | 231,514 | $10M | 0.6% | 2026-Q1 |
| Cogent Private Wealth, Inc. added | 230,844 | $10M | 0.6% | 2026-Q1 |
| Allworth Financial LP added | 228,684 | $9M | 0.6% | 2026-Q1 |
| Kestra Investment Management, LLC trimmed | 225,124 | $9M | 0.6% | 2026-Q1 |
| &PARTNERS | 221,126 | $9M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 217,118 | $9M | 0.6% | 2026-Q1 |
| Pacific Asset Management, LLC added | 187,221 | $8M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 186,022 | $8M | 0.5% | 2026-Q1 |
| Trajan Wealth LLC added | 185,766 | $8M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 182,226 | $8M | 0.5% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC new | 182,141 | $8M | 0.5% | 2026-Q1 |
| Herold Advisors, Inc. added | 174,440 | $7M | 0.5% | 2026-Q1 |
| EJMK Ventures LLC added | 164,710 | $7M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 153,945 | $6M | 0.4% | 2026-Q1 |
| Financial Plan, Inc. added | 151,511 | $6M | 0.4% | 2026-Q1 |
| Plancorp, LLC | 148,512 | $6M | 0.4% | 2026-Q1 |
| MATTERN CAPITAL MANAGEMENT, LLC added | 146,079 | $6M | 0.4% | 2026-Q1 |
| B&D White Capital Company, LLC added | 140,692 | $6M | 0.4% | 2026-Q1 |
| CoreCap Advisors, LLC added | 132,785 | $6M | 0.4% | 2026-Q1 |
| Buck Wealth Strategies, LLC trimmed | 130,675 | $5M | 0.4% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. trimmed | 129,417 | $5M | 0.4% | 2026-Q1 |
| Dogwood Wealth Management LLC trimmed | 124,700 | $5M | 0.3% | 2026-Q1 |
| Mattern Wealth Management LLC trimmed | 113,392 | $5M | 0.3% | 2026-Q1 |
| CWM, LLC added | 108,363 | $5M | 0.3% | 2026-Q1 |
| Arax Advisory Partners trimmed | 106,682 | $4M | 0.3% | 2026-Q1 |
| Werba Rubin Papier Wealth Management added | 104,369 | $4M | 0.3% | 2026-Q1 |
| Quantum Financial Advisors, LLC trimmed | 101,015 | $4M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 100,851 | $4M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 99,901 | $4M | 0.3% | 2026-Q1 |
| McCartney Wealth Management LLC added | 99,485 | $4M | 0.3% | 2026-Q1 |
| Arcadia Wealth Management, Inc. added | 93,930 | $4M | 0.3% | 2026-Q1 |
| PLANWISER FINANCIAL, LLC trimmed | 88,927 | $4M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance added | 87,741 | $4M | 0.2% | 2026-Q1 |
| SC&H Financial Advisors, Inc. added | 87,365 | $4M | 0.2% | 2026-Q1 |
| Wheels Up Wealth, Inc. added | 77,887 | $3M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 76,997 | $3M | 0.2% | 2026-Q1 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC trimmed | 70,721 | $3M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 69,408 | $3M | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC added | 67,629 | $3M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 67,246 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 66,295 | $3M | 0.2% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 64,421 | $3M | 0.2% | 2026-Q1 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 62,100 | $3M | 0.2% | 2026-Q1 |
| Approach Retirement Advisors, LLC added | 60,203 | $3M | 0.2% | 2026-Q1 |
| marrick wealth, LLC trimmed | 58,093 | $2M | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 55,518 | $2M | 0.2% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 52,767 | $2M | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 50,730 | $2M | 0.1% | 2026-Q1 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC trimmed | 46,790 | $2M | 0.1% | 2026-Q1 |
| Truepoint, Inc. trimmed | 41,917 | $2M | 0.1% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 40,629 | $2M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 40,341 | $2M | 0.1% | 2026-Q1 |
| L.K. Benson & Company, P.C. added | 38,732 | $2M | 0.1% | 2026-Q1 |
| WMG Financial Advisors, LLC trimmed | 36,476 | $2M | 0.1% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 35,441 | $1M | 0.1% | 2026-Q1 |
| Life Planning Partners, Inc added | 32,091 | $1M | 0.1% | 2026-Q1 |
| Orion Capital Management LLC added | 30,007 | $1M | 0.1% | 2026-Q1 |
| Leading Edge Financial Planning LLC added | 29,726 | $1M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 29,245 | $1M | 0.1% | 2026-Q1 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 29,211 | $1M | 0.1% | 2026-Q1 |
| Apella Capital, LLC added | 28,466 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 28,486 | $1M | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors added | 27,004 | $1M | 0.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 778,702 | $33M | 2.2% | 2025-Q4 stale |
| Strategic Financial Concepts, LLC added | 224,932 | $9M | 0.6% | 2025-Q2 stale |
| Aveo Capital Partners, LLC trimmed | 87,630 | $4M | 0.2% | 2025-Q1 stale |
| Good Life Advisors, LLC trimmed | 78,419 | $3M | 0.2% | 2025-Q2 stale |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 47,326 | $2M | 0.1% | 2025-Q1 stale |
| Summit X, LLC trimmed | 40,885 | $2M | 0.1% | 2025-Q2 stale |
| Lion Street Advisors, LLC added | 38,552 | $2M | 0.1% | 2025-Q2 stale |
| BWM Planning, LLC | 32,707 | $1M | 0.1% | 2025-Q1 stale |
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.