Who owns AVIV (AVIV)
Which tracked institutional funds hold AVIV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVIV 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 AVIV is one-sided between 2025-Q4 and 2026-Q1: 65 added or opened and 14 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
AVIV’s largest tracked holder by dollar value, AMERICAN CENTURY COMPANIES INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.4pp gap the other way — the median holder sizes AVIV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AVIV 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 181 tracked filers holding AVIV, 107 increased or opened the position and 62 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 AVIV 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 12
- Summit Portfolio Management, LTD.$8M
- Avidian Wealth Enterprises, LLC$6M
- Telos Capital Management, Inc.$5M
- COMMERCE BANK$4M
- Werba Rubin Papier Wealth Management$3M
- OPPENHEIMER & CO INC$2M
Full exits 5
- FAS Wealth Partners, Inc.$19M
- FineMark National Bank & Trust$3M
- REDMONT WEALTH ADVISORS LLC$1M
- KEB ASSET MANAGEMENT, LLC$693K
- SOL Capital Management CO$606K
Largest adds
- AMERICAN CENTURY COMPANIES INC$53M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18M
- LPL Financial LLC$9M
- JONES FINANCIAL COMPANIES LLLP$7M
- MERCER GLOBAL ADVISORS INC /ADV$7M
- IAG Wealth Partners, LLC$5M
Largest trims
- Savant Capital, LLC$9M
- Austin Wealth Management, LLC$4M
- Focus Partners Advisor Solutions, LLC$4M
- FLOW TRADERS U.S. LLC$2M
- JANE STREET GROUP, LLC$1M
- Foundry Financial Group, Inc.$899K
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 |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC added | 3,199,324 | $239M | 23.9% | 2026-Q1 |
| Savant Capital, LLC trimmed | 639,155 | $48M | 4.8% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 580,522 | $43M | 4.3% | 2026-Q1 |
| ATWOOD & PALMER INC added | 499,116 | $37M | 3.7% | 2026-Q1 |
| B&D White Capital Company, LLC trimmed | 359,416 | $27M | 2.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 350,105 | $25M | 2.5% | 2026-Q1 |
| Allegiance Financial Group Advisory Services LLC added | 303,419 | $23M | 2.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 274,615 | $21M | 2.0% | 2026-Q1 |
| LPL Financial LLC added | 269,407 | $20M | 2.0% | 2026-Q1 |
| Linscomb Wealth, Inc. trimmed | 257,812 | $19M | 1.9% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 231,424 | $17M | 1.7% | 2026-Q1 |
| Foundry Financial Group, Inc. trimmed | 218,438 | $16M | 1.6% | 2026-Q1 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC added | 207,002 | $15M | 1.5% | 2026-Q1 |
| Austin Wealth Management, LLC trimmed | 160,665 | $12M | 1.2% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC added | 142,719 | $11M | 1.1% | 2026-Q1 |
| Symmetry Partners, LLC added | 142,297 | $11M | 1.1% | 2026-Q1 |
| CWM, LLC added | 141,018 | $11M | 1.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 127,314 | $10M | 0.9% | 2026-Q1 |
| NWAM LLC added | 123,633 | $9M | 0.9% | 2026-Q1 |
| Wright Wealth LLC added | 120,142 | $9M | 0.9% | 2026-Q1 |
| Northland Capital Management LLC added | 119,374 | $9M | 0.9% | 2026-Q1 |
| Golden Bell Financial Planning LLC added | 118,775 | $9M | 0.9% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC trimmed | 115,354 | $9M | 0.9% | 2026-Q1 |
| BAYSHORE ASSET MANAGEMENT, LLC trimmed | 111,542 | $8M | 0.8% | 2026-Q1 |
| Summit Portfolio Management, LTD. new | 111,290 | $8M | 0.8% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 111,116 | $8M | 0.8% | 2026-Q1 |
| Fonville Wealth Management LLC trimmed | 107,450 | $8M | 0.8% | 2026-Q1 |
| Paladin Advisory Group, LLC added | 100,464 | $8M | 0.7% | 2026-Q1 |
| KILNER CAPITAL ADVISORS, LLC trimmed | 99,220 | $7M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 95,712 | $7M | 0.7% | 2026-Q1 |
| Focus Partners Wealth added | 94,211 | $7M | 0.7% | 2026-Q1 |
| Tortoise Investment Management, LLC trimmed | 91,290 | $7M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 89,087 | $7M | 0.7% | 2026-Q1 |
| ATLas Financial Planning LLC added | 88,019 | $7M | 0.7% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 79,638 | $6M | 0.6% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC new | 82,083 | $6M | 0.6% | 2026-Q1 |
| Factor Wealth Management LTD trimmed | 80,902 | $6M | 0.6% | 2026-Q1 |
| Cornerstone Wealth Partners, LLC added | 77,336 | $6M | 0.6% | 2026-Q1 |
| Navigoe, LLC added | 73,410 | $5M | 0.5% | 2026-Q1 |
| Wealth Management Nebraska trimmed | 72,815 | $5M | 0.5% | 2026-Q1 |
| Telos Capital Management, Inc. new | 71,735 | $5M | 0.5% | 2026-Q1 |
| Haven Private, LLC added | 70,886 | $5M | 0.5% | 2026-Q1 |
| Harbor Group, Inc. added | 69,310 | $5M | 0.5% | 2026-Q1 |
| COLLECTIVE FAMILY OFFICE LLC trimmed | 69,248 | $5M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 64,032 | $5M | 0.5% | 2026-Q1 |
| ENTREWEALTH, LLC added | 61,770 | $5M | 0.5% | 2026-Q1 |
| McLean Asset Management Corp added | 61,532 | $5M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 61,545 | $5M | 0.5% | 2026-Q1 |
| Prosperity Planning, Inc. added | 60,276 | $5M | 0.4% | 2026-Q1 |
| Private Wealth Asset Management, LLC added | 58,621 | $4M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 58,290 | $4M | 0.4% | 2026-Q1 |
| Vestment Financial LLC added | 55,187 | $4M | 0.4% | 2026-Q1 |
| Frankly Finances, LLC trimmed | 52,180 | $4M | 0.4% | 2026-Q1 |
| Plancorp, LLC added | 49,165 | $4M | 0.4% | 2026-Q1 |
| ANDERSON HOAGLAND & CO trimmed | 51,091 | $4M | 0.4% | 2026-Q1 |
| COMMERCE BANK new | 49,162 | $4M | 0.4% | 2026-Q1 |
| SATOVSKY ASSET MANAGEMENT LLC added | 47,591 | $4M | 0.4% | 2026-Q1 |
| Wedmont Private Capital added | 40,922 | $3M | 0.3% | 2026-Q1 |
| Werba Rubin Papier Wealth Management trimmed | 35,945 | $3M | 0.3% | 2026-Q1 |
| SHUFRO ROSE & CO LLC added | 35,510 | $3M | 0.3% | 2026-Q1 |
| Jacobi Capital Management LLC added | 35,069 | $3M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 33,771 | $3M | 0.3% | 2026-Q1 |
| McMill Wealth Management trimmed | 33,699 | $3M | 0.3% | 2026-Q1 |
| Tillman Hartley LLC added | 31,492 | $2M | 0.2% | 2026-Q1 |
| LAM GROUP, INC. trimmed | 30,790 | $2M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 29,739 | $2M | 0.2% | 2026-Q1 |
| PHILADELPHIA TRUST CO added | 28,370 | $2M | 0.2% | 2026-Q1 |
| PFC CAPITAL GROUP, INC. added | 27,335 | $2M | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 26,550 | $2M | 0.2% | 2026-Q1 |
| UMB Bank, n.a. added | 26,502 | $2M | 0.2% | 2026-Q1 |
| Pacific Asset Management, LLC added | 26,368 | $2M | 0.2% | 2026-Q1 |
| Cypress Point Wealth Management, LLC trimmed | 26,290 | $2M | 0.2% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE added | 22,993 | $2M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 22,090 | $2M | 0.2% | 2026-Q1 |
| DIXON FNANCIAL SERVICES, INC. | 21,740 | $2M | 0.2% | 2026-Q1 |
| GC Wealth Management RIA, LLC added | 20,920 | $2M | 0.2% | 2026-Q1 |
| LRI Investments, LLC | 20,908 | $2M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 20,830 | $2M | 0.2% | 2026-Q1 |
| ORBA Wealth Advisors, L.L.C. trimmed | 20,388 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 19,795 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 19,276 | $1M | 0.1% | 2026-Q1 |
| Meredith Wealth Planning added | 18,372 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 17,799 | $1M | 0.1% | 2026-Q1 |
| Canvas Wealth Advisors, LLC added | 16,758 | $1M | 0.1% | 2026-Q1 |
| Insight Wealth Partners, LLC added | 16,560 | $1M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC added | 16,202 | $1M | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. new | 16,200 | $1M | 0.1% | 2026-Q1 |
| HighPoint Advisor Group LLC new | 15,404 | $1M | 0.1% | 2026-Q1 |
| Betterment LLC added | 14,947 | $1M | 0.1% | 2026-Q1 |
| Astra Wealth Partners LLC | 14,900 | $1M | 0.1% | 2026-Q1 |
| Verus Financial Partners, Inc. added | 14,045 | $1M | 0.1% | 2026-Q1 |
| Oceanside Advisors LLC trimmed | 14,666 | $1M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 14,254 | $1M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 13,153 | $984K | 0.1% | 2026-Q1 |
| PrairieView Partners, LLC trimmed | 1,064,106 | $66M | 6.6% | 2025-Q2 stale |
| FAS Wealth Partners, Inc. trimmed | 270,652 | $19M | 1.9% | 2025-Q4 stale |
| Aveo Capital Partners, LLC trimmed | 64,977 | $4M | 0.4% | 2025-Q1 stale |
| FineMark National Bank & Trust added | 36,572 | $3M | 0.3% | 2025-Q4 stale |
| Callan Capital, LLC trimmed | 26,949 | $2M | 0.2% | 2025-Q1 stale |
| REDMONT WEALTH ADVISORS LLC trimmed | 16,978 | $1M | 0.1% | 2025-Q4 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.