Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 66 added or opened and 17 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 0.3% of theirs — a 0.2pp 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 2026-Q1 and 2026-Q2, across 183 tracked filers holding AVIV, 115 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 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 11
- BANK OF AMERICA CORP /DE/$67M
- Clear Creek Financial Management, LLC$15M
- Brickley Wealth Management$7M
- Ducere Wealth Management LLC$6M
- TRUIST FINANCIAL CORP$4M
- Bluespring Wealth Management, LLC$4M
Full exits 10
- CWM, LLC$11M
- Summit Portfolio Management, LTD.$8M
- Navigoe, LLC$5M
- PHILADELPHIA TRUST CO$2M
- PFC CAPITAL GROUP, INC.$2M
- CITADEL ADVISORS LLC$1M
Largest adds
- AMERICAN CENTURY COMPANIES INC$47M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$26M
- JONES FINANCIAL COMPANIES LLLP$10M
- IAG Wealth Partners, LLC$9M
- LPL Financial LLC$7M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M
Largest trims
- Savant Capital, LLC$19M
- Frankly Finances, LLC$4M
- B&D White Capital Company, LLC$3M
- Signature Equity Partners, LLC$609K
- Corient Private Wealth LP$427K
- Factor Wealth Management LTD$424K
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 |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC added | 3,697,239 | $286M | 25.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 866,184 | $67M | 5.9% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 673,117 | $52M | 4.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 596,315 | $46M | 4.1% | 2026-Q2 |
| ATWOOD & PALMER INC added | 508,168 | $39M | 3.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 460,582 | $35M | 3.1% | 2026-Q2 |
| Savant Capital, LLC trimmed | 376,206 | $29M | 2.6% | 2026-Q2 |
| LPL Financial LLC added | 354,320 | $27M | 2.4% | 2026-Q2 |
| Allegiance Financial Group Advisory Services LLC added | 328,121 | $25M | 2.2% | 2026-Q2 |
| B&D White Capital Company, LLC trimmed | 305,866 | $24M | 2.1% | 2026-Q2 |
| Linscomb Wealth, Inc. added | 297,218 | $23M | 2.0% | 2026-Q2 |
| FAS Wealth Partners, Inc. trimmed | 240,133 | $19M | 1.6% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC added | 239,004 | $19M | 1.6% | 2026-Q2 |
| Foundry Financial Group, Inc. added | 222,193 | $17M | 1.5% | 2026-Q2 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC added | 211,302 | $16M | 1.4% | 2026-Q2 |
| Clear Creek Financial Management, LLC new | 196,767 | $15M | 1.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 173,160 | $13M | 1.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 172,534 | $13M | 1.2% | 2026-Q2 |
| Austin Wealth Management, LLC added | 165,301 | $13M | 1.1% | 2026-Q2 |
| Symmetry Partners, LLC added | 156,991 | $12M | 1.1% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC added | 152,645 | $12M | 1.1% | 2026-Q2 |
| Northland Capital Management LLC added | 125,979 | $10M | 0.9% | 2026-Q2 |
| NWAM LLC added | 125,722 | $10M | 0.9% | 2026-Q2 |
| Wright Wealth LLC added | 124,968 | $10M | 0.9% | 2026-Q2 |
| Golden Bell Financial Planning LLC added | 120,237 | $9M | 0.8% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC trimmed | 114,886 | $9M | 0.8% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 113,295 | $9M | 0.8% | 2026-Q2 |
| Fonville Wealth Management LLC added | 109,222 | $8M | 0.7% | 2026-Q2 |
| BAYSHORE ASSET MANAGEMENT, LLC trimmed | 105,709 | $8M | 0.7% | 2026-Q2 |
| Paladin Advisory Group, LLC added | 101,141 | $8M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 100,410 | $8M | 0.7% | 2026-Q2 |
| KILNER CAPITAL ADVISORS, LLC trimmed | 98,223 | $8M | 0.7% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 95,289 | $7M | 0.7% | 2026-Q2 |
| ATLas Financial Planning LLC added | 92,983 | $7M | 0.6% | 2026-Q2 |
| Focus Partners Wealth trimmed | 91,498 | $7M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 90,000 | $7M | 0.6% | 2026-Q2 |
| Brickley Wealth Management new | 89,607 | $7M | 0.6% | 2026-Q2 |
| Cornerstone Wealth Partners, LLC added | 87,479 | $7M | 0.6% | 2026-Q2 |
| Harbor Group, Inc. added | 84,947 | $7M | 0.6% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 81,200 | $6M | 0.6% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC trimmed | 80,889 | $6M | 0.6% | 2026-Q2 |
| Haven Private, LLC added | 76,215 | $6M | 0.5% | 2026-Q2 |
| Ducere Wealth Management LLC new | 76,064 | $6M | 0.5% | 2026-Q2 |
| Factor Wealth Management LTD trimmed | 72,725 | $6M | 0.5% | 2026-Q2 |
| Telos Capital Management, Inc. added | 72,680 | $6M | 0.5% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC added | 69,553 | $5M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 68,038 | $4M | 0.4% | 2026-Q2 |
| Wealth Management Nebraska trimmed | 68,037 | $5M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 67,950 | $5M | 0.5% | 2026-Q2 |
| Private Wealth Asset Management, LLC added | 67,797 | $5M | 0.5% | 2026-Q2 |
| SATOVSKY ASSET MANAGEMENT LLC added | 66,715 | $5M | 0.5% | 2026-Q2 |
| McLean Asset Management Corp added | 65,519 | $5M | 0.5% | 2026-Q2 |
| Wedmont Private Capital added | 64,739 | $5M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 64,415 | $5M | 0.4% | 2026-Q2 |
| Prosperity Planning, Inc. added | 64,160 | $5M | 0.4% | 2026-Q2 |
| ENTREWEALTH, LLC added | 64,135 | $5M | 0.5% | 2026-Q2 |
| Vestment Financial LLC added | 57,083 | $4M | 0.4% | 2026-Q2 |
| COMMERCE BANK added | 53,958 | $4M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 53,787 | $4M | 0.4% | 2026-Q2 |
| ANDERSON HOAGLAND & CO added | 52,250 | $4M | 0.4% | 2026-Q2 |
| Plancorp, LLC | 49,165 | $4M | 0.3% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 45,791 | $4M | 0.3% | 2026-Q2 |
| Tillman Hartley LLC added | 38,450 | $3M | 0.3% | 2026-Q2 |
| Jacobi Capital Management LLC added | 37,913 | $3M | 0.3% | 2026-Q2 |
| SHUFRO ROSE & CO LLC added | 36,151 | $3M | 0.2% | 2026-Q2 |
| Werba Rubin Papier Wealth Management trimmed | 35,626 | $3M | 0.2% | 2026-Q2 |
| LAM GROUP, INC. added | 33,345 | $3M | 0.2% | 2026-Q2 |
| McMill Wealth Management trimmed | 33,019 | $3M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 29,703 | $2M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 29,679 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 29,041 | $2M | 0.2% | 2026-Q2 |
| Pacific Asset Management, LLC added | 27,590 | $2M | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 27,559 | $2M | 0.2% | 2026-Q2 |
| UMB Bank, n.a. added | 26,760 | $2M | 0.2% | 2026-Q2 |
| Cypress Point Wealth Management, LLC trimmed | 25,115 | $2M | 0.2% | 2026-Q2 |
| Meredith Wealth Planning added | 24,507 | $2M | 0.2% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE trimmed | 22,836 | $2M | 0.2% | 2026-Q2 |
| ORBA Wealth Advisors, L.L.C. added | 21,897 | $2M | 0.1% | 2026-Q2 |
| DIXON FNANCIAL SERVICES, INC. | 21,740 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 20,932 | $2M | 0.1% | 2026-Q2 |
| LRI Investments, LLC | 20,908 | $2M | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 20,725 | $2M | 0.1% | 2026-Q2 |
| GC Wealth Management RIA, LLC trimmed | 20,410 | $2M | 0.1% | 2026-Q2 |
| Insight Wealth Partners, LLC added | 19,843 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 19,392 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 19,247 | $1M | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 17,947 | $1M | 0.1% | 2026-Q2 |
| Canvas Wealth Advisors, LLC added | 17,710 | $1M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 17,561 | $1M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 16,385 | $1M | 0.1% | 2026-Q2 |
| Astra Wealth Partners LLC | 14,900 | $1M | 0.1% | 2026-Q2 |
| Oceanside Advisors LLC trimmed | 14,589 | $1M | 0.1% | 2026-Q2 |
| Verus Financial Partners, Inc. added | 14,204 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 13,466 | $1M | 0.1% | 2026-Q2 |
| Nemes Rush Group LLC added | 13,190 | $1M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC added | 12,852 | $995K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 12,453 | $964K | 0.1% | 2026-Q2 |
| Evanson Financial, LLC new | 12,360 | $957K | 0.1% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC added | 11,174 | $865K | 0.1% | 2026-Q2 |
| Burk Holdings LLC added | 11,169 | $865K | 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.