AVIV

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$79.50

-0.02 (-0.03%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding AVIV · 2026-Q1 methodology → sources →

181 holders

% of shares outstanding held

—

Shares held (13F)

12,534,757

Reporting holders

181

Top holders

largest 100 of 181 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	AMERICAN CENTURY COMPANIES INC	3,199,3243.2M	$239M	—	ADD 22%
2	Savant Capital, LLC	639,155639,155	$48M	—	TRIM -20%
3	IAG Wealth Partners, LLC	580,522580,522	$43M	—	ADD 7%
4	ATWOOD & PALMER INC	499,116499,116	$37M	—	ADD 2%
5	B&D White Capital Company, LLC	359,416359,416	$27M	—	TRIM -3%
6	JONES FINANCIAL COMPANIES LLLP	350,105350,105	$25M	—	ADD 39%
7	Allegiance Financial Group Advisory Services LLC	303,419303,419	$23M	—	ADD 5%
8	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	274,615274,615	$21M	—	ADD 65%
9	LPL Financial LLC	269,407269,407	$20M	—	ADD 65%
10	Linscomb Wealth, Inc.	257,812257,812	$19M	—	TRIM -6%
11	Global Strategic Investment Solutions, LLC	231,424231,424	$17M	—	TRIM -2%
12	Foundry Financial Group, Inc.	218,438218,438	$16M	—	TRIM -10%
13	WEBSTERROGERS FINANCIAL ADVISORS, LLC	207,002207,002	$15M	—	ADD 2%
14	Austin Wealth Management, LLC	160,665160,665	$12M	—	TRIM -27%
15	FINANCIAL MANAGEMENT NETWORK INC	142,719142,719	$11M	—	ADD 4%
16	Symmetry Partners, LLC	142,297142,297	$11M	—	ADD 9%
17	CWM, LLC	141,018141,018	$11M	—	ADD 10%
18	Focus Partners Advisor Solutions, LLC	127,314127,314	$10M	—	TRIM -31%
19	NWAM LLC	123,633123,633	$9M	—	ADD 27%
20	Wright Wealth LLC	120,142120,142	$9M	—	—
21	Northland Capital Management LLC	119,374119,374	$9M	—	ADD 6%
22	Golden Bell Financial Planning LLC	118,775118,775	$9M	—	—
23	Beaird Harris Wealth Management, LLC	115,354115,354	$9M	—	TRIM -4%
24	BAYSHORE ASSET MANAGEMENT, LLC	111,542111,542	$8M	—	TRIM -5%
25	Summit Portfolio Management, LTD.	111,290111,290	$8M	—	NEW
26	MERCER GLOBAL ADVISORS INC /ADV	111,116111,116	$8M	—	ADD 465%
27	Fonville Wealth Management LLC	107,450107,450	$8M	—	—
28	Paladin Advisory Group, LLC	100,464100,464	$8M	—	—
29	KILNER CAPITAL ADVISORS, LLC	99,22099,220	$7M	—	TRIM -3%
30	JANE STREET GROUP, LLC	95,71295,712	$7M	—	TRIM -20%
31	Focus Partners Wealth	94,21194,211	$7M	—	ADD 4%
32	Tortoise Investment Management, LLC	91,29091,290	$7M	—	—
33	ENVESTNET ASSET MANAGEMENT INC	89,08789,087	$7M	—	TRIM -7%
34	ATLas Financial Planning LLC	88,01988,019	$7M	—	ADD 6%
35	Chicago Partners Investment Group LLC	79,63879,638	$6M	—	—
36	Avidian Wealth Enterprises, LLC	82,08382,083	$6M	—	NEW
37	Factor Wealth Management LTD	80,90280,902	$6M	—	TRIM -12%
38	Cornerstone Wealth Partners, LLC	77,33677,336	$6M	—	ADD 13%
39	Navigoe, LLC	73,41073,410	$5M	—	ADD 5%
40	Wealth Management Nebraska	72,81572,815	$5M	—	TRIM -2%
41	Telos Capital Management, Inc.	71,73571,735	$5M	—	NEW
42	Haven Private, LLC	70,88670,886	$5M	—	ADD 5%
43	Harbor Group, Inc.	69,31069,310	$5M	—	ADD 31%
44	COLLECTIVE FAMILY OFFICE LLC	69,24869,248	$5M	—	—
45	AQR CAPITAL MANAGEMENT LLC	64,03264,032	$5M	—	ADD 22%
46	ENTREWEALTH, LLC	61,77061,770	$5M	—	ADD 13%
47	McLean Asset Management Corp	61,53261,532	$5M	—	ADD 29%
48	Corient Private Wealth LLC	61,54561,545	$5M	—	TRIM -46%
49	Prosperity Planning, Inc.	60,27660,276	$5M	—	ADD 7%
50	Private Wealth Asset Management, LLC	58,62158,621	$4M	—	ADD 252%
51	COMMONWEALTH EQUITY SERVICES, LLC	58,29058,290	$4M	—	ADD 43%
52	Vestment Financial LLC	55,18755,187	$4M	—	ADD 7%
53	Frankly Finances, LLC	52,18052,180	$4M	—	—
54	Plancorp, LLC	49,16549,165	$4M	—	—
55	ANDERSON HOAGLAND & CO	51,09151,091	$4M	—	TRIM -11%
56	COMMERCE BANK	49,16249,162	$4M	—	NEW
57	SATOVSKY ASSET MANAGEMENT LLC	47,59147,591	$4M	—	ADD 173%
58	Wedmont Private Capital	40,92240,922	$3M	—	—
59	Werba Rubin Papier Wealth Management	35,94535,945	$3M	—	NEW
60	SHUFRO ROSE & CO LLC	35,51035,510	$3M	—	ADD 11%
61	Jacobi Capital Management LLC	35,06935,069	$3M	—	ADD 15%
62	Kestra Advisory Services, LLC	33,77133,771	$3M	—	ADD 4%
63	McMill Wealth Management	33,69933,699	$3M	—	TRIM -6%
64	Tillman Hartley LLC	31,49231,492	$2M	—	—
65	LAM GROUP, INC.	30,79030,790	$2M	—	—
66	Creative Planning	29,73929,739	$2M	—	TRIM -9%
67	PHILADELPHIA TRUST CO	28,37028,370	$2M	—	ADD 176%
68	PFC CAPITAL GROUP, INC.	27,33527,335	$2M	—	ADD 4%
69	WCG Wealth Advisors LLC	26,55026,550	$2M	—	ADD 9%
70	UMB Bank, n.a.	26,50226,502	$2M	—	ADD 27%
71	Pacific Asset Management, LLC	26,36826,368	$2M	—	ADD 20%
72	Cypress Point Wealth Management, LLC	26,29026,290	$2M	—	—
73	Ritter Daniher Financial Advisory LLC / DE	22,99322,993	$2M	—	ADD 7%
74	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22,09022,090	$2M	—	ADD 41%
75	DIXON FNANCIAL SERVICES, INC.	21,74021,740	$2M	—	—
76	GC Wealth Management RIA, LLC	20,92020,920	$2M	—	ADD 32%
77	LRI Investments, LLC	20,90820,908	$2M	—	—
78	OPPENHEIMER & CO INC	20,83020,830	$2M	—	NEW
79	ORBA Wealth Advisors, L.L.C.	20,38820,388	$2M	—	TRIM -14%
80	RAYMOND JAMES FINANCIAL INC	19,79519,795	$1M	—	ADD 20%
81	CITADEL ADVISORS LLC	19,27619,276	$1M	—	NEW
82	Meredith Wealth Planning	18,37218,372	$1M	—	—
83	Quantinno Capital Management LP	17,79917,799	$1M	—	ADD 161%
84	Canvas Wealth Advisors, LLC	16,75816,758	$1M	—	ADD 35%
85	Insight Wealth Partners, LLC	16,56016,560	$1M	—	ADD 14%
86	Pathstone Holdings, LLC	16,20216,202	$1M	—	—
87	Fifth Third Securities, Inc.	16,20016,200	$1M	—	NEW
88	HighPoint Advisor Group LLC	15,40415,404	$1M	—	NEW
89	Betterment LLC	14,94714,947	$1M	—	ADD 197%
90	Astra Wealth Partners LLC	14,90014,900	$1M	—	—
91	Verus Financial Partners, Inc.	14,04514,045	$1M	—	—
92	Oceanside Advisors LLC	14,66614,666	$1M	—	TRIM -5%
93	Sanctuary Advisors, LLC	14,25414,254	$1M	—	ADD 53%
94	Beacon Pointe Advisors, LLC	13,15313,153	$984,239	—	ADD 5%
95	AlphaCore Capital LLC	12,83912,839	$960,776	—	TRIM -46%
96	Greenwich Wealth Management LLC	12,64812,648	$946,000	—	TRIM -2%
97	SMITH, MOORE & CO.	12,43912,439	$930,816	—	ADD 287%
98	Evanson Asset Management, LLC	11,50511,505	$860,947	—	—
99	Rockefeller Capital Management L.P.	11,31711,317	$846,901	—	ADD 12%
100	Nemes Rush Group LLC	11,21011,210	$838,844	—	ADD 118%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AMERICAN CENTURY COMPANIES INC

1.1M

1.4M

2.1M

2.3M

2.6M

3.2M

$239M

Savant Capital, LLC

—

1.0M

797K

639K

$48M

IAG Wealth Partners, LLC

543K

539K

550K

542K

581K

$43M

ATWOOD & PALMER INC

445K

456K

469K

473K

488K

499K

$37M

B&D White Capital Company, LLC

44K

138K

284K

307K

372K

359K

$27M

JONES FINANCIAL COMPANIES LLLP

39K

63K

141K

173K

251K

350K

$25M

Allegiance Financial Group Advisory Services LLC

216K

232K

251K

273K

290K

303K

$23M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

73K

67K

65K

102K

166K

275K

$21M

LPL Financial LLC

38K

61K

128K

145K

163K

269K

$20M

Linscomb Wealth, Inc.

104K

142K

161K

232K

274K

258K

$19M

Global Strategic Investment Solutions, LLC

189K

237K

229K

238K

237K

231K

$17M

Foundry Financial Group, Inc.

192K

183K

235K

238K

242K

218K

$16M

WEBSTERROGERS FINANCIAL ADVISORS, LLC

199K

204K

208K

205K

203K

207K

$15M

Austin Wealth Management, LLC

122K

140K

189K

200K

219K

161K

$12M

FINANCIAL MANAGEMENT NETWORK INC

49K

84K

96K

119K

138K

143K

$11M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	181	12,534,757	—	$939M
2025-Q4	169	11,500,858	—	$821M
2025-Q3	148	10,658,915	—	$720M
2025-Q2	132	9,968,149	—	$621M
2025-Q1	121	8,159,255	—	$462M
2024-Q4	117	7,085,930	—	$368M
2024-Q3	105	5,198,279	—	$291M
2024-Q2	93	4,492,337	—	$236M
2024-Q1	90	4,027,191	—	$218M
2023-Q4	86	3,882,414	—	$200M
2023-Q3	71	3,195,805	—	$154M
2023-Q2	63	2,970,493	—	$145M
2023-Q1	55	2,636,065

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding AVIV · 2026-Q1 methodology → sources →

181 holders

% of shares outstanding held

—

Shares held (13F)

12,534,757

Reporting holders

181

Top holders

largest 100 of 181 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	AMERICAN CENTURY COMPANIES INC	3,199,3243.2M	$239M	—	ADD 22%
2	Savant Capital, LLC	639,155639,155	$48M	—	TRIM -20%
3	IAG Wealth Partners, LLC	580,522580,522	$43M	—	ADD 7%
4	ATWOOD & PALMER INC	499,116499,116	$37M	—	ADD 2%
5	B&D White Capital Company, LLC	359,416359,416	$27M	—	TRIM -3%
6	JONES FINANCIAL COMPANIES LLLP	350,105350,105	$25M	—	ADD 39%
7	Allegiance Financial Group Advisory Services LLC	303,419303,419	$23M	—	ADD 5%
8	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	274,615274,615	$21M	—	ADD 65%
9	LPL Financial LLC	269,407269,407	$20M	—	ADD 65%
10	Linscomb Wealth, Inc.	257,812257,812	$19M	—	TRIM -6%
11	Global Strategic Investment Solutions, LLC	231,424231,424	$17M	—	TRIM -2%
12	Foundry Financial Group, Inc.	218,438218,438	$16M	—	TRIM -10%
13	WEBSTERROGERS FINANCIAL ADVISORS, LLC	207,002207,002	$15M	—	ADD 2%
14	Austin Wealth Management, LLC	160,665160,665	$12M	—	TRIM -27%
15	FINANCIAL MANAGEMENT NETWORK INC	142,719142,719	$11M	—	ADD 4%
16	Symmetry Partners, LLC	142,297142,297	$11M	—	ADD 9%
17	CWM, LLC	141,018141,018	$11M	—	ADD 10%
18	Focus Partners Advisor Solutions, LLC	127,314127,314	$10M	—	TRIM -31%
19	NWAM LLC	123,633123,633	$9M	—	ADD 27%
20	Wright Wealth LLC	120,142120,142	$9M	—	—
21	Northland Capital Management LLC	119,374119,374	$9M	—	ADD 6%
22	Golden Bell Financial Planning LLC	118,775118,775	$9M	—	—
23	Beaird Harris Wealth Management, LLC	115,354115,354	$9M	—	TRIM -4%
24	BAYSHORE ASSET MANAGEMENT, LLC	111,542111,542	$8M	—	TRIM -5%
25	Summit Portfolio Management, LTD.	111,290111,290	$8M	—	NEW
26	MERCER GLOBAL ADVISORS INC /ADV	111,116111,116	$8M	—	ADD 465%
27	Fonville Wealth Management LLC	107,450107,450	$8M	—	—
28	Paladin Advisory Group, LLC	100,464100,464	$8M	—	—
29	KILNER CAPITAL ADVISORS, LLC	99,22099,220	$7M	—	TRIM -3%
30	JANE STREET GROUP, LLC	95,71295,712	$7M	—	TRIM -20%
31	Focus Partners Wealth	94,21194,211	$7M	—	ADD 4%
32	Tortoise Investment Management, LLC	91,29091,290	$7M	—	—
33	ENVESTNET ASSET MANAGEMENT INC	89,08789,087	$7M	—	TRIM -7%
34	ATLas Financial Planning LLC	88,01988,019	$7M	—	ADD 6%
35	Chicago Partners Investment Group LLC	79,63879,638	$6M	—	—
36	Avidian Wealth Enterprises, LLC	82,08382,083	$6M	—	NEW
37	Factor Wealth Management LTD	80,90280,902	$6M	—	TRIM -12%
38	Cornerstone Wealth Partners, LLC	77,33677,336	$6M	—	ADD 13%
39	Navigoe, LLC	73,41073,410	$5M	—	ADD 5%
40	Wealth Management Nebraska	72,81572,815	$5M	—	TRIM -2%
41	Telos Capital Management, Inc.	71,73571,735	$5M	—	NEW
42	Haven Private, LLC	70,88670,886	$5M	—	ADD 5%
43	Harbor Group, Inc.	69,31069,310	$5M	—	ADD 31%
44	COLLECTIVE FAMILY OFFICE LLC	69,24869,248	$5M	—	—
45	AQR CAPITAL MANAGEMENT LLC	64,03264,032	$5M	—	ADD 22%
46	ENTREWEALTH, LLC	61,77061,770	$5M	—	ADD 13%
47	McLean Asset Management Corp	61,53261,532	$5M	—	ADD 29%
48	Corient Private Wealth LLC	61,54561,545	$5M	—	TRIM -46%
49	Prosperity Planning, Inc.	60,27660,276	$5M	—	ADD 7%
50	Private Wealth Asset Management, LLC	58,62158,621	$4M	—	ADD 252%
51	COMMONWEALTH EQUITY SERVICES, LLC	58,29058,290	$4M	—	ADD 43%
52	Vestment Financial LLC	55,18755,187	$4M	—	ADD 7%
53	Frankly Finances, LLC	52,18052,180	$4M	—	—
54	Plancorp, LLC	49,16549,165	$4M	—	—
55	ANDERSON HOAGLAND & CO	51,09151,091	$4M	—	TRIM -11%
56	COMMERCE BANK	49,16249,162	$4M	—	NEW
57	SATOVSKY ASSET MANAGEMENT LLC	47,59147,591	$4M	—	ADD 173%
58	Wedmont Private Capital	40,92240,922	$3M	—	—
59	Werba Rubin Papier Wealth Management	35,94535,945	$3M	—	NEW
60	SHUFRO ROSE & CO LLC	35,51035,510	$3M	—	ADD 11%
61	Jacobi Capital Management LLC	35,06935,069	$3M	—	ADD 15%
62	Kestra Advisory Services, LLC	33,77133,771	$3M	—	ADD 4%
63	McMill Wealth Management	33,69933,699	$3M	—	TRIM -6%
64	Tillman Hartley LLC	31,49231,492	$2M	—	—
65	LAM GROUP, INC.	30,79030,790	$2M	—	—
66	Creative Planning	29,73929,739	$2M	—	TRIM -9%
67	PHILADELPHIA TRUST CO	28,37028,370	$2M	—	ADD 176%
68	PFC CAPITAL GROUP, INC.	27,33527,335	$2M	—	ADD 4%
69	WCG Wealth Advisors LLC	26,55026,550	$2M	—	ADD 9%
70	UMB Bank, n.a.	26,50226,502	$2M	—	ADD 27%
71	Pacific Asset Management, LLC	26,36826,368	$2M	—	ADD 20%
72	Cypress Point Wealth Management, LLC	26,29026,290	$2M	—	—
73	Ritter Daniher Financial Advisory LLC / DE	22,99322,993	$2M	—	ADD 7%
74	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22,09022,090	$2M	—	ADD 41%
75	DIXON FNANCIAL SERVICES, INC.	21,74021,740	$2M	—	—
76	GC Wealth Management RIA, LLC	20,92020,920	$2M	—	ADD 32%
77	LRI Investments, LLC	20,90820,908	$2M	—	—
78	OPPENHEIMER & CO INC	20,83020,830	$2M	—	NEW
79	ORBA Wealth Advisors, L.L.C.	20,38820,388	$2M	—	TRIM -14%
80	RAYMOND JAMES FINANCIAL INC	19,79519,795	$1M	—	ADD 20%
81	CITADEL ADVISORS LLC	19,27619,276	$1M	—	NEW
82	Meredith Wealth Planning	18,37218,372	$1M	—	—
83	Quantinno Capital Management LP	17,79917,799	$1M	—	ADD 161%
84	Canvas Wealth Advisors, LLC	16,75816,758	$1M	—	ADD 35%
85	Insight Wealth Partners, LLC	16,56016,560	$1M	—	ADD 14%
86	Pathstone Holdings, LLC	16,20216,202	$1M	—	—
87	Fifth Third Securities, Inc.	16,20016,200	$1M	—	NEW
88	HighPoint Advisor Group LLC	15,40415,404	$1M	—	NEW
89	Betterment LLC	14,94714,947	$1M	—	ADD 197%
90	Astra Wealth Partners LLC	14,90014,900	$1M	—	—
91	Verus Financial Partners, Inc.	14,04514,045	$1M	—	—
92	Oceanside Advisors LLC	14,66614,666	$1M	—	TRIM -5%
93	Sanctuary Advisors, LLC	14,25414,254	$1M	—	ADD 53%
94	Beacon Pointe Advisors, LLC	13,15313,153	$984,239	—	ADD 5%
95	AlphaCore Capital LLC	12,83912,839	$960,776	—	TRIM -46%
96	Greenwich Wealth Management LLC	12,64812,648	$946,000	—	TRIM -2%
97	SMITH, MOORE & CO.	12,43912,439	$930,816	—	ADD 287%
98	Evanson Asset Management, LLC	11,50511,505	$860,947	—	—
99	Rockefeller Capital Management L.P.	11,31711,317	$846,901	—	ADD 12%
100	Nemes Rush Group LLC	11,21011,210	$838,844	—	ADD 118%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AMERICAN CENTURY COMPANIES INC

1.1M

1.4M

2.1M

2.3M

2.6M

3.2M

$239M

Savant Capital, LLC

—

1.0M

797K

639K

$48M

IAG Wealth Partners, LLC

543K

539K

550K

542K

581K

$43M

ATWOOD & PALMER INC

445K

456K

469K

473K

488K

499K

$37M

B&D White Capital Company, LLC

44K

138K

284K

307K

372K

359K

$27M

JONES FINANCIAL COMPANIES LLLP

39K

63K

141K

173K

251K

350K

$25M

Allegiance Financial Group Advisory Services LLC

216K

232K

251K

273K

290K

303K

$23M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

73K

67K

65K

102K

166K

275K

$21M

LPL Financial LLC

38K

61K

128K

145K

163K

269K

$20M

Linscomb Wealth, Inc.

104K

142K

161K

232K

274K

258K

$19M

Global Strategic Investment Solutions, LLC

189K

237K

229K

238K

237K

231K

$17M

Foundry Financial Group, Inc.

192K

183K

235K

238K

242K

218K

$16M

WEBSTERROGERS FINANCIAL ADVISORS, LLC

199K

204K

208K

205K

203K

207K

$15M

Austin Wealth Management, LLC

122K

140K

189K

200K

219K

161K

$12M

FINANCIAL MANAGEMENT NETWORK INC

49K

84K

96K

119K

138K

143K

$11M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	181	12,534,757	—	$939M
2025-Q4	169	11,500,858	—	$821M
2025-Q3	148	10,658,915	—	$720M
2025-Q2	132	9,968,149	—	$621M
2025-Q1	121	8,159,255	—	$462M
2024-Q4	117	7,085,930	—	$368M
2024-Q3	105	5,198,279	—	$291M
2024-Q2	93	4,492,337	—	$236M
2024-Q1	90	4,027,191	—	$218M
2023-Q4	86	3,882,414	—	$200M
2023-Q3	71	3,195,805	—	$154M
2023-Q2	63	2,970,493	—	$145M
2023-Q1	55	2,636,065

Short interest has its own tab now — open SI →

AVIV☆

Institutional ownership· 13F filers holding AVIV · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding AVIV · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

AVIV