AI Holders Summary · Q2 2026

204 institutions reported AVIV in Q2 2026. AMERICAN CENTURY COMPANIES INC leads at 33.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$286M3.7M0.13%Q2 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$67M866K0.00%Q2 2026 03

PrairieView Partners, LLC

CIK 0001726673

$66M1.1M6.40%Q2 2025 04

IAG Wealth Partners, LLC

CIK 0001827261

$52M673K5.16%Q2 2026 05

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$46M596K0.02%Q2 2026 06

ATWOOD & PALMER INC

CIK 0001044929

$39M508K2.10%Q2 2026 07

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$35M461K0.01%Q2 2026 08

Savant Capital, LLC

CIK 0001482880

$29M376K0.09%Q2 2026 09

LPL Financial LLC

CIK 0001403438

$27M354K0.01%Q2 2026 10

Allegiance Financial Group Advisory Services LLC

CIK 0001964068

$25M328K4.40%Q2 2026 11

B&D White Capital Company, LLC

CIK 0001752523

$24M306K2.36%Q2 2026 12

Linscomb Wealth, Inc.

CIK 0001313294

$23M297K1.00%Q2 2026 13

FAS Wealth Partners, Inc.

CIK 0001596957

$19M240K0.97%Q2 2026 14

Global Strategic Investment Solutions, LLC

CIK 0001760076

$19M239K1.64%Q2 2026 15

Foundry Financial Group, Inc.

CIK 0002007960

$17M222K7.44%Q2 2026 16

WEBSTERROGERS FINANCIAL ADVISORS, LLC

CIK 0001841757

$16M211K4.19%Q2 2026 17

Clear Creek Financial Management, LLC

CIK 0001784235

$15M197K0.98%Q2 2026 18

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758

$13M173K0.02%Q2 2026 19

Focus Partners Advisor Solutions, LLC

CIK 0001868872

$13M173K0.11%Q2 2026 20

Austin Wealth Management, LLC

CIK 0002003112

$13M165K2.74%Q2 2026

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