AI Holders Summary · Q1 2026

191 institutions reported AVIV in Q1 2026. AMERICAN CENTURY COMPANIES INC leads at 34.4% 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

$239M3.2M0.12%Q1 2026 02

PrairieView Partners, LLC

CIK 0001726673

$66M1.1M6.40%Q2 2025 03

Savant Capital, LLC

CIK 0001482880

$48M639K0.23%Q1 2026 04

IAG Wealth Partners, LLC

CIK 0001827261

$43M581K4.85%Q1 2026 05

ATWOOD & PALMER INC

CIK 0001044929

$39M508K2.10%Q2 2026 06

B&D White Capital Company, LLC

CIK 0001752523

$27M359K3.33%Q1 2026 07

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$25M350K0.01%Q1 2026 08

Allegiance Financial Group Advisory Services LLC

CIK 0001964068

$23M303K4.52%Q1 2026 09

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$21M275K0.01%Q1 2026 10

LPL Financial LLC

CIK 0001403438

$20M269K0.01%Q1 2026 11

Linscomb Wealth, Inc.

CIK 0001313294

$19M258K0.86%Q1 2026 12

FAS Wealth Partners, Inc.

CIK 0001596957

$18M243K1.13%Q1 2026 13

Global Strategic Investment Solutions, LLC

CIK 0001760076

$17M231K1.69%Q1 2026 14

Foundry Financial Group, Inc.

CIK 0002007960

$17M222K7.44%Q2 2026 15

WEBSTERROGERS FINANCIAL ADVISORS, LLC

CIK 0001841757

$16M211K4.19%Q2 2026 16

Austin Wealth Management, LLC

CIK 0002003112

$13M165K2.74%Q2 2026 17

Symmetry Partners, LLC

CIK 0001697493

$12M157K0.62%Q2 2026 18

FINANCIAL MANAGEMENT NETWORK INC

CIK 0001844831

$11M143K1.71%Q1 2026 19

CWM, LLC

CIK 0001535847

$11M141K0.03%Q1 2026 20

Northland Capital Management LLC

CIK 0001693032

$10M126K5.26%Q2 2026

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