AIVI institutional holders
WISDOMTREE TR · 13F, 2026Q2
| Managers holding | 36 |
|---|
| Shares held | 265,852 |
|---|
| Reported value | $15.0m |
|---|
| Quarter flows | 5 new, 12 added, 9 trimmed, 5 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| MORGAN STANLEY | 50,789 | $2.9m | 0.0% |
| LPL Financial LLC | 46,897 | $2.6m | 0.0% |
| BIP Wealth, LLC | 34,027 | $1.9m | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 24,004 | $1.4m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 15,441 | $863,044 | 0.0% |
| Truvestments Capital LLC | 14,717 | $828,568 | 0.1% |
| Savant Capital, LLC | 9,960 | $549,938 | 0.0% |
| XML Financial, LLC | 8,938 | $503,209 | 0.0% |
| CITADEL ADVISORS LLC | 7,238 | $407,499 | 0.0% |
| EP Wealth Advisors, LLC | 5,960 | $335,548 | 0.0% |
| Creative Planning | 5,211 | $293,379 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 4,812 | $270,906 | 0.0% |
| Mezzasalma Advisors, LLC | 4,548 | $256,028 | 0.1% |
| WELLS FARGO & COMPANY/MN | 4,136 | $232,862 | 0.0% |
| STIFEL FINANCIAL CORP | 4,000 | $225,200 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,734 | $210,224 | 0.0% |
| NewEdge Advisors, LLC | 3,228 | $181,738 | 0.0% |
| Institute for Wealth Management, LLC. | 2,679 | $150,828 | 0.0% |
| GHP Investment Advisors, Inc. | 2,652 | $149,293 | 0.0% |
| Larson Financial Group LLC | 2,629 | $148,037 | 0.0% |
| TD Waterhouse Canada Inc. | 2,600 | $145,080 | 0.0% |
| Arax Advisory Partners | 1,753 | $98,698 | 0.0% |
| IMA Advisory Services, Inc. | 1,377 | $77,521 | 0.0% |
| BLAIR WILLIAM & CO/IL | 1,210 | $68,123 | 0.0% |
| Spire Wealth Management | 991 | $55,793 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("AIVI"). AIVI price history · All 13F data
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