AIVL institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding129
Shares held827,861
Reported value$108.5m
Quarter flows16 new, 31 added, 39 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Noble Family Wealth, LLC87,291$11.4m2.0%
MORGAN STANLEY80,689$10.6m0.0%
LPL Financial LLC51,487$6.8m0.0%
OSAIC HOLDINGS, INC.30,977$4.1m0.0%
ROYAL BANK OF CANADA28,612$3.8m0.0%
Salomon & Ludwin, LLC24,856$3.2m0.3%
FOUNDERS GROVE WEALTH PARTNERS, LLC23,362$3.1m0.6%
WealthBridge Capital Management, LLC20,865$2.7m0.5%
COMMONWEALTH EQUITY SERVICES, LLC20,843$2.7m0.0%
Westside Investment Management, Inc.20,811$2.7m0.4%
RAYMOND JAMES FINANCIAL INC17,924$2.4m0.0%
MAI Capital Management16,149$2.1m0.0%
Integrated Advisors Network LLC14,970$2.0m0.1%
Biondo Investment Advisors, LLC13,875$1.8m0.2%
Well Done, LLC13,281$1.7m0.2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP12,875$1.7m0.0%
CAPTRUST FINANCIAL ADVISORS12,714$1.7m0.0%
Global Retirement Partners, LLC12,118$1.6m0.0%
Apollon Wealth Management, LLC11,533$1.5m0.0%
Cambridge Investment Research Advisors, Inc.11,306$1.5m0.0%
Curi Capital, LLC11,041$1.4m0.0%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.10,400$1.4m0.2%
Prospera Financial Services Inc10,264$1.3m0.0%
Mariner, LLC9,298$1.2m0.0%
WELLS FARGO & COMPANY/MN9,231$1.2m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("AIVL"). AIVL price history · All 13F data

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