AVIG Institutional Ownership
Who owns AVIG and what the big funds did with it last quarter, from every SEC 13F filing. 181 funds reported holding AVIG at Jun 30, 2026.
- ▲125 buying vs 52 selling
- ▲Shares held by funds +13.2%
- ▲Funds holding +3
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 181 | 178 | +1.7% |
| In funds' top 10 | 22 | 22 | 0.0% |
| 13F shares | 39.8M | 35.2M | +13.2% |
| Held by funds | – | – | – |
| New positions | 20 | 28 | −28.6% |
| Increased | 105 | 84 | +25.0% |
| Reduced | 33 | 39 | −15.4% |
| Sold out | 19 | 7 | +171.4% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in AVIG
All superinvestors →
Who owns AVIG
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds86.4%
- Banks and brokers13.3%
- Pensions, insurers and other0.3%
The top 10 holders own 50.5% of all AVIG shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
95 funds changed their position- Wealth Enhancement Advisory Services, LLCNew+316K sh
- Simplicity Wealth,LLCTrimmed−204K sh
- Axxcess Wealth Management, LLCTrimmed−147K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−106K sh
- Continuum Wealth Advisors, LLCTrimmed−81K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | – | 6.5M | $270M | −7,204 |
| 2 | Morgan Stanley | – | 2.8M | $116M | +506K |
| 3 | Envestnet Asset Management Inc | – | 2.1M | $85.6M | +186K |
| 4 | American Century Companies Inc | – | 1.6M | $65M | +789K |
| 5 | Verus Financial Partners, Inc. | – | 1.6M | $64.4M | +24K |
| 6 | Janney Montgomery Scott LLC | – | 1.5M | $60.2M | +91K |
| 7 | Simplicity Wealth,LLC | – | 1.3M | $53.2M | +71K |
| 8 | Great Valley Advisor Group, Inc. | – | 1.2M | $47.7M | +178K |
| 9 | Regatta Capital Group, LLC | – | 865K | $35.8M | +66K |
| 10 | BCR Wealth Strategies, LLC | – | 854K | $35.4M | +80K |
- American Century Companies Inc+789K sh+$32.7M
- Axxcess Wealth Management, LLC+526K sh+$21.8M
- Morgan Stanley+506K sh+$21M
- Garrett Wealth Advisory Group, LLC+498K sh+$20.6M
- Continuum Wealth Advisors, LLC+413K sh+$17.1M
- Envestnet Asset Management Inc+186K sh+$7.7M
- Great Valley Advisor Group, Inc.+178K sh+$7.4M
- Gts Securities LLC+153K sh+$6.4M
- Goldman Sachs Group Inc−282K sh−$11.7M
- &partners−221K sh−$9.2M
- LPL Financial LLC−185K sh−$7.7M
- Mariner, LLC−182K sh−$7.6M
- Hill Investment Group Partners, LLC−74K sh−$3.1M
- Vestmark Advisory Solutions, Inc.−69K sh−$2.9M
- Tounjian Advisory Partners, LLC−62K sh−$2.6M
- Susquehanna International Group, LLP−38K sh−$1.6M
AVIG institutional ownership FAQ
Who owns the most AVIG stock?
In Q2 2026 13F filings the largest holder of AVIG was AE Wealth Management LLC, followed by Morgan Stanley and Envestnet Asset Management Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of AVIG is owned by institutions?
181 funds reported holding 39.8M AVIG shares at Jun 30, 2026.
Are hedge funds buying AVIG?
In Q2 2026, 125 funds bought AVIG (20 of them new positions) and 52 sold (19 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for AVIG is strongly bullish.
What is AVIG's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this AVIG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.