Who owns AIVL?
WisdomTree U.S. Al Enhanced Value Fund · WisdomTree
129 institutions reported holding AIVL, worth $108.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AIVL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Noble Family Wealth, LLC | Clearwater, FL | $11.4M | 87,291 | −784 shares |
| Morgan Stanley | New York, NY | $10.6M | 80,689 | −69 shares |
| LPL Financial LLC | Fort Mill, SC | $6.8M | 51,487 | +734 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $4.1M | 30,977 | +118 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $3.8M | 28,612 | +3,810 shares |
| Salomon & Ludwin, LLC | Richmond, VA | $3.2M | 24,856 | −427 shares |
| Founders Grove Wealth Partners, LLC | Richmond, VA | $3.1M | 23,362 | −131 shares |
| WealthBridge Capital Management, LLC | Westerville, OH | $2.7M | 20,865 | −220 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.7M | 20,843 | −7,066 shares |
| Westside Investment Management, Inc. | Santa Monica, CA | $2.7M | 20,811 | −144 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AIVL?
129 institutional managers reported holding AIVL in Form 13F filings for June 30, 2026, worth $108.5M in total. The largest reported position was held by Noble Family Wealth, LLC, at $11.4M.
Did institutions buy or sell AIVL last quarter?
Reported 13F value rose 17.3% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AIVL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.