AIVI — Wisdomtree Tr Institutional Holders · Q2 2026

Name: Who Owns AIVI? 41 Institutions Hold $14.3M (Q2 2026)
Creator: ko.io

Who owns Wisdomtree Tr (AIVI)? 41 institutions reported holding $14.27M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Morgan Stanley ($2.9M), LPL Financial LLC ($2.6M), BIP Wealth, LLC ($1.9M).

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$2.9M	50,789	Trimmed
2	LPL Financial LLC	$2.6M	46,897	Added
3	BIP Wealth, LLC	$1.9M	34,027	Added
4	JONES FINANCIAL COMPANIES LLLP	$863,044	15,441	Added
5	Truvestments Capital LLC	$828,568	14,717	Trimmed
6	Cambridge Investment Research Advisors, Inc.	$676,000	12,002	Added
7	Savant Capital, LLC	$549,938	9,960	Added
8	XML Financial, LLC	$503,209	8,938	Trimmed
9	CITADEL ADVISORS LLC	$407,499	7,238	Trimmed
10	EP Wealth Advisors, LLC	$335,548	5,960	Hold
11	Creative Planning	$293,379	5,211	Trimmed
12	RAYMOND JAMES FINANCIAL INC	$270,906	4,812	Added
13	Mezzasalma Advisors, LLC	$256,028	4,548	Added
14	WELLS FARGO & COMPANY/MN	$232,862	4,136	Added
15	STIFEL FINANCIAL CORP	$225,200	4,000	Trimmed
16	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$210,224	3,734	Hold
17	NewEdge Advisors, LLC	$181,738	3,228	Added
18	Institute for Wealth Management, LLC.	$150,828	2,679	New
19	GHP Investment Advisors, Inc.	$149,293	2,652	Trimmed
20	Larson Financial Group LLC	$148,037	2,629	Added
21	TD Waterhouse Canada Inc.	$145,080	2,600	Hold
22	Arax Advisory Partners	$98,698	1,753	New
23	IMA Advisory Services, Inc.	$77,521	1,377	New
24	BLAIR WILLIAM & CO/IL	$68,123	1,210	Hold
25	Spire Wealth Management	$55,793	991	Hold

Source: SEC Form 13F filings · as of 2026-06-30