AIVC Institutional Ownership & Shareholders
AMPL BLMBRG AI EQL WT ETF-UI (AIVC) is currently held by 21 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $54.76M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hennion & Walsh Asset Management, Inc. is currently the largest disclosed institutional shareholder of AIVC tracked by InsiderSet, reporting ownership valued at approximately $26.07M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.99M, representing an estimated loss of -11.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed AIVC value among the investors covered in this analysis. Major shareholders include Hennion & Walsh Asset Management, Inc., Lpl Financial Llc, Jane Street Group, Llc, and several other long-term asset managers with concentrated positions in AMPL BLMBRG AI EQL WT ETF-UI (AIVC).
This page ranks the largest institutional AIVC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
21
Total Reported Value
$54.76M
Largest Holder
Hennion & Walsh Asset Management, Inc.
Largest Position
$26.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 0.76% | 226,687 | $26,067,826 | $22,987,807 | -$3,080,019 | -11.82% | |
| Lpl Financial Llc | 0.00% | 65,582 | $7,566,251 | $6,650,520 | -$915,731 | -12.10% | |
| Jane Street Group, Llc | 0.00% | 58,046 | $6,696,767 | $5,886,311 | -$810,456 | -12.10% | |
| Susquehanna International Group, Llp | 0.00% | 38,692 | $4,463,896 | $3,923,667 | -$540,229 | -12.10% | |
| Flow Traders U.S. Llc | 0.17% | 36,508 | $4,212,000 | $3,702,192 | -$509,808 | -12.10% | |
| Raymond James Financial Inc | 0.00% | 11,013 | $1,270,570 | $1,116,803 | -$153,767 | -12.10% | |
| Envestnet Asset Management Inc | 0.00% | 10,509 | $1,212,423 | $1,065,694 | -$146,729 | -12.10% | |
| Kestra Private Wealth Services, Llc | 0.01% | 6,239 | $717,463 | $632,683 | -$84,780 | -11.82% | |
| Gts Securities Llc | 0.01% | 5,156 | $594,848 | $522,858 | -$71,990 | -12.10% | |
| Osaic Holdings, Inc. | 0.00% | 3,603 | $415,805 | $365,372 | -$50,433 | -12.13% | |
| Hrt Financial Lp | 0.00% | 3,310 | $381,000 | $335,659 | -$45,341 | -11.90% | |
| Prime Capital Investment Advisors, Llc | 0.00% | 2,450 | $281,737 | $248,449 | -$33,288 | -11.82% | |
| Kestra Advisory Services, Llc | 0.00% | 2,403 | $276,293 | $243,683 | -$32,610 | -11.80% | |
| Berkeley Capital Partners, Llc | 0.05% | 2,197 | $253,468 | $222,793 | -$30,675 | -12.10% | |
| Morgan Stanley | 0.00% | 1,586 | $182,977 | $160,833 | -$22,144 | -12.10% | |
| Pnc Financial Services Group, Inc. | 0.00% | 565 | $65,184 | $57,295 | -$7,889 | -12.10% | |
| Ubs Group Ag | 0.00% | 531 | $61,261 | $53,847 | -$7,414 | -12.10% | |
| Newedge Advisors, Llc | 0.00% | 200 | $23,074 | $20,282 | -$2,792 | -12.10% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 114 | $13,152 | $11,560 | -$1,592 | -12.10% | |
| Wedbush Securities Inc | 0.08% | 29,151 | $3,352 | $2,956,136 | +$2,952,784 | +88090.21% | |
| Cwm, Llc | 0.00% | 45 | $3,106 | $4,563 | +$1,457 | +46.92% |
Frequently asked questions about AIVC
Who are the largest institutional holders of AIVC?
The largest institutional holders of AIVC reported in the latest SEC Form 13F filings include Hennion & Walsh Asset Management, Inc., Lpl Financial Llc, Jane Street Group, Llc, Susquehanna International Group, Llp, and Flow Traders U.S. Llc. InsiderSet ranks institutional holders by their latest reported AIVC position.
What is AIVC institutional ownership?
This page tracks AIVC positions reported by institutional investment managers through SEC Form 13F. AMPL BLMBRG AI EQL WT ETF-UI (AIVC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AIVC?
InsiderSet currently tracks 21 institutional managers reporting AIVC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AIVC shareholders.
How much AIVC stock do institutions own?
Institutional investment managers disclosed approximately $54.76M in AIVC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AIVC institutional ownership last updated?
The latest AIVC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AIVC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AIVC position after the reporting date.
Are institutions buying or selling AIVC?
Institutional buying and selling can be analyzed by comparing AIVC positions across consecutive 13F reporting periods. InsiderSet's AIVC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AIVC ownership changes.
How has AIVC institutional ownership changed over time?
InsiderSet tracks AIVC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.