Skip to content
Disclosery

AVIV AMERICAN CENTY ETF TR

Follow

SHS (fund)

191 managers (193 13F filers) reported a position in AVIV shares at 2026-06-30, 15,248,006 shares in all. 21 filers opened a position and 9 filers sold out during the quarter.

Managers
191
13F filers
193
New
21
Added
101
Reduced
41
Sold out
9
Shares held by filers
15,248,006

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC3,697,239$286M0.13%+497,91513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/866,184$67.1M<0.01%new13F-HRTimelineGroup
IAG Wealth Partners, LLC673,117$52.1M5.16%+92,59513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…596,315$46.2M0.02%+321,70013F-HRTimelineGroup
ATWOOD & PALMER INC508,168$39.3M2.1%+9,05213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP460,582$35.5M0.01%+110,47713F-HRTimelineGroup
Savant Capital, LLC376,206$29.1M0.09%-262,94913F-HRTimeline
LPL Financial LLC354,320$27.4M0.01%+84,91313F-HRTimeline
Allegiance Financial Group Advisory Ser…328,121$25.4M4.4%+24,70213F-HRTimeline
B&D White Capital Company, LLC305,866$23.7M2.36%-53,55013F-HRTimeline
Linscomb Wealth, Inc.297,218$23M1%+39,40613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding264,032$20.4M+42,507Timeline
FAS Wealth Partners, Inc.240,133$18.6M0.97%-3,31613F-HRTimeline
Global Strategic Investment Solutions, …239,004$18.5M1.66%+7,58013F-HRTimeline
Foundry Financial Group, Inc.222,193$17.2M7.44%+3,75513F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC211,302$16.4M4.19%+4,30013F-HRTimeline
Clear Creek Financial Management, LLC196,767$15.2M0.98%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV173,160$13.4M0.02%+62,04413F-HR/ATimeline
Austin Wealth Management, LLC165,301$13M2.74%+4,63613F-HRTimeline
Symmetry Partners, LLC156,991$12.2M0.62%+14,69413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC152,645$12M1.72%+9,92613F-HRTimeline
Northland Capital Management LLC125,979$9.75M5.26%+6,60513F-HRTimeline
NWAM LLC125,722$9.73M0.49%+2,08913F-HRTimeline
Wright Wealth LLC124,968$9.68M5.81%+4,82613F-HRTimeline
Golden Bell Financial Planning LLC120,237$9.31M6.84%+1,46213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…113,295$8.93M0.01%+91,20513F-HRTimeline
Beaird Harris Wealth Management, LLC114,886$8.89M0.56%-46813F-HRTimeline
Fonville Wealth Management LLC109,222$8.46M1.38%+1,77213F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC105,709$8.18M2.92%-5,83313F-HRTimeline
Paladin Advisory Group, LLC101,141$7.83M5.2%+67713F-HRTimeline
KILNER CAPITAL ADVISORS, LLC98,223$7.78M6.67%-99713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,410$7.77M<0.01%+11,32313F-HRTimelineGroup
Tortoise Investment Management, LLC95,289$7.38M0.55%+3,99913F-HRTimeline
ATLas Financial Planning LLC92,983$7.2M5.84%+4,96413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,000$6.97M<0.01%-5,71213F-HRTimelineGroup
Brickley Wealth Management89,607$6.94M1%new13F-HRTimeline
Cornerstone Wealth Partners, LLC87,479$6.77M3.15%+10,14313F-HRTimeline
Harbor Group, Inc.84,947$6.58M0.77%+15,63713F-HRTimeline
Chicago Partners Investment Group LLC81,200$6.4M0.13%+1,56213F-HRTimeline
Avidian Wealth Enterprises, LLC80,889$6.26M0.17%-1,19413F-HRTimeline
Navigoe, LLC77,617$6.01M3.14%+4,20713F-HRTimeline
Haven Private, LLC76,215$5.9M2.24%+5,32913F-HRTimeline
Ducere Wealth Management LLC76,064$5.89M1.77%new13F-HRTimeline
Factor Wealth Management LTD72,725$5.63M0.85%-8,17713F-HRTimeline
Telos Capital Management, Inc.72,680$5.63M0.5%+94513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC69,553$5.38M1.1%+30513F-HRTimeline
McLean Asset Management Corp65,519$5.29M0.7%+3,98713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska68,037$5.27M0.47%-4,77813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC67,950$5.26M<0.01%+3,91813F-HRTimelineGroup
ENTREWEALTH, LLC64,135$5.26M1.95%+2,36513F-HRTimeline
Private Wealth Asset Management, LLC67,797$5.26M0.51%+9,17613F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC66,715$5.17M0.82%+19,12413F-HRTimeline
Wedmont Private Capital64,739$5.1M0.14%+23,81713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC64,415$4.99M0.01%+6,12513F-HRTimeline
Prosperity Planning, Inc.64,160$4.97M1.14%+3,88413F-HRTimeline
Vestment Financial LLC57,083$4.46M2%+1,89613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK53,958$4.18M0.02%+4,79613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP53,787$4.16M0.01%-7,75813F-HR/ATimelineGroup
Frankly Finances, LLC53,780$4.16M3.29%+1,60013F-HR/ATimeline
ANDERSON HOAGLAND & CO52,250$4.05M0.32%+1,15913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP68,038$3.98M<0.01%new13F-HRTimelineGroup
Plancorp, LLC49,165$3.85M0.09%013F-HRTimeline
Bluespring Wealth Management, LLC45,791$3.55M0.07%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers41,258$3.19M<0.01%new13F-HRTimelineGroup
Tillman Hartley LLC38,450$2.98M0.67%+6,95813F-HRTimeline
Jacobi Capital Management LLC37,913$2.94M0.14%+2,84413F-HRTimeline
SHUFRO ROSE & CO LLC36,151$2.8M0.16%+64113F-HRTimeline
Werba Rubin Papier Wealth Management35,626$2.76M0.33%-31913F-HRTimeline
LAM GROUP, INC.33,345$2.58M1.28%+2,55513F-HRTimeline
McMill Wealth Management33,019$2.56M0.62%-68013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,703$2.3M<0.01%+9,90813F-HRTimelineGroup
Creative Planningin group Creative Planning29,679$2.3M<0.01%-6013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,041$2.25M0.01%-4,73013F-HRTimelineGroup
PHILADELPHIA TRUST CO28,259$2.19M0.14%-11113F-HRTimeline
PFC CAPITAL GROUP, INC.28,054$2.17M0.83%+71913F-HRTimeline
Pacific Asset Management, LLC27,590$2.14M1.05%+1,22213F-HRTimeline
WCG Wealth Advisors LLC27,559$2.13M0.05%+1,00913F-HRTimeline
UMB Bank, n.a.26,760$2.07M0.03%+25813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cypress Point Wealth Management, LLC25,115$1.94M0.4%-1,17513F-HRTimeline
Meredith Wealth Planning24,507$1.9M0.45%+6,13513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…22,836$1.77M0.27%-15713F-HRTimeline
ORBA Wealth Advisors, L.L.C.21,897$1.7M1.45%+1,50913F-HRTimeline
DIXON FNANCIAL SERVICES, INC.21,740$1.68M0.68%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,932$1.62M0.02%+10213F-HRTimelineGroup
LRI Investments, LLC20,908$1.62M0.13%013F-HRTimeline
SMITH, MOORE & CO.20,725$1.6M0.1%+8,28613F-HRTimeline
GC Wealth Management RIA, LLC20,410$1.58M0.09%-51013F-HRTimeline
Insight Wealth Partners, LLC19,843$1.54M0.21%+3,28313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding19,782$1.53M+1,154Timeline
Quantinno Capital Management LP19,392$1.5M<0.01%+1,59313F-HRTimeline
Sanctuary Advisors, LLC19,247$1.49M0.01%+4,99313F-HRTimeline
Betterment LLC18,895$1.46M<0.01%+3,94813F-HRTimeline
HighPoint Advisor Group LLC17,947$1.39M0.05%+2,54313F-HRTimeline
Canvas Wealth Advisors, LLC17,710$1.37M0.19%+95213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,385$1.27M<0.01%+18313F-HRTimelineGroup
Astra Wealth Partners LLC14,900$1.15M0.64%013F-HRTimeline
Oceanside Advisors LLC14,589$1.13M0.57%-7713F-HRTimeline
Verus Financial Partners, Inc.14,204$1.1M0.09%+15913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,466$1.04M<0.01%+2,14913F-HRTimelineGroup
Nemes Rush Group LLC13,190$1.02M0.08%+1,98013F-HRTimeline
AlphaCore Capital LLC12,852$995K0.02%+1313F-HRTimeline
Greenwich Wealth Management LLC12,649$979K0.04%+113F-HRTimeline
Beacon Pointe Advisors, LLC12,453$964K<0.01%-70013F-HRTimeline
Evanson Financial, LLC12,360$957K0.05%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,174$865K0.07%+11113F-HRTimeline
Burk Holdings LLC11,169$865K0.32%+8513F-HRTimeline
Herold Advisors, Inc.11,143$864K0.17%+3,62813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC10,740$831K0.18%+7,75813F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.10,526$815K0.63%+10013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,335$801K<0.01%+4,81713F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC10,328$800K0.05%+6,63913F-HRTimeline
Mayfair Advisory Group, LLC9,886$783K0.24%+35913F-HRTimeline
WorthPointe, LLC8,932$692K0.17%+1,44213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,870$687K<0.01%+2,44613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,774$679K<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC8,542$661K<0.01%-40013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,535$661K<0.01%+3013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,384$649K<0.01%-45213F-HRTimelineGroup
Keel Point, LLC8,206$635K0.04%-90113F-HRTimeline
Modera Wealth Management, LLC7,952$616K0.01%new13F-HRTimeline
Networth Advisors, LLC7,585$587K0.34%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC7,382$572K0.06%-75313F-HRTimeline
Cambridge Investment Research Advisors,…7,240$561K<0.01%+81713F-HR/ATimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,223$559K0.11%-11013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS6,904$535K0.05%new13F-HRTimeline
MML INVESTORS SERVICES, LLC6,828$529K<0.01%+34313F-HRTimeline
Altiora Financial Group, LLC6,800$526K0.08%013F-HRTimeline
Fox Hill Wealth Management6,750$523K0.21%-4713F-HRTimeline
TCI Wealth Advisors, Inc.6,685$518K0.02%+2,17113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,576$509K<0.01%+4,67613F-HRTimelineGroup
Embree Financial Group6,425$497K0.05%+1,02513F-HRTimeline
Etesian Wealth Advisors, Inc.6,268$485K0.14%013F-HRTimeline
WealthPlan Investment Management, LLC6,196$480K0.02%+1,82713F-HRTimeline
MAI Capital Management6,142$476K<0.01%+80413F-HRTimeline
Private Advisor Group, LLC6,067$470K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA5,963$462K0.04%013F-HRTimeline
IF Advisors, LLC5,664$439K0.29%+1,50013F-HRTimeline
Zhang Financial LLC5,654$438K0.01%013F-HRTimeline
BRIGHTON JONES LLC4,967$385K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,805$372K<0.01%+3913F-HRTimelineGroup
Farther Finance Advisors, LLC4,755$368K<0.01%-2,66113F-HRTimeline
Porter White Investment Advisors, Inc.4,631$359K0.14%013F-HRTimeline
Prosperitas Financial LLC4,560$353K0.11%-10913F-HRTimeline
WMG Financial Advisors, LLC4,450$345K0.13%+25013F-HRTimeline
GTS SECURITIES LLC4,364$338K0.01%new13F-HRTimeline
Cascade Financial Partners, LLC4,229$327K0.03%013F-HRTimeline
Savvy Advisors, Inc.4,207$326K0.01%new13F-HRTimeline
Western Wealth Management, LLC4,189$324K0.01%new13F-HRTimeline
Cornerstone Advisory, LLC4,158$322K0.03%+96813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,015$311K<0.01%+72013F-HRTimelineGroup
Emprise Bank3,926$304K0.11%-36513F-HRTimeline
Life Planning Partners, Inc3,920$303K0.23%013F-HRTimeline
Financial Partners Group, Inc3,908$303K0.03%+19713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,687$285K<0.01%-31413F-HRTimelineGroup
Sterneck Capital Management, LLC3,674$284K0.12%013F-HRTimeline
Approach Retirement Advisors, LLC3,561$276K0.2%-2013F-HRTimeline
Summit Financial, LLC3,480$269K<0.01%-10013F-HRTimeline
Freestate Advisors LLC3,444$267K0.2%+3813F-HRTimeline
Parkwoods Wealth Partners, LLC3,416$264K0.04%new13F-HRTimeline
Atala Financial Inc3,340$259K0.16%013F-HRTimeline
Mutual Advisors, LLC3,313$256K<0.01%-17513F-HRTimeline
Stone Summit Wealth LLC3,172$246K0.06%013F-HRTimeline
BlackDiamond Wealth Management, LLC2,924$242K0.1%013F-HRTimeline
Disciplined Investments, LLC3,086$239K0.08%+3413F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,960$229K<0.01%+1,86013F-HRTimelineGroup
Trailhead Planners LLC2,916$226K0.22%013F-HRTimeline
Aprio Wealth Management, LLC2,805$217K0.01%+5013F-HRTimeline
FMR LLCin group FMR LLC1,974$153K<0.01%+1,51413F-HRTimelineGroup
CENTRAL TRUST Co1,890$146K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,758$136K<0.01%-1,94813F-HRTimelineGroup
Smartleaf Asset Management LLC1,750$135K<0.01%013F-HRTimeline
Addison Advisors LLC1,490$115K0.05%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,098$85K<0.01%-2313F-HRTimelineGroup
Ankerstar Wealth, LLC705$54.6K0.05%-1113F-HRTimeline
IFP Advisors, Inc697$54K<0.01%013F-HRTimeline
Kings Path Partners LLC527$40.8K0.01%new13F-HRTimeline
Larson Financial Group LLC514$39.8K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.469$36K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO462$35.7K<0.01%013F-HRTimelineGroup
ROGCO, LP384$29.7K0.01%013F-HRTimeline
Signature Equity Partners, LLC229$17.7K0.01%-8,14213F-HRTimeline
Acumen Wealth Advisors, LLC188$14.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG166$12.9K<0.01%-13113F-HRTimelineGroup
NewEdge Advisors, LLC91$7.05K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…80$6.19K<0.01%013F-HRTimeline
AE Wealth Management LLC75$5.81K<0.01%013F-HRTimeline
Allworth Financial LP69$5.34K<0.01%013F-HRTimeline
Atomic Invest LLC41$3.13K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC30$2.32K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC29$2.23K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$1.24K<0.01%new13F-HRTimelineGroup