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Disclosery

AVIV AMERICAN CENTY ETF TR

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SHS (fund)

116 managers (118 13F filers) reported a position in AVIV shares at 2024-12-31, 7,002,594 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
116
13F filers
118
New
9
Added
47
Reduced
31
Sold out
8
Shares held by filers
7,002,594

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 INC1,111,200$57.7M0.03%+181,12913F-HRTimelineGroup
PrairieView Partners, LLC1,046,265$54.3M5.68%+782,88513F-HRTimeline
ATWOOD & PALMER INC444,847$23.1M1.58%+23,35013F-HRTimeline
FAS Wealth Partners, Inc.273,232$14.2M1.19%+13,26713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding244,332$12.7M+118,073Timeline
Allegiance Financial Group Advisory Ser…215,514$11.2M3.62%+16,46713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC199,343$10.3M3.59%+55113F-HRTimeline
Foundry Financial Group, Inc.192,292$9.98M6.18%+14,92013F-HRTimeline
Global Strategic Investment Solutions, …188,841$9.8M1.15%new13F-HRTimeline
Beaird Harris Wealth Management, LLC128,349$6.66M0.58%-57013F-HRTimeline
Austin Wealth Management, LLC121,665$6.41M1.33%+11,18913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding121,283$6.29M-1,004Timeline
Golden Bell Financial Planning LLC117,813$6.11M6.15%13F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC115,328$5.99M2.75%+2,11613F-HRTimeline
Chicago Partners Investment Group LLC106,093$5.55M0.18%+5,13113F-HRTimeline
Northland Capital Management LLC106,598$5.53M4.1%-13,00613F-HRTimeline
Linscomb Wealth, Inc.103,635$5.38M0.27%+53,44113F-HRTimeline
NWAM LLC94,263$4.89M0.3%-4,61413F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska86,932$4.51M0.73%13F-HRTimelineGroup
Tortoise Investment Management, LLC83,632$4.34M0.46%+6,39513F-HR/ATimeline
Fonville Wealth Management LLC82,459$4.28M1.41%+6,56413F-HRTimeline
Aveo Capital Partners, LLC82,337$4.27M0.47%-30,54813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…73,373$3.81M<0.01%-4,24813F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC71,799$3.73M1.02%+13,64113F-HRTimeline
Symmetry Partners, LLC68,035$3.53M0.5%+42,98913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,496$3.5M0.01%-6,86813F-HRTimelineGroup
Total Wealth Planning, LLC62,281$3.23M0.5%-1,66913F-HRTimeline
Factor Wealth Management LTD61,477$3.19M1.06%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…55,863$2.9M0.82%-47,03513F-HRTimeline
REDMONT WEALTH ADVISORS LLC50,541$2.62M4.53%+2,20913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC48,737$2.53M0.53%+20,22613F-HRTimeline
Plancorp, LLC47,385$2.46M0.1%013F-HRTimeline
B&D White Capital Company, LLC43,934$2.28M0.38%+11,35113F-HRTimeline
Werba Rubin Papier Wealth Management42,293$2.19M0.52%-33613F-HRTimeline
ORBA Wealth Advisors, L.L.C.41,994$2.18M1.14%-54213F-HRTimeline
ANDERSON HOAGLAND & CO40,392$2.13M0.22%+2,09913F-HRTimeline
Vestment Financial LLC39,715$2.07M1.58%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP39,277$2.04M<0.01%+36,01513F-HRTimelineGroup
McMill Wealth Management39,106$2.03M0.82%13F-HRTimeline
Haven Private, LLC38,555$2M1.12%13F-HRTimeline
LPL Financial LLC38,138$1.98M<0.01%+14,56113F-HRTimeline
Navigoe, LLC37,104$1.93M1.88%13F-HRTimeline
Creative Planningin group Creative Planning36,101$1.87M<0.01%-42113F-HRTimelineGroup
BlackDiamond Wealth Management, LLC35,265$1.83M1.06%-8813F-HRTimeline
Prosperity Planning, Inc.34,723$1.8M0.58%+13,87913F-HRTimeline
Callan Capital, LLC27,414$1.42M0.1%-7,02213F-HRTimeline
Wedmont Private Capital27,576$1.42M0.07%-22513F-HRTimeline
Cypress Point Wealth Management, LLC27,246$1.41M0.44%-313F-HRTimeline
ENTREWEALTH, LLC24,423$1.36M1.26%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,690$1.28M<0.01%+4,01913F-HRTimeline
Tillman Hartley LLC22,363$1.16M0.33%-4,12013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.21,740$1.13M0.61%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,002$1.09M<0.01%+14,91113F-HRTimelineGroup
Meredith Wealth Planning20,117$1.04M0.47%+21113F-HRTimeline
Pacific Asset Management, LLC19,648$1.02M0.96%13F-HRTimeline
LAM GROUP, INC.18,675$969K0.69%-8,46513F-HRTimeline
Jacobi Capital Management LLC17,636$915K0.07%+3,49713F-HRTimeline
UMB Bank, n.a.17,454$906K0.01%+98113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Merriman Wealth Management, LLC16,672$865K0.04%+1,31813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,660$825K<0.01%+19213F-HRTimelineGroup
Astra Wealth Partners LLC14,900$773K0.73%13F-HRTimeline
Evanson Asset Management, LLC14,716$764K0.05%+4,23613F-HRTimeline
Oceanside Advisors LLC14,685$762K0.57%+87913F-HRTimeline
Verus Financial Partners, Inc.13,579$700K0.08%+16913F-HRTimeline
Greenwich Wealth Management LLC12,970$673K0.05%+113F-HRTimeline
Cresset Asset Management, LLC12,729$661K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC11,949$620K<0.01%+7213F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC11,611$603K0.09%+1,07113F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,154$579K0.06%+11713F-HRTimeline
Insight Wealth Partners, LLC11,067$574K0.36%-20013F-HRTimeline
Stone Summit Wealth LLC10,610$551K0.18%-58913F-HRTimeline
Altiora Financial Group, LLC10,055$522K0.11%-13,34513F-HRTimeline
SOL Capital Management CO9,645$501K0.06%-1,00013F-HRTimeline
Canvas Wealth Advisors, LLC9,431$489K0.12%-88413F-HRTimeline
MML INVESTORS SERVICES, LLC8,910$462K<0.01%+16513F-HRTimeline
Fox Hill Wealth Management7,853$408K0.23%-49613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,961$361K<0.01%-4,25613F-HR/ATimeline
Keel Point, LLC6,630$344K0.03%+2613F-HRTimeline
GTS SECURITIES LLC6,603$343K0.02%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,385$331K0.08%+17113F-HRTimeline
Etesian Wealth Advisors, Inc.6,268$325K0.14%013F-HRTimeline
TFB Advisors LLC6,100$317K0.09%-3,52413F-HRTimeline
Mayfair Advisory Group, LLC5,936$308K0.18%+1,11813F-HRTimeline
PBMares Wealth Management LLC5,898$306K0.06%new13F-HRTimeline
Emprise Bank5,485$285K0.16%-28613F-HRTimeline
BRIGHTON JONES LLC4,967$258K0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.4,633$240K0.01%+40013F-HRTimeline
Porter White Investment Advisors, Inc.4,631$240K0.12%013F-HRTimeline
PRIVATE TRUST CO NA4,613$239K0.02%013F-HRTimeline
WMG Financial Advisors, LLC4,600$239K0.1%013F-HRTimeline
Prosperitas Financial LLC4,440$230K0.12%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,397$228K<0.01%-17313F-HR/ATimelineGroup
Life Planning Partners, Inc3,920$203K0.19%013F-HR/ATimeline
Atala Financial Inc3,340$173K0.12%13F-HRTimeline
Venturi Wealth Management, LLC2,821$146K0.01%013F-HRTimeline
Nemes Rush Group LLC2,545$132K0.02%+1,90313F-HRTimeline
Addison Advisors LLC1,885$97.8K0.03%+53513F-HRTimeline
IAG Wealth Partners, LLC1,566$81.3K0.01%new13F-HRTimeline
COMERICA BANK1,463$75.9K<0.01%new13F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,221$63.4K<0.01%-7513F-HRTimelineGroup
TruNorth Capital Management, LLC1,202$62.4K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,167$60.6K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY967$50.2K<0.01%-6013F-HR/ATimelineGroup
Blue Trust, Inc.937$48.6K<0.01%013F-HR/ATimeline
Ruedi Wealth Management, Inc.929$48.2K0.02%013F-HRTimeline
Larson Financial Group LLC514$26.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.469$24K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN270$14K<0.01%-2,33113F-HRTimelineGroup
Creative Capital Management Investments…255$13.2K0.01%013F-HRTimeline
Farther Finance Advisors, LLC227$11.8K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG135$7.01K<0.01%+6613F-HRTimelineGroup
IFP Advisors, Inc100$5.19K<0.01%013F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC56$2.89K<0.01%new13F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…30$1.56K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC11$558<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.