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Disclosery

AVIV AMERICAN CENTY ETF TR

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SHS (fund)

121 managers (122 13F filers) reported a position in AVIV shares at 2025-03-31, 8,159,255 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
121
13F filers
122
New
13
Added
48
Reduced
28
Sold out
7
Shares held by filers
8,159,255

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC1,373,919$77.9M0.05%+262,71913F-HRTimelineGroup
PrairieView Partners, LLC1,083,086$61.4M6.41%+36,82113F-HRTimeline
IAG Wealth Partners, LLC542,800$30.8M4.78%+541,23413F-HRTimeline
ATWOOD & PALMER INC456,194$25.9M1.79%+11,34713F-HRTimeline
FAS Wealth Partners, Inc.273,267$15.5M1.26%+3513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding272,896$15.5M+28,564Timeline
Global Strategic Investment Solutions, …237,243$13.4M1.56%+48,40213F-HRTimeline
Allegiance Financial Group Advisory Ser…232,301$13.2M4.01%+16,78713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC204,174$11.6M3.95%+4,83113F-HRTimeline
Foundry Financial Group, Inc.182,737$10.4M6.38%-9,55513F-HRTimeline
Austin Wealth Management, LLC139,639$8.09M1.62%+17,97413F-HRTimeline
Linscomb Wealth, Inc.141,772$8.04M0.4%+38,13713F-HRTimeline
B&D White Capital Company, LLC137,943$7.82M1.15%+94,00913F-HRTimeline
Beaird Harris Wealth Management, LLC125,343$7.1M0.6%-3,00613F-HRTimeline
Golden Bell Financial Planning LLC122,713$6.96M6.76%+4,90013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC116,619$6.61M3.29%+1,29113F-HRTimeline
Northland Capital Management LLC106,228$6.02M4.07%-37013F-HRTimeline
Chicago Partners Investment Group LLC95,488$5.64M0.19%-10,60513F-HRTimeline
NWAM LLC99,371$5.63M0.48%+5,10813F-HRTimeline
Fonville Wealth Management LLC88,900$5.12M1.51%+6,44113F-HRTimeline
Tortoise Investment Management, LLC88,126$4.99M0.52%+4,49413F-HR/ATimeline
Symmetry Partners, LLC81,839$4.64M0.65%+13,80413F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska80,515$4.56M0.69%-6,41713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding76,379$4.33M-44,904Timeline
FINANCIAL MANAGEMENT NETWORK INC84,258$4.27M0.96%+35,52113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC73,429$4.16M1.12%+1,63013F-HRTimeline
Aveo Capital Partners, LLC64,977$3.84M0.64%-17,36013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…67,003$3.8M<0.01%-6,37013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP63,343$3.62M<0.01%+24,06613F-HR/ATimelineGroup
Factor Wealth Management LTD62,715$3.55M1.09%+1,23813F-HRTimeline
LPL Financial LLC61,283$3.47M<0.01%+23,14513F-HRTimeline
Total Wealth Planning, LLC58,113$3.29M0.5%-4,16813F-HRTimeline
Navigoe, LLC56,585$3.21M2.78%+19,48113F-HRTimeline
Haven Private, LLC48,472$2.75M1.55%+9,91713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,607$2.7M<0.01%new13F-HRTimelineGroup
Plancorp, LLC47,385$2.69M0.11%013F-HRTimeline
Prosperity Planning, Inc.46,088$2.61M0.82%+11,36513F-HRTimeline
Werba Rubin Papier Wealth Management45,247$2.56M0.56%+2,95413F-HRTimeline
Vestment Financial LLC43,358$2.46M1.77%+3,64313F-HRTimeline
ANDERSON HOAGLAND & CO48,798$2.45M0.29%+8,40613F-HRTimeline
ORBA Wealth Advisors, L.L.C.42,534$2.41M1.22%+54013F-HRTimeline
McMill Wealth Management40,142$2.28M0.82%+1,03613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,694$2.14M<0.01%-29,80213F-HR/ATimelineGroup
Creative Planningin group Creative Planning33,881$1.92M<0.01%-2,22013F-HRTimelineGroup
ENTREWEALTH, LLC32,841$1.86M1.43%+8,41813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,216$1.66M<0.01%+4,52613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,127$1.65M<0.01%+8,12513F-HRTimelineGroup
Callan Capital, LLC26,949$1.53M0.11%-46513F-HRTimeline
Cypress Point Wealth Management, LLC26,668$1.51M0.48%-57813F-HRTimeline
Wedmont Private Capital27,576$1.5M0.08%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…26,487$1.5M0.41%-29,37613F-HRTimeline
Tillman Hartley LLC24,713$1.4M0.41%+2,35013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.21,740$1.23M0.67%013F-HRTimeline
LRI Investments, LLC20,908$1.19M0.11%new13F-HRTimeline
UMB Bank, n.a.20,835$1.18M0.02%+3,38113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Jacobi Capital Management LLC20,762$1.18M0.09%+3,12613F-HRTimeline
Meredith Wealth Planning20,523$1.16M0.51%+40613F-HRTimeline
Pacific Asset Management, LLC19,648$1.11M1%013F-HRTimeline
LAM GROUP, INC.18,630$1.06M0.78%-4513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,660$888K<0.01%013F-HRTimelineGroup
Oceanside Advisors LLC15,173$860K0.62%+48813F-HRTimeline
Evanson Asset Management, LLC15,146$858K0.06%+43013F-HRTimeline
Astra Wealth Partners LLC14,900$845K0.81%013F-HRTimeline
Verus Financial Partners, Inc.13,579$758K0.09%013F-HRTimeline
Greenwich Wealth Management LLC12,970$735K0.06%013F-HRTimeline
Cresset Asset Management, LLC12,729$721K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC11,949$677K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC11,431$648K0.09%-18013F-HRTimeline
Insight Wealth Partners, LLC10,803$612K0.37%-26413F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,735$608K0.06%-41913F-HRTimeline
Stone Summit Wealth LLC10,568$599K0.2%-4213F-HRTimeline
Harbor Group, Inc.9,636$546K0.11%new13F-HRTimeline
SOL Capital Management CO9,270$525K0.06%-37513F-HRTimeline
GC Wealth Management RIA, LLC9,075$514K0.09%new13F-HRTimeline
PFC CAPITAL GROUP, INC.8,734$495K0.25%new13F-HRTimeline
FLOW TRADERS U.S. LLC7,448$422K0.02%new13F-HRTimeline
Fox Hill Wealth Management7,144$405K0.24%-70913F-HRTimeline
MML INVESTORS SERVICES, LLC7,040$399K<0.01%-1,87013F-HRTimeline
Mayfair Advisory Group, LLC7,031$399K0.23%+1,09513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,961$395K<0.01%013F-HRTimeline
Altiora Financial Group, LLC6,800$385K0.08%-3,25513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,682$379K0.01%new13F-HRTimelineGroup
Keel Point, LLC6,630$376K0.03%013F-HRTimeline
Canvas Wealth Advisors, LLC6,545$375K0.1%-2,88613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,385$362K0.09%013F-HRTimeline
Etesian Wealth Advisors, Inc.6,268$355K0.15%013F-HRTimeline
TFB Advisors LLC5,920$336K0.1%-18013F-HRTimeline
PBMares Wealth Management LLC5,902$335K0.07%+413F-HRTimeline
Emprise Bank5,082$288K0.15%-40313F-HRTimeline
BRIGHTON JONES LLC4,967$282K0.01%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,789$271K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,712$267K<0.01%+31513F-HRTimelineGroup
Porter White Investment Advisors, Inc.4,631$262K0.13%013F-HRTimeline
PRIVATE TRUST CO NA4,613$261K0.03%013F-HRTimeline
WMG Financial Advisors, LLC4,600$261K0.11%013F-HRTimeline
Prosperitas Financial LLC4,520$256K0.13%+8013F-HRTimeline
TCI Wealth Advisors, Inc.4,074$231K0.02%new13F-HRTimeline
Life Planning Partners, Inc3,920$222K0.2%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,795$215K0.01%-83813F-HRTimeline
Fortress Wealth Management, Inc.3,740$212K0.11%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,725$211K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,630$206K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC3,366$191K0.02%+82113F-HRTimeline
Atala Financial Inc3,340$189K0.14%013F-HRTimeline
Addison Advisors LLC1,885$107K0.03%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC1,848$105K0.2%-48,69313F-HRTimeline
COMERICA BANK1,463$82.9K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC1,202$68.1K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,194$67.7K0.02%+2713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,221$63.4K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY967$54.8K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.937$53.1K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.929$52.7K0.02%013F-HRTimeline
Larson Financial Group LLC514$29.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.469$27K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGin group UBS Group AG374$21.2K<0.01%+23913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN270$15.3K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC227$12.9K<0.01%013F-HRTimeline
IFP Advisors, Inc100$5.67K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10$567<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.