Skip to content
Disclosery

AVIV AMERICAN CENTY ETF TR

Follow

SHS (fund)

132 managers (133 13F filers) reported a position in AVIV shares at 2025-06-30, 9,967,408 shares in all. 17 filers opened a position and 6 filers sold out during the quarter.

Managers
132
13F filers
133
New
17
Added
62
Reduced
29
Sold out
6
Shares held by filers
9,967,408

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC2,126,943$132M0.07%+753,02413F-HRTimelineGroup
PrairieView Partners, LLC1,064,106$66.2M6.4%-18,98013F-HRTimeline
IAG Wealth Partners, LLC539,447$33.6M4.44%-3,35313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding532,372$33.1M+259,476Timeline
ATWOOD & PALMER INC468,898$29.2M1.82%+12,70413F-HRTimeline
B&D White Capital Company, LLC283,748$17.7M2.69%+145,80513F-HRTimeline
FAS Wealth Partners, Inc.280,322$17.4M1.29%+7,05513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC267,344$16.6M0.03%+229,65013F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…250,568$15.6M4.13%+18,26713F-HRTimeline
Foundry Financial Group, Inc.234,500$14.6M8.31%+51,76313F-HRTimeline
Global Strategic Investment Solutions, …229,102$14.3M1.52%-8,14113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC207,757$12.9M4.11%+3,58313F-HRTimeline
Austin Wealth Management, LLC189,173$11.8M2.09%+49,53413F-HRTimeline
Linscomb Wealth, Inc.160,875$10M0.46%+19,10313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP141,107$8.76M0.01%+77,76413F-HRTimelineGroup
LPL Financial LLC127,501$7.94M<0.01%+66,21813F-HRTimeline
Beaird Harris Wealth Management, LLC123,963$7.71M0.6%-1,38013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC119,335$7.43M3.39%+2,71613F-HRTimeline
Golden Bell Financial Planning LLC114,272$7.11M6.7%-8,44113F-HRTimeline
Symmetry Partners, LLC101,255$6.3M0.78%+19,41613F-HRTimeline
NWAM LLC99,775$6.21M0.36%+40413F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC99,246$6.18M<0.01%+22,86713F-HRTimelineGroup
Chicago Partners Investment Group LLC95,044$6.12M0.18%-44413F-HRTimeline
Northland Capital Management LLC98,318$6.12M3.77%-7,91013F-HRTimeline
Fonville Wealth Management LLC96,668$6.02M1.52%+7,76813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC95,950$6.01M1.08%+11,69213F-HRTimeline
Tortoise Investment Management, LLC91,349$5.69M0.54%+3,22313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska80,463$5M0.68%-5213F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC74,641$4.65M1.19%+1,21213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…65,348$4.07M<0.01%-1,65513F-HRTimelineGroup
Factor Wealth Management LTD63,104$3.93M1.08%+38913F-HRTimeline
Navigoe, LLC60,780$3.78M2.85%+4,19513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP58,724$3.65M<0.01%+55,09413F-HR/ATimelineGroup
Haven Private, LLC57,275$3.56M1.58%+8,80313F-HRTimeline
Total Wealth Planning, LLC56,735$3.53M0.45%-1,37813F-HRTimeline
ANDERSON HOAGLAND & CO54,351$3.38M0.32%+5,55313F-HRTimeline
Prosperity Planning, Inc.51,656$3.21M0.93%+5,56813F-HRTimeline
Plancorp, LLC48,325$3.01M0.1%+94013F-HRTimeline
Vestment Financial LLC45,390$2.84M1.8%+2,03213F-HRTimeline
Werba Rubin Papier Wealth Management43,527$2.71M0.51%-1,72013F-HRTimeline
ENTREWEALTH, LLC41,866$2.61M1.8%+9,02513F-HRTimeline
Wedmont Private Capital40,669$2.56M0.11%+13,09313F-HRTimeline
McMill Wealth Management37,249$2.32M0.77%-2,89313F-HRTimeline
ORBA Wealth Advisors, L.L.C.34,071$2.12M1.93%-8,46313F-HRTimeline
Creative Planningin group Creative Planning33,899$2.11M<0.01%+1813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC33,324$2.07M<0.01%+4,10813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,127$1.81M<0.01%013F-HRTimelineGroup
Cypress Point Wealth Management, LLC26,605$1.66M0.4%-6313F-HRTimeline
Tillman Hartley LLC24,584$1.53M0.43%-12913F-HRTimeline
AlphaCore Capital LLC24,358$1.52M0.06%new13F-HRTimeline
Harbor Group, Inc.23,877$1.49M0.26%+14,24113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…23,597$1.47M0.36%-2,89013F-HRTimeline
Jacobi Capital Management LLC23,121$1.44M0.1%+2,35913F-HRTimeline
DIXON FNANCIAL SERVICES, INC.21,740$1.35M0.68%013F-HRTimeline
UMB Bank, n.a.20,969$1.31M0.02%+13413F-HR/ATimeline
LRI Investments, LLC20,908$1.3M0.11%013F-HRTimeline
LAM GROUP, INC.20,100$1.25M0.84%+1,47013F-HRTimeline
Pacific Asset Management, LLC19,901$1.24M1%+25313F-HRTimeline
PFC CAPITAL GROUP, INC.18,750$1.17M0.54%+10,01613F-HRTimeline
Meredith Wealth Planning18,151$1.13M0.41%-2,37213F-HRTimeline
REDMONT WEALTH ADVISORS LLC17,243$1.07M1.57%+15,39513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,947$992K<0.01%+28713F-HRTimelineGroup
Evanson Asset Management, LLC15,336$954K0.06%+19013F-HRTimeline
Oceanside Advisors LLC15,245$949K0.63%+7213F-HRTimeline
Astra Wealth Partners LLC14,900$927K0.75%013F-HRTimeline
Verus Financial Partners, Inc.13,825$871K0.09%+24613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,633$854K<0.01%+6,67213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,669$851K<0.01%new13F-HRTimelineGroup
GC Wealth Management RIA, LLC13,184$821K0.07%+4,10913F-HRTimeline
Greenwich Wealth Management LLC12,970$807K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC11,734$730K<0.01%-21513F-HRTimelineGroup
Insight Wealth Partners, LLC11,713$729K0.4%+91013F-HRTimeline
Canvas Wealth Advisors, LLC11,522$727K0.14%+4,97713F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,908$679K0.06%+17313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC10,208$635K0.08%-1,22313F-HRTimeline
KEB ASSET MANAGEMENT, LLC9,736$606K0.15%new13F-HRTimeline
Stone Summit Wealth LLC9,518$592K0.18%-1,05013F-HRTimeline
SOL Capital Management CO9,120$568K0.06%-15013F-HRTimeline
Burk Holdings LLC8,964$558K0.35%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,734$544K<0.01%new13F-HRTimelineGroup
Mayfair Advisory Group, LLC7,974$513K0.24%+94313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,176$509K0.01%+1,49413F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC8,057$501K0.11%new13F-HRTimeline
Fox Hill Wealth Management7,069$440K0.23%-7513F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…6,984$435K0.1%+59913F-HRTimeline
Altiora Financial Group, LLC6,800$423K0.08%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,703$417K<0.01%-33713F-HRTimeline
Keel Point, LLC6,669$415K0.03%+3913F-HRTimeline
Etesian Wealth Advisors, Inc.6,268$390K0.15%013F-HRTimeline
TFB Advisors LLC5,920$368K0.1%013F-HRTimeline
Zhang Financial LLC5,654$352K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,220$325K<0.01%+50813F-HR/ATimelineGroup
Fortress Wealth Management, Inc.5,069$316K0.15%+1,32913F-HRTimeline
BRIGHTON JONES LLC4,967$309K0.01%013F-HRTimeline
Waverly Advisors, LLC4,835$301K<0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,789$298K<0.01%013F-HRTimelineGroup
Emprise Bank4,765$297K0.14%-31713F-HRTimeline
Prosperitas Financial LLC4,644$289K0.14%+12413F-HRTimeline
Porter White Investment Advisors, Inc.4,631$288K0.13%013F-HRTimeline
PRIVATE TRUST CO NA4,613$287K0.03%013F-HRTimeline
WMG Financial Advisors, LLC4,600$286K0.11%013F-HRTimeline
Cambridge Investment Research Advisors,…4,425$275K<0.01%+70013F-HRTimeline
Betterment LLC4,179$260K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,081$254K0.01%+28613F-HRTimeline
Nemes Rush Group LLC4,078$254K0.03%+71213F-HRTimeline
TCI Wealth Advisors, Inc.4,028$251K0.02%-4613F-HRTimeline
Life Planning Partners, Inc3,920$244K0.19%013F-HRTimeline
Financial Partners Group, Inc3,736$233K0.03%new13F-HRTimeline
Sterneck Capital Management, LLC3,674$229K0.12%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,372$210K<0.01%-44,23513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,369$210K<0.01%+2,40213F-HRTimelineGroup
Atala Financial Inc3,340$208K0.14%013F-HRTimeline
Paragon Capital Management Ltd3,254$203K0.04%new13F-HRTimeline
CENTRAL TRUST Co1,890$118K<0.01%new13F-HRTimeline
Addison Advisors LLC1,835$114K0.03%-5013F-HRTimeline
COMERICA BANK1,463$91K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC1,202$74.8K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,130$70.3K0.02%-6413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,054$65.6K<0.01%-16713F-HRTimelineGroup
Blue Trust, Inc.937$58.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA741$46K<0.01%new13F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…640$39.8K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN551$34.3K<0.01%+28113F-HRTimelineGroup
Larson Financial Group LLC514$32K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.469$29K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGin group UBS Group AG374$23.3K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC227$14.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC103$6.41K<0.01%13F-HRTimeline
IFP Advisors, Inc100$6.22K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…53$3.29K<0.01%new13F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…30$1.87K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.