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Disclosery

AVIV AMERICAN CENTY ETF TR

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SHS (fund)

146 managers (148 13F filers) reported a position in AVIV shares at 2025-09-30, 10,658,915 shares in all. 20 filers opened a position and 3 filers sold out during the quarter.

Managers
146
13F filers
148
New
20
Added
60
Reduced
31
Sold out
3
Shares held by filers
10,658,915

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC2,310,782$156M0.08%+183,83913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,018,021$68.7M0.42%new13F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding821,567$56.4M+289,195Timeline
IAG Wealth Partners, LLC550,018$37.1M4.46%+10,57113F-HRTimeline
ATWOOD & PALMER INC473,063$31.9M1.87%+4,16513F-HRTimeline
B&D White Capital Company, LLC306,543$20.7M2.65%+22,79513F-HRTimeline
FAS Wealth Partners, Inc.273,920$18.5M1.25%-6,40213F-HRTimeline
Allegiance Financial Group Advisory Ser…273,192$18.4M4.24%+22,62413F-HRTimeline
Global Strategic Investment Solutions, …238,222$16.1M1.6%+9,12013F-HRTimeline
Foundry Financial Group, Inc.238,029$16.1M8.43%+3,52913F-HRTimeline
Linscomb Wealth, Inc.232,249$15.7M0.67%+71,37413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC204,887$13.8M4.14%-2,87013F-HRTimeline
Austin Wealth Management, LLC200,246$13.6M2.13%+11,07313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP173,447$11.6M0.01%+32,34013F-HRTimelineGroup
LPL Financial LLC145,073$9.78M<0.01%+17,57213F-HRTimeline
Beaird Harris Wealth Management, LLC122,676$8.27M0.59%-1,28713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC118,688$8.12M1.34%+22,73813F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC118,442$7.99M3.43%-89313F-HRTimeline
Golden Bell Financial Planning LLC114,617$7.73M6.72%+34513F-HRTimeline
Symmetry Partners, LLC107,638$7.26M0.79%+6,38313F-HRTimeline
Fonville Wealth Management LLC103,642$6.99M1.57%+6,97413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…102,259$6.9M<0.01%+36,91113F-HRTimelineGroup
Northland Capital Management LLC98,744$6.66M3.89%+42613F-HRTimeline
NWAM LLC97,426$6.58M0.36%-2,34913F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC96,048$6.48M<0.01%-3,19813F-HRTimelineGroup
Tortoise Investment Management, LLC92,332$6.23M0.55%+98313F-HRTimeline
Chicago Partners Investment Group LLC84,365$5.78M0.15%-10,67913F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska76,992$5.19M0.62%-3,47113F-HRTimelineGroup
CWM, LLCin group CWM, LLC75,682$5.1M0.02%+63,94813F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC74,767$5.04M1.21%+12613F-HRTimeline
Navigoe, LLC70,616$4.76M3.04%+9,83613F-HRTimeline
Factor Wealth Management LTD69,584$4.69M1.17%+6,48013F-HRTimeline
Haven Private, LLC62,673$4.23M1.87%+5,39813F-HRTimeline
ANDERSON HOAGLAND & CO55,726$3.76M0.34%+1,37513F-HRTimeline
Total Wealth Planning, LLC55,473$3.74M0.43%-1,26213F-HRTimeline
Prosperity Planning, Inc.53,442$3.6M0.97%+1,78613F-HRTimeline
ENTREWEALTH, LLC49,519$3.34M1.72%+7,65313F-HRTimeline
Vestment Financial LLC48,565$3.29M1.88%+3,17513F-HRTimeline
Plancorp, LLC48,325$3.26M0.1%013F-HRTimeline
Werba Rubin Papier Wealth Management41,917$2.83M0.46%-1,61013F-HRTimeline
Harbor Group, Inc.41,540$2.8M0.45%+17,66313F-HRTimeline
Wedmont Private Capital40,669$2.76M0.1%013F-HRTimeline
McMill Wealth Management36,837$2.48M0.71%-41213F-HRTimeline
ORBA Wealth Advisors, L.L.C.34,686$2.34M1.93%+61513F-HRTimeline
Creative Planningin group Creative Planning33,906$2.29M<0.01%+713F-HRTimelineGroup
McLean Asset Management Corp31,453$2.15M0.44%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,723$2.14M<0.01%-235,62113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC30,731$2.07M<0.01%+1,60413F-HRTimelineGroup
Tillman Hartley LLC30,679$2.07M0.54%+6,09513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding29,661$2MnewTimeline
Cypress Point Wealth Management, LLC26,515$1.79M0.36%-9013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,925$1.75M<0.01%-7,39913F-HRTimeline
FLOW TRADERS U.S. LLC25,814$1.74M0.07%new13F-HRTimeline
Jacobi Capital Management LLC25,199$1.7M0.1%+2,07813F-HRTimeline
AlphaCore Capital LLC23,916$1.61M0.05%-44213F-HRTimeline
PFC CAPITAL GROUP, INC.23,713$1.6M0.67%+4,96313F-HRTimeline
DIXON FNANCIAL SERVICES, INC.21,740$1.47M0.67%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…21,274$1.43M0.25%-2,32313F-HRTimeline
UMB Bank, n.a.21,022$1.42M0.02%+5313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MERCER GLOBAL ADVISORS INC /ADV20,949$1.41M<0.01%new13F-HRTimeline
LRI Investments, LLC20,908$1.41M0.12%013F-HRTimeline
LAM GROUP, INC.20,625$1.39M0.86%+52513F-HRTimeline
Pacific Asset Management, LLC19,901$1.34M0.91%013F-HRTimeline
FineMark National Bank & Trust19,728$1.33M0.04%new13F-HRTimeline
Meredith Wealth Planning18,144$1.22M0.39%-713F-HRTimeline
REDMONT WEALTH ADVISORS LLC17,253$1.16M1.62%+1013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,947$1.08M<0.01%013F-HRTimelineGroup
Evanson Asset Management, LLC15,336$1.03M0.06%013F-HRTimeline
Oceanside Advisors LLC15,295$1.03M0.64%+5013F-HRTimeline
GC Wealth Management RIA, LLC14,930$1.01M0.03%+1,74613F-HRTimeline
Astra Wealth Partners LLC14,900$1M0.7%013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,699$991K<0.01%+1,03013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,495$985K<0.01%+86213F-HRTimeline
Insight Wealth Partners, LLC14,416$972K0.43%+2,70313F-HRTimeline
Verus Financial Partners, Inc.13,825$932K0.09%013F-HRTimeline
Greenwich Wealth Management LLC12,970$875K0.04%013F-HRTimeline
Canvas Wealth Advisors, LLC12,475$852K0.15%+95313F-HRTimeline
CARDIFF PARK ADVISORS, LLC10,908$736K0.06%013F-HRTimeline
PHILADELPHIA TRUST CO10,720$723K0.05%new13F-HRTimeline
Waverly Advisors, LLC10,564$712K0.01%+5,72913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC9,924$669K0.08%-28413F-HRTimeline
KEB ASSET MANAGEMENT, LLC9,736$657K0.15%013F-HRTimeline
Burk Holdings LLC8,964$605K0.32%013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC8,878$599K0.12%+82113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,417$568K<0.01%-31713F-HRTimelineGroup
SOL Capital Management CO8,370$564K0.05%-75013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,195$553K0.01%+1913F-HRTimelineGroup
Stone Summit Wealth LLC8,115$547K0.16%-1,40313F-HRTimeline
Mayfair Advisory Group, LLC8,099$546K0.23%+12513F-HRTimeline
MML INVESTORS SERVICES, LLC7,262$490K<0.01%+55913F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,074$477K0.1%+9013F-HRTimeline
Fox Hill Wealth Management6,952$469K0.22%-11713F-HRTimeline
Altiora Financial Group, LLC6,800$459K0.08%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,788$458K<0.01%new13F-HRTimelineGroup
Keel Point, LLC6,669$450K0.03%013F-HRTimeline
Etesian Wealth Advisors, Inc.6,268$423K0.14%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,172$416K<0.01%-52,55213F-HRTimelineGroup
TFB Advisors LLC5,920$398K0.12%013F-HRTimeline
Zhang Financial LLC5,654$381K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,462$361K<0.01%+24213F-HRTimelineGroup
Herold Advisors, Inc.5,351$361K0.08%new13F-HRTimeline
Betterment LLC5,277$356K<0.01%+1,09813F-HRTimeline
Fortress Wealth Management, Inc.5,070$342K0.15%+113F-HRTimeline
BRIGHTON JONES LLC4,967$335K0.01%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,789$323K<0.01%013F-HRTimelineGroup
Prosperitas Financial LLC4,744$320K0.13%+10013F-HRTimeline
Emprise Bank4,675$315K0.14%-9013F-HRTimeline
Porter White Investment Advisors, Inc.4,631$312K0.13%013F-HRTimeline
PRIVATE TRUST CO NA4,613$311K0.03%013F-HRTimeline
WMG Financial Advisors, LLC4,600$310K0.1%013F-HRTimeline
Cambridge Investment Research Advisors,…4,434$299K<0.01%+913F-HRTimeline
Nemes Rush Group LLC4,145$280K0.03%+6713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,031$272K<0.01%new13F-HRTimelineGroup
TCI Wealth Advisors, Inc.4,028$272K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,002$270K0.01%-7913F-HRTimeline
Life Planning Partners, Inc3,920$264K0.19%013F-HRTimeline
Financial Partners Group, Inc3,736$252K0.03%013F-HRTimeline
Sterneck Capital Management, LLC3,674$248K0.12%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,563$240K<0.01%+19413F-HR/ATimelineGroup
Quantinno Capital Management LP3,558$240K<0.01%new13F-HRTimeline
Mutual Advisors, LLC3,488$238K0.01%new13F-HRTimeline
Atala Financial Inc3,340$225K0.14%013F-HRTimeline
Cornerstone Advisory, LLC3,240$219K0.02%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,078$208K<0.01%new13F-HRTimelineGroup
Paragon Capital Management Ltd3,021$204K0.04%-23313F-HRTimeline
Disciplined Investments, LLC3,006$203K0.08%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,910$196K<0.01%new13F-HR/ATimelineGroup
CENTRAL TRUST Co1,890$127K<0.01%013F-HRTimeline
Blue Trust, Inc.1,810$122K<0.01%+87313F-HRTimeline
Addison Advisors LLC1,515$102K0.02%-32013F-HRTimeline
COMERICA BANK1,463$98.7K<0.01%013F-HRTimeline
TruNorth Capital Management, LLC1,202$81.1K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,130$76.2K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,035$69.8K<0.01%-1913F-HRTimelineGroup
IFP Advisors, Inc697$47K<0.01%+59713F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…577$38.9K<0.01%-6313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…572$38.6K<0.01%+51913F-HRTimelineGroup
Larson Financial Group LLC514$34.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.469$32K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGin group UBS Group AG374$25.2K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC227$15.3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB168$11.3K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\123$8.29K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC90$6.07K<0.01%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…30$2.02K<0.01%013F-HRTimeline
Global Retirement Partners, LLC11$738<0.01%-9213F-HRTimeline