Skip to content
Disclosery

AVIV AMERICAN CENTY ETF TR

Follow

SHS (fund)

182 managers (184 13F filers) reported a position in AVIV shares at 2026-03-31, 12,790,097 shares in all. 29 filers opened a position and 10 filers sold out during the quarter.

Managers
182
13F filers
184
New
29
Added
78
Reduced
45
Sold out
10
Shares held by filers
12,790,097

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC3,199,324$239M0.12%+586,88313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC639,155$47.8M0.23%-158,08913F-HRTimelineGroup
IAG Wealth Partners, LLC580,522$43.4M4.85%+39,01713F-HRTimeline
ATWOOD & PALMER INC499,116$37.3M2.11%+10,93113F-HRTimeline
B&D White Capital Company, LLC359,416$26.9M3.33%-12,34113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP350,105$25.4M0.01%+98,86013F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…303,419$22.7M4.52%+13,21313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…274,615$20.5M0.01%+108,36713F-HRTimelineGroup
LPL Financial LLC269,407$20.2M0.01%+106,30413F-HRTimeline
Linscomb Wealth, Inc.257,812$19.3M0.86%-16,35513F-HRTimeline
FAS Wealth Partners, Inc.243,449$18.2M1.13%-27,20313F-HRTimeline
Global Strategic Investment Solutions, …231,424$17.3M1.7%-5,10213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding221,525$16.6M-53,191Timeline
Foundry Financial Group, Inc.218,438$16.3M8.11%-23,65713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC207,002$15.5M4.43%+4,44813F-HRTimeline
Austin Wealth Management, LLC160,665$12.2M2.77%-58,70913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC142,719$11.2M1.71%+4,87813F-HRTimeline
Symmetry Partners, LLC142,297$10.6M0.61%+11,57513F-HRTimeline
CWM, LLCin group CWM, LLC141,018$10.6M0.03%+12,33113F-HRTimelineGroup
NWAM LLC123,633$9.25M0.53%+26,14613F-HRTimeline
Wright Wealth LLC120,142$8.99M6.01%+1,62413F-HRTimeline
Northland Capital Management LLC119,374$8.93M4.88%+6,98713F-HRTimeline
Golden Bell Financial Planning LLC118,775$8.89M7.08%+1,90813F-HRTimeline
Beaird Harris Wealth Management, LLC115,354$8.63M0.59%-4,69213F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC111,542$8.35M3.32%-5,99013F-HRTimeline
Summit Portfolio Management, LTD.111,290$8.33M5.36%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV111,116$8.31M0.01%+91,45613F-HRTimeline
Fonville Wealth Management LLC107,450$8.04M1.53%-2,00613F-HRTimeline
Paladin Advisory Group, LLC100,464$7.52M5.72%+22413F-HRTimeline
KILNER CAPITAL ADVISORS, LLC99,220$7.42M7.11%-3,39713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC95,712$7.16M0.01%-24,28813F-HRTimelineGroup
Tortoise Investment Management, LLC91,290$6.83M0.56%-16113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC89,087$6.67M<0.01%-6,19813F-HRTimelineGroup
ATLas Financial Planning LLC88,019$6.59M5.91%+4,73813F-HRTimeline
Chicago Partners Investment Group LLC79,638$6.18M0.14%-1,00413F-HRTimeline
Avidian Wealth Enterprises, LLC82,083$6.14M0.19%new13F-HRTimeline
Factor Wealth Management LTD80,902$6.05M1.14%-10,56113F-HRTimeline
Cornerstone Wealth Partners, LLC77,336$5.79M3.28%+8,72513F-HRTimeline
Navigoe, LLC73,410$5.49M3.24%+3,39313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska72,815$5.45M0.55%-1,82113F-HRTimelineGroup
Telos Capital Management, Inc.71,735$5.37M0.51%new13F-HRTimeline
Haven Private, LLC70,886$5.3M2.31%+3,47813F-HRTimeline
Harbor Group, Inc.69,310$5.19M0.75%+16,38213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC69,248$5.18M1.17%-90513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC64,032$4.79M<0.01%+11,58613F-HRTimelineGroup
ENTREWEALTH, LLC61,770$4.62M2.07%+6,88813F-HRTimeline
McLean Asset Management Corp61,532$4.6M0.81%+13,79813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP61,545$4.59M0.01%+2,38913F-HRTimelineGroup
Prosperity Planning, Inc.60,276$4.51M1.14%+4,19213F-HRTimeline
Private Wealth Asset Management, LLC58,621$4.39M0.47%+41,94713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,290$4.36M0.01%+17,60513F-HRTimeline
Vestment Financial LLC55,187$4.36M2.05%+3,46213F-HRTimeline
Frankly Finances, LLC52,180$3.9M3.53%-50013F-HRTimeline
Plancorp, LLC49,165$3.86M0.11%+34013F-HRTimeline
ANDERSON HOAGLAND & CO51,091$3.82M0.33%-6,07113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK49,162$3.68M0.02%new13F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC47,591$3.56M0.63%+30,15613F-HRTimeline
Wedmont Private Capital40,922$3.21M0.1%+1613F-HRTimeline
Werba Rubin Papier Wealth Management35,945$2.69M0.37%new13F-HRTimeline
SHUFRO ROSE & CO LLC35,510$2.66M0.18%+3,38213F-HRTimeline
Jacobi Capital Management LLC35,069$2.62M0.15%+4,56013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC33,771$2.53M0.01%+1,29513F-HRTimelineGroup
McMill Wealth Management33,699$2.52M0.67%-2,32713F-HRTimeline
Tillman Hartley LLC31,492$2.36M0.59%+15013F-HRTimeline
LAM GROUP, INC.30,790$2.3M1.27%-33513F-HRTimeline
Creative Planningin group Creative Planning29,739$2.23M<0.01%-3,00113F-HRTimelineGroup
PHILADELPHIA TRUST CO28,370$2.12M0.15%+18,10913F-HRTimeline
PFC CAPITAL GROUP, INC.27,335$2.04M0.9%+1,10513F-HRTimeline
WCG Wealth Advisors LLC26,550$1.99M0.06%+2,16213F-HRTimeline
UMB Bank, n.a.26,502$1.98M0.03%+5,56613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pacific Asset Management, LLC26,368$1.97M1.1%+4,40313F-HRTimeline
Cypress Point Wealth Management, LLC26,290$1.97M0.42%-6213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…22,993$1.72M0.29%+1,42513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,090$1.67M<0.01%+6,41413F-HRTimeline
DIXON FNANCIAL SERVICES, INC.21,740$1.63M0.73%013F-HRTimeline
GC Wealth Management RIA, LLC20,920$1.57M0.06%+5,02013F-HRTimeline
LRI Investments, LLC20,908$1.56M0.14%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,830$1.56M0.02%new13F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.20,388$1.53M1.82%-3,25913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,795$1.48M<0.01%+3,25913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,276$1.44M<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding18,628$1.39M+18,535Timeline
Meredith Wealth Planning18,372$1.37M0.37%+2113F-HRTimeline
Quantinno Capital Management LP17,799$1.33M<0.01%+10,96813F-HRTimeline
Canvas Wealth Advisors, LLC16,758$1.25M0.21%+4,35513F-HRTimeline
Insight Wealth Partners, LLC16,560$1.24M0.5%+2,05613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,202$1.21M<0.01%+2213F-HRTimelineGroup
HighPoint Advisor Group LLC15,404$1.15M0.05%new13F-HRTimeline
Betterment LLC14,947$1.12M<0.01%+9,92013F-HRTimeline
Astra Wealth Partners LLC14,900$1.11M0.7%013F-HRTimeline
Verus Financial Partners, Inc.14,045$1.1M0.1%+1813F-HRTimeline
Oceanside Advisors LLC14,666$1.1M0.63%-75013F-HRTimeline
Sanctuary Advisors, LLC14,254$1.07M0.01%+4,94513F-HRTimeline
Beacon Pointe Advisors, LLC13,153$984K0.01%+67513F-HRTimeline
AlphaCore Capital LLC12,839$961K0.02%-11,06213F-HRTimeline
Greenwich Wealth Management LLC12,648$946K0.04%-32413F-HRTimeline
SMITH, MOORE & CO.12,439$931K0.07%+9,22213F-HRTimeline
Evanson Asset Management, LLC11,505$861K0.05%+12013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,317$847K<0.01%+1,23713F-HRTimelineGroup
Nemes Rush Group LLC11,210$839K0.08%+6,06613F-HRTimeline
Burk Holdings LLC11,084$829K0.36%+3,15413F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,063$828K0.07%+1313F-HRTimeline
FLOW TRADERS U.S. LLC10,740$804K0.03%-21,83413F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.10,426$757K0.66%new13F-HRTimeline
Mayfair Advisory Group, LLC9,527$713K0.25%+23313F-HRTimeline
Keel Point, LLC9,107$682K0.05%+2,40713F-HRTimeline
Waverly Advisors, LLC8,942$669K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,836$661K<0.01%+45113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,505$636K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC8,371$626K0.34%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8,135$609K0.07%-68413F-HRTimeline
Herold Advisors, Inc.7,515$562K0.12%+1,16413F-HRTimeline
Farther Finance Advisors, LLC7,416$562K0.01%-56313F-HRTimeline
WorthPointe, LLC7,490$560K0.15%+80813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,333$549K0.11%-1013F-HRTimeline
Altiora Financial Group, LLC6,800$509K0.08%013F-HRTimeline
Fox Hill Wealth Management6,797$509K0.24%-9713F-HRTimeline
MML INVESTORS SERVICES, LLC6,485$485K<0.01%-1,12313F-HRTimeline
Cambridge Investment Research Advisors,…6,423$481K<0.01%-18013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,424$481K<0.01%+5,05213F-HRTimelineGroup
Etesian Wealth Advisors, Inc.6,268$469K0.15%013F-HRTimeline
PRIVATE TRUST CO NA5,963$446K0.04%013F-HRTimeline
Zhang Financial LLC5,654$423K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,518$413K<0.01%+1,37613F-HRTimelineGroup
Embree Financial Group5,400$404K0.05%new13F-HRTimeline
MAI Capital Management5,338$399K<0.01%+5,25013F-HRTimeline
BRIGHTON JONES LLC4,967$372K0.01%new13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY4,766$357K<0.01%+1,09313F-HRTimelineGroup
Prosperitas Financial LLC4,669$349K0.13%-5013F-HRTimeline
Porter White Investment Advisors, Inc.4,631$347K0.14%013F-HRTimeline
TCI Wealth Advisors, Inc.4,514$338K0.02%-9913F-HRTimeline
WealthPlan Investment Management, LLC4,369$327K0.02%new13F-HRTimeline
Emprise Bank4,291$321K0.13%013F-HRTimeline
Cascade Financial Partners, LLC4,229$316K0.03%new13F-HRTimeline
WMG Financial Advisors, LLC4,200$314K0.13%013F-HRTimeline
IF Advisors, LLC4,164$312K0.22%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,001$299K<0.01%-78813F-HRTimelineGroup
Life Planning Partners, Inc3,920$293K0.22%013F-HRTimeline
Financial Partners Group, Inc3,711$278K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,706$277K<0.01%new13F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC3,689$276K0.03%new13F-HRTimeline
Sterneck Capital Management, LLC3,674$275K0.12%013F-HRTimeline
Approach Retirement Advisors, LLC3,581$268K0.22%-98213F-HRTimeline
Summit Financial, LLC3,580$268K<0.01%new13F-HRTimeline
Mutual Advisors, LLC3,488$261K0.01%013F-HRTimeline
Freestate Advisors LLC3,406$255K0.2%new13F-HRTimeline
Atala Financial Inc3,340$253K0.17%013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,375$253K0.03%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,295$247K<0.01%-17613F-HRTimelineGroup
Cornerstone Advisory, LLC3,190$239K0.02%+5013F-HRTimeline
Stone Summit Wealth LLC3,172$237K0.07%-4,03613F-HRTimeline
Disciplined Investments, LLC3,052$228K0.08%+313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,982$223K0.05%new13F-HRTimeline
BlackDiamond Wealth Management, LLC2,924$219K0.11%013F-HRTimeline
Trailhead Planners LLC2,916$218K0.21%013F-HRTimeline
Aprio Wealth Management, LLC2,755$206K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,900$142K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co1,890$141K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,750$127K<0.01%013F-HRTimeline
Root Financial Partners, LLC1,671$125K0.01%+1,67013F-HRTimeline
Addison Advisors LLC1,490$111K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,121$83.9K<0.01%+60113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,100$82.3K<0.01%new13F-HR/ATimelineGroup
Qube Research & Technologies Ltd1,059$79.2K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC941$70.4K0.01%-18913F-HRTimeline
Blue Trust, Inc.937$70.1K<0.01%013F-HRTimeline
Longview Financial Advisors, Inc.849$63.5K0.04%new13F-HRTimeline
Ankerstar Wealth, LLC716$53.6K0.06%013F-HRTimeline
IFP Advisors, Inc697$52.2K<0.01%013F-HRTimeline
Larson Financial Group LLC514$38.5K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.469$35K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FMR LLCin group FMR LLC460$34.4K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO462$33.5K<0.01%+713F-HR/ATimelineGroup
ROGCO, LP384$28.7K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG297$22.2K<0.01%+26713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…226$16.9K<0.01%-35113F-HR/ATimelineGroup
NewEdge Advisors, LLC90$6.74K<0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…80$5.99K<0.01%013F-HRTimeline
AE Wealth Management LLC75$5.61K<0.01%013F-HRTimeline
Allworth Financial LP69$5.16K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\64$4.79K<0.01%-1413F-HRTimelineGroup
Aptus Capital Advisors, LLC30$2.25K<0.01%new13F-HRTimeline