# AMERICAN CENTY ETF TR (AVIV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AVIV/

- Reporting holders: 11
- Reported value: $84.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $41.5M | 520,568 | 2.1% | 16 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $12.4M | 155,409 | 1.8% | 9 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $6.0M | 75,237 | 0.2% | 3 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $5.8M | 72,794 | 0.9% | 8 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $5.6M | 70,115 | 1.2% | 10 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $5.6M | 69,733 | 1.1% | 20 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $5.1M | 64,838 | 0.1% | 16 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $1.3M | 16,632 | 0.3% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $567.7K | 7,129 | 0.0% | 9 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $321.7K | 4,040 | 0.1% | 11 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $275.1K | 3,455 | 0.2% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $84.3M |
| Q2 2026 | 194 | $1.3B |
| Q1 2026 | 182 | $939.1M |
| Q4 2025 | 169 | $820.7M |
| Q3 2025 | 148 | $720.1M |
| Q2 2025 | 132 | $620.7M |
| Q1 2025 | 121 | $462.3M |
| Q4 2024 | 117 | $368.0M |
| Q3 2024 | 105 | $291.3M |
| Q2 2024 | 93 | $236.0M |
| Q1 2024 | 89 | $217.7M |
| Q4 2023 | 85 | $199.6M |