AMERICAN CENTY ETF TR (AVIV)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
182
Reporting holders
$1.2B
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | $286.2M | 3,697,239 | 0.13% | 15q | +15.6%+$38.5M |
| BANK OF AMERICA CORP /DE/ | $67.1M | 866,184 | 0.00% | new | NEW |
| IAG Wealth Partners, LLC | $52.1M | 673,117 | 5.16% | 7q | +16.0%+$7.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $46.2M | 596,315 | 0.02% | 12q | +117.1%+$24.9M |
| ATWOOD & PALMER INC | $39.3M | 508,168 | 2.10% | 15q | +1.8%+$700.8K |
| JONES FINANCIAL COMPANIES LLLP | $35.5M | 460,582 | 0.01% | 9q | +31.6%+$8.5M |
| Savant Capital, LLC | $29.1M | 376,206 | 0.09% | 4q | -41.1%-$20.4M |
| LPL Financial LLC | $27.4M | 354,320 | 0.01% | 12q | +31.5%+$6.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $26.8M | 346,320 | 0.02% | 4q | +211.7%+$18.2M |
| Allegiance Financial Group Advisory Services LLC | $25.4M | 328,121 | 4.40% | 15q | +8.1%+$1.9M |
| B&D White Capital Company, LLC | $23.7M | 305,866 | 2.36% | 8q | -14.9%-$4.1M |
| Linscomb Wealth, Inc. | $23.0M | 297,218 | 1.00% | 9q | +15.3%+$3.1M |
| FAS Wealth Partners, Inc. | $18.6M | 240,133 | 0.97% | 11q | -11.3%-$2.4M |
| Global Strategic Investment Solutions, LLC | $18.5M | 239,004 | 1.64% | 7q | +3.3%+$586.8K |
| Foundry Financial Group, Inc. | $17.2M | 222,193 | 7.44% | 11q | +1.7%+$290.7K |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $16.4M | 211,302 | 4.19% | 15q | +2.1%+$332.9K |
| Clear Creek Financial Management, LLC | $15.2M | 196,767 | 0.98% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $13.4M | 172,534 | 0.11% | 13q | +35.5%+$3.5M |
| Austin Wealth Management, LLC | $13.0M | 165,301 | 2.74% | 12q | +2.9%+$364.2K |
| Symmetry Partners, LLC | $12.2M | 156,991 | 0.62% | 8q | +10.3%+$1.1M |
| FINANCIAL MANAGEMENT NETWORK INC | $12.0M | 152,645 | 1.72% | 8q | +7.0%+$779.8K |
| Northland Capital Management LLC | $9.8M | 125,979 | 5.26% | 16q | +5.5%+$511.4K |
| NWAM LLC | $9.7M | 125,722 | 0.49% | 8q | +1.7%+$161.7K |
| Wright Wealth LLC | $9.7M | 124,968 | 5.81% | 3q | +4.0%+$373.6K |
| Golden Bell Financial Planning LLC | $9.3M | 120,237 | 6.84% | 7q | +1.2%+$113.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.9M | 113,295 | 0.01% | 12q | +412.9%+$7.2M |
| Beaird Harris Wealth Management, LLC | $8.9M | 114,886 | 0.56% | 19q | HELD |
| Fonville Wealth Management LLC | $8.5M | 109,222 | 1.38% | 11q | +1.6%+$137.2K |
| Corient Private Wealth LP | $8.3M | 107,574 | 0.01% | 6q | +74.8%+$3.6M |
| BAYSHORE ASSET MANAGEMENT, LLC | $8.2M | 105,709 | 2.92% | 18q | -5.2%-$451.6K |
| Paladin Advisory Group, LLC | $7.8M | 101,141 | 5.20% | 3q | +0.7%+$52.4K |
| KILNER CAPITAL ADVISORS, LLC | $7.8M | 98,223 | 6.67% | 3q | -1.0%-$79.0K |
| ENVESTNET ASSET MANAGEMENT INC | $7.8M | 100,410 | 0.00% | 10q | +12.7%+$876.6K |
| Tortoise Investment Management, LLC | $7.4M | 95,289 | 0.55% | 19q | +4.4%+$309.6K |
| ATLas Financial Planning LLC | $7.2M | 92,983 | 5.84% | 3q | +5.6%+$384.3K |
| Focus Partners Wealth | $7.1M | 91,498 | 0.01% | 8q | -2.9%-$210.0K |
| JANE STREET GROUP, LLC | $7.0M | 90,000 | 0.00% | 15q | -6.0%-$442.2K |
| Brickley Wealth Management | $6.9M | 89,607 | 1.00% | new | NEW |
| Cornerstone Wealth Partners, LLC | $6.8M | 87,479 | 3.15% | 3q | +13.1%+$785.3K |
| Harbor Group, Inc. | $6.6M | 84,947 | 0.77% | 6q | +22.6%+$1.2M |
| Chicago Partners Investment Group LLC | $6.4M | 81,200 | 0.13% | 19q | +2.0%+$123.0K |
| Avidian Wealth Enterprises, LLC | $6.3M | 80,889 | 0.17% | 2q | -1.5%-$92.4K |
| Haven Private, LLC | $5.9M | 76,215 | 2.24% | 7q | +7.5%+$412.6K |
| Ducere Wealth Management LLC | $5.9M | 76,064 | 1.77% | new | NEW |
| Factor Wealth Management LTD | $5.6M | 72,725 | 0.85% | 7q | -10.1%-$633.1K |
| Telos Capital Management, Inc. | $5.6M | 72,680 | 0.50% | 2q | +1.3%+$73.2K |
| COLLECTIVE FAMILY OFFICE LLC | $5.4M | 69,553 | 1.10% | 19q | HELD |
| McLean Asset Management Corp | $5.3M | 65,519 | 0.70% | 4q | +6.5%+$321.8K |
| Wealth Management Nebraska | $5.3M | 68,037 | 0.47% | 7q | -6.6%-$369.9K |
| AQR CAPITAL MANAGEMENT LLC | $5.3M | 67,950 | 0.00% | 8q | +6.1%+$303.3K |
| ENTREWEALTH, LLC | $5.3M | 64,135 | 1.95% | 7q | +3.8%+$194.0K |
| Private Wealth Asset Management, LLC | $5.3M | 67,797 | 0.51% | 3q | +15.7%+$711.7K |
| SATOVSKY ASSET MANAGEMENT LLC | $5.2M | 66,715 | 0.82% | 5q | +40.2%+$1.5M |
| Wedmont Private Capital | $5.1M | 64,739 | 0.14% | 15q | +58.2%+$1.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 64,415 | 0.01% | 11q | +10.5%+$474.2K |
| Prosperity Planning, Inc. | $5.0M | 64,160 | 1.14% | 9q | +6.4%+$300.7K |
| Vestment Financial LLC | $4.5M | 57,083 | 2.00% | 7q | +3.4%+$148.3K |
| Frankly Finances, LLC | $4.2M | 107,560 | 3.29% | 3q | +106.1%+$2.2M |
| COMMERCE BANK | $4.2M | 53,958 | 0.02% | 2q | +9.8%+$371.3K |
| ANDERSON HOAGLAND & CO | $4.0M | 52,250 | 0.32% | 16q | +2.3%+$89.7K |
| TRUIST FINANCIAL CORP | $4.0M | 68,038 | 0.00% | new | NEW |
| Plancorp, LLC | $3.8M | 49,165 | 0.09% | 20q | HELD |
| Bluespring Wealth Management, LLC | $3.5M | 45,791 | 0.07% | new | NEW |
| Tillman Hartley LLC | $3.0M | 38,450 | 0.67% | 15q | +22.1%+$538.7K |
| Jacobi Capital Management LLC | $2.9M | 37,913 | 0.14% | 10q | +8.1%+$220.2K |
| SHUFRO ROSE & CO LLC | $2.8M | 36,151 | 0.16% | 3q | +1.8%+$49.6K |
| Werba Rubin Papier Wealth Management | $2.8M | 35,626 | 0.33% | 2q | -0.9%-$24.7K |
| McMill Wealth Management | $2.6M | 2,589,368 | 0.61% | 7q | +7583.8%+$2.6M |
| LAM GROUP, INC. | $2.6M | 33,345 | 1.28% | 15q | +8.3%+$197.8K |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 29,703 | 0.00% | 5q | +50.1%+$767.1K |
| Creative Planning | $2.3M | 29,679 | 0.00% | 14q | HELD |
| Kestra Advisory Services, LLC | $2.2M | 29,041 | 0.01% | 4q | -14.0%-$366.2K |
| Pacific Asset Management, LLC | $2.1M | 27,590 | 1.05% | 7q | +4.6%+$94.6K |
| WCG Wealth Advisors LLC | $2.1M | 27,559 | 0.05% | 3q | +3.8%+$78.1K |
| UMB Bank, n.a. | $2.1M | 26,760 | 0.03% | 16q | +1.0%+$20.0K |
| Cypress Point Wealth Management, LLC | $1.9M | 25,115 | 0.40% | 15q | -4.5%-$91.0K |
| Meredith Wealth Planning | $1.9M | 24,507 | 0.45% | 11q | +33.4%+$475.0K |
| Ritter Daniher Financial Advisory LLC / DE | $1.8M | 22,836 | 0.27% | 17q | -0.7%-$12.2K |
| ORBA Wealth Advisors, L.L.C. | $1.7M | 21,897 | 1.45% | 11q | +7.4%+$116.8K |
| DIXON FNANCIAL SERVICES, INC. | $1.7M | 21,740 | 0.68% | 10q | HELD |
| OPPENHEIMER & CO INC | $1.6M | 20,932 | 0.02% | 2q | HELD |
| LRI Investments, LLC | $1.6M | 20,908 | 0.13% | 6q | HELD |
| SMITH, MOORE & CO. | $1.6M | 20,725 | 0.10% | 3q | +66.6%+$641.5K |
| GC Wealth Management RIA, LLC | $1.6M | 20,410 | 0.09% | 6q | -2.4%-$39.5K |
| Insight Wealth Partners, LLC | $1.5M | 19,843 | 0.21% | 13q | +19.8%+$254.2K |
| Quantinno Capital Management LP | $1.5M | 19,392 | 0.00% | 4q | +8.9%+$123.3K |
| Sanctuary Advisors, LLC | $1.5M | 19,247 | 0.01% | 3q | +35.0%+$386.6K |
| HighPoint Advisor Group LLC | $1.4M | 17,947 | 0.05% | 2q | +16.5%+$196.9K |
| Canvas Wealth Advisors, LLC | $1.4M | 17,710 | 0.19% | 15q | +5.7%+$73.7K |
| Fifth Third Securities, Inc. | $1.4M | 17,561 | 0.08% | 2q | +8.4%+$105.4K |
| Pathstone Holdings, LLC | $1.3M | 16,385 | 0.00% | 11q | +1.1%+$14.2K |
| Astra Wealth Partners LLC | $1.2M | 14,900 | 0.61% | 7q | HELD |
| Oceanside Advisors LLC | $1.1M | 14,589 | 0.57% | 11q | -0.5%-$6.0K |
| Verus Financial Partners, Inc. | $1.1M | 14,204 | 0.09% | 15q | +1.1%+$12.3K |
| Rockefeller Capital Management L.P. | $1.0M | 13,466 | 0.00% | 4q | +19.0%+$166.4K |
| Nemes Rush Group LLC | $1.0M | 13,190 | 0.08% | 11q | +17.7%+$153.3K |
| AlphaCore Capital LLC | $995.0K | 12,852 | 0.02% | 5q | HELD |
| Beacon Pointe Advisors, LLC | $964.1K | 12,453 | 0.00% | 3q | -5.3%-$54.2K |
| Evanson Financial, LLC | $956.9K | 12,360 | 0.05% | new | FIRST |
| CARDIFF PARK ADVISORS, LLC | $865.1K | 11,174 | 0.07% | 19q | +1.0%+$8.6K |
Showing the largest 100 of 192 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 182 | $1.2B | 15,280,303 | 19 | 93 | 35 | 0.0% |
| Q1 2026 | 173 | $925.8M | 12,363,187 | 30 | 64 | 38 | 0.0% |
| Q4 2025 | 157 | $798.9M | 11,196,011 | 22 | 60 | 38 | 0.0% |
| Q3 2025 | 136 | $702.1M | 10,391,847 | 17 | 46 | 27 | 0.0% |
| Q2 2025 | 121 | $544.3M | 8,741,589 | 16 | 56 | 22 | 0.0% |
| Q1 2025 | 110 | $392.5M | 6,928,763 | 10 | 42 | 24 | 0.0% |
| Q4 2024 | 109 | $308.2M | 5,933,928 | 9 | 39 | 27 | 0.0% |
| Q3 2024 | 95 | $264.1M | 4,712,809 | 17 | 29 | 17 | 0.0% |
| Q2 2024 | 83 | $219.8M | 4,183,631 | 7 | 41 | 18 | 0.0% |
| Q1 2024 | 82 | $208.3M | 3,853,653 | 6 | 33 | 16 | 0.0% |
| Q4 2023 | 77 | $190.9M | 3,713,354 | 10 | 32 | 15 | 0.0% |
| Q3 2023 | 62 | $145.3M | 3,024,047 | 9 | 20 | 13 | 0.0% |
| Q2 2023 | 55 | $128.4M | 2,632,036 | 11 | 23 | 11 | 0.0% |
| Q1 2023 | 50 | $115.8M | 2,399,985 | 10 | 23 | 7 | 0.0% |
| Q4 2022 | 40 | $96.5M | 2,127,156 | 15 | 12 | 5 | 0.0% |
| Q3 2022 | 30 | $31.3M | 816,543 | 9 | 13 | 3 | 0.0% |
| Q2 2022 | 24 | $18.4M | 432,628 | 7 | 6 | 5 | 0.0% |
| Q1 2022 | 17 | $14.9M | 298,608 | 7 | 6 | 0 | 0.0% |
| Q4 2021 | 11 | $8.8M | 172,771 | 8 | 1 | 0 | 0.0% |
| Q3 2021 | 2 | $1.6M | 31,531 | 2 | 0 | 0 | 0.0% |