$79.72

+0.25 (+0.31%)

Weekly Expected Move ±1.6%

$77 $78 $79 $80 $82

ETF AMEX · AUM $1.3B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — AVIV

203

Institutional Holders

+8 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

102

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (214 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	AMERICAN CENTURY COMPANIES INC	3,697,239	295M	+497,915	+15.6%	15Q	SEC ↗
2	BANK OF AMERICA CORP /DE NEW	866,184	69M	—	+0.0%	1Q	SEC ↗
3	IAG Wealth Partners, LLC	673,117	54M	+92,595	+16.0%	7Q	SEC ↗
4	NORTHWESTERN MUTUAL WEALTH MANAGEMENT	596,315	48M	+321,700	+117.1%	12Q	SEC ↗
5	ATWOOD & PALMER INC	508,168	41M	+9,052	+1.8%	15Q	SEC ↗
6	JONES FINANCIAL COMPANIES LLLP	460,582	37M	+110,477	+31.6%	9Q	SEC ↗
7	Savant Capital, LLC	376,206	30M	-262,949	-41.1%	4Q	SEC ↗
8	LPL Financial LLC	354,320	28M	+84,913	+31.5%	12Q	SEC ↗
9	Allegiance Financial Group Advisory Se	328,121	26M	+24,702	+8.1%	15Q	SEC ↗
10	B&D White Capital Company, LLC	305,866	24M	-53,550	-14.9%	8Q	SEC ↗
11	Linscomb Wealth, Inc.	297,218	24M	+39,406	+15.3%	9Q	SEC ↗
12	FAS Wealth Partners, Inc.	240,133	19M	-3,316	-1.4%	12Q	SEC ↗
13	Global Strategic Investment Solutions,	239,004	19M	+7,580	+3.3%	7Q	SEC ↗
14	Foundry Financial Group, Inc.	222,193	18M	+3,755	+1.7%	11Q	SEC ↗
15	WEBSTERROGERS FINANCIAL ADVISORS, LLC	211,302	17M	+4,300	+2.1%	15Q	SEC ↗
16	Clear Creek Financial Management, LLC NEW	196,767	16M	—	+0.0%	1Q	SEC ↗
17	MERCER GLOBAL ADVISORS INC /ADV	173,160	14M	+62,044	+55.8%	4Q	SEC ↗
18	Focus Partners Advisor Solutions, LLC	172,534	14M	+45,220	+35.5%	13Q	SEC ↗
19	Austin Wealth Management, LLC	165,301	13M	+4,636	+2.9%	12Q	SEC ↗
20	Symmetry Partners, LLC	156,991	13M	+14,694	+10.3%	8Q	SEC ↗
21	FINANCIAL MANAGEMENT NETWORK INC	152,645	12M	+9,926	+7.0%	8Q	SEC ↗
22	CWM, LLC	141,018	11M	+12,331	+9.6%	11Q	SEC ↗
23	Northland Capital Management LLC	125,979	10M	+6,605	+5.5%	16Q	SEC ↗
24	NWAM LLC	125,722	10M	+2,089	+1.7%	8Q	SEC ↗
25	Wright Wealth LLC	124,968	10M	+4,826	+4.0%	3Q	SEC ↗
26	Golden Bell Financial Planning LLC	120,237	10M	+1,462	+1.2%	7Q	SEC ↗
27	Beaird Harris Wealth Management, LLC	114,886	9M	-468	-0.4%	19Q	SEC ↗
28	WEALTH ENHANCEMENT ADVISORY SERVICES,	113,295	9M	+91,205	+412.9%	12Q	SEC ↗
29	Summit Portfolio Management, LTD. NEW	111,290	9M	—	+0.0%	1Q	SEC ↗
30	Fonville Wealth Management LLC	109,222	9M	+1,772	+1.6%	11Q	SEC ↗
31	BAYSHORE ASSET MANAGEMENT, LLC	105,709	8M	-5,833	-5.2%	18Q	SEC ↗
32	Paladin Advisory Group, LLC	101,141	8M	+677	+0.7%	3Q	SEC ↗
33	ENVESTNET ASSET MANAGEMENT INC	100,410	8M	+11,323	+12.7%	10Q	SEC ↗
34	KILNER CAPITAL ADVISORS, LLC	98,223	8M	-997	-1.0%	3Q	SEC ↗
35	Tortoise Investment Management, LLC	95,289	8M	+3,999	+4.4%	19Q	SEC ↗
36	ATLas Financial Planning LLC	92,983	7M	+4,964	+5.6%	3Q	SEC ↗
37	Focus Partners Wealth	91,498	7M	-2,713	-2.9%	8Q	SEC ↗
38	JANE STREET GROUP, LLC	90,000	7M	-5,712	-6.0%	15Q	SEC ↗
39	Brickley Wealth Management NEW	89,607	7M	—	+0.0%	1Q	SEC ↗
40	Cornerstone Wealth Partners, LLC	87,479	7M	+10,143	+13.1%	3Q	SEC ↗
41	Harbor Group, Inc.	84,947	7M	+15,637	+22.6%	6Q	SEC ↗
42	Chicago Partners Investment Group LLC	81,200	6M	+1,562	+2.0%	19Q	SEC ↗
43	Avidian Wealth Enterprises, LLC	80,889	6M	-1,194	-1.5%	2Q	SEC ↗
44	Navigoe, LLC	77,617	6M	+4,207	+5.7%	7Q	SEC ↗
45	Haven Private, LLC	76,215	6M	+5,329	+7.5%	7Q	SEC ↗
46	Ducere Wealth Management LLC NEW	76,064	6M	—	+0.0%	1Q	SEC ↗
47	Factor Wealth Management LTD	72,725	6M	-8,177	-10.1%	7Q	SEC ↗
48	Telos Capital Management, Inc.	72,680	6M	+945	+1.3%	2Q	SEC ↗
49	COLLECTIVE FAMILY OFFICE LLC	69,553	6M	+305	+0.4%	19Q	SEC ↗
50	TRUIST FINANCIAL CORP NEW	68,038	5M	—	+0.0%	1Q	SEC ↗

Recent Activity

New Positions (20)

Holder	Shares	Value
BANK OF AMERICA CORP /DE	866,184	69M
Clear Creek Financial Management, L	196,767	16M
Summit Portfolio Management, LTD.	111,290	9M
Brickley Wealth Management	89,607	7M
Ducere Wealth Management LLC	76,064	6M
TRUIST FINANCIAL CORP	68,038	5M
Bluespring Wealth Management, LLC	45,791	4M
NATIXIS ADVISORS, LLC	41,258	3M
Evanson Financial, LLC	12,360	985K
AMERIPRISE FINANCIAL INC	8,774	699K
Modera Wealth Management, LLC	7,952	634K
Networth Advisors, LLC	7,585	605K
FIDUCIARY FINANCIAL ADVISORS	6,904	550K
Private Advisor Group, LLC	6,067	484K
GTS SECURITIES LLC	4,364	348K
Savvy Advisors, Inc.	4,207	335K
Parkwoods Wealth Partners, LLC	3,416	272K
Kings Path Partners LLC	527	42K
Acumen Wealth Advisors, LLC	188	15K
Atomic Invest LLC	41	3K

Sold Out (17)

Holder	Prev Shares	Prev Value
CITADEL ADVISORS LLC	19,276	2M
FLOW TRADERS U.S. LLC	10,740	856K
KEB ASSET MANAGEMENT, LLC	9,736	776K
SOL Capital Management CO	8,505	678K
TFB Advisors LLC	5,920	472K
HARBOUR INVESTMENTS, INC.	4,001	319K
Fisher Asset Management, LLC	3,818	304K
Donor Advised Charitable Giving, In	3,507	280K
TWO SIGMA SECURITIES, LLC	3,375	269K
Root Financial Partners, LLC	1,671	133K
Qube Research & Technologies Ltd	1,059	84K
Blue Trust, Inc.	937	75K
Longview Financial Advisors, Inc.	849	68K
EverSource Wealth Advisors, LLC	226	18K
US BANCORP \DE	64	5K
CX Institutional	31	2K
RED LIGHTHOUSE INVESTMENT MANAGEMEN	30	2K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
AMERICAN CENTURY COMPANIES INC	+497,915	+15.6%	3,697,239
NORTHWESTERN MUTUAL WEALTH MANAGEME	+321,700	+117.1%	596,315
JONES FINANCIAL COMPANIES LLLP	+110,477	+31.6%	460,582
IAG Wealth Partners, LLC	+92,595	+16.0%	673,117
WEALTH ENHANCEMENT ADVISORY SERVICE	+91,205	+412.9%	113,295
LPL Financial LLC	+84,913	+31.5%	354,320
MERCER GLOBAL ADVISORS INC /ADV	+62,044	+55.8%	173,160
Focus Partners Advisor Solutions, L	+45,220	+35.5%	172,534
Linscomb Wealth, Inc.	+39,406	+15.3%	297,218
Allegiance Financial Group Advisory	+24,702	+8.1%	328,121
Wedmont Private Capital	+23,817	+58.2%	64,739
SATOVSKY ASSET MANAGEMENT LLC	+19,124	+40.2%	66,715
Harbor Group, Inc.	+15,637	+22.6%	84,947
Symmetry Partners, LLC	+14,694	+10.3%	156,991
CWM, LLC	+12,331	+9.6%	141,018
ENVESTNET ASSET MANAGEMENT INC	+11,323	+12.7%	100,410
Cornerstone Wealth Partners, LLC	+10,143	+13.1%	87,479
FINANCIAL MANAGEMENT NETWORK INC	+9,926	+7.0%	152,645
RAYMOND JAMES FINANCIAL INC	+9,908	+50.1%	29,703
Private Wealth Asset Management, LL	+9,176	+15.7%	67,797

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Savant Capital, LLC	-262,949	-41.1%	376,206
B&D White Capital Company, LLC	-53,550	-14.9%	305,866
Factor Wealth Management LTD	-8,177	-10.1%	72,725
Signature Equity Partners, LLC	-8,142	-97.3%	229
Corient Private Wealth LP	-7,758	-12.6%	53,787
BAYSHORE ASSET MANAGEMENT, LLC	-5,833	-5.2%	105,709
JANE STREET GROUP, LLC	-5,712	-6.0%	90,000
Wealth Management Nebraska	-4,778	-6.6%	68,037
Kestra Advisory Services, LLC	-4,730	-14.0%	29,041
FAS Wealth Partners, Inc.	-3,316	-1.4%	240,133
Focus Partners Wealth	-2,713	-2.9%	91,498
Farther Finance Advisors, LLC	-2,661	-35.9%	4,755
ROYAL BANK OF CANADA	-1,948	-52.6%	1,758
Avidian Wealth Enterprises, LLC	-1,194	-1.5%	80,889
Cypress Point Wealth Management, LL	-1,175	-4.5%	25,115
KILNER CAPITAL ADVISORS, LLC	-997	-1.0%	98,223
Keel Point, LLC	-901	-9.9%	8,206
Moisand Fitzgerald Tamayo, LLC	-753	-9.3%	7,382
Beacon Pointe Advisors, LLC	-700	-5.3%	12,453
McMill Wealth Management	-680	-2.0%	33,019

AVIV Institutional Ownership

Institutional Ownership — AVIV

Ownership Trends

Top Institutional Holders (214 total)

Recent Activity

Sign in to InsiderStreet