AVIV Institutional Ownership & Shareholders
AVANTIS INT LRG CAP VAL ETF (AVIV) is currently held by 200 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.17B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
American Century Companies Inc is currently the largest disclosed institutional shareholder of AVIV tracked by InsiderSet, reporting ownership valued at approximately $286.24M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $293.52M, representing an estimated gain of +2.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed AVIV value among the investors covered in this analysis. Major shareholders include American Century Companies Inc, Bank Of America Corp, Iag Wealth Partners, Llc, and several other long-term asset managers with concentrated positions in AVANTIS INT LRG CAP VAL ETF (AVIV).
This page ranks the largest institutional AVIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
200
Total Reported Value
$1.17B
Largest Holder
American Century Companies Inc
Largest Position
$286.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| American Century Companies Inc | 0.13% | 3,697,239 | $286,240,243 | $293,523,804 | +$7,283,561 | +2.54% | |
| Bank Of America Corp | 0.00% | 866,184 | $67,059,965 | $68,766,348 | +$1,706,383 | +2.54% | |
| Iag Wealth Partners, Llc | 5.16% | 673,117 | $52,112,731 | $53,438,759 | +$1,326,028 | +2.54% | |
| Atwood & Palmer Inc | 2.13% | 520,568 | $41,452,827 | $41,327,894 | -$124,933 | -0.30% | |
| Jones Financial Companies Lllp | 0.01% | 460,582 | $35,487,850 | $36,565,605 | +$1,077,755 | +3.04% | |
| Savant Capital, Llc | 0.09% | 376,206 | $29,125,901 | $29,866,994 | +$741,093 | +2.54% | |
| Lpl Financial Llc | 0.01% | 354,320 | $27,431,487 | $28,129,465 | +$697,978 | +2.54% | |
| Allegiance Financial Group Advisory Services Llc | 4.32% | 334,517 | $26,637,618 | $26,557,305 | -$80,313 | -0.30% | |
| B&D White Capital Company, Llc | 2.32% | 300,461 | $23,925,680 | $23,853,599 | -$72,081 | -0.30% | |
| Linscomb Wealth, Inc. | 1.00% | 297,218 | $23,010,591 | $23,596,137 | +$585,546 | +2.54% | |
| Global Strategic Investment Solutions, Llc | 1.73% | 244,700 | $19,485,481 | $19,426,733 | -$58,748 | -0.30% | |
| Fas Wealth Partners, Inc. | 0.97% | 240,133 | $18,591,113 | $19,064,159 | +$473,046 | +2.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 219,251 | $17,261,613 | $17,406,337 | +$144,724 | +0.84% | |
| Websterrogers Financial Advisors, Llc | 4.47% | 213,232 | $16,979,653 | $16,928,488 | -$51,165 | -0.30% | |
| Mercer Global Advisors Inc | 0.02% | 173,160 | $13,406,046 | $13,747,172 | +$341,126 | +2.54% | |
| Focus Partners Advisor Solutions, Llc | 0.11% | 172,534 | $13,357,626 | $13,697,474 | +$339,848 | +2.54% | |
| Austin Wealth Management, Llc | 2.74% | 165,301 | $12,986,056 | $13,123,246 | +$137,190 | +1.06% | |
| Symmetry Partners, Llc | 0.66% | 163,028 | $12,981,954 | $12,942,793 | -$39,161 | -0.30% | |
| Financial Management Network Inc | 1.78% | 155,409 | $12,350,391 | $12,337,921 | -$12,470 | -0.10% | |
| Foundry Financial Group, Inc. | 4.72% | 142,652 | $11,359,403 | $11,325,142 | -$34,261 | -0.30% | |
| Cwm, Llc | 0.03% | 141,018 | $10,552,348 | $11,195,419 | +$643,071 | +6.09% | |
| Wright Wealth Llc | 6.06% | 132,123 | $10,520,948 | $10,489,245 | -$31,703 | -0.30% | |
| Northland Capital Management Llc | 4.70% | 128,687 | $10,247,326 | $10,216,461 | -$30,865 | -0.30% | |
| Nwam Llc | 0.49% | 125,722 | $9,733,427 | $9,981,070 | +$247,643 | +2.54% | |
| Golden Bell Financial Planning Llc | 7.21% | 122,148 | $9,726,645 | $9,697,330 | -$29,315 | -0.30% | |
| Tci Wealth Advisors, Inc. | 0.37% | 115,454 | $9,193,628 | $9,165,893 | -$27,735 | -0.30% | |
| Bayshore Asset Management, Llc | 3.16% | 113,795 | $8,985,215 | $9,034,185 | +$48,970 | +0.55% | |
| Beaird Harris Wealth Management, Llc | 0.56% | 114,886 | $8,894,475 | $9,120,800 | +$226,325 | +2.54% | |
| Fonville Wealth Management Llc | 1.29% | 107,379 | $8,550,567 | $8,524,819 | -$25,748 | -0.30% | |
| Cornerstone Wealth Partners, Llc | 3.33% | 105,244 | $8,380,556 | $8,355,321 | -$25,235 | -0.30% | |
| Summit Portfolio Management, Ltd. | 5.36% | 111,290 | $8,327,805 | $8,835,313 | +$507,508 | +6.09% | |
| Paladin Advisory Group, Llc | 5.20% | 101,141 | $7,830,336 | $8,029,584 | +$199,248 | +2.54% | |
| Harbor Group, Inc. | 0.92% | 98,099 | $7,811,642 | $7,788,080 | -$23,562 | -0.30% | |
| Kilner Capital Advisors, Llc | 6.67% | 98,223 | $7,783,224 | $7,797,924 | +$14,700 | +0.19% | |
| Envestnet Asset Management Inc | 0.00% | 100,410 | $7,773,729 | $7,971,550 | +$197,821 | +2.54% | |
| Tortoise Investment Management, Llc | 0.55% | 95,289 | $7,377,282 | $7,564,994 | +$187,712 | +2.54% | |
| Atlas Financial Planning Llc | 5.84% | 92,983 | $7,198,715 | $7,381,920 | +$183,205 | +2.54% | |
| Focus Partners Wealth | 0.01% | 91,498 | $7,083,814 | $7,264,026 | +$180,212 | +2.54% | |
| Jane Street Group, Llc | 0.00% | 90,000 | $6,967,800 | $7,145,100 | +$177,300 | +2.54% | |
| Brickley Wealth Management | 1.00% | 89,607 | $6,937,374 | $7,113,900 | +$176,526 | +2.54% | |
| Chicago Partners Investment Group Llc | 0.12% | 81,718 | $6,467,261 | $6,487,592 | +$20,331 | +0.31% | |
| Haven Private, Llc | 2.46% | 78,342 | $6,238,373 | $6,219,571 | -$18,802 | -0.30% | |
| Navigoe, Llc | 3.14% | 77,617 | $6,009,000 | $6,162,014 | +$153,014 | +2.55% | |
| Avidian Wealth Enterprises, Llc | 0.17% | 75,237 | $5,991,154 | $5,973,065 | -$18,089 | -0.30% | |
| Plancorp, Llc | 0.14% | 75,165 | $5,959,081 | $5,967,349 | +$8,268 | +0.14% | |
| Truist Financial Corp | 0.01% | 71,802 | $5,949,537 | $5,700,361 | -$249,176 | -4.19% | |
| Ducere Wealth Management Llc | 1.77% | 76,064 | $5,888,875 | $6,038,721 | +$149,846 | +2.54% | |
| Telos Capital Management, Inc. | 0.51% | 73,280 | $5,835,287 | $5,817,699 | -$17,588 | -0.30% | |
| Factor Wealth Management Ltd | 0.89% | 72,794 | $5,796,619 | $5,779,116 | -$17,503 | -0.30% | |
| Prosperity Planning, Inc. | 1.24% | 70,115 | $5,583,232 | $5,566,430 | -$16,802 | -0.30% |
Frequently asked questions about AVIV
Who are the largest institutional holders of AVIV?
The largest institutional holders of AVIV reported in the latest SEC Form 13F filings include American Century Companies Inc, Bank Of America Corp, Iag Wealth Partners, Llc, Atwood & Palmer Inc, and Jones Financial Companies Lllp. InsiderSet ranks institutional holders by their latest reported AVIV position.
What is AVIV institutional ownership?
This page tracks AVIV positions reported by institutional investment managers through SEC Form 13F. AVANTIS INT LRG CAP VAL ETF (AVIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVIV?
InsiderSet currently tracks 200 institutional managers reporting AVIV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVIV shareholders.
How much AVIV stock do institutions own?
Institutional investment managers disclosed approximately $1.17B in AVIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVIV institutional ownership last updated?
The latest AVIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVIV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVIV position after the reporting date.
Are institutions buying or selling AVIV?
Institutional buying and selling can be analyzed by comparing AVIV positions across consecutive 13F reporting periods. InsiderSet's AVIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVIV ownership changes.
How has AVIV institutional ownership changed over time?
InsiderSet tracks AVIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.