Vault-13

AMERICAN CENTY ETF TR AVMC

AVANTIS US MID C · ETP · CUSIP 025072125

79 institutional holders +15 vs Q1 2026
4,203,3954.2m shares reported held*
$337.2mreported value*
17 new 44 added 10 reduced 1 sold out net bought ≈ $92.8m (+1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $80.23.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q4 23: 5Q1 24: 7Q2 24: 16Q3 24: 22Q4 24: 28Q1 25: 34Q2 25: 43Q3 25: 42Q4 25: 52Q1 26: 64Q2 26: 7979Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20235
Q1 20247
Q2 202416
Q3 202422
Q4 202428
Q1 202534
Q2 202543
Q3 202542
Q4 202552
Q1 202664
Q2 202679

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 17 bought or addedQ3 24: 2 cut or sold outQ4 24: 20 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 10 cut or sold outQ2 25: 32 bought or addedQ2 25: 8 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 13 cut or sold outQ4 25: 37 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 47 bought or addedQ1 26: 14 cut or sold outQ2 26: 61 bought or addedQ2 26: 11 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024172
Q4 2024205
Q1 20252710
Q2 2025328
Q3 20252913
Q4 20253712
Q1 20264714
Q2 20266111

Biggest buyers

HighTower Advisors, LLC Added +291,139+291.1k
LPL Financial LLC Added +125,957+126.0k
MORGAN STANLEY Added +125,930+125.9k
Corient Private Wealth LP New +89,404+89.4k
Tarbox Family Office, Inc. Added +79,406+79.4k
Bleakley Financial Group, LLC Added +78,356+78.4k
Glenview Trust Co New +38,225+38.2k
AMERICAN CENTURY COMPANIES INC Added +28,248+28.2k
AE Wealth Management LLC Added +28,076+28.1k
Berger Financial Group, Inc Added +25,332+25.3k

Biggest sellers

Independent Advisor Alliance Reduced -14,650-14.7k
IHT Wealth Management, LLC Sold out -10,000-10.0k
JANE STREET GROUP, LLC Reduced -4,589-4.6k
Madrid Wealth Management, LLC Reduced -3,894-3.9k
B&D White Capital Company, LLC Reduced -2,433-2.4k
HB Wealth Management, LLC Reduced -1,348-1.3k
Eldridge Investment Advisors, Inc. Reduced -827-827
Kestra Advisory Services, LLC Reduced -501-501
AQR CAPITAL MANAGEMENT LLC Reduced -292-292
Farther Finance Advisors, LLC Reduced -280-280

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Elwood & Goetz Wealth Advisory Group, LLC 5.24% of their portfolio ATHENS, GA 441,006441.0k $35.4m $35.4m 5.24% Added +21.4k +21,433
2 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 410,979411.0k $33.0m $33.0m 0.03% Added +291.1k +291,139
3 Berger Financial Group, Inc 1.11% of their portfolio PLYMOUTH, MN 269,524269.5k $21.6m $21.6m 1.11% Added +25.3k +25,332
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 248,067248.1k $19.9m $19.9m 0.00% Added +126.0k +125,957
5 Tarbox Family Office, Inc. 2.76% of their portfolio NEWPORT BEACH, CA 240,067240.1k $19.3m $19.3m 2.76% Added +79.4k +79,406
6 Wealth Management Partners, LLC 4.12% of their portfolio TUCSON, AZ 218,287218.3k $17.5m $17.5m 4.12% Added +1.1k +1,130
7 Networth Advisors, LLC 8.83% of their portfolio CANONSBURG, PA 189,314189.3k $15.2m $15.2m 8.83% Added +11.0k +11,029
8 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 187,798187.8k $15.1m $15.1m 0.01% Added +28.2k +28,248
9 CGN Advisors LLC 1.06% of their portfolio MANHATTAN, KS 180,847180.8k $14.5m $14.5m 1.06% Added +15.4k +15,386
10 Envision Financial Planning, LLC 3.74% of their portfolio MEMPHIS, TN 143,101143.1k $11.5m $11.5m 3.74% Added +1.6k +1,644
11 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 141,166141.2k $11.3m $11.3m 0.05% Added +28.1k +28,076
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 126,988127.0k $10.2m $10.2m 0.00% Added +125.9k +125,930
13 Tiller Private Wealth, Inc. 2.81% of their portfolio BETHLEHEM, PA 111,704111.7k $9.0m $9.0m 2.81% Added +6.2k +6,171
14 Bleakley Financial Group, LLC 0.10% of their portfolio PARSIPPANY, NJ 101,456101.5k $8.1m $8.1m 0.10% Added +78.4k +78,356
15 Independent Advisor Alliance 0.19% of their portfolio CHARLOTTE, NC 101,205101.2k $8.1m $8.1m 0.19% Reduced -14.7k -14,650
16 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 89,40489.4k $7.2m $7.2m 0.01% New
17 Mendota Financial Group, LLC 4.42% of their portfolio MADISON, WI 88,91488.9k $7.1m $7.1m 4.42% Added +20.4k +20,409
18 Chicago Partners Investment Group LLC 0.11% of their portfolio CHICAGO, IL 68,48468.5k $5.4m $5.4m 0.11% Added +842 +842
19 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 51,66051.7k $4.1m $4.1m 0.01% Reduced -501 -501
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 50,48150.5k $4.1m $4.1m 0.00% Added +2.1k +2,128
21 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 49,94649.9k $4.0m $4.0m 0.02% Added +1.8k +1,803
22 LexAurum Advisors, LLC 0.44% of their portfolio OVERLAND PARK, KS 47,94447.9k $3.8m $3.8m 0.44% Added +4.5k +4,512
23 COMMERCE BANK 0.01% of their portfolio KANSAS CITY, MO 42,31142.3k $3.4m $3.4m 0.01% Added +24.7k +24,739
24 CFS Investment Advisory Services, LLC 0.21% of their portfolio TOTOWA, NJ 38,81338.8k $3.1m $3.1m 0.21% Added +1.1k +1,073
25 Glenview Trust Co 0.04% of their portfolio Louisville, KY 38,22538.2k $3.1m $3.1m 0.04% New
26 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 32,72832.7k $2.6m $2.6m 0.01% Reduced -1.3k -1,348
27 Balance Wealth Partners LLC 0.69% of their portfolio WORTHINGTON, OH 32,12032.1k $2.6m $2.6m 0.69% Added +12.6k +12,611
28 Quad-Cities Investment Group, LLC 0.82% of their portfolio DAVENPORT, IA 28,37028.4k $2.3m $2.3m 0.82% Added +3.8k +3,833
29 Gradient Capital Advisors, LLC 0.50% of their portfolio SAN DIEGO, CA 27,00727.0k $2.2m $2.2m 0.50% Added +4.2k +4,231
30 Summit Financial, LLC 0.02% of their portfolio PARSIPPANY, NJ 26,15326.2k $2.1m $2.1m 0.02% Added +774 +774
31 ENDEAVOR PRIVATE WEALTH, INC. 0.50% of their portfolio TOPEKA, KS 25,74325.7k $2.1m $2.1m 0.50% Added +320 +320
32 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.13% of their portfolio ST. LOUIS, MO 24,20324.2k $1.9m $1.9m 0.13% Added +20.5k +20,488
33 Plancorp, LLC 0.04% of their portfolio SAINT LOUIS, MO 18,10118.1k $1.4m $1.4m 0.04% Added +1.7k +1,730
34 Jacobi Capital Management LLC 0.07% of their portfolio PITTSTON, PA 17,11517.1k $1.4m $1.4m 0.07% Added +710 +710
35 WMG Financial Advisors, LLC 0.49% of their portfolio Knoxville, TN 16,30016.3k $1.3m $1.3m 0.49% Unchanged
36 SRH ADVISORS, LLC 0.32% of their portfolio SALINA, KS 15,79815.8k $1.3m $1.3m 0.32% Added +776 +776
37 Canvas Wealth Advisors, LLC 0.17% of their portfolio SHAWNEE, KS 15,58515.6k $1.3m $1.3m 0.17% Added +7.7k +7,746
38 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 14,63414.6k $1.2m $1.2m 0.01% Reduced -280 -280
39 Team Financial Group, LLC 0.49% of their portfolio TEMECULA, CA 14,51614.5k $1.2m $1.2m 0.49% Added +10.1k +10,118
40 FIDUCIARY FINANCIAL ADVISORS 0.11% of their portfolio GRAND RAPIDS, MI 13,80713.8k $1.1m $1.1m 0.11% New
41 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 13,00013.0k $1.0m $1.0m 0.00% New
42 HTG Investment Advisors, Inc. 0.26% of their portfolio NEW CANAAN, CT 12,70712.7k $1.0m $1.0m 0.26% Added +2.9k +2,886
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,49412.5k $1.0m $1.0m 0.00% Added +2.3k +2,289
44 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 12,14612.1k $974.7k $974.7k 0.00% New
45 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,43711.4k $917.8k $917.8k 0.00% Unchanged
46 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 11,05011.1k $886.7k $886.7k 0.01% New
47 Madrid Wealth Management, LLC 0.56% of their portfolio ALBUQUERQUE, NM 10,56110.6k $847.5k $847.5k 0.56% Reduced -3.9k -3,894
48 GEN Financial Management, INC. 0.50% of their portfolio PLYMOUTH, MN 10,38210.4k $833.2k $833.2k 0.50% Added +77 +77
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,5789.6k $768.6k $768.6k 0.00% Added +731 +731
50 FSA Advisors, Inc. 0.33% of their portfolio TROY, MI 9,0339.0k $724.9k $724.9k 0.33% New
51 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 8,9899.0k $721.4k $721.4k 0.01% New
52 StrongBox Wealth, LLC 0.20% of their portfolio LEE'S SUMMIT, MO 8,6698.7k $695.7k $695.7k 0.20% Reduced -6 -6
53 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 8,4908.5k $681.3k $681.3k 0.00% New
54 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 8,2028.2k $658.2k $658.2k 0.00% Added +2.0k +2,041
55 B&D White Capital Company, LLC 0.05% of their portfolio Lakeway, TX 6,1556.2k $493.9k $493.9k 0.05% Reduced -2.4k -2,433
56 Lloyd Advisory Services, LLC. 0.19% of their portfolio SUWANEE, GA 5,9516.0k $477.6k $477.6k 0.19% Added +5.1k +5,077
57 Eldridge Investment Advisors, Inc. 0.09% of their portfolio MANCHESTER, NH 5,7115.7k $458.3k $458.3k 0.09% Reduced -827 -827
58 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 4,4764.5k $359.2k $359.2k 0.00% New
59 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,4714.5k $358.8k $358.8k 0.00% Added +1.4k +1,406
60 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 4,2094.2k $337.8k $337.8k 0.00% Reduced -4.6k -4,589
61 Bedel Financial Consulting, Inc. 0.03% of their portfolio INDIANAPOLIS, IN 3,9093.9k $313.7k $313.7k 0.03% New
62 Avondale Wealth Management 0.12% of their portfolio WEST LAKE HILLS, TX 3,7543.8k $301.3k $301.3k 0.12% Unchanged
63 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 3,4043.4k $273.2k $273.2k 0.00% Reduced -292 -292
64 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 3,0543.1k $245.1k $245.1k 0.00% Added +43 +43
65 Narus Financial Partners, LLC 0.06% of their portfolio SALT LAKE CITY, UT 2,7542.8k $221.0k $221.0k 0.06% New
66 Legacy Capital Wealth Partners, LLC 0.04% of their portfolio LITTLE ROCK, AR 2,6102.6k $209.5k $209.5k 0.04% New
67 ATWOOD & PALMER INC 0.01% of their portfolio KANSAS CITY, MO 1,7431.7k $139.9k $139.9k 0.01% Unchanged
68 Trust Co 0.01% of their portfolio MANHATTAN, KS 1,4451.4k $116.0k $116.0k 0.01% Added +181 +181
69 Kingdom Financial Group LLC. 0.02% of their portfolio PEORIA, AZ 876876 $70.3k $70.3k 0.02% Added +2 +2
70 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 492492 $39.5k $39.5k 0.00% Unchanged
71 IAG Wealth Partners, LLC 0.00% of their portfolio WAUKESHA, WI 401401 $32.2k $32.2k 0.00% Added +14 +14
72 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 280280 $22.5k $22.5k 0.00% New
73 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 215215 $17.3k $17.3k 0.00% New
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 190190 $15.2k $15.2k 0.00% Added +114 +114
75 Rialto Wealth Management, LLC 0.00% of their portfolio SYRACUSE, NY 179179 $14.4k $14.4k 0.00% Unchanged
76 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 171171 $13.7k $13.7k 0.00% New
77 MCF Advisors LLC 0.00% of their portfolio LEXINGTON, KY 161161 $12.9k $12.9k 0.00% Unchanged
78 Quest 10 Wealth Builders, Inc. 0.01% of their portfolio Fuquay-Varina, VA 113113 $9.1k $9.1k 0.01% New
79 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 6262 $5.0k $5.0k 0.00% Unchanged