Vault-13

AMERICAN CENTY ETF TR AVMV

AVANTIS US MID C · ETP · CUSIP 025072133

91 institutional holders +13 vs Q1 2026
6,916,2876.9m shares reported held*
$556.9mreported value*
17 new 48 added 10 reduced 5 sold out net bought ≈ $86.4m (+1.1m 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 ≈ $80.53.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q4 23: 3Q1 24: 7Q2 24: 15Q3 24: 21Q4 24: 28Q1 25: 44Q2 25: 47Q3 25: 54Q4 25: 67Q1 26: 78Q2 26: 9191Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20233
Q1 20247
Q2 202415
Q3 202421
Q4 202428
Q1 202544
Q2 202547
Q3 202554
Q4 202567
Q1 202678
Q2 202691

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 14 bought or addedQ3 24: 3 cut or sold outQ4 24: 19 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 36 bought or addedQ1 25: 3 cut or sold outQ2 25: 36 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 40 bought or addedQ3 25: 10 cut or sold outQ4 25: 46 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 55 bought or addedQ1 26: 12 cut or sold outQ2 26: 65 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024143
Q4 2024195
Q1 2025363
Q2 20253614
Q3 20254010
Q4 20254616
Q1 20265512
Q2 20266515

Biggest buyers

MORGAN STANLEY Added +137,425+137.4k
LPL Financial LLC Added +106,613+106.6k
AMERICAN CENTURY COMPANIES INC Added +106,041+106.0k
ECLECTIC ASSOCIATES INC /ADV Added +78,397+78.4k
COMMERCE BANK Added +78,383+78.4k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +65,036+65.0k
Allegheny Financial Group Added +64,981+65.0k
Corient Private Wealth LP Added +49,112+49.1k
Glenview Trust Co New +49,076+49.1k
FINANCIAL MANAGEMENT NETWORK INC Added +41,398+41.4k

Biggest sellers

Henderson Brothers Financial Partners, LLC Reduced -44,369-44.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -17,304-17.3k
B&D White Capital Company, LLC Reduced -13,564-13.6k
JANE STREET GROUP, LLC Sold out -4,003-4.0k
JPMORGAN CHASE & CO Sold out -2,062-2.1k
WMG Financial Advisors, LLC Reduced -1,950-1.9k
WELLS FARGO & COMPANY/MN Sold out -1,717-1.7k
Private Advisor Group, LLC Reduced -857-857
Advisory Services Network, LLC Sold out -110-110
Stegent Equity Advisors, Inc. Reduced -36-36

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Evensky & Katz LLC 3.14% of their portfolio CORAL GABLES, FL 753,800753.8k $60.7m $60.7m 3.14% Added +16.8k +16,803
2 ENZI WEALTH 18.26% of their portfolio AUSTIN, TX 715,903715.9k $57.7m $57.7m 18.26% Added +38.9k +38,894
3 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 545,799545.8k $44.0m $44.0m 0.02% Added +106.0k +106,041
4 ECLECTIC ASSOCIATES INC /ADV 4.46% of their portfolio FULLERTON, CA 486,208486.2k $39.2m $39.2m 4.46% Added +78.4k +78,397
5 Moisand Fitzgerald Tamayo, LLC 3.57% of their portfolio ORLANDO, FL 453,485453.5k $36.5m $36.5m 3.57% Added +8.8k +8,755
6 Three Arch Wealth Management LLC 4.96% of their portfolio IRVINE, CA 401,168401.2k $32.3m $32.3m 4.96% Added +17.7k +17,657
7 Falcon Wealth Planning 1.67% of their portfolio Ontario, CA 326,922326.9k $26.3m $26.3m 1.67% Added +8.6k +8,567
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 295,809295.8k $23.8m $23.8m 0.01% Added +65.0k +65,036
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 225,531225.5k $18.2m $18.2m 0.00% Added +106.6k +106,613
10 COMMERCE BANK 0.07% of their portfolio KANSAS CITY, MO 201,998202.0k $16.3m $16.3m 0.07% Added +78.4k +78,383
11 FINANCIAL MANAGEMENT NETWORK INC 2.19% of their portfolio MISSION VIEJO, CA 188,845188.8k $15.3m $15.3m 2.19% Added +41.4k +41,398
12 Family Investment Center, Inc. 2.31% of their portfolio Saint Joseph, MO 172,975173.0k $13.9m $13.9m 2.31% Added +12.1k +12,058
13 Prosperity Planning, Inc. 2.90% of their portfolio NORTH KANSAS CITY, MO 157,113157.1k $12.7m $12.7m 2.90% Added +11.4k +11,395
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 137,447137.4k $11.1m $11.1m 0.00% Added +137.4k +137,425
15 WMG Financial Advisors, LLC 4.14% of their portfolio Knoxville, TN 136,540136.5k $11.0m $11.0m 4.14% Reduced -1.9k -1,950
16 IHT Wealth Management, LLC 0.21% of their portfolio Chicago, IL 119,943119.9k $9.7m $9.7m 0.21% Added +746 +746
17 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 112,158112.2k $9.0m $9.0m 0.00% Added +40.5k +40,498
18 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 110,524110.5k $8.9m $8.9m 0.01% Added +49.1k +49,112
19 Rialto Wealth Management, LLC 1.65% of their portfolio SYRACUSE, NY 103,572103.6k $8.3m $8.3m 1.65% Added +4.9k +4,918
20 Quadcap Wealth Management, LLC 0.79% of their portfolio Frisco, TX 100,661100.7k $8.1m $8.1m 0.79% Added +2.0k +2,008
21 B&D White Capital Company, LLC 0.78% of their portfolio Lakeway, TX 96,92496.9k $7.8m $7.8m 0.78% Reduced -13.6k -13,564
22 Team Financial Group, LLC 3.29% of their portfolio TEMECULA, CA 96,36396.4k $7.8m $7.8m 3.29% Added +4.8k +4,789
23 Maridea Wealth Management LLC 0.73% of their portfolio BROOKLYN, NY 83,66683.7k $6.7m $6.7m 0.73% Added +2.5k +2,547
24 Allegheny Financial Group 0.69% of their portfolio Pittsburgh, PA 80,91980.9k $6.5m $6.5m 0.69% Added +65.0k +64,981
25 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 63,24563.2k $5.1m $5.1m 0.04% Added +8.2k +8,172
26 Triangle Securities Wealth Management 0.96% of their portfolio RALEIGH, NC 60,28360.3k $4.9m $4.9m 0.96% Added +13.0k +13,021
27 Glenview Trust Co 0.05% of their portfolio Louisville, KY 49,07649.1k $4.0m $4.0m 0.05% New
28 Henderson Brothers Financial Partners, LLC 1.72% of their portfolio PITTSBURGH, PA 45,03845.0k $3.6m $3.6m 1.72% Reduced -44.4k -44,369
29 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 41,15141.2k $3.3m $3.3m 0.00% Added +9.9k +9,899
30 Premier Path Wealth Partners, LLC 0.34% of their portfolio MADISON, NJ 37,03337.0k $3.0m $3.0m 0.34% Added +5.3k +5,274
31 FIRST NATIONAL BANK SIOUX FALLS 0.77% of their portfolio SIOUX FALLS, SD 36,72336.7k $2.8m $2.8m 0.77% Unchanged
32 PEAPACK GLADSTONE FINANCIAL CORP 0.03% of their portfolio BEDMINSTER, NJ 36,43536.4k $2.9m $2.9m 0.03% Added +7.3k +7,289
33 Chicago Partners Investment Group LLC 0.05% of their portfolio CHICAGO, IL 30,24830.2k $2.4m $2.4m 0.05% Added +1.1k +1,071
34 Haven Private, LLC 0.80% of their portfolio ORLANDO, FL 26,12026.1k $2.1m $2.1m 0.80% Added +3.6k +3,611
35 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 22,40022.4k $1.8m $1.8m 0.00% New
36 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.12% of their portfolio ST. LOUIS, MO 21,18521.2k $1.7m $1.7m 0.12% Added +7.7k +7,701
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,25518.3k $1.5m $1.5m 0.00% Added +2.0k +2,015
38 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 17,72517.7k $1.4m $1.4m 0.01% Added +15.8k +15,786
39 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 17,28817.3k $1.4m $1.4m 0.01% New
40 WORLD EQUITY GROUP, INC. 0.31% of their portfolio SCHAUMBURG, IL 17,27817.3k $1.4m $1.4m 0.31% New
41 Herold Advisors, Inc. 0.27% of their portfolio New York, NY 17,04617.0k $1.4m $1.4m 0.27% Added +2.5k +2,465
42 Nvest Wealth Strategies, Inc. 0.77% of their portfolio POWELL, OH 15,17815.2k $1.2m $1.2m 0.77% Added +317 +317
43 Networth Advisors, LLC 0.66% of their portfolio CANONSBURG, PA 14,10514.1k $1.1m $1.1m 0.66% New
44 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 12,89612.9k $1.0m $1.0m 0.00% Added +1.2k +1,193
45 Legacy Capital Wealth Partners, LLC 0.18% of their portfolio LITTLE ROCK, AR 11,97212.0k $964.2k $964.2k 0.18% Reduced -10 -10
46 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 11,35611.4k $915.0k $915.0k 0.02% Reduced -35 -35
47 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 10,67710.7k $859.8k $859.8k 0.01% First filing
48 SEEDS INVESTOR LLC 0.08% of their portfolio NEW YORK, NY 9,98010.0k $803.7k $803.7k 0.08% Added +2.8k +2,816
49 Wedmont Private Capital 0.02% of their portfolio WEST CHESTER, PA 9,6309.6k $775.9k $775.9k 0.02% Added +415 +415
50 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 9,4319.4k $767.3k $767.3k 0.01% New
51 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 9,4319.4k $767.3k $767.3k 0.01% Added +1.4k +1,411
52 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 9,2439.2k $744.4k $744.4k 0.00% New
53 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 9,1029.1k $733.0k $733.0k 0.00% Added +593 +593
54 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,9367.9k $640.0k $640.0k 0.00% New
55 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 7,7467.7k $623.8k $623.8k 0.00% New
56 PACES FERRY WEALTH ADVISORS, LLC 0.21% of their portfolio ATLANTA, GA 6,9216.9k $557.4k $557.4k 0.21% Unchanged
57 GUYASUTA INVESTMENT ADVISORS INC 0.03% of their portfolio PITTSBURGH, PA 6,8866.9k $554.6k $554.6k 0.03% Unchanged
58 ProCore Advisors, LLC 0.68% of their portfolio NEWPORT BEACH, CA 6,8216.8k $549.3k $549.3k 0.68% Added +560 +560
59 Plancorp, LLC 0.01% of their portfolio SAINT LOUIS, MO 6,7306.7k $543.0k $543.0k 0.01% Unchanged
60 Signature Resources Capital Management, LLC 0.21% of their portfolio NEWPORT BEACH, CA 6,6136.6k $532.6k $532.6k 0.21% Added +404 +404
61 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 6,4086.4k $516.0k $516.0k 0.00% Added +708 +708
62 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 6,3596.4k $512.1k $512.1k 0.00% Unchanged
63 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 6,0136.0k $484.3k $484.3k 0.00% Added +5.0k +5,049
64 HARBOR INVESTMENT ADVISORY, LLC 0.03% of their portfolio LUTHERVILLE, MD 5,6515.7k $455.1k $455.1k 0.03% Added +2.9k +2,900
65 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 5,1855.2k $417.6k $417.6k 0.01% Reduced -27 -27
66 LexAurum Advisors, LLC 0.05% of their portfolio OVERLAND PARK, KS 4,9915.0k $401.9k $401.9k 0.05% Reduced -19 -19
67 NWAM LLC 0.02% of their portfolio MERCER ISLAND, WA 4,5164.5k $363.7k $363.7k 0.02% New
68 Stegent Equity Advisors, Inc. 0.24% of their portfolio HOUSTON, TX 4,2204.2k $339.9k $339.9k 0.24% Reduced -36 -36
69 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 3,8133.8k $307.1k $307.1k 0.00% Reduced -857 -857
70 J. M. Brown & Associates Inc. 0.17% of their portfolio TULSA, OK 3,7233.7k $299.8k $299.8k 0.17% First filing
71 Paragon Advisors, LLC 0.06% of their portfolio COLLEGE STATION, TX 3,7163.7k $299.3k $299.3k 0.06% Unchanged
72 Bedel Financial Consulting, Inc. 0.03% of their portfolio INDIANAPOLIS, IN 3,5123.5k $282.8k $282.8k 0.03% New
73 PFG Advisors 0.01% of their portfolio Phoenix, AZ 3,3923.4k $273.2k $273.2k 0.01% Unchanged
74 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 2,9042.9k $234.0k $234.0k 0.00% New
75 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 2,8202.8k $227.1k $227.1k 0.00% New
76 FAS Wealth Partners, Inc. 0.00% of their portfolio LEAWOOD, KS 803803 $64.7k $64.7k 0.00% Added +3 +3
77 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 750750 $60.4k $60.4k 0.00% Unchanged
78 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 642642 $51.7k $51.7k 0.01% Added +68 +68
79 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 637637 $51.3k $51.3k 0.00% Added +2 +2
80 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 619619 $49.9k $49.9k 0.00% Unchanged
81 Medallion Wealth Advisors, LLC 0.01% of their portfolio FARMINGTON, CT 529529 $42.6k $42.6k 0.01% Unchanged
82 KELLEHER FINANCIAL ADVISORS 0.00% of their portfolio NEW YORK, NY 417417 $33.6k $33.6k 0.00% New
83 CX Institutional 0.00% of their portfolio AUBURN, IN 408408 $33.0k $33.0k 0.00% New
84 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 296296 $23.8k $23.8k 0.00% New
85 1620 INVESTMENT ADVISORS, INC. 0.01% of their portfolio PLYMOUTH, MA 160160 $12.9k $12.9k 0.01% Unchanged
86 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 147147 $12.0k $12.0k 0.00% Added +27 +27
87 Acumen Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 100100 $8.1k $8.1k 0.00% New
88 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 5050 $4.0k $4.0k 0.00% Unchanged
89 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 3030 $2.4k $2.4k 0.00% Unchanged
90 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1010 $805 $805 0.00% Reduced -7 -7
91 Lodestone Wealth Management LLC 0.00% of their portfolio SPOKANE, WA 1010 $813 $813 0.00% Unchanged