Vault-13

AMERICAN CENTY ETF TR AVSU

AVANTIS RESPON U · ETP · CUSIP 025072281

73 institutional holders +1 vs Q2 2025
2,714,3722.7m shares reported held*
$199.7mreported value*
7 new 22 added 27 reduced 2 sold out net sold ≈ $75.6m (-1.0m 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 ≈ $73.59.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 12Q4 22: 29Q1 23: 32Q2 23: 34Q3 23: 33Q4 23: 42Q1 24: 48Q2 24: 55Q3 24: 56Q4 24: 64Q1 25: 72Q2 25: 72Q3 25: 7373Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202212
Q4 202229
Q1 202332
Q2 202334
Q3 202333
Q4 202342
Q1 202448
Q2 202455
Q3 202456
Q4 202464
Q1 202572
Q2 202572
Q3 202573

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 23: 21 bought or addedQ4 23: 9 cut or sold outQ1 24: 23 bought or addedQ1 24: 15 cut or sold outQ1 24Q2 24: 32 bought or addedQ2 24: 10 cut or sold outQ3 24: 30 bought or addedQ3 24: 16 cut or sold outQ3 24Q4 24: 29 bought or addedQ4 24: 16 cut or sold outQ1 25: 44 bought or addedQ1 25: 21 cut or sold outQ1 25Q2 25: 40 bought or addedQ2 25: 23 cut or sold outQ3 25: 29 bought or addedQ3 25: 29 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023219
Q1 20242315
Q2 20243210
Q3 20243016
Q4 20242916
Q1 20254421
Q2 20254023
Q3 20252929

Biggest buyers

MERCER GLOBAL ADVISORS INC /ADV Added +112,095+112.1k
Savant Capital, LLC New +28,217+28.2k
Highland Financial Advisors, LLC Added +18,012+18.0k
TWO SIGMA INVESTMENTS, LP New +17,700+17.7k
Focus Partners Wealth Added +14,402+14.4k
Focus Partners Advisor Solutions, LLC New +14,142+14.1k
Passive Capital Management, LLC. New +13,294+13.3k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +6,245+6.2k
Cetera Investment Advisers New +6,174+6.2k
Signature Resources Capital Management, LLC Added +5,635+5.6k

Biggest sellers

MASECO LLP Sold out -1,230,145-1.2m
HighTower Advisors, LLC Reduced -9,801-9.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -9,721-9.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -8,426-8.4k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -4,708-4.7k
HB Wealth Management, LLC Reduced -4,610-4.6k
Clarity Asset Management, Inc. Reduced -2,616-2.6k
Mariner, LLC Reduced -2,520-2.5k
LongView Asset Management LLC Reduced -2,443-2.4k
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC Reduced -2,034-2.0k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Clarity Asset Management, Inc. 17.43% of their portfolio AMES, IA 422,365422.4k $31.1m $31.1m 17.43% Reduced -2.6k -2,616
2 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 358,248358.2k $26.4m $26.4m 0.04% Added +14.4k +14,402
3 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 144,827144.8k $10.7m $10.7m 0.02% Added +6.2k +6,245
4 Highland Financial Advisors, LLC 2.86% of their portfolio WAYNE, NJ 135,444135.4k $10.0m $10.0m 2.86% Added +18.0k +18,012
5 Waverly Advisors, LLC 0.10% of their portfolio BIRMINGHAM, AL 133,425133.4k $9.8m $9.8m 0.10% Reduced -1.2k -1,191
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 133,042133.0k $9.8m $9.8m 0.00% Added +1.8k +1,765
7 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 126,052126.1k $9.3m $9.3m 0.02% Added +112.1k +112,095
8 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 115,255115.3k $8.5m $8.5m 0.01% Reduced -382 -382
9 Mariner, LLC 0.01% of their portfolio Overland Park, KS 97,46497.5k $7.2m $7.2m 0.01% Reduced -2.5k -2,520
10 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 95,37695.4k $7.0m $7.0m 0.01% Added +190 +190
11 Willow Creek Wealth Management Inc. 0.55% of their portfolio Sebastopol, CA 89,98590.0k $6.6m $6.6m 0.55% Reduced -1.8k -1,806
12 Northland Capital Management LLC 3.04% of their portfolio VIRGINIA, MN 70,67270.7k $5.2m $5.2m 3.04% Reduced -68 -68
13 AlTi Global, Inc. 0.09% of their portfolio NEW YORK, NY 50,52950.5k $3.7m $3.7m 0.09% Unchanged
14 Trademark Financial Management, LLC 1.96% of their portfolio Bloomington, MN 45,88245.9k $3.4m $3.4m 1.96% Reduced -471 -471
15 LongView Asset Management LLC 2.25% of their portfolio SANTA FE, NM 44,24544.2k $3.3m $3.3m 2.25% Reduced -2.4k -2,443
16 Wealthstream Advisors, Inc. 0.46% of their portfolio NEW YORK, NY 41,48641.5k $3.1m $3.1m 0.46% Added +3.0k +3,046
17 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 33,72233.7k $2.5m $2.5m 0.00% Reduced -9.8k -9,801
18 Trellis Wealth Advisors LLC 1.00% of their portfolio San Luis Obispo, CA 33,34633.3k $2.5m $2.5m 1.00% Reduced -65 -65
19 AWM CAPITAL, LLC 0.22% of their portfolio Phoenix, AZ 33,05833.1k $2.4m $2.4m 0.22% Added +84 +84
20 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 28,21728.2k $2.1m $2.1m 0.01% New
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 26,99527.0k $2.0m $2.0m 0.00% Reduced -9.7k -9,721
22 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 26,50526.5k $1.9m $1.9m 0.00% Added +1.8k +1,847
23 Vestment Financial LLC 1.05% of their portfolio CHANHASSEN, MN 24,86424.9k $1.8m $1.8m 1.05% Added +1.3k +1,291
24 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 23,44023.4k $1.7m $1.7m 0.01% Reduced -4.6k -4,610
25 Diversified Portfolios, Inc. 0.14% of their portfolio Bloomfield Hills, MI 21,39321.4k $1.6m $1.6m 0.14% Reduced -280 -280
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,26019.3k $1.4m $1.4m 0.00% Reduced -8.4k -8,426
27 VISTA CAPITAL PARTNERS, INC. 0.14% of their portfolio PORTLAND, OR 18,21618.2k $1.3m $1.3m 0.14% Reduced -1.3k -1,324
28 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 17,70017.7k $1.3m $1.3m 0.00% New
29 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 17,27917.3k $1.3m $1.3m 0.01% Added +1.6k +1,554
30 BFSG, LLC 0.12% of their portfolio IRVINE, CA 17,20917.2k $1.3m $1.3m 0.12% Added +3.7k +3,685
31 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 15,74615.7k $1.2m $1.2m 0.03% Reduced -135 -135
32 Hill Investment Group Partners, LLC 0.14% of their portfolio ST. LOUIS, MO 15,65515.7k $1.2m $1.2m 0.14% Reduced -1.2k -1,229
33 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 14,14214.1k $1.1m $1.1m 0.01% New
34 Passive Capital Management, LLC. 0.32% of their portfolio BALTIMORE, MD 13,29413.3k $978.0k $978.0k 0.32% New
35 Bridgewater Advisors Inc. 0.07% of their portfolio NEW YORK, NY 12,93512.9k $954.9k $954.9k 0.07% Added +2.2k +2,247
36 Kelman-Lazarov, Inc. 0.13% of their portfolio MEMPHIS, TN 11,99712.0k $882.6k $882.6k 0.13% Added +1.2k +1,159
37 FMB WEALTH MANAGEMENT 0.35% of their portfolio WESTLAKE VILLAGE, CA 11,26311.3k $828.6k $828.6k 0.35% Added +145 +145
38 ABLE Financial Group, LLC 0.17% of their portfolio SCOTTSDALE, AZ 10,89610.9k $801.6k $801.6k 0.17% Reduced -87 -87
39 LexAurum Advisors, LLC 0.11% of their portfolio OVERLAND PARK, KS 10,75210.8k $791.0k $791.0k 0.11% Reduced -255 -255
40 Burton Enright Welch 0.11% of their portfolio WALNUT CREEK, CA 10,03210.0k $738.0k $738.0k 0.11% Unchanged
41 Financial Advisors, LLC 0.13% of their portfolio ANDOVER, MA 9,6009.6k $706.2k $706.2k 0.13% Unchanged
42 EnRich Financial Partners LLC 0.20% of their portfolio MADISON, WI 9,3629.4k $688.7k $688.7k 0.20% Reduced -86 -86
43 Orion Capital Management LLC 0.23% of their portfolio CORONADO, CA 9,1569.2k $673.6k $673.6k 0.23% Unchanged
44 Oak Wealth Advisors LLC 0.39% of their portfolio NORTHBROOK, IL 9,0589.1k $666.4k $666.4k 0.39% Unchanged
45 North Ridge Wealth Advisors, Inc. 0.34% of their portfolio BEAVERTON, OR 8,1848.2k $602.1k $602.1k 0.34% Reduced -21 -21
46 Signature Resources Capital Management, LLC 0.27% of their portfolio NEWPORT BEACH, CA 6,5946.6k $485.1k $485.1k 0.27% Added +5.6k +5,635
47 Austin Asset Management Co Inc 0.08% of their portfolio AUSTIN, TX 6,2706.3k $461.3k $461.3k 0.08% Reduced -215 -215
48 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,1746.2k $454.2k $454.2k 0.00% New
49 Henrickson Nauta Wealth Advisors, Inc. 0.14% of their portfolio BELMONT, MI 6,0916.1k $448.1k $448.1k 0.14% Added +191 +191
50 Tortoise Investment Management, LLC 0.03% of their portfolio WHITE PLAINS, NY 5,3205.3k $391.4k $391.4k 0.03% Unchanged
51 Plancorp, LLC 0.01% of their portfolio SAINT LOUIS, MO 5,2505.2k $386.2k $386.2k 0.01% Unchanged
52 Sprinkle Financial Consultants LLC 0.21% of their portfolio LITTLETON, CO 5,2155.2k $383.6k $383.6k 0.21% Added +8 +8
53 TCI Wealth Advisors, Inc. 0.02% of their portfolio Tucson, AZ 5,0175.0k $369.1k $369.1k 0.02% Unchanged
54 Pacific Asset Management, LLC 0.24% of their portfolio Gig Harbor, WA 4,8534.9k $357.0k $357.0k 0.24% Reduced -56 -56
55 Team Hewins, LLC 0.12% of their portfolio FOSTER CITY, CA 4,7854.8k $352.1k $352.1k 0.12% Unchanged
56 Werba Rubin Papier Wealth Management 0.05% of their portfolio SAN JOSE, CA 4,1684.2k $306.6k $306.6k 0.05% Added +59 +59
57 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,0644.1k $299.0k $299.0k 0.00% Unchanged
58 QUARRY HILL ADVISORS, LLC 0.15% of their portfolio ST PAUL, MN 4,0444.0k $297.5k $297.5k 0.15% Reduced -158 -158
59 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.06% of their portfolio MINNEAPOLIS, MN 3,9524.0k $290.8k $290.8k 0.06% Reduced -2.0k -2,034
60 CORRECT CAPITAL WEALTH MANAGEMENT 0.05% of their portfolio CLAYTON, MO 3,8903.9k $286.2k $286.2k 0.05% Unchanged
61 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,5433.5k $260.6k $260.6k 0.00% New
62 MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio ST LOUIS, MO 3,3283.3k $244.8k $244.8k 0.00% Unchanged
63 CURIO WEALTH, LLC 0.07% of their portfolio ANNAPOLIS, MD 2,4582.5k $180.8k $180.8k 0.07% Added +284 +284
64 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio HILLSDALE, NY 2,2842.3k $168.0k $168.0k 0.06% Reduced -206 -206
65 True Wealth Design, LLC 0.05% of their portfolio AKRON, OH 2,0592.1k $151.5k $151.5k 0.05% Unchanged
66 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,9191.9k $141.2k $141.2k 0.00% Added +532 +532
67 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,5401.5k $113.0k $113.0k 0.00% Unchanged
68 ELEVATION WEALTH PARTNERS, LLC 0.03% of their portfolio WALNUT CREEK, CA 1,0061.0k $74.0k $74.0k 0.03% Added +22 +22
69 GRAND WEALTH MANAGEMENT, LLC 0.03% of their portfolio GRAND RAPIDS, MI 934934 $68.7k $68.7k 0.03% Unchanged
70 WealthCollab, LLC 0.03% of their portfolio BELLEVUE, WA 859859 $63.2k $63.2k 0.03% Unchanged
71 Fort Vancouver Investment Management, LLC 0.02% of their portfolio VANCOUVER, WA 607607 $44.7k $44.7k 0.02% Unchanged
72 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 411411 $30.2k $30.2k 0.00% Reduced -909 -909
73 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 164164 $12.1k $12.1k 0.00% New