Vault-13

AMERICAN CENTY ETF TR AVSU

AVANTIS RESPON U · ETP · CUSIP 025072281

82 institutional holders +6 vs Q4 2025
3,817,4643.8m shares reported held*
$282.8mreported value*
8 new 32 added 25 reduced 3 sold out net bought ≈ $74.2m (+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 ≈ $74.08.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 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: 73Q4 25: 76Q1 26: 8282Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 202576
Q1 202682

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q2 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 25Q4 25: 37 bought or addedQ4 25: 23 cut or sold outQ1 26: 40 bought or addedQ1 26: 28 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243210
Q3 20243016
Q4 20242916
Q1 20254421
Q2 20254023
Q3 20252929
Q4 20253723
Q1 20264028

Biggest buyers

MASECO LLP New +1,292,915+1.3m
EP Wealth Advisors, LLC New +37,617+37.6k
MERCER GLOBAL ADVISORS INC /ADV Added +31,512+31.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +24,850+24.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +24,084+24.1k
Modern Wealth Management, LLC Added +16,573+16.6k
Highland Financial Advisors, LLC Added +14,292+14.3k
MORGAN STANLEY Added +13,249+13.2k
Beacon Pointe Advisors, LLC New +9,600+9.6k
HighTower Advisors, LLC Added +5,273+5.3k

Biggest sellers

Clarity Asset Management, Inc. Reduced -290,323-290.3k
Corient Private Wealth LP Reduced -96,097-96.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -29,224-29.2k
CITADEL ADVISORS LLC Reduced -21,647-21.6k
Passive Capital Management, LLC. Sold out -13,564-13.6k
Mariner, LLC Reduced -7,856-7.9k
Henrickson Nauta Wealth Advisors, Inc. Reduced -6,091-6.1k
Waverly Advisors, LLC Reduced -4,809-4.8k
HB Wealth Management, LLC Reduced -4,043-4.0k
Northland Capital Management LLC Reduced -3,999-4.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MASECO LLP 3.00% of their portfolio LONDON, X0 1,292,9151.3m $95.6m $95.6m 3.00% New
2 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 351,223351.2k $26.0m $26.0m 0.03% Unchanged
3 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 184,748184.7k $13.7m $13.7m 0.02% Added +31.5k +31,512
4 Highland Financial Advisors, LLC 2.95% of their portfolio WAYNE, NJ 151,038151.0k $11.2m $11.2m 2.95% Added +14.3k +14,292
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 139,975140.0k $10.3m $10.3m 0.01% Added +24.9k +24,850
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 132,029132.0k $9.8m $9.8m 0.00% Reduced -2.9k -2,888
7 Clarity Asset Management, Inc. 4.82% of their portfolio AMES, IA 128,901128.9k $9.5m $9.5m 4.82% Reduced -290.3k -290,323
8 Waverly Advisors, LLC 0.07% of their portfolio BIRMINGHAM, AL 128,440128.4k $9.5m $9.5m 0.07% Reduced -4.8k -4,809
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 124,415124.4k $9.3m $9.3m 0.02% Reduced -29.2k -29,224
10 Trailhead Planners LLC 7.76% of their portfolio EDINA, MN 109,404109.4k $8.1m $8.1m 7.76% Added +1.7k +1,655
11 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 95,60195.6k $7.1m $7.1m 0.01% Reduced -96.1k -96,097
12 Northland Capital Management LLC 2.90% of their portfolio VIRGINIA, MN 71,85171.9k $5.3m $5.3m 2.90% Reduced -4.0k -3,999
13 AlTi Global, Inc. 0.08% of their portfolio NEW YORK, NY 50,52950.5k $3.7m $3.7m 0.08% Unchanged
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 44,76444.8k $3.3m $3.3m 0.00% Added +24.1k +24,084
15 Greenspring Advisors, LLC 0.19% of their portfolio Towson, MD 43,19543.2k $3.2m $3.2m 0.19% Added +1.0k +1,012
16 Mariner, LLC 0.00% of their portfolio Overland Park, KS 38,60338.6k $2.9m $2.9m 0.00% Reduced -7.9k -7,856
17 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 37,61737.6k $2.8m $2.8m 0.01% New
18 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 37,50637.5k $2.8m $2.8m 0.00% Added +5.3k +5,273
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 35,19035.2k $2.6m $2.6m 0.00% Added +2.8k +2,819
20 AWM CAPITAL, LLC 0.22% of their portfolio Phoenix, AZ 33,08033.1k $2.4m $2.4m 0.22% Added +10 +10
21 Trellis Wealth Advisors LLC 0.90% of their portfolio San Luis Obispo, CA 31,90931.9k $2.4m $2.4m 0.90% Reduced -1.3k -1,310
22 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 29,10129.1k $2.2m $2.2m 0.00% Added +2.6k +2,596
23 Hill Investment Group Partners, LLC 0.22% of their portfolio ST. LOUIS, MO 26,72226.7k $2.0m $2.0m 0.22% Added +3.0k +3,038
24 Vestment Financial LLC 1.02% of their portfolio CHANHASSEN, MN 26,45926.5k $2.2m $2.2m 1.02% Added +2.3k +2,280
25 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 25,34225.3k $1.9m $1.9m 0.01% Reduced -328 -328
26 BFSG, LLC 0.15% of their portfolio IRVINE, CA 21,73021.7k $1.6m $1.6m 0.15% Added +2.1k +2,117
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 21,61821.6k $1.6m $1.6m 0.00% Added +13.2k +13,249
28 Diversified Portfolios, Inc. 0.13% of their portfolio Bloomfield Hills, MI 21,39321.4k $1.6m $1.6m 0.13% Unchanged
29 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 21,13021.1k $1.6m $1.6m 0.01% Reduced -4.0k -4,043
30 Kelman-Lazarov, Inc. 0.22% of their portfolio MEMPHIS, TN 21,05921.1k $1.6m $1.6m 0.22% Added +1.5k +1,522
31 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 21,00621.0k $1.6m $1.6m 0.03% Added +16.6k +16,573
32 Burton Enright Welch 0.19% of their portfolio WALNUT CREEK, CA 19,36619.4k $1.4m $1.4m 0.19% Added +711 +711
33 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 19,06719.1k $1.4m $1.4m 0.01% Reduced -955 -955
34 VISTA CAPITAL PARTNERS, INC. 0.14% of their portfolio PORTLAND, OR 18,21618.2k $1.3m $1.3m 0.14% Unchanged
35 Bridgewater Advisors Inc. 0.08% of their portfolio NEW YORK, NY 15,59015.6k $1.3m $1.3m 0.08% Added +88 +88
36 Financial Plan, Inc. 0.11% of their portfolio BELLINGHAM, WA 14,20414.2k $1.1m $1.1m 0.11% Added +324 +324
37 JOURNEY STRATEGIC WEALTH LLC 0.02% of their portfolio SUMMIT, NJ 12,50712.5k $924.6k $924.6k 0.02% Reduced -781 -781
38 FMB WEALTH MANAGEMENT 0.35% of their portfolio WESTLAKE VILLAGE, CA 11,58111.6k $856.1k $856.1k 0.35% Added +318 +318
39 ABLE Financial Group, LLC 0.17% of their portfolio SCOTTSDALE, AZ 11,41611.4k $843.9k $843.9k 0.17% Reduced -11 -11
40 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 10,92010.9k $807.3k $807.3k 0.01% Reduced -54 -54
41 LexAurum Advisors, LLC 0.10% of their portfolio OVERLAND PARK, KS 9,9129.9k $732.8k $732.8k 0.10% First filing
42 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 9,6009.6k $709.7k $709.7k 0.00% New
43 Orion Capital Management LLC 0.24% of their portfolio CORONADO, CA 9,2219.2k $681.7k $681.7k 0.24% Added +65 +65
44 EnRich Financial Partners LLC 0.18% of their portfolio MADISON, WI 9,0659.1k $670.1k $670.1k 0.18% Reduced -147 -147
45 Oak Wealth Advisors LLC 0.35% of their portfolio NORTHBROOK, IL 8,6358.6k $638.3k $638.3k 0.35% Unchanged
46 Signature Resources Capital Management, LLC 0.29% of their portfolio NEWPORT BEACH, CA 8,4208.4k $622.4k $622.4k 0.29% Unchanged
47 North Ridge Wealth Advisors, Inc. 0.33% of their portfolio BEAVERTON, OR 7,8687.9k $581.6k $581.6k 0.33% Unchanged
48 QUARRY HILL ADVISORS, LLC 0.26% of their portfolio ST PAUL, MN 7,6067.6k $620.6k $620.6k 0.26% Reduced -2.4k -2,410
49 Trademark Financial Management, LLC 0.24% of their portfolio Bloomington, MN 6,6586.7k $492.2k $492.2k 0.24% Reduced -321 -321
50 Henrickson Nauta Wealth Advisors, Inc. 0.13% of their portfolio BELMONT, MI 6,0916.1k $450.3k $450.3k 0.13% Reduced -6.1k -6,091
51 Torren Management, LLC 0.22% of their portfolio SAN DIEGO, CA 5,9265.9k $438.1k $438.1k 0.22% Reduced -2.2k -2,235
52 Austin Asset Management Co Inc 0.07% of their portfolio AUSTIN, TX 5,9105.9k $436.9k $436.9k 0.07% Reduced -360 -360
53 Tortoise Investment Management, LLC 0.03% of their portfolio WHITE PLAINS, NY 5,3205.3k $393.3k $393.3k 0.03% Unchanged
54 Plancorp, LLC 0.01% of their portfolio SAINT LOUIS, MO 5,2505.2k $409.7k $409.7k 0.01% Unchanged
55 Sprinkle Financial Consultants LLC 0.18% of their portfolio LITTLETON, CO 5,2315.2k $386.7k $386.7k 0.18% Added +7 +7
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,0335.0k $372.1k $372.1k 0.00% Reduced -21.6k -21,647
57 TCI Wealth Advisors, Inc. 0.02% of their portfolio Tucson, AZ 5,0175.0k $370.9k $370.9k 0.02% Unchanged
58 Pacific Asset Management, LLC 0.20% of their portfolio Gig Harbor, WA 4,8784.9k $360.6k $360.6k 0.20% Added +11 +11
59 Team Hewins, LLC 0.11% of their portfolio FOSTER CITY, CA 4,8394.8k $357.8k $357.8k 0.11% Added +53 +53
60 PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 0.32% of their portfolio VIENNA, VA 4,8324.8k $357.2k $357.2k 0.32% Added +213 +213
61 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 4,4214.4k $326.8k $326.8k 0.00% Reduced -1.4k -1,404
62 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.06% of their portfolio MINNEAPOLIS, MN 4,0504.0k $299.4k $299.4k 0.06% Added +87 +87
63 CORRECT CAPITAL WEALTH MANAGEMENT 0.05% of their portfolio CLAYTON, MO 3,8903.9k $287.5k $287.5k 0.05% Unchanged
64 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,8133.8k $281.9k $281.9k 0.00% Reduced -3.9k -3,945
65 Wealth Enhancement Trust Services, Inc. 0.03% of their portfolio SIOUX FALLS, SD 3,7083.7k $274.1k $274.1k 0.03% Reduced -872 -872
66 Indivisible Partners 0.02% of their portfolio CLEARWATER, FL 3,6643.7k $270.9k $270.9k 0.02% New
67 Werba Rubin Papier Wealth Management 0.04% of their portfolio SAN JOSE, CA 3,6323.6k $268.5k $268.5k 0.04% New
68 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 3,1073.1k $229.7k $229.7k 0.00% New
69 Sanchez Levi Garrett 0.14% of their portfolio BELLEVUE, WA 3,0573.1k $226.0k $226.0k 0.14% First filing
70 MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio ST LOUIS, MO 2,7842.8k $205.8k $205.8k 0.00% Unchanged
71 CURIO WEALTH, LLC 0.07% of their portfolio ANNAPOLIS, MD 2,5762.6k $190.4k $190.4k 0.07% Unchanged
72 True Wealth Design, LLC 0.05% of their portfolio AKRON, OH 2,3742.4k $175.5k $175.5k 0.05% Added +165 +165
73 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,0242.0k $149.6k $149.6k 0.00% Added +132 +132
74 WealthCollab, LLC 0.05% of their portfolio BELLEVUE, WA 1,6551.7k $122.3k $122.3k 0.05% Added +796 +796
75 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,5401.5k $113.8k $113.8k 0.00% Unchanged
76 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,0341.0k $74.1k $74.1k 0.00% New
77 ELEVATION WEALTH PARTNERS, LLC 0.03% of their portfolio WALNUT CREEK, CA 1,0111.0k $74.8k $74.8k 0.03% Added +2 +2
78 Fort Vancouver Investment Management, LLC 0.03% of their portfolio VANCOUVER, WA 703703 $52.0k $52.0k 0.03% Added +44 +44
79 GRAND WEALTH MANAGEMENT, LLC 0.02% of their portfolio GRAND RAPIDS, MI 675675 $49.9k $49.9k 0.02% Reduced -193 -193
80 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 549549 $40.6k $40.6k 0.00% Added +8 +8
81 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 361361 $26.7k $26.7k 0.00% New
82 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 164164 $12.2k $12.2k 0.00% Unchanged