Vault-13

AMERICAN CENTY ETF TR AVSU

AVANTIS RESPON U · ETP · CUSIP 025072281

90 institutional holders +8 vs Q1 2026
3,461,2893.5m shares reported held*
$306.3mreported value*
14 new 30 added 33 reduced 3 sold out net sold ≈ $30.0m (-334.3k 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 ≈ $88.49.

Trends to Q2 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: 82Q2 26: 9090Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202690

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 30 bought or addedQ3 24: 16 cut or sold outQ4 24: 29 bought or addedQ4 24: 16 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 21 cut or sold outQ2 25: 40 bought or addedQ2 25: 23 cut or sold outQ2 25Q3 25: 29 bought or addedQ3 25: 29 cut or sold outQ4 25: 37 bought or addedQ4 25: 23 cut or sold outQ4 25Q1 26: 40 bought or addedQ1 26: 28 cut or sold outQ2 26: 44 bought or addedQ2 26: 36 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243016
Q4 20242916
Q1 20254421
Q2 20254023
Q3 20252929
Q4 20253723
Q1 20264028
Q2 20264436

Biggest buyers

Freedom Day Solutions, LLC New +63,253+63.3k
Highland Financial Advisors, LLC Added +24,004+24.0k
MERCER GLOBAL ADVISORS INC /ADV Added +21,179+21.2k
FIDUCIARY FINANCIAL ADVISORS New +20,916+20.9k
Passive Capital Management, LLC. New +13,564+13.6k
Modern Wealth Management, LLC Added +12,755+12.8k
MASECO LLP Added +12,550+12.6k
GTS SECURITIES LLC New +6,948+6.9k
Silver Oak Advisory Group, Inc. New +6,409+6.4k
TWO SIGMA INVESTMENTS, LP New +5,600+5.6k

Biggest sellers

Focus Partners Wealth Reduced -285,772-285.8k
Clarity Asset Management, Inc. Reduced -65,792-65.8k
Trailhead Planners LLC Reduced -57,239-57.2k
Corient Private Wealth LP Reduced -39,878-39.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -31,695-31.7k
Northland Capital Management LLC Reduced -27,660-27.7k
MORGAN STANLEY Reduced -13,249-13.2k
LPL Financial LLC Reduced -6,246-6.2k
HighTower Advisors, LLC Reduced -5,244-5.2k
Waverly Advisors, LLC Reduced -4,215-4.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MASECO LLP 3.25% of their portfolio LONDON, X0 1,305,4651.3m $115.6m $115.6m 3.25% Added +12.6k +12,550
2 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 205,927205.9k $18.2m $18.2m 0.02% Added +21.2k +21,179
3 Highland Financial Advisors, LLC 3.41% of their portfolio WAYNE, NJ 175,042175.0k $15.5m $15.5m 3.41% Added +24.0k +24,004
4 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 137,229137.2k $12.1m $12.1m 0.02% Reduced -2.7k -2,746
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 125,783125.8k $11.1m $11.1m 0.00% Reduced -6.2k -6,246
6 Waverly Advisors, LLC 0.06% of their portfolio BIRMINGHAM, AL 124,225124.2k $11.0m $11.0m 0.06% Reduced -4.2k -4,215
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 123,295123.3k $10.9m $10.9m 0.02% Reduced -1.1k -1,120
8 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 65,45165.5k $5.8m $5.8m 0.01% Reduced -285.8k -285,772
9 Freedom Day Solutions, LLC 1.24% of their portfolio HOUSTON, TX 63,25363.3k $5.6m $5.6m 1.24% New
10 Clarity Asset Management, Inc. 2.74% of their portfolio AMES, IA 63,10963.1k $5.6m $5.6m 2.74% Reduced -65.8k -65,792
11 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 55,72355.7k $4.9m $4.9m 0.01% Reduced -39.9k -39,878
12 Trailhead Planners LLC 4.46% of their portfolio EDINA, MN 52,16552.2k $4.6m $4.6m 4.46% Reduced -57.2k -57,239
13 AlTi Global, Inc. 0.09% of their portfolio NEW YORK, NY 50,52950.5k $4.5m $4.5m 0.09% Unchanged
14 Northland Capital Management LLC 2.11% of their portfolio VIRGINIA, MN 44,19144.2k $3.9m $3.9m 2.11% Reduced -27.7k -27,660
15 Greenspring Advisors, LLC 0.21% of their portfolio Towson, MD 42,51542.5k $3.8m $3.8m 0.21% Reduced -680 -680
16 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 39,43939.4k $3.5m $3.5m 0.01% Added +1.8k +1,822
17 Mariner, LLC 0.00% of their portfolio Overland Park, KS 38,18938.2k $3.4m $3.4m 0.00% Reduced -414 -414
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 37,85137.9k $3.4m $3.4m 0.00% Added +2.7k +2,661
19 Modern Wealth Management, LLC 0.04% of their portfolio KANSAS CITY, MO 33,76133.8k $3.0m $3.0m 0.04% Added +12.8k +12,755
20 AWM CAPITAL, LLC 0.23% of their portfolio Phoenix, AZ 33,09133.1k $2.9m $2.9m 0.23% Added +11 +11
21 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 32,26232.3k $2.9m $2.9m 0.00% Reduced -5.2k -5,244
22 Trellis Wealth Advisors LLC 0.97% of their portfolio San Luis Obispo, CA 31,91231.9k $2.8m $2.8m 0.97% Added +3 +3
23 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 31,78631.8k $2.8m $2.8m 0.00% Added +2.7k +2,685
24 Vestment Financial LLC 1.15% of their portfolio CHANHASSEN, MN 29,04329.0k $2.6m $2.6m 1.15% Added +2.6k +2,584
25 Hill Investment Group Partners, LLC 0.24% of their portfolio ST. LOUIS, MO 26,68926.7k $2.4m $2.4m 0.24% Reduced -33 -33
26 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 23,44323.4k $2.1m $2.1m 0.01% Reduced -1.9k -1,899
27 BFSG, LLC 0.17% of their portfolio IRVINE, CA 21,88621.9k $1.9m $1.9m 0.17% Added +156 +156
28 Diversified Portfolios, Inc. 0.14% of their portfolio Bloomfield Hills, MI 21,39321.4k $1.9m $1.9m 0.14% Unchanged
29 Kelman-Lazarov, Inc. 0.25% of their portfolio MEMPHIS, TN 21,18721.2k $1.9m $1.9m 0.25% Added +128 +128
30 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 21,13221.1k $1.9m $1.9m 0.01% Added +2 +2
31 FIDUCIARY FINANCIAL ADVISORS 0.19% of their portfolio GRAND RAPIDS, MI 20,91620.9k $1.9m $1.9m 0.19% New
32 Burton Enright Welch 0.20% of their portfolio WALNUT CREEK, CA 19,13519.1k $1.7m $1.7m 0.20% Reduced -231 -231
33 VISTA CAPITAL PARTNERS, INC. 0.14% of their portfolio PORTLAND, OR 18,19118.2k $1.6m $1.6m 0.14% Reduced -25 -25
34 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 17,82817.8k $1.6m $1.6m 0.01% Reduced -1.2k -1,239
35 Bridgewater Advisors Inc. 0.08% of their portfolio NEW YORK, NY 16,19016.2k $1.4m $1.4m 0.08% Added +600 +600
36 Financial Plan, Inc. 0.12% of their portfolio BELLINGHAM, WA 14,24914.2k $1.3m $1.3m 0.12% Added +45 +45
37 Passive Capital Management, LLC. 0.32% of their portfolio BALTIMORE, MD 13,56413.6k $1.0m $1.0m 0.32% New
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,06913.1k $1.2m $1.2m 0.00% Reduced -31.7k -31,695
39 FMB WEALTH MANAGEMENT 0.38% of their portfolio WESTLAKE VILLAGE, CA 11,58111.6k $1.0m $1.0m 0.38% Unchanged
40 ABLE Financial Group, LLC 0.17% of their portfolio SCOTTSDALE, AZ 11,15111.2k $987.1k $987.1k 0.17% Reduced -265 -265
41 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 10,78810.8k $955.0k $955.0k 0.01% Reduced -132 -132
42 LexAurum Advisors, LLC 0.11% of their portfolio OVERLAND PARK, KS 10,62910.6k $940.9k $940.9k 0.11% Added +717 +717
43 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 9,6009.6k $849.8k $849.8k 0.00% Unchanged
44 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 9,2729.3k $820.7k $820.7k 0.00% Added +5.5k +5,459
45 Orion Capital Management LLC 0.25% of their portfolio CORONADO, CA 9,2389.2k $817.7k $817.7k 0.25% Added +17 +17
46 EnRich Financial Partners LLC 0.18% of their portfolio MADISON, WI 8,5518.6k $756.9k $756.9k 0.18% Reduced -514 -514
47 Signature Resources Capital Management, LLC 0.29% of their portfolio NEWPORT BEACH, CA 8,4208.4k $745.3k $745.3k 0.29% Unchanged
48 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,3698.4k $740.8k $740.8k 0.00% Reduced -13.2k -13,249
49 Oak Wealth Advisors LLC 0.32% of their portfolio NORTHBROOK, IL 7,6087.6k $673.5k $673.5k 0.32% Reduced -1.0k -1,027
50 QUARRY HILL ADVISORS, LLC 0.25% of their portfolio ST PAUL, MN 7,2717.3k $643.6k $643.6k 0.25% Reduced -335 -335
51 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 6,9486.9k $615.0k $615.0k 0.01% New
52 Silver Oak Advisory Group, Inc. 0.22% of their portfolio PORTLAND, OR 6,4096.4k $567.0k $567.0k 0.22% New
53 Trademark Financial Management, LLC 0.23% of their portfolio Bloomington, MN 6,3656.4k $563.4k $563.4k 0.23% Reduced -293 -293
54 Henrickson Nauta Wealth Advisors, Inc. 0.13% of their portfolio BELMONT, MI 6,0916.1k $539.2k $539.2k 0.13% Unchanged
55 Torren Management, LLC 0.27% of their portfolio SAN DIEGO, CA 5,9285.9k $524.7k $524.7k 0.27% Added +2 +2
56 Austin Asset Management Co Inc 0.07% of their portfolio AUSTIN, TX 5,9105.9k $523.2k $523.2k 0.07% Unchanged
57 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,8675.9k $519.3k $519.3k 0.00% Added +834 +834
58 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 5,6005.6k $495.7k $495.7k 0.00% New
59 Tortoise Investment Management, LLC 0.04% of their portfolio WHITE PLAINS, NY 5,3205.3k $470.9k $470.9k 0.04% Unchanged
60 Plancorp, LLC 0.01% of their portfolio SAINT LOUIS, MO 5,2505.2k $460.4k $460.4k 0.01% Unchanged
61 Sprinkle Financial Consultants LLC 0.18% of their portfolio LITTLETON, CO 5,2395.2k $463.7k $463.7k 0.18% Added +8 +8
62 TCI Wealth Advisors, Inc. 0.02% of their portfolio Tucson, AZ 5,0175.0k $444.1k $444.1k 0.02% Unchanged
63 PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 0.34% of their portfolio VIENNA, VA 4,9675.0k $439.6k $439.6k 0.34% Added +135 +135
64 Team Hewins, LLC 0.12% of their portfolio FOSTER CITY, CA 4,8404.8k $428.4k $428.4k 0.12% Added +1 +1
65 Pacific Asset Management, LLC 0.21% of their portfolio Gig Harbor, WA 4,7844.8k $423.5k $423.5k 0.21% Reduced -94 -94
66 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 4,3404.3k $384.2k $384.2k 0.00% Reduced -81 -81
67 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.07% of their portfolio MINNEAPOLIS, MN 4,0454.0k $358.1k $358.1k 0.07% Reduced -5 -5
68 CORRECT CAPITAL WEALTH MANAGEMENT 0.06% of their portfolio CLAYTON, MO 3,8903.9k $344.3k $344.3k 0.06% Unchanged
69 Sanchez Levi Garrett 0.18% of their portfolio BELLEVUE, WA 3,6523.7k $323.3k $323.3k 0.18% Added +595 +595
70 Indivisible Partners 0.02% of their portfolio CLEARWATER, FL 3,6493.6k $323.0k $323.0k 0.02% Reduced -15 -15
71 Werba Rubin Papier Wealth Management 0.04% of their portfolio SAN JOSE, CA 3,6253.6k $320.8k $320.8k 0.04% Reduced -7 -7
72 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 3,5083.5k $310.8k $310.8k 0.00% New
73 Wealth Enhancement Trust Services, Inc. 0.03% of their portfolio SIOUX FALLS, SD 3,3093.3k $292.9k $292.9k 0.03% Reduced -399 -399
74 MONETA GROUP INVESTMENT ADVISORS LLC 0.00% of their portfolio ST LOUIS, MO 2,7842.8k $246.4k $246.4k 0.00% Unchanged
75 WealthCollab, LLC 0.09% of their portfolio BELLEVUE, WA 2,7792.8k $246.0k $246.0k 0.09% Added +1.1k +1,124
76 True Wealth Design, LLC 0.06% of their portfolio AKRON, OH 2,6762.7k $236.9k $236.9k 0.06% Added +302 +302
77 CURIO WEALTH, LLC 0.07% of their portfolio ANNAPOLIS, MD 2,5782.6k $228.2k $228.2k 0.07% Added +2 +2
78 AXXCESS WEALTH MANAGEMENT, LLC 0.00% of their portfolio CARLSBAD, CA 2,4422.4k $216.2k $216.2k 0.00% New
79 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio HILLSDALE, NY 2,4252.4k $214.7k $214.7k 0.06% New
80 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,1952.2k $194.3k $194.3k 0.00% Added +171 +171
81 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5751.6k $139.4k $139.4k 0.00% New
82 ELEVATION WEALTH PARTNERS, LLC 0.03% of their portfolio WALNUT CREEK, CA 1,2041.2k $106.6k $106.6k 0.03% Added +193 +193
83 Fort Vancouver Investment Management, LLC 0.03% of their portfolio VANCOUVER, WA 807807 $71.4k $71.4k 0.03% Added +104 +104
84 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 583583 $52.0k $52.0k 0.00% New
85 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 534534 $46.9k $46.9k 0.00% Reduced -500 -500
86 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 487487 $43.1k $43.1k 0.00% New
87 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 375375 $33.2k $33.2k 0.00% Reduced -174 -174
88 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 361361 $32.0k $32.0k 0.00% Unchanged
89 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 203203 $17.9k $17.9k 0.00% New
90 Silver Grove Financial Group, Inc. 0.01% of their portfolio ORCHARD PARK, NY 142142 $12.6k $12.6k 0.01% New