Vault-13

AMERICAN CENTY ETF TR AVIV

INTERNATIONAL LR · ETP · CUSIP 025072364

122 institutional holders +4 vs Q4 2024
8,159,2558.2m shares reported held*
$462.3mreported value*
13 new 47 added 29 reduced 7 sold out net bought ≈ $60.9m (+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 ≈ $56.65.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 31Q4 22: 46Q1 23: 56Q2 23: 64Q3 23: 72Q4 23: 87Q1 24: 91Q2 24: 94Q3 24: 106Q4 24: 118Q1 25: 122122Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202231
Q4 202246
Q1 202356
Q2 202364
Q3 202372
Q4 202387
Q1 202491
Q2 202494
Q3 2024106
Q4 2024118
Q1 2025122

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 41 bought or addedQ2 23: 20 cut or sold outQ3 23: 36 bought or addedQ3 23: 23 cut or sold outQ3 23Q4 23: 52 bought or addedQ4 23: 19 cut or sold outQ1 24: 43 bought or addedQ1 24: 27 cut or sold outQ1 24Q2 24: 55 bought or addedQ2 24: 30 cut or sold outQ3 24: 52 bought or addedQ3 24: 33 cut or sold outQ3 24Q4 24: 56 bought or addedQ4 24: 39 cut or sold outQ1 25: 60 bought or addedQ1 25: 36 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234120
Q3 20233623
Q4 20235219
Q1 20244327
Q2 20245530
Q3 20245233
Q4 20245639
Q1 20256036

Biggest buyers

IAG Wealth Partners, LLC Added +541,234+541.2k
AMERICAN CENTURY COMPANIES INC Added +262,719+262.7k
B&D White Capital Company, LLC Added +94,009+94.0k
Global Strategic Investment Solutions, LLC Added +48,402+48.4k
CITADEL ADVISORS LLC New +47,607+47.6k
Linscomb Wealth, Inc. Added +38,137+38.1k
PrairieView Partners, LLC Added +36,821+36.8k
FINANCIAL MANAGEMENT NETWORK INC Added +35,521+35.5k
JONES FINANCIAL COMPANIES LLLP Added +24,066+24.1k
LPL Financial LLC Added +23,145+23.1k

Biggest sellers

Focus Partners Wealth Reduced -68,272-68.3k
REDMONT WEALTH ADVISORS LLC Reduced -48,693-48.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -39,585-39.6k
BlackDiamond Wealth Management, LLC Sold out -35,265-35.3k
JANE STREET GROUP, LLC Reduced -29,802-29.8k
Ritter Daniher Financial Advisory LLC / DE Reduced -29,376-29.4k
Aveo Capital Partners, LLC Reduced -17,360-17.4k
Chicago Partners Investment Group LLC Reduced -10,605-10.6k
Foundry Financial Group, Inc. Reduced -9,555-9.6k
GTS SECURITIES LLC Sold out -6,603-6.6k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio KANSAS CITY, MO 1,373,9191.4m $77.9m $77.9m 0.05% Added +262.7k +262,719
2 PrairieView Partners, LLC 6.41% of their portfolio ST. PAUL, MN 1,083,0861.1m $61.4m $61.4m 6.41% Added +36.8k +36,821
3 IAG Wealth Partners, LLC 4.78% of their portfolio WAUKESHA, WI 542,800542.8k $30.8m $30.8m 4.78% Added +541.2k +541,234
4 ATWOOD & PALMER INC 1.79% of their portfolio KANSAS CITY, MO 456,194456.2k $25.9m $25.9m 1.79% Added +11.3k +11,347
5 FAS Wealth Partners, Inc. 1.26% of their portfolio LEAWOOD, KS 273,267273.3k $15.5m $15.5m 1.26% Added +35 +35
6 Global Strategic Investment Solutions, LLC 1.56% of their portfolio Scottsdale, AZ 237,243237.2k $13.4m $13.4m 1.56% Added +48.4k +48,402
7 Allegiance Financial Group Advisory Services LLC 4.01% of their portfolio VIENNA, VA 232,301232.3k $13.2m $13.2m 4.01% Added +16.8k +16,787
8 WEBSTERROGERS FINANCIAL ADVISORS, LLC 3.95% of their portfolio FLORENCE, SC 204,174204.2k $11.6m $11.6m 3.95% Added +4.8k +4,831
9 Foundry Financial Group, Inc. 6.38% of their portfolio LACONIA, NH 182,737182.7k $10.4m $10.4m 6.38% Reduced -9.6k -9,555
10 Focus Partners Advisor Solutions, LLC 0.15% of their portfolio SAINT LOUIS, MO 174,496174.5k $9.9m $9.9m 0.15% Added +13.5k +13,500
11 Linscomb Wealth, Inc. 0.40% of their portfolio Houston, TX 141,772141.8k $8.0m $8.0m 0.40% Added +38.1k +38,137
12 Austin Wealth Management, LLC 1.62% of their portfolio Austin, TX 139,639139.6k $8.1m $8.1m 1.62% Added +18.0k +17,974
13 B&D White Capital Company, LLC 1.15% of their portfolio Lakeway, TX 137,943137.9k $7.8m $7.8m 1.15% Added +94.0k +94,009
14 Beaird Harris Wealth Management, LLC 0.60% of their portfolio DALLAS, TX 125,343125.3k $7.1m $7.1m 0.60% Reduced -3.0k -3,006
15 Golden Bell Financial Planning LLC 6.76% of their portfolio ALPHARETTA, GA 122,713122.7k $7.0m $7.0m 6.76% Added +4.9k +4,900
16 BAYSHORE ASSET MANAGEMENT, LLC 3.29% of their portfolio CORAL GABLES, FL 116,619116.6k $6.6m $6.6m 3.29% Added +1.3k +1,291
17 Northland Capital Management LLC 4.07% of their portfolio VIRGINIA, MN 106,228106.2k $6.0m $6.0m 4.07% Reduced -370 -370
18 NWAM LLC 0.48% of their portfolio MERCER ISLAND, WA 99,37199.4k $5.6m $5.6m 0.48% Added +5.1k +5,108
19 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 98,40098.4k $5.6m $5.6m 0.01% Reduced -68.3k -68,272
20 Chicago Partners Investment Group LLC 0.19% of their portfolio CHICAGO, IL 95,48895.5k $5.6m $5.6m 0.19% Reduced -10.6k -10,605
21 Fonville Wealth Management LLC 1.51% of their portfolio RICHMOND, VA 88,90088.9k $5.1m $5.1m 1.51% Added +6.4k +6,441
22 Tortoise Investment Management, LLC 0.52% of their portfolio WHITE PLAINS, NY 88,12688.1k $5.0m $5.0m 0.52% Added +4.5k +4,494
23 FINANCIAL MANAGEMENT NETWORK INC 0.96% of their portfolio MISSION VIEJO, CA 84,25884.3k $4.3m $4.3m 0.96% Added +35.5k +35,521
24 Symmetry Partners, LLC 0.65% of their portfolio GLASTONBURY, CT 81,83981.8k $4.6m $4.6m 0.65% Added +13.8k +13,804
25 Wealth Management Nebraska 0.69% of their portfolio Norfolk, NE 80,51580.5k $4.6m $4.6m 0.69% Reduced -6.4k -6,417
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 76,37976.4k $4.3m $4.3m 0.00% Reduced -39.6k -39,585
27 COLLECTIVE FAMILY OFFICE LLC 1.12% of their portfolio YORK, PA 73,42973.4k $4.2m $4.2m 1.12% Added +1.6k +1,630
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 67,00367.0k $3.8m $3.8m 0.00% Reduced -6.4k -6,370
29 Aveo Capital Partners, LLC 0.64% of their portfolio ENGLEWOOD, CO 64,97765.0k $3.8m $3.8m 0.64% Reduced -17.4k -17,360
30 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 63,34363.3k $3.6m $3.6m 0.00% Added +24.1k +24,066
31 Factor Wealth Management LTD 1.09% of their portfolio CHICAGO, IL 62,71562.7k $3.6m $3.6m 1.09% Added +1.2k +1,238
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 61,28361.3k $3.5m $3.5m 0.00% Added +23.1k +23,145
33 Total Wealth Planning, LLC 0.50% of their portfolio CINCINNATI, OH 58,11358.1k $3.3m $3.3m 0.50% Reduced -4.2k -4,168
34 Navigoe, LLC 2.78% of their portfolio REDONDO BEACH, CA 56,58556.6k $3.2m $3.2m 2.78% Added +19.5k +19,481
35 ANDERSON HOAGLAND & CO 0.29% of their portfolio ST LOUIS, MO 48,79848.8k $2.5m $2.5m 0.29% Added +8.4k +8,406
36 Haven Private, LLC 1.55% of their portfolio ORLANDO, FL 48,47248.5k $2.7m $2.7m 1.55% Added +9.9k +9,917
37 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 47,60747.6k $2.7m $2.7m 0.00% New
38 Plancorp, LLC 0.11% of their portfolio SAINT LOUIS, MO 47,38547.4k $2.7m $2.7m 0.11% Unchanged
39 Prosperity Planning, Inc. 0.82% of their portfolio NORTH KANSAS CITY, MO 46,08846.1k $2.6m $2.6m 0.82% Added +11.4k +11,365
40 Werba Rubin Papier Wealth Management 0.56% of their portfolio SAN JOSE, CA 45,24745.2k $2.6m $2.6m 0.56% Added +3.0k +2,954
41 Vestment Financial LLC 1.77% of their portfolio CHANHASSEN, MN 43,35843.4k $2.5m $2.5m 1.77% Added +3.6k +3,643
42 ORBA Wealth Advisors, L.L.C. 1.22% of their portfolio CHICAGO, IL 42,53442.5k $2.4m $2.4m 1.22% Added +540 +540
43 McMill Wealth Management 0.82% of their portfolio NORFOLK, NE 40,14240.1k $2.3m $2.3m 0.82% Added +1.0k +1,036
44 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 37,69437.7k $2.1m $2.1m 0.00% Reduced -29.8k -29,802
45 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 33,88133.9k $1.9m $1.9m 0.00% Reduced -2.2k -2,220
46 ENTREWEALTH, LLC 1.43% of their portfolio AUSTIN, TX 32,84132.8k $1.9m $1.9m 1.43% Added +8.4k +8,418
47 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,21629.2k $1.7m $1.7m 0.00% Added +4.5k +4,526
48 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 29,12729.1k $1.7m $1.7m 0.00% Added +8.1k +8,125
49 Wedmont Private Capital 0.08% of their portfolio WEST CHESTER, PA 27,57627.6k $1.5m $1.5m 0.08% Unchanged
50 Callan Capital, LLC 0.11% of their portfolio LA JOLLA, CA 26,94926.9k $1.5m $1.5m 0.11% Reduced -465 -465
51 Cypress Point Wealth Management, LLC 0.48% of their portfolio DALLAS, TX 26,66826.7k $1.5m $1.5m 0.48% Reduced -578 -578
52 Ritter Daniher Financial Advisory LLC / DE 0.41% of their portfolio CINCINNATI, OH 26,48726.5k $1.5m $1.5m 0.41% Reduced -29.4k -29,376
53 Tillman Hartley LLC 0.41% of their portfolio ORLANDO, FL 24,71324.7k $1.4m $1.4m 0.41% Added +2.4k +2,350
54 DIXON FNANCIAL SERVICES, INC. 0.67% of their portfolio LAFAYETTE, CA 21,74021.7k $1.2m $1.2m 0.67% Unchanged
55 LRI Investments, LLC 0.11% of their portfolio PALM BEACH GARDENS, FL 20,90820.9k $1.2m $1.2m 0.11% New
56 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 20,83520.8k $1.2m $1.2m 0.02% Added +3.4k +3,381
57 Jacobi Capital Management LLC 0.09% of their portfolio PITTSTON, PA 20,76220.8k $1.2m $1.2m 0.09% Added +3.1k +3,126
58 Meredith Wealth Planning 0.51% of their portfolio MARYVILLE, IL 20,52320.5k $1.2m $1.2m 0.51% Added +406 +406
59 Pacific Asset Management, LLC 1.00% of their portfolio Gig Harbor, WA 19,64819.6k $1.1m $1.1m 1.00% Unchanged
60 LAM GROUP, INC. 0.78% of their portfolio LAKE OSWEGO, OR 18,63018.6k $1.1m $1.1m 0.78% Reduced -45 -45
61 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 15,66015.7k $887.6k $887.6k 0.00% Unchanged
62 Oceanside Advisors LLC 0.62% of their portfolio MOUNT PLEASANT, SC 15,17315.2k $860.0k $860.0k 0.62% Added +488 +488
63 Evanson Asset Management, LLC 0.06% of their portfolio CARMEL, CA 15,14615.1k $858.5k $858.5k 0.06% Added +430 +430
64 Astra Wealth Partners LLC 0.81% of their portfolio JERSEY CITY, NJ 14,90014.9k $844.5k $844.5k 0.81% Unchanged
65 Verus Financial Partners, Inc. 0.09% of their portfolio RICHMOND, VA 13,57913.6k $757.6k $757.6k 0.09% Unchanged
66 Greenwich Wealth Management LLC 0.06% of their portfolio GREENWICH, CT 12,97013.0k $735.0k $735.0k 0.06% Unchanged
67 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 12,72912.7k $721.5k $721.5k 0.00% Unchanged
68 CWM, LLC 0.00% of their portfolio OMAHA, NE 11,94911.9k $677.0k $677.0k 0.00% Unchanged
69 Moisand Fitzgerald Tamayo, LLC 0.09% of their portfolio ORLANDO, FL 11,43111.4k $647.9k $647.9k 0.09% Reduced -180 -180
70 Insight Wealth Partners, LLC 0.37% of their portfolio Plano, TX 10,80310.8k $612.3k $612.3k 0.37% Reduced -264 -264
71 CARDIFF PARK ADVISORS, LLC 0.06% of their portfolio SAN MARCOS, CA 10,73510.7k $608.4k $608.4k 0.06% Reduced -419 -419
72 Stone Summit Wealth LLC 0.20% of their portfolio MIAMI, FL 10,56810.6k $599.0k $599.0k 0.20% Reduced -42 -42
73 Harbor Group, Inc. 0.11% of their portfolio BEDFORD, NH 9,6369.6k $546.2k $546.2k 0.11% New
74 SOL Capital Management CO 0.06% of their portfolio ROCKVILLE, MD 9,2709.3k $525.0k $525.0k 0.06% Reduced -375 -375
75 GC Wealth Management RIA, LLC 0.09% of their portfolio Cambridge, MA 9,0759.1k $514.4k $514.4k 0.09% New
76 PFC CAPITAL GROUP, INC. 0.25% of their portfolio LOS ANGELES, CA 8,7348.7k $495.0k $495.0k 0.25% New
77 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 7,4487.4k $422.0k $422.0k 0.02% New
78 Fox Hill Wealth Management 0.24% of their portfolio DEDHAM, MA 7,1447.1k $404.9k $404.9k 0.24% Reduced -709 -709
79 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,0407.0k $399.0k $399.0k 0.00% Reduced -1.9k -1,870
80 Mayfair Advisory Group, LLC 0.23% of their portfolio BIRMINGHAM, AL 7,0317.0k $398.5k $398.5k 0.23% Added +1.1k +1,095
81 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,9617.0k $394.5k $394.5k 0.00% Unchanged
82 Altiora Financial Group, LLC 0.08% of their portfolio LEBANON, OH 6,8006.8k $385.4k $385.4k 0.08% Reduced -3.3k -3,255
83 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 6,6826.7k $378.7k $378.7k 0.01% New
84 Keel Point, LLC 0.03% of their portfolio HUNTSVILLE, AL 6,6306.6k $375.8k $375.8k 0.03% Unchanged
85 Canvas Wealth Advisors, LLC 0.10% of their portfolio SHAWNEE, KS 6,5456.5k $374.6k $374.6k 0.10% Reduced -2.9k -2,886
86 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.09% of their portfolio MINNEAPOLIS, MN 6,3856.4k $361.9k $361.9k 0.09% Unchanged
87 Etesian Wealth Advisors, Inc. 0.15% of their portfolio West Linn, OR 6,2686.3k $355.3k $355.3k 0.15% Unchanged
88 TFB Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 5,9205.9k $335.5k $335.5k 0.10% Reduced -180 -180
89 PBMares Wealth Management LLC 0.07% of their portfolio WILLIAMSBURG, VA 5,9025.9k $334.5k $334.5k 0.07% Added +4 +4
90 Emprise Bank 0.15% of their portfolio WICHITA, KS 5,0825.1k $288.0k $288.0k 0.15% Reduced -403 -403
91 BRIGHTON JONES LLC 0.01% of their portfolio SEATTLE, WA 4,9675.0k $281.5k $281.5k 0.01% Unchanged
92 Forum Financial Management, LP 0.00% of their portfolio LOMBARD, IL 4,7894.8k $271.4k $271.4k 0.00% New
93 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,7124.7k $267.3k $267.3k 0.00% Added +315 +315
94 Porter White Investment Advisors, Inc. 0.13% of their portfolio Birmingham, AL 4,6314.6k $262.5k $262.5k 0.13% Unchanged
95 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 4,6134.6k $261.5k $261.5k 0.03% Unchanged
96 WMG Financial Advisors, LLC 0.11% of their portfolio Knoxville, TN 4,6004.6k $260.7k $260.7k 0.11% Unchanged
97 Prosperitas Financial LLC 0.13% of their portfolio Valencia, CA 4,5204.5k $256.2k $256.2k 0.13% Added +80 +80
98 TCI Wealth Advisors, Inc. 0.02% of their portfolio Tucson, AZ 4,0744.1k $230.9k $230.9k 0.02% New
99 Life Planning Partners, Inc 0.20% of their portfolio JACKSONVILLE, FL 3,9203.9k $222.2k $222.2k 0.20% Unchanged
100 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 3,7953.8k $215.1k $215.1k 0.01% Reduced -838 -838