Vault-13

AMERICAN CENTY ETF TR AVES

EMERGING MKT VAL · ETP · CUSIP 025072372

122 institutional holders +4 vs Q4 2024
8,842,2428.8m shares reported held*
$416.5mreported value*
14 new 56 added 25 reduced 9 sold out net bought ≈ $68.6m (+1.5m 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 ≈ $47.11.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 41Q4 22: 54Q1 23: 60Q2 23: 62Q3 23: 64Q4 23: 88Q1 24: 91Q2 24: 95Q3 24: 106Q4 24: 118Q1 25: 122122Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202241
Q4 202254
Q1 202360
Q2 202362
Q3 202364
Q4 202388
Q1 202491
Q2 202495
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: 36 bought or addedQ2 23: 22 cut or sold outQ3 23: 35 bought or addedQ3 23: 22 cut or sold outQ3 23Q4 23: 55 bought or addedQ4 23: 17 cut or sold outQ1 24: 51 bought or addedQ1 24: 27 cut or sold outQ1 24Q2 24: 57 bought or addedQ2 24: 22 cut or sold outQ3 24: 67 bought or addedQ3 24: 18 cut or sold outQ3 24Q4 24: 69 bought or addedQ4 24: 27 cut or sold outQ1 25: 70 bought or addedQ1 25: 34 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233622
Q3 20233522
Q4 20235517
Q1 20245127
Q2 20245722
Q3 20246718
Q4 20246927
Q1 20257034

Biggest buyers

Focus Partners Wealth Added +787,723+787.7k
AMERICAN CENTURY COMPANIES INC Added +180,622+180.6k
HighTower Advisors, LLC Added +98,955+99.0k
MENORA MIVTACHIM HOLDINGS LTD. New +84,065+84.1k
B&D White Capital Company, LLC Added +66,726+66.7k
Simplicity Wealth,LLC New +64,578+64.6k
PARK AVENUE SECURITIES LLC New +49,275+49.3k
CCM INVESTMENT GROUP, LLC Added +42,766+42.8k
Global Strategic Investment Solutions, LLC Added +41,180+41.2k
Empowered Funds, LLC Added +40,768+40.8k

Biggest sellers

JANE STREET GROUP, LLC Reduced -220,388-220.4k
FIDELITY D & D BANCORP INC Reduced -85,019-85.0k
OLD MISSION CAPITAL LLC Sold out -41,350-41.4k
Perigon Wealth Management, LLC Reduced -12,007-12.0k
WMS Partners, LLC Sold out -10,781-10.8k
GOLDMAN SACHS GROUP INC Reduced -9,029-9.0k
Accredited Wealth Management, LLC Sold out -8,409-8.4k
JPMORGAN CHASE & CO Sold out -6,782-6.8k
Parkshore Wealth Management, Inc. Reduced -6,118-6.1k
Kestra Advisory Services, LLC Sold out -5,240-5.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
First Command Advisory Services, Inc. 13G · institution no change · filed 2026-09-03 8.4% no change 116.6m≈ $7.6bn 2026-09-03

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 956,758956.8k $45.1m $45.1m 0.03% Added +180.6k +180,622
2 Focus Partners Wealth 0.10% of their portfolio ST LOUIS, MO 832,321832.3k $39.3m $39.3m 0.10% Added +787.7k +787,723
3 Empowered Funds, LLC 0.53% of their portfolio NEWTOWN SQUARE, PA 796,550796.5k $37.6m $37.6m 0.53% Added +40.8k +40,768
4 CCM INVESTMENT GROUP, LLC 3.99% of their portfolio NORTHFIELD, MN 796,318796.3k $37.8m $37.8m 3.99% Added +42.8k +42,766
5 Armbruster Capital Management, Inc. 3.01% of their portfolio PITTSFORD, NY 320,566320.6k $15.1m $15.1m 3.01% Added +9.4k +9,424
6 Pathstone Holdings, LLC 0.06% of their portfolio ENGLEWOOD, NJ 275,120275.1k $13.0m $13.0m 0.06% Added +33.6k +33,560
7 Meredith Wealth Planning 4.91% of their portfolio MARYVILLE, IL 236,254236.3k $11.1m $11.1m 4.91% Added +6.8k +6,810
8 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4.17% of their portfolio HILLSDALE, NY 215,670215.7k $10.2m $10.2m 4.17% Reduced -2.0k -1,998
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 205,807205.8k $9.7m $9.7m 0.00% Added +34.6k +34,571
10 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 196,015196.0k $9.2m $9.2m 0.01% Added +99.0k +98,955
11 BSW Wealth Partners 1.31% of their portfolio BOULDER, CO 183,098183.1k $8.6m $8.6m 1.31% Added +1.9k +1,936
12 Golden Bell Financial Planning LLC 7.37% of their portfolio ALPHARETTA, GA 160,941160.9k $7.6m $7.6m 7.37% Reduced -619 -619
13 ANDERSON HOAGLAND & CO 0.77% of their portfolio ST LOUIS, MO 155,404155.4k $6.5m $6.5m 0.77% Added +1.1k +1,124
14 Global Strategic Investment Solutions, LLC 0.83% of their portfolio Scottsdale, AZ 152,102152.1k $7.2m $7.2m 0.83% Added +41.2k +41,180
15 Allegiance Financial Group Advisory Services LLC 2.04% of their portfolio VIENNA, VA 142,045142.0k $6.7m $6.7m 2.04% Added +13.4k +13,363
16 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1.45% of their portfolio MINNEAPOLIS, MN 129,351129.4k $6.1m $6.1m 1.45% Added +3.6k +3,583
17 Perigon Wealth Management, LLC 0.15% of their portfolio SAN FRANCISCO, CA 127,888127.9k $6.0m $6.0m 0.15% Reduced -12.0k -12,007
18 Austin Wealth Management, LLC 1.22% of their portfolio Austin, TX 127,750127.8k $6.1m $6.1m 1.22% Added +16.9k +16,872
19 Symmetry Partners, LLC 0.82% of their portfolio GLASTONBURY, CT 125,134125.1k $5.9m $5.9m 0.82% Added +27.1k +27,150
20 Apeiron RIA LLC 1.68% of their portfolio Dallas, TX 117,922117.9k $5.6m $5.6m 1.68% Added +2.3k +2,301
21 FIDELITY D & D BANCORP INC 3.34% of their portfolio Dunmore, PA 107,503107.5k $5.1m $5.1m 3.34% Reduced -85.0k -85,019
22 ENZI WEALTH 2.01% of their portfolio AUSTIN, TX 104,017104.0k $5.0m $5.0m 2.01% Added +4.0k +4,021
23 Focus Partners Advisor Solutions, LLC 0.07% of their portfolio SAINT LOUIS, MO 99,58099.6k $4.7m $4.7m 0.07% Added +6.5k +6,507
24 BAYSHORE ASSET MANAGEMENT, LLC 2.32% of their portfolio CORAL GABLES, FL 98,80698.8k $4.7m $4.7m 2.32% Added +5.9k +5,887
25 B&D White Capital Company, LLC 0.67% of their portfolio Lakeway, TX 95,95296.0k $4.5m $4.5m 0.67% Added +66.7k +66,726
26 Fortress Wealth Management, Inc. 2.34% of their portfolio Culver City, CA 95,54595.5k $4.5m $4.5m 2.34% Added +17.0k +17,046
27 Oceanside Advisors LLC 3.12% of their portfolio MOUNT PLEASANT, SC 91,49391.5k $4.3m $4.3m 3.12% Added +6.2k +6,239
28 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 91,07791.1k $4.3m $4.3m 0.01% Reduced -466 -466
29 MB Generational Wealth, LLC 3.07% of their portfolio SPOKANE, WA 87,24187.2k $4.1m $4.1m 3.07% Added +216 +216
30 MENORA MIVTACHIM HOLDINGS LTD. 0.03% of their portfolio Ramat Gan, L3 84,06584.1k $4.0m $4.0m 0.03% New
31 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 3.06% of their portfolio LEWISVILLE, TX 79,58779.6k $3.8m $3.8m 3.06% Added +6.5k +6,514
32 Cascade Financial Partners, LLC 0.45% of their portfolio SAN DIEGO, CA 76,14076.1k $3.6m $3.6m 0.45% Added +19.6k +19,642
33 Tortoise Investment Management, LLC 0.35% of their portfolio WHITE PLAINS, NY 71,53171.5k $3.4m $3.4m 0.35% Added +8.2k +8,185
34 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 65,67265.7k $3.1m $3.1m 0.01% Added +14.2k +14,205
35 Parkshore Wealth Management, Inc. 1.79% of their portfolio Granite Bay, CA 65,20065.2k $3.1m $3.1m 1.79% Reduced -6.1k -6,118
36 Simplicity Wealth,LLC 0.24% of their portfolio SUMMIT, NJ 64,57864.6k $3.0m $3.0m 0.24% New
37 Northland Capital Management LLC 1.96% of their portfolio VIRGINIA, MN 61,44861.4k $2.9m $2.9m 1.96% Added +535 +535
38 CSS LLC/IL 0.20% of their portfolio CHICAGO, IL 59,80359.8k $2.8m $2.8m 0.20% Unchanged
39 Callan Capital, LLC 0.20% of their portfolio LA JOLLA, CA 56,04456.0k $2.6m $2.6m 0.20% Added +3.9k +3,863
40 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 50,42650.4k $2.4m $2.4m 0.00% Reduced -220.4k -220,388
41 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 49,27549.3k $2.3m $2.3m 0.03% New
42 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 47,39947.4k $2.2m $2.2m 0.00% Added +7.4k +7,436
43 Strategic Blueprint, LLC 0.12% of their portfolio ATLANTA, GA 47,30547.3k $2.2m $2.2m 0.12% Added +3.3k +3,332
44 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 46,42546.4k $2.2m $2.2m 0.00% Reduced -3.0k -2,963
45 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 44,40444.4k $2.1m $2.1m 0.01% Reduced -267 -267
46 Wedmont Private Capital 0.10% of their portfolio WEST CHESTER, PA 42,88542.9k $1.9m $1.9m 0.10% Added +8.6k +8,613
47 AXXCESS WEALTH MANAGEMENT, LLC 0.05% of their portfolio CARLSBAD, CA 39,31639.3k $1.9m $1.9m 0.05% Added +3.9k +3,915
48 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 32,10932.1k $1.5m $1.5m 0.00% Added +13.6k +13,618
49 CoreFirst Bank & Trust 0.93% of their portfolio TOPEKA, KS 30,51230.5k $1.4m $1.4m 0.93% Added +1.8k +1,827
50 ENTREWEALTH, LLC 1.01% of their portfolio AUSTIN, TX 27,83627.8k $1.3m $1.3m 1.01% Added +10.9k +10,865
51 Cypress Point Wealth Management, LLC 0.41% of their portfolio DALLAS, TX 27,67027.7k $1.3m $1.3m 0.41% Reduced -1.3k -1,306
52 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 25,44625.4k $1.2m $1.2m 0.01% Added +19.2k +19,229
53 Asset Dedication, LLC 0.10% of their portfolio SAN FRANCISCO, CA 25,01225.0k $1.2m $1.2m 0.10% Reduced -29 -29
54 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 23,46123.5k $1.1m $1.1m 0.02% Reduced -460 -460
55 AlphaCore Capital LLC 0.09% of their portfolio LA JOLLA, CA 21,57821.6k $1.0m $1.0m 0.09% New
56 PFC CAPITAL GROUP, INC. 0.50% of their portfolio LOS ANGELES, CA 20,91920.9k $986.0k $986.0k 0.50% New
57 Greenspring Advisors, LLC 0.21% of their portfolio Towson, MD 18,94118.9k $893.3k $893.3k 0.21% Added +578 +578
58 Mraz, Amerine & Associates, Inc. 0.14% of their portfolio Modesto, CA 17,43317.4k $826.4k $826.4k 0.14% Reduced -92 -92
59 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 17,26517.3k $814.2k $814.2k 0.00% Added +4.6k +4,605
60 Capital Investment Advisory Services, LLC 0.07% of their portfolio RALEIGH, NC 17,09517.1k $806.2k $806.2k 0.07% Added +2.2k +2,203
61 NCM Capital Management, LLC 0.36% of their portfolio RAMSEY, NJ 16,77616.8k $791.2k $791.2k 0.36% Added +609 +609
62 Sensible Money, LLC 0.33% of their portfolio SCOTTSDALE, AZ 16,32916.3k $770.1k $770.1k 0.33% Unchanged
63 Forum Financial Management, LP 0.01% of their portfolio LOMBARD, IL 15,19615.2k $716.6k $716.6k 0.01% New
64 Good Life Advisors, LLC 0.05% of their portfolio READING, PA 14,99215.0k $707.0k $707.0k 0.05% Added +934 +934
65 Jackson Creek Investment Advisors LLC 0.22% of their portfolio CASTLE ROCK, CO 14,73014.7k $695.0k $695.0k 0.22% Reduced -1.2k -1,163
66 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 13,56913.6k $643.3k $643.3k 0.00% Added +1.7k +1,745
67 Breakwater Capital Group 0.11% of their portfolio PARAMUS, NJ 12,88512.9k $607.7k $607.7k 0.11% Reduced -1.8k -1,771
68 Werba Rubin Papier Wealth Management 0.13% of their portfolio SAN JOSE, CA 12,43312.4k $586.3k $586.3k 0.13% Added +2.4k +2,407
69 Versant Capital Management, Inc 0.09% of their portfolio PHOENIX, AZ 11,67511.7k $550.6k $550.6k 0.09% Unchanged
70 Jacobi Capital Management LLC 0.04% of their portfolio PITTSTON, PA 11,60511.6k $547.3k $547.3k 0.04% Added +1.8k +1,811
71 TFB Advisors LLC 0.15% of their portfolio OVERLAND PARK, KS 11,28811.3k $532.3k $532.3k 0.15% Unchanged
72 PrairieView Partners, LLC 0.06% of their portfolio ST. PAUL, MN 11,20011.2k $528.0k $528.0k 0.06% Unchanged
73 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 10,50910.5k $495.6k $495.6k 0.01% Added +21 +21
74 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 10,18010.2k $480.1k $480.1k 0.00% New
75 Vestment Financial LLC 0.35% of their portfolio CHANHASSEN, MN 10,16610.2k $483.3k $483.3k 0.35% Unchanged
76 DBK Financial Counsel, LLC 0.46% of their portfolio CUYAHOGA FALLS, OH 9,8309.8k $463.6k $463.6k 0.46% Unchanged
77 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,7109.7k $457.9k $457.9k 0.00% New
78 Comprehensive Money Management Services LLC 0.36% of their portfolio CORAL GABLES, FL 9,4409.4k $445.2k $445.2k 0.36% Added +500 +500
79 WMG Financial Advisors, LLC 0.18% of their portfolio Knoxville, TN 9,1509.2k $431.5k $431.5k 0.18% Unchanged
80 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 8,3958.4k $395.9k $395.9k 0.02% New
81 GUIDANCE CAPITAL, INC 0.12% of their portfolio LOUSVILLE, KY 7,8817.9k $386.2k $386.2k 0.12% Added +842 +842
82 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,3167.3k $345.0k $345.0k 0.00% Reduced -9.0k -9,029
83 Seed Wealth Management, Inc. 0.27% of their portfolio EVANSTON, IL 7,1307.1k $336.3k $336.3k 0.27% Added +330 +330
84 LAM GROUP, INC. 0.24% of their portfolio LAKE OSWEGO, OR 6,9607.0k $328.2k $328.2k 0.24% Reduced -5.1k -5,055
85 Ariadne Wealth Management, LP 0.17% of their portfolio SANTA BARBARA, CA 6,7196.7k $329.6k $329.6k 0.17% Unchanged
86 Pacific Asset Management, LLC 0.26% of their portfolio Gig Harbor, WA 6,1826.2k $291.5k $291.5k 0.26% Unchanged
87 Cloud Capital Management, LLC 0.20% of their portfolio SEATTLE, WA 5,9646.0k $281.0k $281.0k 0.20% First filing
88 Efficient Frontier Advisors LLC 0.18% of their portfolio EASTFORD, CT 5,7305.7k $270.2k $270.2k 0.18% Added +818 +818
89 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 5,6535.7k $266.6k $266.6k 0.01% New
90 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 5,5885.6k $263.5k $263.5k 0.00% New
91 FMB WEALTH MANAGEMENT 0.14% of their portfolio WESTLAKE VILLAGE, CA 5,4905.5k $258.9k $258.9k 0.14% Unchanged
92 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 5,3925.4k $256.2k $256.2k 0.01% Added +1.7k +1,679
93 Betterment LLC 0.00% of their portfolio NEW YORK, NY 4,9815.0k $235.0k $235.0k 0.00% New
94 XY Planning Network, Inc. 0.15% of their portfolio BOZEMAN, MT 4,6664.7k $220.0k $220.0k 0.15% Reduced -1.0k -1,039
95 WealthShield Partners, LLC 0.03% of their portfolio CARY, NC 4,5694.6k $215.5k $215.5k 0.03% Unchanged
96 Empirical Finance, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 4,3554.4k $205.4k $205.4k 0.01% Unchanged
97 CARDIFF PARK ADVISORS, LLC 0.02% of their portfolio SAN MARCOS, CA 4,2444.2k $200.2k $200.2k 0.02% Reduced -2.2k -2,178
98 True Wealth Design, LLC 0.05% of their portfolio AKRON, OH 2,8512.9k $134.5k $134.5k 0.05% Unchanged
99 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,7202.7k $128.3k $128.3k 0.00% Added +1.2k +1,191
100 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,7202.7k $128.3k $128.3k 0.00% Unchanged