Vault-13

AMERICAN CENTY ETF TR AVES

EMERGING MKT VAL · ETP · CUSIP 025072372

128 institutional holders +6 vs Q1 2025
9,461,3499.5m shares reported held*
$506.8mreported value*
14 new 67 added 30 reduced 5 sold out net bought ≈ $84.5m (+1.6m 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 ≈ $53.56.

Trends to Q2 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: 122Q2 25: 128128Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025128

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 35 bought or addedQ3 23: 22 cut or sold outQ4 23: 55 bought or addedQ4 23: 17 cut or sold outQ4 23Q1 24: 51 bought or addedQ1 24: 27 cut or sold outQ2 24: 57 bought or addedQ2 24: 22 cut or sold outQ2 24Q3 24: 67 bought or addedQ3 24: 18 cut or sold outQ4 24: 69 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 70 bought or addedQ1 25: 34 cut or sold outQ2 25: 81 bought or addedQ2 25: 35 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233522
Q4 20235517
Q1 20245127
Q2 20245722
Q3 20246718
Q4 20246927
Q1 20257034
Q2 20258135

Biggest buyers

AMERICAN CENTURY COMPANIES INC Added +511,891+511.9k
JANE STREET GROUP, LLC Added +250,674+250.7k
Focus Partners Advisor Solutions, LLC Added +149,869+149.9k
B&D White Capital Company, LLC Added +96,312+96.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +82,772+82.8k
AlphaCore Capital LLC Added +82,212+82.2k
Simplicity Wealth,LLC Added +73,062+73.1k
OneDigital Investment Advisors LLC New +54,514+54.5k
Austin Wealth Management, LLC Added +51,265+51.3k
MENORA MIVTACHIM HOLDINGS LTD. Added +42,343+42.3k

Biggest sellers

Focus Partners Wealth Reduced -74,855-74.9k
Corient Private Wealth LP Reduced -30,893-30.9k
Parkshore Wealth Management, Inc. Reduced -15,051-15.1k
Global Strategic Investment Solutions, LLC Reduced -11,058-11.1k
Empowered Funds, LLC Reduced -10,664-10.7k
CITADEL ADVISORS LLC Sold out -9,710-9.7k
Private Advisor Group, LLC Reduced -8,811-8.8k
GOLDMAN SACHS GROUP INC Sold out -7,316-7.3k
Golden Bell Financial Planning LLC Reduced -6,791-6.8k
TFB Advisors LLC Reduced -5,710-5.7k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 1,468,6491.5m $78.6m $78.6m 0.04% Added +511.9k +511,891
2 Empowered Funds, LLC 0.48% of their portfolio NEWTOWN SQUARE, PA 785,886785.9k $42.1m $42.1m 0.48% Reduced -10.7k -10,664
3 Focus Partners Wealth 0.09% of their portfolio ST LOUIS, MO 757,466757.5k $40.6m $40.6m 0.09% Reduced -74.9k -74,855
4 Armbruster Capital Management, Inc. 3.29% of their portfolio PITTSFORD, NY 339,604339.6k $18.2m $18.2m 3.29% Added +19.0k +19,038
5 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 301,100301.1k $16.1m $16.1m 0.03% Added +250.7k +250,674
6 Pathstone Holdings, LLC 0.06% of their portfolio ENGLEWOOD, NJ 292,432292.4k $15.7m $15.7m 0.06% Added +17.3k +17,312
7 Meredith Wealth Planning 5.28% of their portfolio MARYVILLE, IL 271,441271.4k $14.5m $14.5m 5.28% Added +35.2k +35,187
8 Focus Partners Advisor Solutions, LLC 0.18% of their portfolio SAINT LOUIS, MO 249,449249.4k $13.4m $13.4m 0.18% Added +149.9k +149,869
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 220,831220.8k $11.8m $11.8m 0.00% Added +15.0k +15,024
10 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4.46% of their portfolio HILLSDALE, NY 217,778217.8k $11.7m $11.7m 4.46% Added +2.1k +2,108
11 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 200,262200.3k $10.7m $10.7m 0.01% Added +4.2k +4,247
12 BSW Wealth Partners 1.42% of their portfolio BOULDER, CO 194,087194.1k $10.4m $10.4m 1.42% Added +11.0k +10,989
13 B&D White Capital Company, LLC 1.57% of their portfolio Lakeway, TX 192,264192.3k $10.3m $10.3m 1.57% Added +96.3k +96,312
14 Austin Wealth Management, LLC 1.72% of their portfolio Austin, TX 179,015179.0k $9.7m $9.7m 1.72% Added +51.3k +51,265
15 ANDERSON HOAGLAND & CO 0.80% of their portfolio ST LOUIS, MO 155,671155.7k $8.3m $8.3m 0.80% Added +267 +267
16 Allegiance Financial Group Advisory Services LLC 2.19% of their portfolio VIENNA, VA 154,670154.7k $8.3m $8.3m 2.19% Added +12.6k +12,625
17 Golden Bell Financial Planning LLC 7.77% of their portfolio ALPHARETTA, GA 154,150154.2k $8.3m $8.3m 7.77% Reduced -6.8k -6,791
18 Symmetry Partners, LLC 0.96% of their portfolio GLASTONBURY, CT 145,785145.8k $7.8m $7.8m 0.96% Added +20.7k +20,651
19 Global Strategic Investment Solutions, LLC 0.81% of their portfolio Scottsdale, AZ 141,044141.0k $7.6m $7.6m 0.81% Reduced -11.1k -11,058
20 Perigon Wealth Management, LLC 0.17% of their portfolio SAN FRANCISCO, CA 139,653139.7k $7.5m $7.5m 0.17% Added +11.8k +11,765
21 Simplicity Wealth,LLC 0.31% of their portfolio SUMMIT, NJ 137,640137.6k $7.4m $7.4m 0.31% Added +73.1k +73,062
22 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1.65% of their portfolio MINNEAPOLIS, MN 135,443135.4k $7.3m $7.3m 1.65% Added +6.1k +6,092
23 Apeiron RIA LLC 1.80% of their portfolio Dallas, TX 130,679130.7k $7.0m $7.0m 1.80% Added +12.8k +12,757
24 MENORA MIVTACHIM HOLDINGS LTD. 0.04% of their portfolio Ramat Gan, L3 126,408126.4k $6.8m $6.8m 0.04% Added +42.3k +42,343
25 FIDELITY D & D BANCORP INC 3.91% of their portfolio Dunmore, PA 119,266119.3k $6.4m $6.4m 3.91% Added +11.8k +11,763
26 AlphaCore Capital LLC 0.21% of their portfolio LA JOLLA, CA 103,790103.8k $5.6m $5.6m 0.21% Added +82.2k +82,212
27 ENZI WEALTH 2.03% of their portfolio AUSTIN, TX 102,792102.8k $5.5m $5.5m 2.03% Reduced -1.2k -1,225
28 Fortress Wealth Management, Inc. 2.55% of their portfolio Culver City, CA 98,62498.6k $5.3m $5.3m 2.55% Added +3.1k +3,079
29 BAYSHORE ASSET MANAGEMENT, LLC 2.29% of their portfolio CORAL GABLES, FL 93,72393.7k $5.0m $5.0m 2.29% Reduced -5.1k -5,083
30 Oceanside Advisors LLC 3.35% of their portfolio MOUNT PLEASANT, SC 93,53393.5k $5.0m $5.0m 3.35% Added +2.0k +2,040
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 82,77282.8k $4.4m $4.4m 0.01% New
32 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 3.36% of their portfolio LEWISVILLE, TX 81,66781.7k $4.4m $4.4m 3.36% Added +2.1k +2,080
33 Cascade Financial Partners, LLC 0.50% of their portfolio SAN DIEGO, CA 78,10478.1k $4.2m $4.2m 0.50% Added +2.0k +1,964
34 Tortoise Investment Management, LLC 0.36% of their portfolio WHITE PLAINS, NY 69,91969.9k $3.7m $3.7m 0.36% Reduced -1.6k -1,612
35 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 68,00768.0k $3.6m $3.6m 0.01% Added +2.3k +2,335
36 Northland Capital Management LLC 2.09% of their portfolio VIRGINIA, MN 63,44963.4k $3.4m $3.4m 2.09% Added +2.0k +2,001
37 CSS LLC/IL 0.21% of their portfolio CHICAGO, IL 62,97363.0k $3.4m $3.4m 0.21% Added +3.2k +3,170
38 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 60,18460.2k $3.2m $3.2m 0.00% Reduced -30.9k -30,893
39 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 56,47556.5k $3.0m $3.0m 0.03% Added +7.2k +7,200
40 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 54,51454.5k $2.9m $2.9m 0.03% New
41 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 53,88153.9k $2.9m $2.9m 0.00% Added +6.5k +6,482
42 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 51,98052.0k $2.8m $2.8m 0.00% Added +5.6k +5,555
43 Strategic Blueprint, LLC 0.13% of their portfolio ATLANTA, GA 50,54250.5k $2.7m $2.7m 0.13% Added +3.2k +3,237
44 Parkshore Wealth Management, Inc. 1.31% of their portfolio Granite Bay, CA 50,14950.1k $2.7m $2.7m 1.31% Reduced -15.1k -15,051
45 Wedmont Private Capital 0.11% of their portfolio WEST CHESTER, PA 46,52346.5k $2.5m $2.5m 0.11% Added +3.6k +3,638
46 PFC CAPITAL GROUP, INC. 1.11% of their portfolio LOS ANGELES, CA 44,88944.9k $2.4m $2.4m 1.11% Added +24.0k +23,970
47 AXXCESS WEALTH MANAGEMENT, LLC 0.06% of their portfolio CARLSBAD, CA 42,92842.9k $2.3m $2.3m 0.06% Added +3.6k +3,612
48 ENTREWEALTH, LLC 1.38% of their portfolio AUSTIN, TX 37,27937.3k $2.0m $2.0m 1.38% Added +9.4k +9,443
49 Gibson Capital, LLC 0.39% of their portfolio WEXFORD, PA 37,01037.0k $2.0m $2.0m 0.39% New
50 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 35,59335.6k $1.9m $1.9m 0.01% Reduced -8.8k -8,811
51 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 33,83433.8k $1.8m $1.8m 0.00% Added +1.7k +1,725
52 CoreFirst Bank & Trust 1.02% of their portfolio TOPEKA, KS 33,61233.6k $1.8m $1.8m 1.02% Added +3.1k +3,100
53 Cypress Point Wealth Management, LLC 0.33% of their portfolio DALLAS, TX 25,63725.6k $1.4m $1.4m 0.33% Reduced -2.0k -2,033
54 Asset Dedication, LLC 0.09% of their portfolio SAN FRANCISCO, CA 23,83223.8k $1.3m $1.3m 0.09% Reduced -1.2k -1,180
55 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 23,25823.3k $1.2m $1.2m 0.02% Reduced -203 -203
56 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 21,12521.1k $1.1m $1.1m 0.01% Reduced -4.3k -4,321
57 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 19,99620.0k $1.1m $1.1m 0.03% New
58 True Wealth Design, LLC 0.36% of their portfolio AKRON, OH 18,99019.0k $1.0m $1.0m 0.36% Added +16.1k +16,139
59 NCM Capital Management, LLC 0.39% of their portfolio RAMSEY, NJ 17,66917.7k $946.2k $946.2k 0.39% Added +893 +893
60 Mraz, Amerine & Associates, Inc. 0.15% of their portfolio Modesto, CA 17,42317.4k $932.9k $932.9k 0.15% Reduced -10 -10
61 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 17,26517.3k $924.5k $924.5k 0.00% Unchanged
62 Capital Investment Advisory Services, LLC 0.08% of their portfolio RALEIGH, NC 17,26017.3k $924.2k $924.2k 0.08% Added +165 +165
63 Good Life Advisors, LLC 0.05% of their portfolio READING, PA 16,34116.3k $875.0k $875.0k 0.05% Added +1.3k +1,349
64 Sensible Money, LLC 0.33% of their portfolio SCOTTSDALE, AZ 16,33316.3k $874.5k $874.5k 0.33% Added +4 +4
65 Forum Financial Management, LP 0.01% of their portfolio LOMBARD, IL 15,19615.2k $813.7k $813.7k 0.01% Unchanged
66 Jackson Creek Investment Advisors LLC 0.21% of their portfolio CASTLE ROCK, CO 14,24714.2k $763.0k $763.0k 0.21% Reduced -483 -483
67 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 13,55913.6k $723.5k $723.5k 0.00% Reduced -10 -10
68 Jacobi Capital Management LLC 0.05% of their portfolio PITTSTON, PA 12,97013.0k $694.5k $694.5k 0.05% Added +1.4k +1,365
69 Breakwater Capital Group 0.11% of their portfolio PARAMUS, NJ 12,62112.6k $675.8k $675.8k 0.11% Reduced -264 -264
70 Versant Capital Management, Inc 0.10% of their portfolio PHOENIX, AZ 12,28512.3k $657.8k $657.8k 0.10% Added +610 +610
71 Werba Rubin Papier Wealth Management 0.12% of their portfolio SAN JOSE, CA 12,06912.1k $646.2k $646.2k 0.12% Reduced -364 -364
72 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 10,41710.4k $557.8k $557.8k 0.01% Reduced -92 -92
73 PrairieView Partners, LLC 0.05% of their portfolio ST. PAUL, MN 10,28010.3k $550.0k $550.0k 0.05% Reduced -920 -920
74 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 10,21110.2k $546.7k $546.7k 0.02% Added +1.8k +1,816
75 Vestment Financial LLC 0.35% of their portfolio CHANHASSEN, MN 10,17110.2k $548.6k $548.6k 0.35% Added +5 +5
76 LAM GROUP, INC. 0.36% of their portfolio LAKE OSWEGO, OR 10,04510.0k $537.9k $537.9k 0.36% Added +3.1k +3,085
77 DBK Financial Counsel, LLC 0.48% of their portfolio CUYAHOGA FALLS, OH 9,8309.8k $526.3k $526.3k 0.48% Unchanged
78 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 9,4829.5k $507.7k $507.7k 0.00% Reduced -698 -698
79 WMG Financial Advisors, LLC 0.18% of their portfolio Knoxville, TN 9,1509.2k $489.9k $489.9k 0.18% Unchanged
80 Betterment LLC 0.00% of their portfolio NEW YORK, NY 9,0269.0k $483.0k $483.0k 0.00% Added +4.0k +4,045
81 Accredited Wealth Management, LLC 0.37% of their portfolio LOUISVILLE, KY 8,5858.6k $459.7k $459.7k 0.37% New
82 Comprehensive Money Management Services LLC 0.34% of their portfolio CORAL GABLES, FL 8,4408.4k $451.9k $451.9k 0.34% Reduced -1.0k -1,000
83 GUIDANCE CAPITAL, INC 0.12% of their portfolio LOUSVILLE, KY 8,0188.0k $429.4k $429.4k 0.12% Added +137 +137
84 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,5867.6k $406.2k $406.2k 0.00% Added +4.9k +4,866
85 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,5357.5k $403.5k $403.5k 0.01% Added +2.1k +2,143
86 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 7,4737.5k $400.1k $400.1k 0.01% Added +1.8k +1,820
87 Cloud Capital Management, LLC 0.24% of their portfolio SEATTLE, WA 7,2377.2k $391.0k $391.0k 0.24% Added +1.3k +1,273
88 Seed Wealth Management, Inc. 0.28% of their portfolio EVANSTON, IL 7,1307.1k $381.8k $381.8k 0.28% Unchanged
89 Ariadne Wealth Management, LP 0.18% of their portfolio SANTA BARBARA, CA 6,7226.7k $376.1k $376.1k 0.18% Added +3 +3
90 Pacific Asset Management, LLC 0.28% of their portfolio Gig Harbor, WA 6,4676.5k $346.3k $346.3k 0.28% Added +285 +285
91 XY Planning Network, Inc. 0.11% of their portfolio BOZEMAN, MT 6,0776.1k $325.4k $325.4k 0.11% Added +1.4k +1,411
92 Efficient Frontier Advisors LLC 0.20% of their portfolio EASTFORD, CT 5,8105.8k $311.1k $311.1k 0.20% Added +80 +80
93 TFB Advisors LLC 0.08% of their portfolio OVERLAND PARK, KS 5,5785.6k $298.7k $298.7k 0.08% Reduced -5.7k -5,710
94 FMB WEALTH MANAGEMENT 0.14% of their portfolio WESTLAKE VILLAGE, CA 5,4905.5k $294.0k $294.0k 0.14% Unchanged
95 Financial Architects, LLC 0.15% of their portfolio WOODSTOCK, GA 4,7104.7k $252.2k $252.2k 0.15% New
96 WealthShield Partners, LLC 0.03% of their portfolio CARY, NC 4,4694.5k $239.3k $239.3k 0.03% Reduced -100 -100
97 Physician Wealth Solutions Inc. 0.11% of their portfolio NORTH LAS VEGAS, NV 4,3594.4k $233.4k $233.4k 0.11% New
98 CARDIFF PARK ADVISORS, LLC 0.02% of their portfolio SAN MARCOS, CA 4,3024.3k $230.3k $230.3k 0.02% Added +58 +58
99 Life Planning Partners, Inc 0.18% of their portfolio JACKSONVILLE, FL 4,1304.1k $221.1k $221.1k 0.18% New
100 Orcam Financial Group 0.18% of their portfolio ENCINITAS, CA 3,9614.0k $212.1k $212.1k 0.18% New