Vault-13

AMERICAN CENTY ETF TR AVES

EMERGING MKT VAL · ETP · CUSIP 025072372

136 institutional holders +8 vs Q2 2025
8,850,8158.9m shares reported held*
$506.5mreported value*
16 new 56 added 35 reduced 6 sold out net sold ≈ $39.8m (-663.3k 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 ≈ $57.23.

Trends to Q3 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: 128Q3 25: 136136Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025136

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 81 bought or addedQ2 25: 35 cut or sold outQ3 25: 72 bought or addedQ3 25: 41 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20235517
Q1 20245127
Q2 20245722
Q3 20246718
Q4 20246927
Q1 20257034
Q2 20258135
Q3 20257241

Biggest buyers

Focus Partners Advisor Solutions, LLC Added +166,545+166.5k
AMERICAN CENTURY COMPANIES INC Added +116,466+116.5k
HighTower Advisors, LLC Added +46,634+46.6k
Focus Partners Wealth Added +43,004+43.0k
Accredited Wealth Management, LLC Added +30,877+30.9k
Kestra Advisory Services, LLC New +22,136+22.1k
FIDELITY D & D BANCORP INC Added +17,273+17.3k
Allegiance Financial Group Advisory Services LLC Added +15,663+15.7k
Brand Asset Management Group, Inc. New +13,741+13.7k
Symmetry Partners, LLC Added +13,297+13.3k

Biggest sellers

Empowered Funds, LLC Sold out -785,886-785.9k
JANE STREET GROUP, LLC Reduced -188,303-188.3k
MENORA MIVTACHIM HOLDINGS LTD. Sold out -126,408-126.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -71,680-71.7k
Simplicity Wealth,LLC Reduced -69,172-69.2k
LPL Financial LLC Reduced -20,405-20.4k
OLD MISSION CAPITAL LLC Sold out -19,996-20.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -18,003-18.0k
Jackson Creek Investment Advisors LLC Sold out -14,247-14.2k
OneDigital Investment Advisors LLC Reduced -8,839-8.8k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio KANSAS CITY, MO 1,585,1151.6m $90.9m $90.9m 0.05% Added +116.5k +116,466
2 Focus Partners Wealth 0.07% of their portfolio ST LOUIS, MO 800,470800.5k $45.9m $45.9m 0.07% Added +43.0k +43,004
3 Focus Partners Advisor Solutions, LLC 0.28% of their portfolio SAINT LOUIS, MO 415,994416.0k $24.3m $24.3m 0.28% Added +166.5k +166,545
4 Armbruster Capital Management, Inc. 3.38% of their portfolio PITTSFORD, NY 346,289346.3k $19.9m $19.9m 3.38% Added +6.7k +6,685
5 Pathstone Holdings, LLC 0.07% of their portfolio ENGLEWOOD, NJ 300,045300.0k $17.2m $17.2m 0.07% Added +7.6k +7,613
6 Meredith Wealth Planning 5.06% of their portfolio MARYVILLE, IL 278,355278.4k $16.0m $16.0m 5.06% Added +6.9k +6,914
7 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 246,896246.9k $14.2m $14.2m 0.02% Added +46.6k +46,634
8 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 228,813228.8k $13.1m $13.1m 0.00% Added +8.0k +7,982
9 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4.38% of their portfolio HILLSDALE, NY 218,500218.5k $12.5m $12.5m 4.38% Added +722 +722
10 BSW Wealth Partners 1.43% of their portfolio BOULDER, CO 200,377200.4k $11.5m $11.5m 1.43% Added +6.3k +6,290
11 B&D White Capital Company, LLC 1.40% of their portfolio Lakeway, TX 191,045191.0k $11.0m $11.0m 1.40% Reduced -1.2k -1,219
12 Austin Wealth Management, LLC 1.72% of their portfolio Austin, TX 189,214189.2k $10.9m $10.9m 1.72% Added +10.2k +10,199
13 Allegiance Financial Group Advisory Services LLC 2.25% of their portfolio VIENNA, VA 170,333170.3k $9.8m $9.8m 2.25% Added +15.7k +15,663
14 Symmetry Partners, LLC 0.99% of their portfolio GLASTONBURY, CT 159,082159.1k $9.1m $9.1m 0.99% Added +13.3k +13,297
15 ANDERSON HOAGLAND & CO 0.80% of their portfolio ST LOUIS, MO 156,124156.1k $9.0m $9.0m 0.80% Added +453 +453
16 Perigon Wealth Management, LLC 0.18% of their portfolio SAN FRANCISCO, CA 151,015151.0k $8.7m $8.7m 0.18% Added +11.4k +11,362
17 Golden Bell Financial Planning LLC 7.36% of their portfolio ALPHARETTA, GA 147,613147.6k $8.5m $8.5m 7.36% Reduced -6.5k -6,537
18 Global Strategic Investment Solutions, LLC 0.84% of their portfolio Scottsdale, AZ 146,628146.6k $8.4m $8.4m 0.84% Added +5.6k +5,584
19 Apeiron RIA LLC 1.83% of their portfolio Dallas, TX 142,954143.0k $8.1m $8.1m 1.83% Added +12.3k +12,275
20 FIDELITY D & D BANCORP INC 4.32% of their portfolio Dunmore, PA 136,539136.5k $7.8m $7.8m 4.32% Added +17.3k +17,273
21 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1.65% of their portfolio MINNEAPOLIS, MN 135,473135.5k $7.8m $7.8m 1.65% Added +30 +30
22 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 112,797112.8k $6.5m $6.5m 0.01% Reduced -188.3k -188,303
23 ENZI WEALTH 2.09% of their portfolio AUSTIN, TX 103,107103.1k $5.9m $5.9m 2.09% Added +315 +315
24 AlphaCore Capital LLC 0.20% of their portfolio LA JOLLA, CA 102,737102.7k $5.9m $5.9m 0.20% Reduced -1.1k -1,053
25 Fortress Wealth Management, Inc. 2.56% of their portfolio Culver City, CA 100,210100.2k $5.7m $5.7m 2.56% Added +1.6k +1,586
26 BAYSHORE ASSET MANAGEMENT, LLC 2.30% of their portfolio CORAL GABLES, FL 93,30093.3k $5.4m $5.4m 2.30% Reduced -423 -423
27 Oceanside Advisors LLC 3.33% of their portfolio MOUNT PLEASANT, SC 92,95993.0k $5.3m $5.3m 3.33% Reduced -574 -574
28 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 3.53% of their portfolio LEWISVILLE, TX 83,54883.5k $4.8m $4.8m 3.53% Added +1.9k +1,881
29 Cascade Financial Partners, LLC 0.52% of their portfolio SAN DIEGO, CA 78,76378.8k $4.5m $4.5m 0.52% Added +659 +659
30 Tortoise Investment Management, LLC 0.36% of their portfolio WHITE PLAINS, NY 70,50970.5k $4.0m $4.0m 0.36% Added +590 +590
31 Simplicity Wealth,LLC 0.23% of their portfolio SUMMIT, NJ 68,46868.5k $3.9m $3.9m 0.23% Reduced -69.2k -69,172
32 MB Generational Wealth, LLC 2.41% of their portfolio SPOKANE, WA 66,11966.1k $3.8m $3.8m 2.41% First filing
33 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 65,53665.5k $3.8m $3.8m 0.01% Reduced -2.5k -2,471
34 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 64,84764.8k $3.7m $3.7m 0.01% Added +4.7k +4,663
35 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 64,49464.5k $3.7m $3.7m 0.03% Added +8.0k +8,019
36 Northland Capital Management LLC 2.12% of their portfolio VIRGINIA, MN 63,24163.2k $3.6m $3.6m 2.12% Reduced -208 -208
37 CSS LLC/IL 0.22% of their portfolio CHICAGO, IL 62,97363.0k $3.6m $3.6m 0.22% Unchanged
38 PFC CAPITAL GROUP, INC. 1.35% of their portfolio LOS ANGELES, CA 56,11356.1k $3.2m $3.2m 1.35% Added +11.2k +11,224
39 Parkshore Wealth Management, Inc. 1.20% of their portfolio Granite Bay, CA 51,48551.5k $3.0m $3.0m 1.20% Added +1.3k +1,336
40 Strategic Blueprint, LLC 0.13% of their portfolio ATLANTA, GA 50,72850.7k $2.9m $2.9m 0.13% Added +186 +186
41 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 50,22050.2k $2.9m $2.9m 0.00% Reduced -1.8k -1,760
42 AXXCESS WEALTH MANAGEMENT, LLC 0.06% of their portfolio CARLSBAD, CA 47,68347.7k $2.7m $2.7m 0.06% Added +4.8k +4,755
43 Wedmont Private Capital 0.10% of their portfolio WEST CHESTER, PA 46,52346.5k $2.7m $2.7m 0.10% Unchanged
44 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 45,67545.7k $2.6m $2.6m 0.03% Reduced -8.8k -8,839
45 ENTREWEALTH, LLC 1.33% of their portfolio AUSTIN, TX 45,08545.1k $2.6m $2.6m 1.33% Added +7.8k +7,806
46 Accredited Wealth Management, LLC 0.40% of their portfolio LOUISVILLE, KY 39,46239.5k $537.8k $537.8k 0.40% Added +30.9k +30,877
47 Gibson Capital, LLC 0.39% of their portfolio WEXFORD, PA 37,02537.0k $2.1m $2.1m 0.39% Added +15 +15
48 CoreFirst Bank & Trust 1.07% of their portfolio TOPEKA, KS 34,56334.6k $2.0m $2.0m 1.07% Added +951 +951
49 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 33,47633.5k $1.9m $1.9m 0.00% Reduced -20.4k -20,405
50 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 31,09831.1k $1.8m $1.8m 0.01% Reduced -4.5k -4,495
51 Cypress Point Wealth Management, LLC 0.29% of their portfolio DALLAS, TX 24,83724.8k $1.4m $1.4m 0.29% Reduced -800 -800
52 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 23,07823.1k $1.3m $1.3m 0.02% Reduced -180 -180
53 Asset Dedication, LLC 0.09% of their portfolio SAN FRANCISCO, CA 22,25822.3k $1.3m $1.3m 0.09% Reduced -1.6k -1,574
54 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 22,13622.1k $1.3m $1.3m 0.01% New
55 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 21,12521.1k $1.2m $1.2m 0.01% Unchanged
56 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 19,28019.3k $1.1m $1.1m 0.00% Added +2.0k +2,015
57 Capital Investment Advisory Services, LLC 0.09% of their portfolio RALEIGH, NC 19,13019.1k $1.1m $1.1m 0.09% Added +1.9k +1,870
58 Greenspring Advisors, LLC 0.19% of their portfolio Towson, MD 19,10319.1k $1.1m $1.1m 0.19% First filing
59 NCM Capital Management, LLC 0.41% of their portfolio RAMSEY, NJ 18,33418.3k $1.1m $1.1m 0.41% Added +665 +665
60 Mraz, Amerine & Associates, Inc. 0.16% of their portfolio Modesto, CA 17,34617.3k $995.1k $995.1k 0.16% Reduced -77 -77
61 True Wealth Design, LLC 0.30% of their portfolio AKRON, OH 17,27117.3k $990.8k $990.8k 0.30% Reduced -1.7k -1,719
62 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 17,24317.2k $973.5k $973.5k 0.00% Added +3.7k +3,684
63 Sensible Money, LLC 0.32% of their portfolio SCOTTSDALE, AZ 16,33316.3k $937.0k $937.0k 0.32% Unchanged
64 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 16,07916.1k $922.4k $922.4k 0.01% Added +8.5k +8,544
65 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,83115.8k $908.0k $908.0k 0.00% Reduced -18.0k -18,003
66 Forum Financial Management, LP 0.01% of their portfolio LOMBARD, IL 15,19615.2k $871.8k $871.8k 0.01% Unchanged
67 Jacobi Capital Management LLC 0.05% of their portfolio PITTSTON, PA 14,13414.1k $810.9k $810.9k 0.05% Added +1.2k +1,164
68 Brand Asset Management Group, Inc. 0.22% of their portfolio CHESTERFIELD, MO 13,74113.7k $788.3k $788.3k 0.22% New
69 Breakwater Capital Group 0.11% of their portfolio PARAMUS, NJ 12,60712.6k $723.3k $723.3k 0.11% Reduced -14 -14
70 Versant Capital Management, Inc 0.09% of their portfolio PHOENIX, AZ 12,02812.0k $690.0k $690.0k 0.09% Reduced -257 -257
71 Werba Rubin Papier Wealth Management 0.11% of their portfolio SAN JOSE, CA 11,96212.0k $686.2k $686.2k 0.11% Reduced -107 -107
72 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 11,34911.3k $651.1k $651.1k 0.02% Added +1.1k +1,138
73 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,09211.1k $636.3k $636.3k 0.00% Reduced -71.7k -71,680
74 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 11,08811.1k $636.1k $636.1k 0.01% Added +3.6k +3,615
75 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 10,79010.8k $619.0k $619.0k 0.00% New
76 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 10,41710.4k $597.6k $597.6k 0.01% Unchanged
77 LAM GROUP, INC. 0.37% of their portfolio LAKE OSWEGO, OR 10,34510.3k $593.5k $593.5k 0.37% Added +300 +300
78 Vestment Financial LLC 0.33% of their portfolio CHANHASSEN, MN 10,02910.0k $576.7k $576.7k 0.33% Reduced -142 -142
79 DBK Financial Counsel, LLC 0.47% of their portfolio CUYAHOGA FALLS, OH 9,8309.8k $563.9k $563.9k 0.47% Unchanged
80 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 9,8049.8k $562.5k $562.5k 0.00% Added +322 +322
81 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 9,6809.7k $555.3k $555.3k 0.00% New
82 GUIDANCE CAPITAL, INC 0.14% of their portfolio LOUSVILLE, KY 9,3479.3k $544.2k $544.2k 0.14% Added +1.3k +1,329
83 WMG Financial Advisors, LLC 0.18% of their portfolio Knoxville, TN 9,1509.2k $524.9k $524.9k 0.18% Unchanged
84 Betterment LLC 0.00% of their portfolio NEW YORK, NY 9,1149.1k $523.0k $523.0k 0.00% Added +88 +88
85 Comprehensive Money Management Services LLC 0.34% of their portfolio CORAL GABLES, FL 8,2958.3k $475.9k $475.9k 0.34% Reduced -145 -145
86 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,2288.2k $472.0k $472.0k 0.00% Added +642 +642
87 Cloud Capital Management, LLC 0.24% of their portfolio SEATTLE, WA 7,8597.9k $450.0k $450.0k 0.24% Added +622 +622
88 Ariadne Wealth Management, LP 0.18% of their portfolio SANTA BARBARA, CA 6,7226.7k $394.2k $394.2k 0.18% Unchanged
89 XY Planning Network, Inc. 0.11% of their portfolio BOZEMAN, MT 6,0776.1k $325.4k $325.4k 0.11% Unchanged
90 Pacific Asset Management, LLC 0.23% of their portfolio Gig Harbor, WA 6,0176.0k $345.2k $345.2k 0.23% Reduced -450 -450
91 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 6,0096.0k $344.7k $344.7k 0.01% New
92 Seed Wealth Management, Inc. 0.23% of their portfolio EVANSTON, IL 5,6805.7k $325.9k $325.9k 0.23% Reduced -1.4k -1,450
93 TFB Advisors LLC 0.09% of their portfolio OVERLAND PARK, KS 5,5785.6k $314.3k $314.3k 0.09% Unchanged
94 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 5,5045.5k $315.8k $315.8k 0.00% New
95 FMB WEALTH MANAGEMENT 0.13% of their portfolio WESTLAKE VILLAGE, CA 5,4905.5k $315.0k $315.0k 0.13% Unchanged
96 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,7374.7k $271.8k $271.8k 0.00% New
97 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 4,7224.7k $270.9k $270.9k 0.01% New
98 Financial Architects, LLC 0.15% of their portfolio WOODSTOCK, GA 4,7104.7k $270.2k $270.2k 0.15% Unchanged
99 WealthShield Partners, LLC 0.03% of their portfolio CARY, NC 4,3194.3k $247.8k $247.8k 0.03% Reduced -150 -150
100 Life Planning Partners, Inc 0.17% of their portfolio JACKSONVILLE, FL 4,1304.1k $236.9k $236.9k 0.17% Unchanged