Vault-13

AMERICAN CENTY ETF TR AVES

EMERGING MKT VAL · ETP · CUSIP 025072372

152 institutional holders +16 vs Q3 2025
9,737,9739.7m shares reported held*
$569.3mreported value*
18 new 65 added 36 reduced 10 sold out net bought ≈ $28.6m (+490.0k 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 ≈ $58.46.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 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: 136Q4 25: 152152Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025152

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 72 bought or addedQ3 25: 41 cut or sold outQ4 25: 83 bought or addedQ4 25: 46 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20245127
Q2 20245722
Q3 20246718
Q4 20246927
Q1 20257034
Q2 20258135
Q3 20257241
Q4 20258346

Biggest buyers

Symmetry Partners, LLC Added +218,989+219.0k
AMERICAN CENTURY COMPANIES INC Added +187,114+187.1k
B&D White Capital Company, LLC Added +108,113+108.1k
Farther Finance Advisors, LLC Added +106,982+107.0k
Corient Private Wealth LP Added +64,599+64.6k
Greenspring Advisors, LLC Added +56,139+56.1k
CITADEL ADVISORS LLC New +55,489+55.5k
1620 INVESTMENT ADVISORS, INC. Added +50,300+50.3k
BANK OF AMERICA CORP /DE/ Added +28,807+28.8k
SHUFRO ROSE & CO LLC New +23,390+23.4k

Biggest sellers

Focus Partners Advisor Solutions, LLC Reduced -322,913-322.9k
JANE STREET GROUP, LLC Sold out -112,797-112.8k
ENZI WEALTH Reduced -77,933-77.9k
Focus Partners Wealth Reduced -63,085-63.1k
Strategic Blueprint, LLC Reduced -32,179-32.2k
Private Advisor Group, LLC Sold out -31,098-31.1k
Werba Rubin Papier Wealth Management Sold out -11,962-12.0k
BSW Wealth Partners Reduced -7,209-7.2k
GOLDMAN SACHS GROUP INC Sold out -4,737-4.7k
Evanson Asset Management, LLC Sold out -3,557-3.6k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio KANSAS CITY, MO 1,772,2291.8m $103.3m $103.3m 0.05% Added +187.1k +187,114
2 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 737,385737.4k $43.0m $43.0m 0.05% Reduced -63.1k -63,085
3 Symmetry Partners, LLC 1.30% of their portfolio GLASTONBURY, CT 378,071378.1k $22.0m $22.0m 1.30% Added +219.0k +218,989
4 Armbruster Capital Management, Inc. 3.40% of their portfolio PITTSFORD, NY 347,503347.5k $20.3m $20.3m 3.40% Added +1.2k +1,214
5 Pathstone Holdings, LLC 0.07% of their portfolio ENGLEWOOD, NJ 308,386308.4k $18.0m $18.0m 0.07% Added +8.3k +8,341
6 B&D White Capital Company, LLC 2.02% of their portfolio Lakeway, TX 299,158299.2k $17.4m $17.4m 2.02% Added +108.1k +108,113
7 Meredith Wealth Planning 4.86% of their portfolio MARYVILLE, IL 280,157280.2k $16.3m $16.3m 4.86% Added +1.8k +1,802
8 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 247,836247.8k $14.5m $14.5m 0.02% Added +940 +940
9 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 238,870238.9k $13.9m $13.9m 0.00% Added +10.1k +10,057
10 Three Arch Wealth Management LLC 2.54% of their portfolio IRVINE, CA 232,646232.6k $13.6m $13.6m 2.54% First filing
11 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4.56% of their portfolio HILLSDALE, NY 218,727218.7k $12.8m $12.8m 4.56% Added +227 +227
12 Austin Wealth Management, LLC 1.82% of their portfolio Austin, TX 206,384206.4k $12.3m $12.3m 1.82% Added +17.2k +17,170
13 BSW Wealth Partners 1.35% of their portfolio BOULDER, CO 193,168193.2k $11.3m $11.3m 1.35% Reduced -7.2k -7,209
14 Allegiance Financial Group Advisory Services LLC 2.26% of their portfolio VIENNA, VA 184,744184.7k $10.8m $10.8m 2.26% Added +14.4k +14,411
15 FIDELITY D & D BANCORP INC 3.97% of their portfolio Dunmore, PA 157,827157.8k $9.2m $9.2m 3.97% Added +21.3k +21,288
16 ANDERSON HOAGLAND & CO 0.77% of their portfolio ST LOUIS, MO 153,919153.9k $9.0m $9.0m 0.77% Reduced -2.2k -2,205
17 Perigon Wealth Management, LLC 0.16% of their portfolio SAN FRANCISCO, CA 153,651153.7k $9.0m $9.0m 0.16% Added +2.6k +2,636
18 Apeiron RIA LLC 1.93% of their portfolio Dallas, TX 152,222152.2k $9.5m $9.5m 1.93% Added +9.3k +9,268
19 Global Strategic Investment Solutions, LLC 0.83% of their portfolio Scottsdale, AZ 145,435145.4k $8.5m $8.5m 0.83% Reduced -1.2k -1,193
20 Golden Bell Financial Planning LLC 7.00% of their portfolio ALPHARETTA, GA 144,189144.2k $8.4m $8.4m 7.00% Reduced -3.4k -3,424
21 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1.68% of their portfolio MINNEAPOLIS, MN 139,184139.2k $8.1m $8.1m 1.68% Added +3.7k +3,711
22 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 129,446129.4k $7.5m $7.5m 0.01% Added +64.6k +64,599
23 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 123,061123.1k $7.2m $7.2m 0.08% Added +107.0k +106,982
24 Cornerstone Wealth Partners, LLC 4.14% of their portfolio OKEMOS, MI 102,213102.2k $6.0m $6.0m 4.14% First filing
25 AlphaCore Capital LLC 0.13% of their portfolio LA JOLLA, CA 99,28699.3k $5.8m $5.8m 0.13% Reduced -3.5k -3,451
26 ATLas Financial Planning LLC 5.50% of their portfolio ALPHARETTA, GA 96,15196.2k $5.6m $5.6m 5.50% First filing
27 Focus Partners Advisor Solutions, LLC 0.07% of their portfolio SAINT LOUIS, MO 93,08193.1k $5.4m $5.4m 0.07% Reduced -322.9k -322,913
28 Oceanside Advisors LLC 3.26% of their portfolio MOUNT PLEASANT, SC 92,20692.2k $5.4m $5.4m 3.26% Reduced -753 -753
29 BAYSHORE ASSET MANAGEMENT, LLC 2.18% of their portfolio CORAL GABLES, FL 91,51191.5k $5.3m $5.3m 2.18% Reduced -1.8k -1,789
30 Cascade Financial Partners, LLC 0.52% of their portfolio SAN DIEGO, CA 87,45787.5k $5.1m $5.1m 0.52% Added +8.7k +8,694
31 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 3.52% of their portfolio LEWISVILLE, TX 85,26485.3k $5.0m $5.0m 3.52% Added +1.7k +1,716
32 Greenspring Advisors, LLC 0.27% of their portfolio Towson, MD 75,24275.2k $4.4m $4.4m 0.27% Added +56.1k +56,139
33 PARK AVENUE SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 72,65672.7k $4.2m $4.2m 0.04% Added +8.2k +8,162
34 Simplicity Wealth,LLC 0.25% of their portfolio SUMMIT, NJ 72,29872.3k $4.2m $4.2m 0.25% Added +3.8k +3,830
35 MB Generational Wealth, LLC 2.19% of their portfolio SPOKANE, WA 70,82370.8k $4.1m $4.1m 2.19% Added +4.7k +4,704
36 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 70,61270.6k $4.1m $4.1m 0.01% Added +5.1k +5,076
37 Tortoise Investment Management, LLC 0.35% of their portfolio WHITE PLAINS, NY 68,70368.7k $4.0m $4.0m 0.35% Reduced -1.8k -1,806
38 Northland Capital Management LLC 2.19% of their portfolio VIRGINIA, MN 67,03567.0k $3.9m $3.9m 2.19% Added +3.8k +3,794
39 CSS LLC/IL 0.21% of their portfolio CHICAGO, IL 62,97363.0k $3.7m $3.7m 0.21% Unchanged
40 PFC CAPITAL GROUP, INC. 1.49% of their portfolio LOS ANGELES, CA 61,97062.0k $3.6m $3.6m 1.49% Added +5.9k +5,857
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 55,48955.5k $3.2m $3.2m 0.00% New
42 Trailhead Planners LLC 3.07% of their portfolio EDINA, MN 53,65353.7k $3.1m $3.1m 3.07% First filing
43 AXXCESS WEALTH MANAGEMENT, LLC 0.05% of their portfolio CARLSBAD, CA 51,55051.5k $3.0m $3.0m 0.05% Added +3.9k +3,867
44 Parkshore Wealth Management, Inc. 1.13% of their portfolio Granite Bay, CA 51,40351.4k $3.0m $3.0m 1.13% Reduced -82 -82
45 ENTREWEALTH, LLC 1.45% of their portfolio AUSTIN, TX 50,54150.5k $3.2m $3.2m 1.45% Added +5.5k +5,456
46 1620 INVESTMENT ADVISORS, INC. 1.96% of their portfolio PLYMOUTH, MA 50,52550.5k $2.9m $2.9m 1.96% Added +50.3k +50,300
47 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 49,31449.3k $2.9m $2.9m 0.00% Reduced -906 -906
48 Wedmont Private Capital 0.10% of their portfolio WEST CHESTER, PA 46,14646.1k $2.8m $2.8m 0.10% Reduced -377 -377
49 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 43,87343.9k $2.6m $2.6m 0.03% Reduced -1.8k -1,802
50 Gibson Capital, LLC 0.40% of their portfolio WEXFORD, PA 37,02537.0k $2.2m $2.2m 0.40% Unchanged
51 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 36,50836.5k $2.1m $2.1m 0.00% Added +3.0k +3,032
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,27934.3k $2.0m $2.0m 0.00% Added +23.2k +23,187
53 CoreFirst Bank & Trust 1.04% of their portfolio TOPEKA, KS 32,88032.9k $1.9m $1.9m 1.04% Reduced -1.7k -1,683
54 EJMK Ventures LLC 1.15% of their portfolio ITASCA, IL 31,94831.9k $1.9m $1.9m 1.15% First filing
55 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 31,02531.0k $1.8m $1.8m 0.00% Added +28.8k +28,807
56 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 26,21226.2k $1.5m $1.5m 0.01% Added +4.1k +4,076
57 ENZI WEALTH 0.54% of their portfolio AUSTIN, TX 25,17425.2k $1.5m $1.5m 0.54% Reduced -77.9k -77,933
58 Cypress Point Wealth Management, LLC 0.31% of their portfolio DALLAS, TX 24,20024.2k $1.4m $1.4m 0.31% Reduced -637 -637
59 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 23,77423.8k $1.4m $1.4m 0.00% Added +14.1k +14,094
60 SHUFRO ROSE & CO LLC 0.09% of their portfolio NEW YORK, NY 23,39023.4k $1.4m $1.4m 0.09% New
61 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 22,32522.3k $1.3m $1.3m 0.01% Added +1.2k +1,200
62 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 21,59921.6k $1.3m $1.3m 0.02% Reduced -1.5k -1,479
63 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 21,49921.5k $1.3m $1.3m 0.00% Added +4.3k +4,256
64 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 21,13921.1k $1.2m $1.2m 0.00% Added +1.9k +1,859
65 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 20,60920.6k $1.2m $1.2m 0.00% Added +4.8k +4,778
66 Asset Dedication, LLC 0.08% of their portfolio SAN FRANCISCO, CA 20,58920.6k $1.2m $1.2m 0.08% Reduced -1.7k -1,669
67 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 19,85319.9k $1.2m $1.2m 0.04% New
68 Capital Investment Advisory Services, LLC 0.08% of their portfolio RALEIGH, NC 19,44119.4k $1.1m $1.1m 0.08% Added +311 +311
69 NCM Capital Management, LLC 0.40% of their portfolio RAMSEY, NJ 18,57418.6k $1.1m $1.1m 0.40% Added +240 +240
70 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 18,54918.5k $1.1m $1.1m 0.06% Reduced -32.2k -32,179
71 Jacobi Capital Management LLC 0.06% of their portfolio PITTSTON, PA 17,59917.6k $1.0m $1.0m 0.06% Added +3.5k +3,465
72 Mraz, Amerine & Associates, Inc. 0.15% of their portfolio Modesto, CA 17,27317.3k $1.0m $1.0m 0.15% Reduced -73 -73
73 Sensible Money, LLC 0.30% of their portfolio SCOTTSDALE, AZ 16,33816.3k $952.7k $952.7k 0.30% Added +5 +5
74 True Wealth Design, LLC 0.27% of their portfolio AKRON, OH 15,73215.7k $917.3k $917.3k 0.27% Reduced -1.5k -1,539
75 Forum Financial Management, LP 0.01% of their portfolio LOMBARD, IL 15,19615.2k $886.1k $886.1k 0.01% Unchanged
76 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 14,60214.6k $851.4k $851.4k 0.03% Added +3.3k +3,253
77 LAM GROUP, INC. 0.45% of their portfolio LAKE OSWEGO, OR 13,56013.6k $790.7k $790.7k 0.45% Added +3.2k +3,215
78 Breakwater Capital Group 0.11% of their portfolio PARAMUS, NJ 13,25313.3k $772.8k $772.8k 0.11% Added +646 +646
79 Brand Asset Management Group, Inc. 0.20% of their portfolio CHESTERFIELD, MO 12,36212.4k $720.8k $720.8k 0.20% Reduced -1.4k -1,379
80 Versant Capital Management, Inc 0.09% of their portfolio PHOENIX, AZ 12,20912.2k $711.9k $711.9k 0.09% Added +181 +181
81 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 11,58811.6k $675.7k $675.7k 0.01% Added +500 +500
82 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 10,57410.6k $616.6k $616.6k 0.00% Reduced -216 -216
83 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 10,34410.3k $603.2k $603.2k 0.00% Reduced -73 -73
84 DBK Financial Counsel, LLC 0.44% of their portfolio CUYAHOGA FALLS, OH 9,8309.8k $573.2k $573.2k 0.44% Unchanged
85 GUIDANCE CAPITAL, INC 0.15% of their portfolio LOUSVILLE, KY 9,6809.7k $600.8k $600.8k 0.15% Added +333 +333
86 MCF Advisors LLC 0.03% of their portfolio LEXINGTON, KY 9,3469.3k $545.0k $545.0k 0.03% New
87 WMG Financial Advisors, LLC 0.22% of their portfolio Knoxville, TN 9,1509.2k $533.5k $533.5k 0.22% Unchanged
88 marrick wealth, LLC 0.43% of their portfolio IRVINE, CA 9,0989.1k $530.5k $530.5k 0.43% First filing
89 Cloud Capital Management, LLC 0.25% of their portfolio SEATTLE, WA 8,9338.9k $520.0k $520.0k 0.25% Added +1.1k +1,074
90 Haven Private, LLC 0.23% of their portfolio ORLANDO, FL 8,8858.9k $518.1k $518.1k 0.23% New
91 Vestment Financial LLC 0.27% of their portfolio CHANHASSEN, MN 8,8148.8k $529.2k $529.2k 0.27% Reduced -1.2k -1,215
92 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 8,8118.8k $513.8k $513.8k 0.00% Reduced -993 -993
93 Comprehensive Money Management Services LLC 0.34% of their portfolio CORAL GABLES, FL 8,5008.5k $495.6k $495.6k 0.34% Added +205 +205
94 Betterment LLC 0.00% of their portfolio NEW YORK, NY 8,4628.5k $493.0k $493.0k 0.00% Reduced -652 -652
95 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,1898.2k $477.5k $477.5k 0.00% Reduced -39 -39
96 Seed Wealth Management, Inc. 0.30% of their portfolio EVANSTON, IL 7,4807.5k $436.2k $436.2k 0.30% Added +1.8k +1,800
97 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,7966.8k $396.3k $396.3k 0.00% New
98 Ariadne Wealth Management, LP 0.18% of their portfolio SANTA BARBARA, CA 6,7266.7k $434.5k $434.5k 0.18% Added +4 +4
99 Sankala Group LLC 0.33% of their portfolio LYONS, CO 6,1836.2k $409.0k $409.0k 0.33% First filing
100 Pacific Asset Management, LLC 0.21% of their portfolio Gig Harbor, WA 6,0676.1k $353.7k $353.7k 0.21% Added +50 +50