Vault-13

AMERICAN CENTY ETF TR AVES

EMERGING MKT VAL · ETP · CUSIP 025072372

167 institutional holders +15 vs Q4 2025
17,732,50117.7m shares reported held*
$1.1bnreported value*
23 new 84 added 39 reduced 8 sold out net bought ≈ $472.9m (+7.9m 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 ≈ $60.00.

Trends to Q1 2026

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: 152Q1 26: 167167Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026167

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 83 bought or addedQ4 25: 46 cut or sold outQ1 26: 107 bought or addedQ1 26: 47 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245722
Q3 20246718
Q4 20246927
Q1 20257034
Q2 20258135
Q3 20257241
Q4 20258346
Q1 202610747

Biggest buyers

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC New +2,585,886+2.6m
ENVESTNET ASSET MANAGEMENT INC Added +1,924,688+1.9m
First Command Advisory Services, Inc. New +1,777,392+1.8m
Empowered Funds, LLC New +713,801+713.8k
AMERICAN CENTURY COMPANIES INC Added +396,206+396.2k
CITADEL ADVISORS LLC Added +156,118+156.1k
BANK OF AMERICA CORP /DE/ Added +92,356+92.4k
OLD MISSION CAPITAL LLC Added +85,243+85.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +46,166+46.2k
GOLDMAN SACHS GROUP INC New +41,442+41.4k

Biggest sellers

B&D White Capital Company, LLC Reduced -68,361-68.4k
Corient Private Wealth LP Reduced -63,836-63.8k
Austin Wealth Management, LLC Reduced -54,214-54.2k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -51,550-51.5k
1620 INVESTMENT ADVISORS, INC. Sold out -50,525-50.5k
Farther Finance Advisors, LLC Reduced -18,485-18.5k
Wealthcare Advisory Partners LLC Sold out -11,588-11.6k
Golden Bell Financial Planning LLC Reduced -9,705-9.7k
MML INVESTORS SERVICES, LLC Reduced -7,799-7.8k
CITIGROUP INC Sold out -6,796-6.8k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3.14% of their portfolio LOS ANGELES, CA 2,585,8862.6m $155.1m $155.1m 3.14% New
2 AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio KANSAS CITY, MO 2,168,4352.2m $130.1m $130.1m 0.07% Added +396.2k +396,206
3 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,163,5582.2m $129.8m $129.8m 0.03% Added +1.9m +1,924,688
4 First Command Advisory Services, Inc. 0.72% of their portfolio FORT WORTH, TX 1,777,3921.8m $106.6m $106.6m 0.72% New
5 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 737,513737.5k $44.2m $44.2m 0.05% Added +128 +128
6 Empowered Funds, LLC 0.27% of their portfolio NEWTOWN SQUARE, PA 713,801713.8k $42.8m $42.8m 0.27% New
7 Symmetry Partners, LLC 1.34% of their portfolio GLASTONBURY, CT 389,659389.7k $23.4m $23.4m 1.34% Added +11.6k +11,588
8 Armbruster Capital Management, Inc. 3.42% of their portfolio PITTSFORD, NY 348,389348.4k $20.9m $20.9m 3.42% Added +886 +886
9 Pathstone Holdings, LLC 0.07% of their portfolio ENGLEWOOD, NJ 303,699303.7k $18.2m $18.2m 0.07% Reduced -4.7k -4,687
10 Meredith Wealth Planning 4.64% of their portfolio MARYVILLE, IL 285,808285.8k $17.1m $17.1m 4.64% Added +5.7k +5,651
11 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 245,163245.2k $14.7m $14.7m 0.02% Reduced -2.7k -2,673
12 Three Arch Wealth Management LLC 2.59% of their portfolio IRVINE, CA 239,921239.9k $14.4m $14.4m 2.59% Added +7.3k +7,275
13 B&D White Capital Company, LLC 1.71% of their portfolio Lakeway, TX 230,797230.8k $13.8m $13.8m 1.71% Reduced -68.4k -68,361
14 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4.47% of their portfolio HILLSDALE, NY 220,843220.8k $13.2m $13.2m 4.47% Added +2.1k +2,116
15 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 211,607211.6k $12.7m $12.7m 0.01% Added +156.1k +156,118
16 Allegiance Financial Group Advisory Services LLC 2.34% of their portfolio VIENNA, VA 196,445196.4k $11.8m $11.8m 2.34% Added +11.7k +11,701
17 BSW Wealth Partners 1.41% of their portfolio BOULDER, CO 192,525192.5k $11.5m $11.5m 1.41% Reduced -643 -643
18 FIDELITY D & D BANCORP INC 4.44% of their portfolio Dunmore, PA 184,571184.6k $11.1m $11.1m 4.44% Added +26.7k +26,744
19 ANDERSON HOAGLAND & CO 0.85% of their portfolio ST LOUIS, MO 164,057164.1k $9.8m $9.8m 0.85% Added +10.1k +10,138
20 Perigon Wealth Management, LLC 0.17% of their portfolio SAN FRANCISCO, CA 157,760157.8k $9.5m $9.5m 0.17% Added +4.1k +4,109
21 Austin Wealth Management, LLC 2.08% of their portfolio Austin, TX 152,170152.2k $9.2m $9.2m 2.08% Reduced -54.2k -54,214
22 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1.85% of their portfolio MINNEAPOLIS, MN 148,465148.5k $8.9m $8.9m 1.85% Added +9.3k +9,281
23 Apeiron RIA LLC 2.05% of their portfolio Dallas, TX 147,702147.7k $8.9m $8.9m 2.05% Reduced -4.5k -4,520
24 Global Strategic Investment Solutions, LLC 0.85% of their portfolio Scottsdale, AZ 143,616143.6k $8.6m $8.6m 0.85% Reduced -1.8k -1,819
25 Golden Bell Financial Planning LLC 6.43% of their portfolio ALPHARETTA, GA 134,484134.5k $8.1m $8.1m 6.43% Reduced -9.7k -9,705
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 123,381123.4k $7.4m $7.4m 0.00% Added +92.4k +92,356
27 Cornerstone Wealth Partners, LLC 4.02% of their portfolio OKEMOS, MI 118,009118.0k $7.1m $7.1m 4.02% Added +15.8k +15,796
28 Summit Portfolio Management, LTD. 4.21% of their portfolio LAS VEGAS, NV 109,000109.0k $6.5m $6.5m 4.21% First filing
29 Cascade Financial Partners, LLC 0.67% of their portfolio SAN DIEGO, CA 108,720108.7k $6.5m $6.5m 0.67% Added +21.3k +21,263
30 OLD MISSION CAPITAL LLC 0.15% of their portfolio CHICAGO, IL 105,096105.1k $6.3m $6.3m 0.15% Added +85.2k +85,243
31 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 104,576104.6k $6.3m $6.3m 0.06% Reduced -18.5k -18,485
32 ATLas Financial Planning LLC 5.39% of their portfolio ALPHARETTA, GA 100,141100.1k $6.0m $6.0m 5.39% Added +4.0k +3,990
33 AlphaCore Capital LLC 0.14% of their portfolio LA JOLLA, CA 95,22695.2k $5.7m $5.7m 0.14% Reduced -4.1k -4,060
34 Oceanside Advisors LLC 3.20% of their portfolio MOUNT PLEASANT, SC 93,49093.5k $5.6m $5.6m 3.20% Added +1.3k +1,284
35 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 3.68% of their portfolio LEWISVILLE, TX 91,01791.0k $5.5m $5.5m 3.68% Added +5.8k +5,753
36 Focus Partners Advisor Solutions, LLC 0.05% of their portfolio SAINT LOUIS, MO 87,78187.8k $5.3m $5.3m 0.05% Reduced -5.3k -5,300
37 BAYSHORE ASSET MANAGEMENT, LLC 2.05% of their portfolio CORAL GABLES, FL 86,04486.0k $5.2m $5.2m 2.05% Reduced -5.5k -5,467
38 PARK AVENUE SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 80,17280.2k $4.8m $4.8m 0.04% Added +7.5k +7,516
39 Greenspring Advisors, LLC 0.29% of their portfolio Towson, MD 78,15778.2k $4.7m $4.7m 0.29% Added +2.9k +2,915
40 Simplicity Wealth,LLC 0.24% of their portfolio SUMMIT, NJ 71,63371.6k $4.3m $4.3m 0.24% Reduced -665 -665
41 Northland Capital Management LLC 2.34% of their portfolio VIRGINIA, MN 71,41271.4k $4.3m $4.3m 2.34% Added +4.4k +4,377
42 MB Generational Wealth, LLC 2.37% of their portfolio SPOKANE, WA 71,39771.4k $4.3m $4.3m 2.37% Added +574 +574
43 Tortoise Investment Management, LLC 0.34% of their portfolio WHITE PLAINS, NY 67,74367.7k $4.1m $4.1m 0.34% Reduced -960 -960
44 EJMK Ventures LLC 2.23% of their portfolio ITASCA, IL 66,61966.6k $4.0m $4.0m 2.23% Added +34.7k +34,671
45 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 65,61065.6k $3.9m $3.9m 0.01% Reduced -63.8k -63,836
46 PFC CAPITAL GROUP, INC. 1.71% of their portfolio LOS ANGELES, CA 64,76364.8k $3.9m $3.9m 1.71% Added +2.8k +2,793
47 CSS LLC/IL 0.21% of their portfolio CHICAGO, IL 62,97363.0k $3.8m $3.8m 0.21% Unchanged
48 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 62,81362.8k $3.8m $3.8m 0.01% Reduced -7.8k -7,799
49 Trailhead Planners LLC 3.18% of their portfolio EDINA, MN 55,22455.2k $3.3m $3.3m 3.18% Added +1.6k +1,571
50 ENTREWEALTH, LLC 1.48% of their portfolio AUSTIN, TX 55,16055.2k $3.3m $3.3m 1.48% Added +4.6k +4,619
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 54,80154.8k $3.3m $3.3m 0.00% Added +20.5k +20,522
52 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 54,35554.4k $3.3m $3.3m 0.00% Added +46.2k +46,166
53 Parkshore Wealth Management, Inc. 1.03% of their portfolio Granite Bay, CA 51,22251.2k $3.1m $3.1m 1.03% Reduced -181 -181
54 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 46,91846.9k $2.8m $2.8m 0.00% Reduced -2.4k -2,396
55 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 46,41146.4k $2.8m $2.8m 0.00% Added +9.9k +9,903
56 Wedmont Private Capital 0.09% of their portfolio WEST CHESTER, PA 46,09446.1k $2.9m $2.9m 0.09% Reduced -52 -52
57 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 44,15444.2k $2.6m $2.6m 0.03% Added +281 +281
58 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 41,44241.4k $2.5m $2.5m 0.00% New
59 Gibson Capital, LLC 0.41% of their portfolio WEXFORD, PA 36,62036.6k $2.2m $2.2m 0.41% Reduced -405 -405
60 CoreFirst Bank & Trust 1.05% of their portfolio TOPEKA, KS 32,92232.9k $2.0m $2.0m 1.05% Added +42 +42
61 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 32,42632.4k $1.9m $1.9m 0.00% Added +11.3k +11,287
62 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 32,19132.2k $1.9m $1.9m 0.00% Added +10.7k +10,692
63 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 30,68430.7k $1.8m $1.8m 0.01% New
64 UMB Bank, n.a. 0.03% of their portfolio Kansas City, MO 30,39530.4k $1.8m $1.8m 0.03% Added +8.8k +8,796
65 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 29,07629.1k $1.7m $1.7m 0.01% Added +2.9k +2,864
66 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 28,30628.3k $1.7m $1.7m 0.00% Added +4.5k +4,532
67 SHUFRO ROSE & CO LLC 0.10% of their portfolio NEW YORK, NY 25,10325.1k $1.5m $1.5m 0.10% Added +1.7k +1,713
68 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 24,01224.0k $1.4m $1.4m 0.00% Added +3.4k +3,403
69 Cypress Point Wealth Management, LLC 0.31% of their portfolio DALLAS, TX 23,65023.6k $1.4m $1.4m 0.31% Reduced -550 -550
70 ENZI WEALTH 0.47% of their portfolio AUSTIN, TX 22,47622.5k $1.3m $1.3m 0.47% Reduced -2.7k -2,698
71 Jacobi Capital Management LLC 0.07% of their portfolio PITTSTON, PA 21,27921.3k $1.3m $1.3m 0.07% Added +3.7k +3,680
72 Capital Investment Advisory Services, LLC 0.09% of their portfolio RALEIGH, NC 20,76020.8k $1.2m $1.2m 0.09% Added +1.3k +1,319
73 Asset Dedication, LLC 0.09% of their portfolio SAN FRANCISCO, CA 20,44820.4k $1.2m $1.2m 0.09% Reduced -141 -141
74 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 20,35020.4k $1.2m $1.2m 0.01% Reduced -2.0k -1,975
75 NCM Capital Management, LLC 0.41% of their portfolio RAMSEY, NJ 19,08119.1k $1.1m $1.1m 0.41% Added +507 +507
76 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,78818.8k $1.1m $1.1m 0.00% New
77 Fifth Third Securities, Inc. 0.07% of their portfolio Cincinnati, OH 17,94817.9k $1.1m $1.1m 0.07% Added +12.5k +12,511
78 Strategic Blueprint, LLC 0.06% of their portfolio ATLANTA, GA 17,37817.4k $1.0m $1.0m 0.06% Reduced -1.2k -1,171
79 Mraz, Amerine & Associates, Inc. 0.15% of their portfolio Modesto, CA 17,16517.2k $1.0m $1.0m 0.15% Reduced -108 -108
80 WorthPointe, LLC 0.27% of their portfolio La Jolla, CA 16,61916.6k $996.8k $996.8k 0.27% Added +10.9k +10,858
81 LAM GROUP, INC. 0.54% of their portfolio LAKE OSWEGO, OR 16,36016.4k $981.3k $981.3k 0.54% Added +2.8k +2,800
82 Sensible Money, LLC 0.30% of their portfolio SCOTTSDALE, AZ 16,33916.3k $980.0k $980.0k 0.30% Added +1 +1
83 True Wealth Design, LLC 0.27% of their portfolio AKRON, OH 16,25016.2k $974.7k $974.7k 0.27% Added +518 +518
84 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 15,07915.1k $904.4k $904.4k 0.03% Added +477 +477
85 Forum Financial Management, LP 0.01% of their portfolio LOMBARD, IL 14,59614.6k $875.5k $875.5k 0.01% Reduced -600 -600
86 Breakwater Capital Group 0.11% of their portfolio PARAMUS, NJ 14,31114.3k $858.4k $858.4k 0.11% Added +1.1k +1,058
87 Accurate Wealth Management, LLC 0.10% of their portfolio WESLEY CHAPEL, FL 13,04713.0k $827.0k $827.0k 0.10% Added +8.3k +8,273
88 Brand Asset Management Group, Inc. 0.19% of their portfolio CHESTERFIELD, MO 12,43812.4k $746.0k $746.0k 0.19% Added +76 +76
89 Versant Capital Management, Inc 0.07% of their portfolio PHOENIX, AZ 12,33412.3k $739.8k $739.8k 0.07% Added +125 +125
90 Cloud Capital Management, LLC 0.32% of their portfolio SEATTLE, WA 12,11612.1k $726.0k $726.0k 0.32% Added +3.2k +3,183
91 Haven Private, LLC 0.31% of their portfolio ORLANDO, FL 11,74711.7k $704.6k $704.6k 0.31% Added +2.9k +2,862
92 Werba Rubin Papier Wealth Management 0.09% of their portfolio SAN JOSE, CA 11,26311.3k $675.6k $675.6k 0.09% New
93 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 10,57510.6k $634.3k $634.3k 0.00% Added +1 +1
94 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 10,41810.4k $624.9k $624.9k 0.00% New
95 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 10,37110.4k $622.1k $622.1k 0.00% New
96 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 10,34510.3k $620.5k $620.5k 0.00% Added +1 +1
97 Betterment LLC 0.00% of their portfolio NEW YORK, NY 10,25510.3k $615.0k $615.0k 0.00% Added +1.8k +1,793
98 GUIDANCE CAPITAL, INC 0.14% of their portfolio LOUSVILLE, KY 9,6749.7k $641.0k $641.0k 0.14% Reduced -6 -6
99 DBK Financial Counsel, LLC 0.43% of their portfolio CUYAHOGA FALLS, OH 9,5559.6k $573.1k $573.1k 0.43% Reduced -275 -275
100 marrick wealth, LLC 0.46% of their portfolio IRVINE, CA 9,0989.1k $545.7k $545.7k 0.46% Unchanged