Vault-13

AMERICAN CENTY ETF TR AVES

EMERGING MKT VAL · ETP · CUSIP 025072372

184 institutional holders +17 vs Q1 2026
18,497,37718.5m shares reported held*
$1.2bnreported value*
25 new 86 added 48 reduced 7 sold out net bought ≈ $57.1m (+871.8k 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 ≈ $65.57.

Trends to Q2 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: 167Q2 26: 184184Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026184

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 107 bought or addedQ1 26: 47 cut or sold outQ2 26: 111 bought or addedQ2 26: 55 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246718
Q4 20246927
Q1 20257034
Q2 20258135
Q3 20257241
Q4 20258346
Q1 202610747
Q2 202611155

Biggest buyers

AMERICAN CENTURY COMPANIES INC Added +330,870+330.9k
Diversified Portfolios, Inc. New +117,421+117.4k
ENVESTNET ASSET MANAGEMENT INC Added +88,081+88.1k
MML INVESTORS SERVICES, LLC Added +66,538+66.5k
Mariner, LLC Added +61,830+61.8k
AXXCESS WEALTH MANAGEMENT, LLC New +61,495+61.5k
1620 INVESTMENT ADVISORS, INC. New +52,320+52.3k
EJMK Ventures LLC Added +43,814+43.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +41,992+42.0k
First Command Advisory Services, Inc. Added +39,159+39.2k

Biggest sellers

CITADEL ADVISORS LLC Reduced -155,881-155.9k
OLD MISSION CAPITAL LLC Reduced -86,423-86.4k
B&D White Capital Company, LLC Reduced -52,378-52.4k
HRT FINANCIAL LP Sold out -30,684-30.7k
Focus Partners Wealth Reduced -27,734-27.7k
GOLDMAN SACHS GROUP INC Reduced -23,310-23.3k
Empowered Funds, LLC Reduced -18,584-18.6k
Northland Capital Management LLC Reduced -12,267-12.3k
RAYMOND JAMES FINANCIAL INC Sold out -10,418-10.4k
Golden Bell Financial Planning LLC Reduced -7,819-7.8k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3.07% of their portfolio LOS ANGELES, CA 2,605,1202.6m $170.9m $170.9m 3.07% Added +19.2k +19,234
2 AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio KANSAS CITY, MO 2,499,3052.5m $164.0m $164.0m 0.07% Added +330.9k +330,870
3 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,251,6392.3m $147.7m $147.7m 0.03% Added +88.1k +88,081
4 First Command Advisory Services, Inc. 0.71% of their portfolio FORT WORTH, TX 1,816,5511.8m $119.2m $119.2m 0.71% Added +39.2k +39,159
5 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 709,779709.8k $46.6m $46.6m 0.05% Reduced -27.7k -27,734
6 Empowered Funds, LLC 0.24% of their portfolio NEWTOWN SQUARE, PA 695,217695.2k $45.6m $45.6m 0.24% Reduced -18.6k -18,584
7 Symmetry Partners, LLC 1.33% of their portfolio GLASTONBURY, CT 397,745397.7k $26.1m $26.1m 1.33% Added +8.1k +8,086
8 Armbruster Capital Management, Inc. 3.46% of their portfolio PITTSFORD, NY 353,764353.8k $23.2m $23.2m 3.46% Added +5.4k +5,375
9 Pathstone Holdings, LLC 0.06% of their portfolio ENGLEWOOD, NJ 300,914300.9k $19.7m $19.7m 0.06% Reduced -2.8k -2,785
10 Meredith Wealth Planning 4.48% of their portfolio MARYVILLE, IL 289,074289.1k $19.0m $19.0m 4.48% Added +3.3k +3,266
11 Three Arch Wealth Management LLC 2.62% of their portfolio IRVINE, CA 259,889259.9k $17.0m $17.0m 2.62% Added +20.0k +19,968
12 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 247,057247.1k $16.2m $16.2m 0.02% Added +1.9k +1,894
13 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 4.33% of their portfolio HILLSDALE, NY 221,780221.8k $14.5m $14.5m 4.33% Added +937 +937
14 Allegiance Financial Group Advisory Services LLC 2.40% of their portfolio VIENNA, VA 211,649211.6k $13.9m $13.9m 2.40% Added +15.2k +15,204
15 FIDELITY D & D BANCORP INC 4.70% of their portfolio Dunmore, PA 208,886208.9k $13.7m $13.7m 4.70% Added +24.3k +24,315
16 BSW Wealth Partners 1.36% of their portfolio BOULDER, CO 186,691186.7k $12.2m $12.2m 1.36% Reduced -5.8k -5,834
17 B&D White Capital Company, LLC 1.16% of their portfolio Lakeway, TX 178,419178.4k $11.7m $11.7m 1.16% Reduced -52.4k -52,378
18 Perigon Wealth Management, LLC 0.17% of their portfolio SAN FRANCISCO, CA 165,169165.2k $10.8m $10.8m 0.17% Added +7.4k +7,409
19 Austin Wealth Management, LLC 2.13% of their portfolio Austin, TX 160,147160.1k $10.1m $10.1m 2.13% Added +8.0k +7,977
20 ANDERSON HOAGLAND & CO 0.81% of their portfolio ST LOUIS, MO 157,946157.9k $10.4m $10.4m 0.81% Reduced -6.1k -6,111
21 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1.87% of their portfolio MINNEAPOLIS, MN 149,666149.7k $9.8m $9.8m 1.87% Added +1.2k +1,201
22 Apeiron RIA LLC 2.50% of their portfolio Dallas, TX 148,713148.7k $9.8m $9.8m 2.50% Added +1.0k +1,011
23 Global Strategic Investment Solutions, LLC 0.83% of their portfolio Scottsdale, AZ 141,820141.8k $9.3m $9.3m 0.83% Reduced -1.8k -1,796
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 134,785134.8k $8.8m $8.8m 0.00% Added +11.4k +11,404
25 Cornerstone Wealth Partners, LLC 4.08% of their portfolio OKEMOS, MI 133,744133.7k $8.8m $8.8m 4.08% Added +15.7k +15,735
26 Cascade Financial Partners, LLC 0.75% of their portfolio SAN DIEGO, CA 132,338132.3k $8.7m $8.7m 0.75% Added +23.6k +23,618
27 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 129,351129.4k $8.5m $8.5m 0.02% Added +66.5k +66,538
28 Golden Bell Financial Planning LLC 6.11% of their portfolio ALPHARETTA, GA 126,665126.7k $8.3m $8.3m 6.11% Reduced -7.8k -7,819
29 Diversified Portfolios, Inc. 0.56% of their portfolio Bloomfield Hills, MI 117,421117.4k $7.7m $7.7m 0.56% New
30 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 114,171114.2k $7.5m $7.5m 0.06% Added +9.6k +9,595
31 EJMK Ventures LLC 3.29% of their portfolio ITASCA, IL 110,433110.4k $7.2m $7.2m 3.29% Added +43.8k +43,814
32 ATLas Financial Planning LLC 5.50% of their portfolio ALPHARETTA, GA 103,464103.5k $6.8m $6.8m 5.50% Added +3.3k +3,323
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 96,79396.8k $6.3m $6.3m 0.01% Added +42.0k +41,992
34 Oceanside Advisors LLC 3.18% of their portfolio MOUNT PLEASANT, SC 96,07696.1k $6.3m $6.3m 3.18% Added +2.6k +2,586
35 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 3.65% of their portfolio LEWISVILLE, TX 95,36595.4k $6.3m $6.3m 3.65% Added +4.3k +4,348
36 PARK AVENUE SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 92,43192.4k $6.1m $6.1m 0.04% Added +12.3k +12,259
37 AlphaCore Capital LLC 0.11% of their portfolio LA JOLLA, CA 92,24892.2k $6.1m $6.1m 0.11% Reduced -3.0k -2,978
38 Focus Partners Advisor Solutions, LLC 0.05% of their portfolio SAINT LOUIS, MO 89,12989.1k $5.8m $5.8m 0.05% Added +1.3k +1,348
39 BAYSHORE ASSET MANAGEMENT, LLC 2.05% of their portfolio CORAL GABLES, FL 87,33287.3k $5.7m $5.7m 2.05% Added +1.3k +1,288
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 85,95286.0k $5.6m $5.6m 0.00% Added +31.6k +31,597
41 Mariner, LLC 0.01% of their portfolio Overland Park, KS 80,61880.6k $5.3m $5.3m 0.01% Added +61.8k +61,830
42 Greenspring Advisors, LLC 0.28% of their portfolio Towson, MD 77,61977.6k $5.1m $5.1m 0.28% Reduced -538 -538
43 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 77,36577.4k $5.1m $5.1m 0.00% Added +31.0k +30,954
44 Simplicity Wealth,LLC 0.16% of their portfolio SUMMIT, NJ 74,23774.2k $4.9m $4.9m 0.16% Added +2.6k +2,604
45 MB Generational Wealth, LLC 2.31% of their portfolio SPOKANE, WA 71,94071.9k $4.7m $4.7m 2.31% Added +543 +543
46 Tortoise Investment Management, LLC 0.33% of their portfolio WHITE PLAINS, NY 67,18167.2k $4.4m $4.4m 0.33% Reduced -562 -562
47 PFC CAPITAL GROUP, INC. 1.67% of their portfolio LOS ANGELES, CA 66,30266.3k $4.3m $4.3m 1.67% Added +1.5k +1,539
48 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 65,41565.4k $4.3m $4.3m 0.01% Reduced -195 -195
49 CSS LLC/IL 0.18% of their portfolio CHICAGO, IL 62,97363.0k $4.1m $4.1m 0.18% Unchanged
50 AXXCESS WEALTH MANAGEMENT, LLC 0.06% of their portfolio CARLSBAD, CA 61,49561.5k $4.0m $4.0m 0.06% New
51 ENTREWEALTH, LLC 1.46% of their portfolio AUSTIN, TX 60,90060.9k $4.0m $4.0m 1.46% Added +5.7k +5,740
52 Northland Capital Management LLC 2.09% of their portfolio VIRGINIA, MN 59,14559.1k $3.9m $3.9m 2.09% Reduced -12.3k -12,267
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 55,72655.7k $3.7m $3.7m 0.00% Reduced -155.9k -155,881
54 1620 INVESTMENT ADVISORS, INC. 2.13% of their portfolio PLYMOUTH, MA 52,32052.3k $3.4m $3.4m 2.13% New
55 Trailhead Planners LLC 3.18% of their portfolio EDINA, MN 50,12650.1k $3.3m $3.3m 3.18% Reduced -5.1k -5,098
56 Parkshore Wealth Management, Inc. 0.91% of their portfolio Granite Bay, CA 48,11448.1k $3.2m $3.2m 0.91% Reduced -3.1k -3,108
57 Wedmont Private Capital 0.08% of their portfolio WEST CHESTER, PA 46,57746.6k $3.1m $3.1m 0.08% Added +483 +483
58 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 46,43346.4k $3.0m $3.0m 0.00% Reduced -485 -485
59 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 44,67544.7k $2.9m $2.9m 0.02% Added +521 +521
60 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 38,38538.4k $2.5m $2.5m 0.00% Added +6.2k +6,194
61 Gibson Capital, LLC 0.39% of their portfolio WEXFORD, PA 36,60136.6k $2.4m $2.4m 0.39% Reduced -19 -19
62 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 35,36635.4k $2.3m $2.3m 0.00% Added +7.1k +7,060
63 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 33,75433.8k $2.2m $2.2m 0.00% Added +1.3k +1,328
64 CoreFirst Bank & Trust 1.07% of their portfolio TOPEKA, KS 32,90232.9k $2.2m $2.2m 1.07% Reduced -20 -20
65 UMB Bank, n.a. 0.02% of their portfolio Kansas City, MO 28,99629.0k $1.9m $1.9m 0.02% Reduced -1.4k -1,399
66 SHUFRO ROSE & CO LLC 0.10% of their portfolio NEW YORK, NY 25,67525.7k $1.7m $1.7m 0.10% Added +572 +572
67 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 25,13025.1k $1.6m $1.6m 0.00% Added +1.1k +1,118
68 Mraz, Amerine & Associates, Inc. 0.23% of their portfolio Modesto, CA 24,75124.8k $1.6m $1.6m 0.23% Added +7.6k +7,586
69 Cypress Point Wealth Management, LLC 0.32% of their portfolio DALLAS, TX 23,65523.7k $1.6m $1.6m 0.32% Added +5 +5
70 Jacobi Capital Management LLC 0.07% of their portfolio PITTSTON, PA 23,07023.1k $1.5m $1.5m 0.07% Added +1.8k +1,791
71 WorthPointe, LLC 0.38% of their portfolio La Jolla, CA 22,93122.9k $1.5m $1.5m 0.38% Added +6.3k +6,312
72 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 22,23522.2k $1.5m $1.5m 0.00% Reduced -6.8k -6,841
73 Freestone Capital Holdings, LLC 0.04% of their portfolio Seattle, WA 21,86921.9k $1.4m $1.4m 0.04% New
74 Capital Investment Advisory Services, LLC 0.09% of their portfolio RALEIGH, NC 21,02021.0k $1.4m $1.4m 0.09% Added +260 +260
75 ENZI WEALTH 0.42% of their portfolio AUSTIN, TX 20,58120.6k $1.3m $1.3m 0.42% Reduced -1.9k -1,895
76 Asset Dedication, LLC 0.08% of their portfolio SAN FRANCISCO, CA 20,44820.4k $1.3m $1.3m 0.08% Unchanged
77 Accurate Wealth Management, LLC 0.13% of their portfolio WESLEY CHAPEL, FL 20,41320.4k $1.3m $1.3m 0.13% Added +7.4k +7,366
78 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 20,35020.4k $1.3m $1.3m 0.00% Unchanged
79 Fifth Third Securities, Inc. 0.07% of their portfolio Cincinnati, OH 19,89819.9k $1.3m $1.3m 0.07% Added +1.9k +1,950
80 NCM Capital Management, LLC 0.39% of their portfolio RAMSEY, NJ 19,31619.3k $1.3m $1.3m 0.39% Added +235 +235
81 Versant Capital Management, Inc 0.11% of their portfolio PHOENIX, AZ 19,04719.0k $1.2m $1.2m 0.11% Added +6.7k +6,713
82 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 18,67318.7k $1.2m $1.2m 0.03% Reduced -86.4k -86,423
83 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 18,13218.1k $1.2m $1.2m 0.00% Reduced -23.3k -23,310
84 CoreCap Advisors, LLC 0.03% of their portfolio SOUTHFIELD, MI 17,71017.7k $1.2m $1.2m 0.03% Added +2.6k +2,631
85 LAM GROUP, INC. 0.55% of their portfolio LAKE OSWEGO, OR 16,91016.9k $1.1m $1.1m 0.55% Added +550 +550
86 Strategic Blueprint, LLC 0.05% of their portfolio ATLANTA, GA 16,77716.8k $1.1m $1.1m 0.05% Reduced -601 -601
87 Sensible Money, LLC 0.28% of their portfolio SCOTTSDALE, AZ 16,34116.3k $1.1m $1.1m 0.28% Added +2 +2
88 True Wealth Design, LLC 0.25% of their portfolio AKRON, OH 16,10016.1k $1.1m $1.1m 0.25% Reduced -150 -150
89 Forum Financial Management, LP 0.01% of their portfolio LOMBARD, IL 14,59614.6k $957.5k $957.5k 0.01% Unchanged
90 Breakwater Capital Group 0.11% of their portfolio PARAMUS, NJ 14,38714.4k $943.8k $943.8k 0.11% Added +76 +76
91 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 13,79113.8k $904.7k $904.7k 0.00% New
92 FIDUCIARY FINANCIAL ADVISORS 0.09% of their portfolio GRAND RAPIDS, MI 13,38713.4k $877.9k $877.9k 0.09% New
93 Cloud Capital Management, LLC 0.31% of their portfolio SEATTLE, WA 13,01813.0k $853.0k $853.0k 0.31% Added +902 +902
94 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 12,89912.9k $846.2k $846.2k 0.02% New
95 M Wealth Management, LLC 0.64% of their portfolio San Diego, CA 12,50012.5k $820.0k $820.0k 0.64% New
96 Brand Asset Management Group, Inc. 0.18% of their portfolio CHESTERFIELD, MO 12,19012.2k $799.7k $799.7k 0.18% Reduced -248 -248
97 Sankala Group LLC 0.51% of their portfolio LYONS, CO 11,94011.9k $771.6k $771.6k 0.51% Added +5.1k +5,071
98 Haven Private, LLC 0.27% of their portfolio ORLANDO, FL 10,79710.8k $708.3k $708.3k 0.27% Reduced -950 -950
99 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 10,72910.7k $703.8k $703.8k 0.00% Added +154 +154
100 Werba Rubin Papier Wealth Management 0.08% of their portfolio SAN JOSE, CA 10,58810.6k $694.6k $694.6k 0.08% Reduced -675 -675