Vault-13

AMERICAN CENTY ETF TR TAXF

DIVERSIFIED MU · ETP · CUSIP 025072505

113 institutional holders +6 vs Q1 2026
8,796,8238.8m shares reported held*
$447.1mreported value*
16 new 51 added 31 reduced 9 sold out net bought ≈ $42.0m (+825.4k 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 ≈ $50.83. Options: 1 managers hold calls ($9.6k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 54Q4 22: 63Q1 23: 70Q2 23: 74Q3 23: 79Q4 23: 82Q1 24: 79Q2 24: 80Q3 24: 79Q4 24: 92Q1 25: 92Q2 25: 89Q3 25: 97Q4 25: 99Q1 26: 107Q2 26: 113113Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202254
Q4 202263
Q1 202370
Q2 202374
Q3 202379
Q4 202382
Q1 202479
Q2 202480
Q3 202479
Q4 202492
Q1 202592
Q2 202589
Q3 202597
Q4 202599
Q1 2026107
Q2 2026113

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 46 bought or addedQ3 24: 32 cut or sold outQ4 24: 52 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 48 bought or addedQ1 25: 48 cut or sold outQ2 25: 40 bought or addedQ2 25: 52 cut or sold outQ2 25Q3 25: 52 bought or addedQ3 25: 46 cut or sold outQ4 25: 58 bought or addedQ4 25: 31 cut or sold outQ4 25Q1 26: 62 bought or addedQ1 26: 28 cut or sold outQ2 26: 67 bought or addedQ2 26: 40 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244632
Q4 20245227
Q1 20254848
Q2 20254052
Q3 20255246
Q4 20255831
Q1 20266228
Q2 20266740

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $1.2mQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $201.1kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $73.2kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $9.6kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$1.2m$00.00
Q4 2025$201.1k$00.00
Q1 2026$73.2k$00.00
Q2 2026$9.6k$00.00

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +145,628+145.6k
Arax Advisory Partners New +117,636+117.6k
AMERIPRISE FINANCIAL INC Added +96,956+97.0k
MORGAN STANLEY Added +72,220+72.2k
Cambridge Investment Research Advisors, Inc. Added +70,792+70.8k
GOLDMAN SACHS GROUP INC New +65,573+65.6k
ARQ WEALTH ADVISORS, LLC New +65,474+65.5k
Elequin Capital, LP Added +59,327+59.3k
CARY STREET PARTNERS FINANCIAL LLC New +58,481+58.5k
Private Advisor Group, LLC Added +46,865+46.9k

Biggest sellers

Henderson Brothers Financial Partners, LLC Reduced -87,696-87.7k
Independent Advisor Alliance Sold out -41,546-41.5k
Mariner, LLC Sold out -30,701-30.7k
AMERICAN CENTURY COMPANIES INC Sold out -28,436-28.4k
First Heartland Consultants, Inc. Reduced -23,400-23.4k
MATHER GROUP, LLC. Reduced -21,268-21.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -11,245-11.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -9,056-9.1k
Legacy Financial Strategies, LLC Sold out -7,086-7.1k
Equitable Holdings, Inc. Reduced -6,196-6.2k

Biggest calls

SIMPLEX TRADING, LLC Reduced $9.6k100 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,446,1372.4m $124.3m $124.3m 0.03% Added +145.6k +145,628
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 690,054690.1k $35.1m $35.1m 0.01% Added +36.5k +36,484
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 457,043457.0k $23.2m $23.2m 0.00% Added +72.2k +72,220
4 Goldstein Advisors, LLC 2.03% of their portfolio Madison, WI 436,469436.5k $22.2m $22.2m 2.03% Added +15.5k +15,529
5 CX Institutional 0.63% of their portfolio AUBURN, IN 428,304428.3k $21.8m $21.8m 0.63% Added +20.8k +20,819
6 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 353,825353.8k $18.0m $18.0m 0.00% Added +97.0k +96,956
7 Prime Capital Investment Advisors, LLC 0.17% of their portfolio OVERLAND PARK, KS 351,005351.0k $17.8m $17.8m 0.17% Added +11.5k +11,513
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 276,068276.1k $14.0m $14.0m 0.00% Added +1.9k +1,865
9 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 239,548239.5k $12.2m $12.2m 0.06% Added +46.9k +46,865
10 CONDOR CAPITAL MANAGEMENT 0.68% of their portfolio MARTINSVILLE, NJ 177,881177.9k $9.0m $9.0m 0.68% Added +739 +739
11 IFP Advisors, Inc 0.14% of their portfolio TAMPA, FL 148,181148.2k $7.5m $7.5m 0.14% Added +9.5k +9,463
12 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 141,856141.9k $7.2m $7.2m 0.01% Added +70.8k +70,792
13 Dynamic Advisor Solutions LLC 0.18% of their portfolio PHOENIX, AZ 123,317123.3k $6.3m $6.3m 0.18% Reduced -1.3k -1,346
14 Arax Advisory Partners 0.04% of their portfolio NEW YORK, NY 117,636117.6k $6.0m $6.0m 0.04% New
15 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 116,750116.8k $5.9m $5.9m 0.02% Added +9.8k +9,773
16 FAS Wealth Partners, Inc. 0.28% of their portfolio LEAWOOD, KS 105,053105.1k $5.3m $5.3m 0.28% Added +8.1k +8,119
17 Henderson Brothers Financial Partners, LLC 2.33% of their portfolio PITTSBURGH, PA 96,63596.6k $4.9m $4.9m 2.33% Reduced -87.7k -87,696
18 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 94,62894.6k $4.8m $4.8m 0.01% Reduced -9.1k -9,056
19 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 89,29889.3k $4.5m $4.5m 0.01% Reduced -3.5k -3,478
20 GEM Asset Management, LLC 1.75% of their portfolio Plymouth, MI 87,21087.2k $4.4m $4.4m 1.75% Added +15.2k +15,177
21 Elequin Capital, LP 0.14% of their portfolio NEW YORK, NY 83,50183.5k $4.2m $4.2m 0.14% Added +59.3k +59,327
22 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 83,14783.1k $4.2m $4.2m 0.00% Added +46.1k +46,056
23 Visionary Wealth Advisors 0.15% of their portfolio O'FALLON, IL 74,57174.6k $3.8m $3.8m 0.15% Added +4.9k +4,943
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 65,57365.6k $3.3m $3.3m 0.00% New
25 ARQ WEALTH ADVISORS, LLC 0.41% of their portfolio SCOTTSDALE, AZ 65,47465.5k $3.3m $3.3m 0.41% New
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 64,02864.0k $3.3m $3.3m 0.00% Added +12.8k +12,767
27 IHT Wealth Management, LLC 0.07% of their portfolio Chicago, IL 62,42462.4k $3.2m $3.2m 0.07% Reduced -1.6k -1,597
28 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 61,78661.8k $3.1m $3.1m 0.00% Added +3.8k +3,781
29 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 60,81560.8k $3.1m $3.1m 0.03% Added +700 +700
30 CARY STREET PARTNERS FINANCIAL LLC 0.06% of their portfolio RICHMOND, VA 58,48158.5k $3.0m $3.0m 0.06% New
31 Landmark Wealth Management, LLC 0.69% of their portfolio MELVILLE, NY 57,03357.0k $2.9m $2.9m 0.69% Added +5.1k +5,092
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 52,82352.8k $2.7m $2.7m 0.00% Added +12.8k +12,801
33 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 48,47748.5k $2.5m $2.5m 0.00% Reduced -5.3k -5,275
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 47,52947.5k $2.4m $2.4m 0.00% Added +7.1k +7,061
35 GWN SECURITIES INC. 0.38% of their portfolio Palm Beach Gardens, FL 44,15144.2k $2.2m $2.2m 0.38% Unchanged
36 Allied Private Wealth LLC 1.42% of their portfolio BOCA RATON, FL 43,89443.9k $2.2m $2.2m 1.42% First filing
37 OneAscent Financial Services LLC 0.10% of their portfolio BIRMINGHAM, AL 39,73839.7k $2.0m $2.0m 0.10% Added +825 +825
38 Mutual Advisors, LLC 0.04% of their portfolio OMAHA, NE 38,07438.1k $1.9m $1.9m 0.04% Added +2.5k +2,509
39 Cooper Capital Advisors LLC 0.76% of their portfolio Encinitas, CA 34,40034.4k $1.7m $1.7m 0.76% Added +4.0k +4,000
40 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 33,84633.8k $1.7m $1.7m 0.00% Added +9.7k +9,694
41 Pine Valley Investments Ltd Liability Co 0.07% of their portfolio MARLTON, NJ 33,79633.8k $1.7m $1.7m 0.07% Reduced -59 -59
42 MATHER GROUP, LLC. 0.01% of their portfolio CHICAGO, IL 28,83328.8k $1.5m $1.5m 0.01% Reduced -21.3k -21,268
43 Melone Private Wealth, LLC 0.54% of their portfolio AUBURN HILLS, MI 27,64627.6k $1.4m $1.4m 0.54% Added +3.2k +3,152
44 First Heartland Consultants, Inc. 0.09% of their portfolio LAKE ST. LOUIS, MO 27,52027.5k $1.4m $1.4m 0.09% Reduced -23.4k -23,400
45 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 25,59525.6k $1.3m $1.3m 0.00% Added +15.0k +14,995
46 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 24,95825.0k $1.3m $1.3m 0.01% Added +2.1k +2,115
47 Midwestern Financial, LLC /IA 0.82% of their portfolio IOWA CITY, IA 23,16023.2k $1.2m $1.2m 0.82% Reduced -219 -219
48 CNB Bank 0.41% of their portfolio CLEARFIELD, PA 20,45120.5k $1.0m $1.0m 0.41% Added +1.5k +1,519
49 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 18,82918.8k $957.2k $957.2k 0.01% Added +14.3k +14,329
50 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 17,45217.5k $887.2k $887.2k 0.01% Reduced -6.2k -6,196
51 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,23517.2k $876.2k $876.2k 0.00% Added +1.0k +1,025
52 Aprio Wealth Management, LLC 0.04% of their portfolio ATLANTA, GA 17,23417.2k $876.1k $876.1k 0.04% Reduced -1.0k -1,000
53 Equity Wealth Partners, LLC 0.30% of their portfolio Independence, MO 16,64916.6k $846.4k $846.4k 0.30% Added +316 +316
54 Westside Investment Management, Inc. 0.11% of their portfolio SANTA MONICA, CA 16,20016.2k $823.5k $823.5k 0.11% Reduced -600 -600
55 ERn Financial, LLC 0.14% of their portfolio MIDDLETON, WI 16,17016.2k $822.0k $822.0k 0.14% Reduced -598 -598
56 REGIMEN WEALTH, LLC 0.21% of their portfolio ATLANTA, GA 15,57715.6k $791.8k $791.8k 0.21% Added +142 +142
57 Altus Wealth Group LLC 0.28% of their portfolio COLORADO SPRINGS, CO 15,23715.2k $774.6k $774.6k 0.28% Added +5.0k +4,990
58 Prosperity Consulting Group, LLC 0.03% of their portfolio OWINGS MILLS, MD 14,51714.5k $738.0k $738.0k 0.03% Unchanged
59 PFG Advisors 0.04% of their portfolio Phoenix, AZ 14,23214.2k $723.5k $723.5k 0.04% Reduced -5.9k -5,873
60 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 14,14014.1k $718.8k $718.8k 0.02% Added +1.3k +1,348
61 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 13,38413.4k $680.4k $680.4k 0.02% Added +33 +33
62 marrick wealth, LLC 0.48% of their portfolio IRVINE, CA 13,26613.3k $674.4k $674.4k 0.48% Added +78 +78
63 Core Wealth Advisors, Inc. 0.13% of their portfolio LAKELAND, FL 13,16013.2k $669.0k $669.0k 0.13% Reduced -4.4k -4,433
64 Clearview Wealth Management LLC 0.42% of their portfolio IRVINE, CA 13,00113.0k $660.9k $660.9k 0.42% Reduced -93 -93
65 Portfolio Resources Advisor Group, Inc. 0.55% of their portfolio CORAL GABLES, FL 12,94812.9k $648.0k $648.0k 0.55% New
66 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 11,02111.0k $560.2k $560.2k 0.00% Reduced -5.4k -5,412
67 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,94510.9k $556.4k $556.4k 0.00% New
68 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,69510.7k $543.7k $543.7k 0.00% Added +17 +17
69 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 10,05810.1k $511.3k $511.3k 0.00% Reduced -73 -73
70 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,96110.0k $506.3k $506.3k 0.00% Added +5.6k +5,569
71 Palatine Hill Wealth Management, LLC 0.39% of their portfolio BIRMINGHAM, MI 9,5069.5k $483.2k $483.2k 0.39% Reduced -570 -570
72 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 8,9829.0k $456.6k $456.6k 0.00% Added +11 +11
73 Trilogy Capital Inc. 0.02% of their portfolio IRVINE, CA 8,6258.6k $438.5k $438.5k 0.02% New
74 Pinnacle Financial Partners, Inc. 0.00% of their portfolio ATLANTA, GA 8,3278.3k $423.3k $423.3k 0.00% Added +17 +17
75 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,0248.0k $407.9k $407.9k 0.00% Reduced -288 -288
76 Stewardship Advisors, LLC 0.08% of their portfolio MOUNT JOY, PA 7,9257.9k $402.9k $402.9k 0.08% Reduced -99 -99
77 Lifeworks Advisors, LLC 0.04% of their portfolio GRAND RAPIDS, MI 7,4397.4k $378.2k $378.2k 0.04% Reduced -620 -620
78 UNIQUE WEALTH, LLC 0.04% of their portfolio TAMPA, FL 7,3107.3k $371.6k $371.6k 0.04% Added +1.4k +1,424
79 Arrowroot Family Office, LLC 0.10% of their portfolio MARINA DEL REY, CA 7,1217.1k $362.0k $362.0k 0.10% Added +752 +752
80 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 6,6586.7k $338.5k $338.5k 0.01% Reduced -805 -805
81 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,5246.5k $331.6k $331.6k 0.00% Added +6.4k +6,423
82 CASTLE WEALTH MANAGEMENT LLC 0.10% of their portfolio BOYNTON BEACH, FL 6,3326.3k $321.9k $321.9k 0.10% New
83 C M BIDWELL & ASSOCIATES LTD 0.13% of their portfolio HONOLULU, HI 6,1806.2k $314.2k $314.2k 0.13% Added +393 +393
84 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,1406.1k $312.0k $312.0k 0.00% Unchanged
85 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,1176.1k $311.0k $311.0k 0.00% Added +1.4k +1,417
86 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 5,4985.5k $279.5k $279.5k 0.02% Unchanged
87 Inspire Advisors, LLC 0.02% of their portfolio Meridian, ID 5,3795.4k $273.4k $273.4k 0.02% Reduced -101 -101
88 Bill Few Associates, Inc. 0.05% of their portfolio SEWICKLEY, PA 5,0405.0k $256.2k $256.2k 0.05% Unchanged
89 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,6784.7k $236.5k $236.5k 0.00% New
90 Barnes Wealth Management Group, Inc 0.11% of their portfolio Bakersfield, CA 4,5734.6k $232.5k $232.5k 0.11% Added +43 +43
91 Investment Advisory Group, LLC 0.05% of their portfolio HANOVER, MA 4,5004.5k $228.8k $228.8k 0.05% Unchanged
92 Fortis Group Advisors, LLC 0.03% of their portfolio WESTWOOD, NJ 4,2164.2k $214.3k $214.3k 0.03% New
93 Pure Financial Advisors, LLC 0.00% of their portfolio SAN DIEGO, CA 4,1004.1k $208.4k $208.4k 0.00% Unchanged
94 Frederick Financial Consultants, LLC 0.09% of their portfolio FREDERICK, MD 4,0584.1k $206.3k $206.3k 0.09% Reduced -4.7k -4,692
95 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 4,0014.0k $203.4k $203.4k 0.01% Reduced -156 -156
96 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 3,9874.0k $202.7k $202.7k 0.01% New
97 Lodestone Wealth Management LLC 0.06% of their portfolio SPOKANE, WA 3,4153.4k $173.6k $173.6k 0.06% Reduced -5.8k -5,782
98 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,3193.3k $168.7k $168.7k 0.00% New
99 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,4461.4k $74.0k $74.0k 0.00% Unchanged
100 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 1,3861.4k $70.0k $70.0k 0.00% New