Vault-13

AMERICAN CENTY ETF TR AVIG

AVANTIS CORE FI · ETP · CUSIP 025072562

179 institutional holders +23 vs Q4 2025
34,616,85634.6m shares reported held*
$1.4bnreported value*
27 new 84 added 41 reduced 7 sold out net bought ≈ $60.0m (-11.2m 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 ($23.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $41.55.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 41Q4 22: 51Q1 23: 58Q2 23: 64Q3 23: 67Q4 23: 89Q1 24: 86Q2 24: 95Q3 24: 114Q4 24: 121Q1 25: 124Q2 25: 129Q3 25: 128Q4 25: 156Q1 26: 179179Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202241
Q4 202251
Q1 202358
Q2 202364
Q3 202367
Q4 202389
Q1 202486
Q2 202495
Q3 2024114
Q4 2024121
Q1 2025124
Q2 2025129
Q3 2025128
Q4 2025156
Q1 2026179

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 59 bought or addedQ2 24: 34 cut or sold outQ3 24: 74 bought or addedQ3 24: 35 cut or sold outQ3 24Q4 24: 66 bought or addedQ4 24: 40 cut or sold outQ1 25: 77 bought or addedQ1 25: 47 cut or sold outQ1 25Q2 25: 79 bought or addedQ2 25: 43 cut or sold outQ3 25: 86 bought or addedQ3 25: 37 cut or sold outQ3 25Q4 25: 98 bought or addedQ4 25: 35 cut or sold outQ1 26: 111 bought or addedQ1 26: 48 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245934
Q3 20247435
Q4 20246640
Q1 20257747
Q2 20257943
Q3 20258637
Q4 20259835
Q1 202611148

Biggest buyers

AMERICAN CENTURY COMPANIES INC Added +507,712+507.7k
AE Wealth Management LLC Added +445,942+445.9k
Janney Montgomery Scott LLC Added +427,285+427.3k
GOLDMAN SACHS GROUP INC New +332,974+333.0k
Wealth Alliance Advisory Group, LLC New +182,141+182.1k
Echo Wealth Management, LLC Added +152,845+152.8k
Werba Rubin Papier Wealth Management New +104,369+104.4k
ENVESTNET ASSET MANAGEMENT INC Added +104,182+104.2k
RAYMOND JAMES FINANCIAL INC Added +92,303+92.3k
EJMK Ventures LLC Added +90,995+91.0k

Biggest sellers

Align Financial, LLC Reduced -12,639,384-12.6m
Arax Advisory Partners Reduced -667,583-667.6k
Hill Investment Group Partners, LLC Reduced -643,493-643.5k
Pacific Life Fund Advisors LLC Reduced -417,397-417.4k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -389,351-389.4k
Corient Private Wealth LP Reduced -224,426-224.4k
MORGAN STANLEY Reduced -69,946-69.9k
Creative Planning Reduced -34,123-34.1k
Kestra Investment Management, LLC Reduced -31,399-31.4k
Mach-1 Financial Group, LLC Sold out -22,867-22.9k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 1.47% of their portfolio TOPEKA, KS 6,535,0016.5m $271.5m $271.5m 1.47% Added +445.9k +445,942
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,296,8052.3m $95.4m $95.4m 0.01% Reduced -69.9k -69,946
3 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,879,5191.9m $78.1m $78.1m 0.02% Added +104.2k +104,182
4 Verus Financial Partners, Inc. 5.73% of their portfolio RICHMOND, VA 1,531,5311.5m $63.8m $63.8m 5.73% Added +57.2k +57,241
5 Janney Montgomery Scott LLC 0.14% of their portfolio PHILADELPHIA, PA 1,362,1931.4m $56.6m $56.6m 0.14% Added +427.3k +427,285
6 Simplicity Wealth,LLC 2.85% of their portfolio SUMMIT, NJ 1,212,4701.2m $50.4m $50.4m 2.85% Added +52.1k +52,097
7 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 996,640996.6k $41.4m $41.4m 0.01% Added +18.5k +18,467
8 GREAT VALLEY ADVISOR GROUP, INC. 0.73% of their portfolio WILMINGTON, DE 972,985973.0k $40.4m $40.4m 0.73% Added +66.6k +66,559
9 REGATTA CAPITAL GROUP, LLC 5.03% of their portfolio EL SEGUNDO, CA 799,615799.6k $33.2m $33.2m 5.03% Added +28.5k +28,514
10 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 781,349781.3k $32.5m $32.5m 0.02% Added +507.7k +507,712
11 Echo Wealth Management, LLC 18.54% of their portfolio PLYMOUTH, MN 775,059775.1k $32.2m $32.2m 18.54% Added +152.8k +152,845
12 BCR Wealth Strategies, LLC 10.07% of their portfolio VESTAVIA, AL 773,308773.3k $32.1m $32.1m 10.07% Added +69.4k +69,377
13 Hill Investment Group Partners, LLC 3.40% of their portfolio ST. LOUIS, MO 741,653741.7k $30.8m $30.8m 3.40% Reduced -643.5k -643,493
14 Pacific Life Fund Advisors LLC 3.37% of their portfolio NEWPORT BEACH, CA 705,542705.5k $29.3m $29.3m 3.37% Reduced -417.4k -417,397
15 PARK AVENUE SECURITIES LLC 0.21% of their portfolio NEW YORK, NY 634,134634.1k $26.3m $26.3m 0.21% Added +82.1k +82,073
16 Allegiance Financial Group Advisory Services LLC 4.91% of their portfolio VIENNA, VA 593,902593.9k $24.7m $24.7m 4.91% Added +53.5k +53,528
17 Highland Financial Advisors, LLC 6.20% of their portfolio WAYNE, NJ 564,832564.8k $23.5m $23.5m 6.20% Added +35.1k +35,117
18 Centennial Wealth Advisory LLC 5.56% of their portfolio Traverse City, MI 552,565552.6k $23.0m $23.0m 5.56% Added +20.3k +20,332
19 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 509,320509.3k $21.2m $21.2m 0.01% Added +92.3k +92,303
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 508,741508.7k $21.1m $21.1m 0.00% Added +8.1k +8,141
21 LexAurum Advisors, LLC 2.68% of their portfolio OVERLAND PARK, KS 497,767497.8k $20.7m $20.7m 2.68% First filing
22 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 490,317490.3k $20.4m $20.4m 0.01% Reduced -34.1k -34,123
23 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 405,967406.0k $16.9m $16.9m 0.02% Reduced -1.8k -1,832
24 Allodium Investment Consultants, LLC 7.02% of their portfolio MINNEAPOLIS, MN 353,037353.0k $14.7m $14.7m 7.02% Added +74.7k +74,664
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 332,974333.0k $13.8m $13.8m 0.00% New
26 Align Financial, LLC 7.82% of their portfolio HERMANTOWN, MN 331,091331.1k $13.8m $13.8m 7.82% Reduced -12.6m -12,639,384
27 Ferguson Johnson Wealth Management Inc 9.16% of their portfolio ROCKVILLE, MD 271,782271.8k $11.3m $11.3m 9.16% Added +12.0k +12,034
28 Networth Advisors, LLC 7.80% of their portfolio CANONSBURG, PA 265,689265.7k $11.0m $11.0m 7.80% Added +11.5k +11,495
29 Cresset Asset Management, LLC 0.05% of their portfolio Chicago, IL 260,667260.7k $10.8m $10.8m 0.05% Added +57.8k +57,784
30 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 231,514231.5k $9.6m $9.6m 0.01% Reduced -224.4k -224,426
31 Cogent Private Wealth, Inc. 6.92% of their portfolio ORLANDO, FL 230,844230.8k $9.6m $9.6m 6.92% Added +27.0k +26,973
32 Allworth Financial LP 0.04% of their portfolio FOLSOM, CA 228,684228.7k $9.5m $9.5m 0.04% Added +82.4k +82,373
33 Kestra Investment Management, LLC 0.16% of their portfolio AUSTIN, TX 225,124225.1k $9.4m $9.4m 0.16% Reduced -31.4k -31,399
34 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 221,126221.1k $9.2m $9.2m 0.05% Unchanged
35 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 217,118217.1k $9.0m $9.0m 0.01% Added +19.4k +19,399
36 Pacific Asset Management, LLC 4.34% of their portfolio Gig Harbor, WA 187,221187.2k $7.8m $7.8m 4.34% Added +38.7k +38,732
37 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 186,022186.0k $7.7m $7.7m 0.00% Added +29.0k +28,969
38 Trajan Wealth LLC 0.31% of their portfolio SCOTTSDALE, AZ 185,766185.8k $7.7m $7.7m 0.31% Added +13.8k +13,836
39 Mariner, LLC 0.01% of their portfolio Overland Park, KS 182,226182.2k $7.6m $7.6m 0.01% Added +6.9k +6,926
40 Wealth Alliance Advisory Group, LLC 1.20% of their portfolio Wichita, KS 182,141182.1k $7.6m $7.6m 1.20% New
41 Herold Advisors, Inc. 1.59% of their portfolio New York, NY 174,440174.4k $7.2m $7.2m 1.59% Added +11.1k +11,069
42 EJMK Ventures LLC 3.82% of their portfolio ITASCA, IL 164,710164.7k $6.8m $6.8m 3.82% Added +91.0k +90,995
43 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 153,945153.9k $6.4m $6.4m 0.02% Added +20.7k +20,720
44 Financial Plan, Inc. 0.67% of their portfolio BELLINGHAM, WA 151,511151.5k $6.3m $6.3m 0.67% Added +38.5k +38,531
45 Plancorp, LLC 0.18% of their portfolio SAINT LOUIS, MO 148,512148.5k $6.2m $6.2m 0.18% Unchanged
46 MATTERN CAPITAL MANAGEMENT, LLC 0.73% of their portfolio LAKEWOOD, CO 146,079146.1k $6.1m $6.1m 0.73% Added +209 +209
47 B&D White Capital Company, LLC 0.72% of their portfolio Lakeway, TX 140,692140.7k $5.8m $5.8m 0.72% Added +4.6k +4,592
48 CoreCap Advisors, LLC 0.19% of their portfolio SOUTHFIELD, MI 132,785132.8k $5.5m $5.5m 0.19% Added +13.4k +13,398
49 Buck Wealth Strategies, LLC 0.67% of their portfolio DENVER, CO 130,675130.7k $5.4m $5.4m 0.67% Reduced -6.8k -6,812
50 ENDEAVOR PRIVATE WEALTH, INC. 1.54% of their portfolio TOPEKA, KS 129,417129.4k $5.4m $5.4m 1.54% Reduced -8.3k -8,289
51 Dogwood Wealth Management LLC 2.25% of their portfolio LENEXA, KS 124,700124.7k $5.2m $5.2m 2.25% Reduced -836 -836
52 Mattern Wealth Management LLC 0.92% of their portfolio LAWRENCE, KS 113,392113.4k $4.7m $4.7m 0.92% Reduced -1.4k -1,382
53 CWM, LLC 0.01% of their portfolio OMAHA, NE 108,363108.4k $4.5m $4.5m 0.01% Added +16.3k +16,258
54 Arax Advisory Partners 0.13% of their portfolio NEW YORK, NY 106,682106.7k $4.4m $4.4m 0.13% Reduced -667.6k -667,583
55 Werba Rubin Papier Wealth Management 0.60% of their portfolio SAN JOSE, CA 104,369104.4k $4.3m $4.3m 0.60% New
56 Quantum Financial Advisors, LLC 0.47% of their portfolio SANTA MONICA, CA 101,015101.0k $4.2m $4.2m 0.47% Reduced -3.1k -3,107
57 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 100,851100.9k $4.2m $4.2m 0.02% Added +4.0k +3,963
58 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 99,90199.9k $4.2m $4.2m 0.01% Added +7.6k +7,579
59 McCartney Wealth Management LLC 3.48% of their portfolio CLAYTON, MO 99,48599.5k $4.1m $4.1m 3.48% Added +1.6k +1,611
60 Arcadia Wealth Management, Inc. 2.11% of their portfolio SMITHTOWN, NY 93,93093.9k $3.9m $3.9m 2.11% Added +11.9k +11,882
61 PLANWISER FINANCIAL, LLC 2.69% of their portfolio COLORADO SPRINGS, CO 88,92788.9k $3.7m $3.7m 2.69% Reduced -20.2k -20,191
62 Independent Advisor Alliance 0.04% of their portfolio CHARLOTTE, NC 87,74187.7k $3.6m $3.6m 0.04% Added +5.4k +5,360
63 SC&H Financial Advisors, Inc. 0.55% of their portfolio HUNT VALLEY, MD 87,36587.4k $3.6m $3.6m 0.55% Added +13.1k +13,132
64 Wheels Up Wealth, Inc. 3.04% of their portfolio BENICIA, CA 77,88777.9k $3.2m $3.2m 3.04% Added +603 +603
65 Vestmark Advisory Solutions, Inc. 0.04% of their portfolio Wakefield, MA 76,99777.0k $3.2m $3.2m 0.04% New
66 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.99% of their portfolio HILLSDALE, NY 70,72170.7k $2.9m $2.9m 0.99% Reduced -404 -404
67 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 69,40869.4k $2.9m $2.9m 0.00% Added +21.9k +21,937
68 IHT Wealth Management, LLC 0.07% of their portfolio Chicago, IL 67,62967.6k $2.8m $2.8m 0.07% Added +10.3k +10,260
69 SILVER OAK SECURITIES, INCORPORATED 0.20% of their portfolio JACKSON, TN 67,24667.2k $2.8m $2.8m 0.20% Added +737 +737
70 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 66,29566.3k $2.8m $2.8m 0.00% New
71 Index Fund Advisors, Inc. 0.12% of their portfolio IRVINE, CA 64,42164.4k $2.7m $2.7m 0.12% Added +2.8k +2,819
72 TOUNJIAN ADVISORY PARTNERS, LLC 0.93% of their portfolio FORT MYERS, FL 62,10062.1k $2.6m $2.6m 0.93% Reduced -2.3k -2,306
73 Approach Retirement Advisors, LLC 2.08% of their portfolio Vestavia, AL 60,20360.2k $2.5m $2.5m 2.08% Added +3.3k +3,336
74 marrick wealth, LLC 2.03% of their portfolio IRVINE, CA 58,09358.1k $2.4m $2.4m 2.03% Reduced -5.8k -5,802
75 WCG Wealth Advisors LLC 0.06% of their portfolio LAS VEGAS, NV 55,51855.5k $2.3m $2.3m 0.06% Added +5.0k +5,040
76 Dynamic Advisor Solutions LLC 0.07% of their portfolio PHOENIX, AZ 52,76752.8k $2.2m $2.2m 0.07% Added +438 +438
77 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 50,73050.7k $2.1m $2.1m 0.02% New
78 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 1.31% of their portfolio LEWISVILLE, TX 46,79046.8k $1.9m $1.9m 1.31% Reduced -6.9k -6,893
79 Truepoint, Inc. 0.04% of their portfolio CINCINNATI, OH 41,91741.9k $1.7m $1.7m 0.04% Reduced -9.0k -9,010
80 Clarity Asset Management, Inc. 0.85% of their portfolio AMES, IA 40,62940.6k $1.7m $1.7m 0.85% New
81 GTS SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 40,34140.3k $1.7m $1.7m 0.06% New
82 L.K. Benson & Company, P.C. 0.53% of their portfolio TIMONIUM, MD 38,73238.7k $1.6m $1.6m 0.53% Added +188 +188
83 WMG Financial Advisors, LLC 0.63% of their portfolio Knoxville, TN 36,47636.5k $1.5m $1.5m 0.63% Reduced -445 -445
84 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.25% of their portfolio LEAWOOD, KS 35,44135.4k $1.5m $1.5m 0.25% Added +1.8k +1,791
85 Life Planning Partners, Inc 1.02% of their portfolio JACKSONVILLE, FL 32,09132.1k $1.3m $1.3m 1.02% Added +742 +742
86 Orion Capital Management LLC 0.43% of their portfolio CORONADO, CA 30,00730.0k $1.2m $1.2m 0.43% Added +8.6k +8,579
87 Leading Edge Financial Planning LLC 0.26% of their portfolio KNOXVILLE, TN 29,72629.7k $1.2m $1.2m 0.26% Added +12.7k +12,684
88 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 29,24529.2k $1.2m $1.2m 0.04% New
89 NORTHWEST WEALTH MANAGEMENT, LLC 0.18% of their portfolio SPENCER, IA 29,21129.2k $1.2m $1.2m 0.18% Added +24.3k +24,259
90 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 28,48628.5k $1.2m $1.2m 0.00% Reduced -974 -974
91 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 28,46628.5k $1.2m $1.2m 0.02% Added +2.4k +2,403
92 Visionary Wealth Advisors 0.05% of their portfolio O'FALLON, IL 27,00427.0k $1.1m $1.1m 0.05% Added +15.0k +14,969
93 SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 0.23% of their portfolio MINNEAPOLIS, MN 26,66626.7k $1.1m $1.1m 0.23% Added +4.5k +4,493
94 GRAND WEALTH MANAGEMENT, LLC 0.51% of their portfolio GRAND RAPIDS, MI 25,85725.9k $1.1m $1.1m 0.51% Reduced -169 -169
95 Certified Advisory Corp 0.09% of their portfolio ALTAMONTE SPRINGS, FL 25,49025.5k $1.1m $1.1m 0.09% Added +14.1k +14,131
96 Tillman Hartley LLC 0.25% of their portfolio ORLANDO, FL 24,37824.4k $1.0m $1.0m 0.25% Added +7.7k +7,651
97 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 23,82123.8k $986.2k $986.2k 0.00% Added +11.5k +11,463
98 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% of their portfolio SANDY, UT 23,74023.7k $984.2k $984.2k 0.02% Added +8.0k +8,009
99 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 22,62722.6k $939.9k $939.9k 0.00% Added +317 +317
100 Betterment LLC 0.00% of their portfolio NEW YORK, NY 21,69121.7k $901.0k $901.0k 0.00% Added +3.8k +3,825