Vault-13

AMERICAN CENTY ETF TR AVMU

CORE MUNI FXD IN · ETP · CUSIP 025072695

39 institutional holders -1 vs Q1 2026
2,143,9102.1m shares reported held*
$99.7mreported value*
7 new 14 added 9 reduced 7 sold out net bought ≈ $5.5m (+118.2k 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 ≈ $46.51.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 16Q4 22: 21Q1 23: 24Q2 23: 24Q3 23: 24Q4 23: 35Q1 24: 34Q2 24: 35Q3 24: 41Q4 24: 44Q1 25: 41Q2 25: 35Q3 25: 34Q4 25: 39Q1 26: 40Q2 26: 3939Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202216
Q4 202221
Q1 202324
Q2 202324
Q3 202324
Q4 202335
Q1 202434
Q2 202435
Q3 202441
Q4 202444
Q1 202541
Q2 202535
Q3 202534
Q4 202539
Q1 202640
Q2 202639

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 21 bought or addedQ3 24: 7 cut or sold outQ4 24: 19 bought or addedQ4 24: 15 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 23 cut or sold outQ2 25: 16 bought or addedQ2 25: 18 cut or sold outQ2 25Q3 25: 13 bought or addedQ3 25: 17 cut or sold outQ4 25: 16 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 20 bought or addedQ1 26: 16 cut or sold outQ2 26: 21 bought or addedQ2 26: 16 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024217
Q4 20241915
Q1 20251823
Q2 20251618
Q3 20251317
Q4 20251612
Q1 20262016
Q2 20262116

Biggest buyers

AXXCESS WEALTH MANAGEMENT, LLC New +53,579+53.6k
ENVESTNET ASSET MANAGEMENT INC Added +51,342+51.3k
IHT Wealth Management, LLC New +42,956+43.0k
SAX WEALTH ADVISORS, LLC Added +23,000+23.0k
EJMK Ventures LLC Added +14,855+14.9k
MML INVESTORS SERVICES, LLC Added +12,491+12.5k
HRT FINANCIAL LP New +8,844+8.8k
B&D White Capital Company, LLC New +5,614+5.6k
Tortoise Investment Management, LLC Added +4,924+4.9k
Freedom Day Solutions, LLC New +4,629+4.6k

Biggest sellers

JANE STREET GROUP, LLC Sold out -22,740-22.7k
CITADEL ADVISORS LLC Sold out -15,752-15.8k
Haven Private, LLC Sold out -15,450-15.4k
Beaird Harris Wealth Management, LLC Reduced -14,042-14.0k
FLOW TRADERS U.S. LLC Sold out -13,298-13.3k
OLD MISSION CAPITAL LLC Sold out -12,466-12.5k
Trailhead Planners LLC Sold out -4,629-4.6k
Nemes Rush Group LLC Sold out -3,463-3.5k
Savant Capital, LLC Reduced -2,249-2.2k
L.K. Benson & Company, P.C. Reduced -1,353-1.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 897,426897.4k $41.8m $41.8m 0.01% Added +51.3k +51,342
2 Beaird Harris Wealth Management, LLC 0.50% of their portfolio DALLAS, TX 170,145170.1k $7.9m $7.9m 0.50% Reduced -14.0k -14,042
3 Plancorp, LLC 0.16% of their portfolio SAINT LOUIS, MO 144,818144.8k $6.7m $6.7m 0.16% Unchanged
4 SAX WEALTH ADVISORS, LLC 0.25% of their portfolio PARSIPPANY, NJ 134,888134.9k $6.2m $6.2m 0.25% Added +23.0k +23,000
5 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 80,69480.7k $3.8m $3.8m 0.00% Reduced -564 -564
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 71,25671.3k $3.3m $3.3m 0.00% Added +1.9k +1,881
7 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 69,21569.2k $3.2m $3.2m 0.01% Reduced -2.2k -2,249
8 Tortoise Investment Management, LLC 0.24% of their portfolio WHITE PLAINS, NY 68,55468.6k $3.2m $3.2m 0.24% Added +4.9k +4,924
9 Align Financial, LLC 1.39% of their portfolio HERMANTOWN, MN 60,25560.3k $2.8m $2.8m 1.39% Added +260 +260
10 AXXCESS WEALTH MANAGEMENT, LLC 0.04% of their portfolio CARLSBAD, CA 53,57953.6k $2.5m $2.5m 0.04% New
11 Visionary Wealth Advisors 0.10% of their portfolio O'FALLON, IL 52,34852.3k $2.4m $2.4m 0.10% Added +583 +583
12 EJMK Ventures LLC 0.99% of their portfolio ITASCA, IL 46,87746.9k $2.2m $2.2m 0.99% Added +14.9k +14,855
13 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 44,36244.4k $2.1m $2.1m 0.00% Reduced -956 -956
14 IHT Wealth Management, LLC 0.04% of their portfolio Chicago, IL 42,95643.0k $2.0m $2.0m 0.04% New
15 L.K. Benson & Company, P.C. 0.33% of their portfolio TIMONIUM, MD 23,28623.3k $1.1m $1.1m 0.33% Reduced -1.4k -1,353
16 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 20,71720.7k $965.1k $965.1k 0.00% Added +173 +173
17 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 18,18118.2k $847.0k $847.0k 0.00% Added +12.5k +12,491
18 Landmark Wealth Management, LLC 0.19% of their portfolio MELVILLE, NY 17,29317.3k $805.6k $805.6k 0.19% Added +112 +112
19 Mattern Wealth Management LLC 0.10% of their portfolio LAWRENCE, KS 13,43713.4k $626.0k $626.0k 0.10% Unchanged
20 Crews Bank & Trust 0.08% of their portfolio PORT CHARLOTTE, FL 13,36913.4k $622.8k $622.8k 0.08% Unchanged
21 FIDUCIARY FINANCIAL ADVISORS 0.06% of their portfolio GRAND RAPIDS, MI 13,24613.2k $617.0k $617.0k 0.06% Added +840 +840
22 Financial Plan, Inc. 0.05% of their portfolio BELLINGHAM, WA 11,73011.7k $546.4k $546.4k 0.05% Added +131 +131
23 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 9,6429.6k $449.2k $449.2k 0.01% Unchanged
24 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,8448.8k $411.0k $411.0k 0.00% New
25 WEBSTERROGERS FINANCIAL ADVISORS, LLC 0.09% of their portfolio FLORENCE, SC 7,8027.8k $363.5k $363.5k 0.09% Unchanged
26 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,5267.5k $350.6k $350.6k 0.00% Added +1.0k +1,009
27 Hill Investment Group Partners, LLC 0.03% of their portfolio ST. LOUIS, MO 7,3337.3k $341.6k $341.6k 0.03% Reduced -1.1k -1,077
28 Argent Trust Co 0.01% of their portfolio NASHVILLE, TN 7,0007.0k $326.1k $326.1k 0.01% Unchanged
29 Wheels Up Wealth, Inc. 0.23% of their portfolio BENICIA, CA 5,7115.7k $266.0k $266.0k 0.23% Unchanged
30 B&D White Capital Company, LLC 0.03% of their portfolio Lakeway, TX 5,6145.6k $261.5k $261.5k 0.03% New
31 Freedom Day Solutions, LLC 0.05% of their portfolio HOUSTON, TX 4,6294.6k $215.6k $215.6k 0.05% New
32 FAS Wealth Partners, Inc. 0.01% of their portfolio LEAWOOD, KS 4,5264.5k $210.8k $210.8k 0.01% Added +38 +38
33 Fourth Dimension Wealth, LLC 0.05% of their portfolio MIDDLEBURG HEIGHTS, OH 3,4753.5k $161.9k $161.9k 0.05% Reduced -519 -519
34 Dogwood Wealth Management LLC 0.04% of their portfolio LENEXA, KS 2,0022.0k $93.3k $93.3k 0.04% Reduced -967 -967
35 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 435435 $20.3k $20.3k 0.00% Unchanged
36 Kings Path Partners LLC 0.01% of their portfolio SUGAR LAND, TX 434434 $20.2k $20.2k 0.01% New
37 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 209209 $9.7k $9.7k 0.00% Unchanged
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 9595 $4.4k $4.4k 0.00% New
39 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $70 $70 0.00% Reduced -107 -107