Vault-13

AMERICAN CENTY ETF TR AVDE

INTL EQT ETF · ETP · CUSIP 025072703

613 institutional holders +98 vs Q3 2025
128,640,169128.6m shares reported held*
$10.5bnreported value*
76 new 291 added 142 reduced 16 sold out net bought ≈ $1.7bn (+22.5m 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 ($28.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $81.56.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 157Q4 22: 203Q1 23: 224Q2 23: 235Q3 23: 244Q4 23: 306Q1 24: 320Q2 24: 333Q3 24: 347Q4 24: 416Q1 25: 436Q2 25: 501Q3 25: 515Q4 25: 613613Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022157
Q4 2022203
Q1 2023224
Q2 2023235
Q3 2023244
Q4 2023306
Q1 2024320
Q2 2024333
Q3 2024347
Q4 2024416
Q1 2025436
Q2 2025501
Q3 2025515
Q4 2025613

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 24: 187 bought or addedQ1 24: 109 cut or sold outQ2 24: 194 bought or addedQ2 24: 112 cut or sold outQ2 24Q3 24: 212 bought or addedQ3 24: 97 cut or sold outQ4 24: 252 bought or addedQ4 24: 104 cut or sold outQ4 24Q1 25: 255 bought or addedQ1 25: 148 cut or sold outQ2 25: 316 bought or addedQ2 25: 144 cut or sold outQ2 25Q3 25: 288 bought or addedQ3 25: 173 cut or sold outQ4 25: 367 bought or addedQ4 25: 158 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024187109
Q2 2024194112
Q3 202421297
Q4 2024252104
Q1 2025255148
Q2 2025316144
Q3 2025288173
Q4 2025367158

Biggest buyers

Corient Private Wealth LP Added +6,603,927+6.6m
JANE STREET GROUP, LLC Added +1,538,445+1.5m
MISSION WEALTH MANAGEMENT, LP New +1,455,229+1.5m
AMERIPRISE FINANCIAL INC Added +1,223,177+1.2m
LPL Financial LLC Added +961,586+961.6k
MORGAN STANLEY Added +743,059+743.1k
HUB Investment Partners, LLC New +641,708+641.7k
GW HENSSLER & ASSOCIATES LTD New +629,162+629.2k
AMERICAN CENTURY COMPANIES INC Added +485,056+485.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +458,993+459.0k

Biggest sellers

Werba Rubin Papier Wealth Management Sold out -783,850-783.9k
JOURNEY STRATEGIC WEALTH LLC Reduced -322,203-322.2k
Annex Advisory Services, LLC Reduced -244,051-244.1k
JPMORGAN CHASE & CO Reduced -162,746-162.7k
Oak Root LLC Reduced -87,231-87.2k
Pacific Life Fund Advisors LLC Reduced -63,681-63.7k
Goldstein Advisors, LLC Reduced -58,099-58.1k
Magnolia Private Wealth, LLC Reduced -53,504-53.5k
Krilogy Financial LLC Reduced -40,215-40.2k
VANTAGEPOINT INVESTMENT ADVISERS LLC Reduced -38,738-38.7k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Corient Private Wealth LP 0.48% of their portfolio MIAMI, FL 10,209,62410.2m $721.1m $721.1m 0.48% Added +6.6m +6,603,927
2 AMERIPRISE FINANCIAL INC 0.11% of their portfolio MINNEAPOLIS, MN 6,155,2926.2m $506.7m $506.7m 0.11% Added +1.2m +1,223,177
3 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.58% of their portfolio PLYMOUTH, MN 5,102,0495.1m $429.5m $429.5m 0.58% Added +206.7k +206,717
4 ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio Berwyn, PA 4,392,9644.4m $361.6m $361.6m 0.11% Added +324.3k +324,275
5 AMERICAN CENTURY COMPANIES INC 0.17% of their portfolio KANSAS CITY, MO 4,156,9834.2m $342.2m $342.2m 0.17% Added +485.1k +485,056
6 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 3,266,5713.3m $268.9m $268.9m 0.07% Added +961.6k +961,586
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.16% of their portfolio MILWAUKEE, WI 3,162,4313.2m $260.3m $260.3m 0.16% Added +459.0k +458,993
8 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 3,023,4633.0m $248.9m $248.9m 0.02% Added +348.7k +348,698
9 Rockwood Wealth Management, LLC 18.02% of their portfolio New Hope, PA 2,935,4602.9m $241.6m $241.6m 18.02% Added +127.1k +127,137
10 PNC Financial Services Group, Inc. 0.13% of their portfolio Pittsburgh, PA 2,926,4062.9m $240.9m $240.9m 0.13% Added +286.7k +286,660
11 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.93% of their portfolio WASHINGTON, DC 2,909,8572.9m $239.5m $239.5m 1.93% Reduced -38.7k -38,738
12 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,792,3302.8m $229.9m $229.9m 0.01% Added +743.1k +743,059
13 HighTower Advisors, LLC 0.21% of their portfolio CHICAGO, IL 2,333,7362.3m $192.1m $192.1m 0.21% Reduced -21.9k -21,854
14 Annex Advisory Services, LLC 2.97% of their portfolio BROOKFIELD, WI 1,887,2611.9m $155.4m $155.4m 2.97% Reduced -244.1k -244,051
15 JANE STREET GROUP, LLC 0.17% of their portfolio NEW YORK, NY 1,700,0001.7m $139.9m $139.9m 0.17% Added +1.5m +1,538,445
16 HB Wealth Management, LLC 0.89% of their portfolio Atlanta, GA 1,675,7741.7m $137.9m $137.9m 0.89% Reduced -9.1k -9,082
17 MISSION WEALTH MANAGEMENT, LP 2.44% of their portfolio Santa Barbara, CA 1,455,2291.5m $119.8m $119.8m 2.44% New
18 Oak Root LLC 14.20% of their portfolio Santa Barbara, CA 1,427,0681.4m $117.5m $117.5m 14.20% Reduced -87.2k -87,231
19 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 1,383,9041.4m $113.9m $113.9m 0.13% Added +24.9k +24,867
20 Gradient Investments LLC 1.78% of their portfolio ARDEN HILLS, MN 1,362,0511.4m $112.1m $112.1m 1.78% Added +47.9k +47,939
21 GREENUP STREET WEALTH MANAGEMENT LLC 13.78% of their portfolio OVERLAND PARK, KS 1,159,0301.2m $95.4m $95.4m 13.78% Added +306.3k +306,308
22 CWM, LLC 0.26% of their portfolio OMAHA, NE 1,150,7551.2m $94.7m $94.7m 0.26% Added +158.0k +158,042
23 Financial Plan, Inc. 10.73% of their portfolio BELLINGHAM, WA 1,135,2141.1m $93.5m $93.5m 10.73% First filing
24 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,061,2891.1m $87.4m $87.4m 0.02% Added +83.7k +83,675
25 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 998,842998.8k $82.2m $82.2m 0.03% Added +211.8k +211,831
26 Beacon Pointe Advisors, LLC 0.57% of their portfolio NEWPORT BEACH, CA 993,500993.5k $81.8m $81.8m 0.57% Added +68.0k +67,954
27 Diversified Portfolios, Inc. 6.47% of their portfolio Bloomfield Hills, MI 943,601943.6k $77.7m $77.7m 6.47% Added +82.9k +82,949
28 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 934,180934.2k $76.9m $76.9m 0.02% Added +83.7k +83,668
29 First National Trust Co 2.47% of their portfolio Johnstown, PA 899,049899.0k $74.0m $74.0m 2.47% Added +183.5k +183,470
30 Plancorp, LLC 2.16% of their portfolio SAINT LOUIS, MO 866,461866.5k $71.3m $71.3m 2.16% Reduced -7.0k -7,028
31 Cerity Partners LLC 0.10% of their portfolio NEW YORK, NY 829,051829.1k $68.2m $68.2m 0.10% Added +5.4k +5,352
32 FIFTH THIRD BANCORP 0.21% of their portfolio CINCINNATI, OH 787,033787.0k $64.8m $64.8m 0.21% Added +138.8k +138,794
33 CORRECT CAPITAL WEALTH MANAGEMENT 11.85% of their portfolio CLAYTON, MO 764,810764.8k $63.0m $63.0m 11.85% Added +146.2k +146,153
34 Parallel Advisors, LLC 1.14% of their portfolio SAN FRANCISCO, CA 757,051757.1k $62.3m $62.3m 1.14% Added +52.9k +52,916
35 ATWOOD & PALMER INC 3.54% of their portfolio KANSAS CITY, MO 757,012757.0k $62.3m $62.3m 3.54% Added +20.9k +20,900
36 ESL Trust Services, LLC 11.77% of their portfolio ROCHESTER, NY 744,966745.0k $61.3m $61.3m 11.77% Added +20.7k +20,659
37 Apella Capital, LLC 1.11% of their portfolio WEST HARTFORD, CT 682,150682.1k $56.2m $56.2m 1.11% Added +49.7k +49,699
38 Savant Capital, LLC 0.31% of their portfolio ROCKFORD, IL 661,446661.4k $54.5m $54.5m 0.31% Added +48.0k +48,045
39 Cresset Asset Management, LLC 0.23% of their portfolio Chicago, IL 655,629655.6k $54.0m $54.0m 0.23% Added +42.9k +42,868
40 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 647,787647.8k $53.3m $53.3m 0.04% Reduced -19.7k -19,675
41 Waverly Advisors, LLC 0.43% of their portfolio BIRMINGHAM, AL 645,440645.4k $53.1m $53.1m 0.43% Added +272.9k +272,932
42 HUB Investment Partners, LLC 1.44% of their portfolio AUSTIN, TX 641,708641.7k $52.8m $52.8m 1.44% New
43 CGN Advisors LLC 4.13% of their portfolio MANHATTAN, KS 632,792632.8k $52.1m $52.1m 4.13% Added +16.6k +16,649
44 GW HENSSLER & ASSOCIATES LTD 2.49% of their portfolio KENNESAW, GA 629,162629.2k $51.8m $51.8m 2.49% New
45 Modern Wealth Management, LLC 0.94% of their portfolio KANSAS CITY, MO 627,461627.5k $51.7m $51.7m 0.94% Added +197.7k +197,715
46 BSW Wealth Partners 6.16% of their portfolio BOULDER, CO 623,903623.9k $51.4m $51.4m 6.16% Reduced -24.2k -24,165
47 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 619,237619.2k $51.0m $51.0m 0.07% Added +37.3k +37,257
48 Simplicity Wealth,LLC 3.02% of their portfolio SUMMIT, NJ 616,085616.1k $50.7m $50.7m 3.02% Added +131.3k +131,293
49 Versant Capital Management, Inc 6.19% of their portfolio PHOENIX, AZ 599,355599.4k $49.3m $49.3m 6.19% Reduced -6.7k -6,741
50 &PARTNERS 0.24% of their portfolio NASHVILLE, TN 558,992559.0k $46.0m $46.0m 0.24% Added +119.8k +119,763
51 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 534,570534.6k $44.0m $44.0m 0.01% Added +50.4k +50,441
52 Bridgewater Advisors Inc. 2.84% of their portfolio NEW YORK, NY 511,740511.7k $43.8m $43.8m 2.84% Added +31.4k +31,351
53 Kestra Advisory Services, LLC 0.17% of their portfolio AUSTIN, TX 503,214503.2k $41.4m $41.4m 0.17% Added +279.4k +279,419
54 McLean Asset Management Corp 7.60% of their portfolio TYSONS, VA 497,232497.2k $42.4m $42.4m 7.60% Added +118.6k +118,551
55 Foundations Investment Advisors, LLC 0.51% of their portfolio PHOENIX, AZ 471,974472.0k $38.9m $38.9m 0.51% Added +19.0k +18,954
56 Quantum Financial Advisors, LLC 4.32% of their portfolio SANTA MONICA, CA 467,157467.2k $38.5m $38.5m 4.32% Added +22.9k +22,946
57 Henrickson Nauta Wealth Advisors, Inc. 5.80% of their portfolio BELMONT, MI 466,866466.9k $39.3m $39.3m 5.80% Added +233.5k +233,510
58 Pacific Life Fund Advisors LLC 3.88% of their portfolio NEWPORT BEACH, CA 457,028457.0k $37.6m $37.6m 3.88% Reduced -63.7k -63,681
59 OneDigital Investment Advisors LLC 0.37% of their portfolio OVERLAND PARK, KS 455,341455.3k $37.5m $37.5m 0.37% Reduced -21.3k -21,318
60 HARBOUR INVESTMENTS, INC. 0.72% of their portfolio MADISON, WI 432,628432.6k $35.6m $35.6m 0.72% Added +432.5k +432,497
61 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 424,763424.8k $35.0m $35.0m 0.06% Added +115.1k +115,143
62 IAM Advisory, LLC 7.50% of their portfolio EASTON, PA 409,906409.9k $33.7m $33.7m 7.50% Added +2.3k +2,280
63 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 408,468408.5k $33.6m $33.6m 0.05% Reduced -9.6k -9,560
64 Legacy Financial Strategies, LLC 5.90% of their portfolio OVERLAND PARK, KS 405,115405.1k $33.3m $33.3m 5.90% New
65 Zhang Financial LLC 1.23% of their portfolio PORTAGE, MI 402,208402.2k $33.1m $33.1m 1.23% Added +61.9k +61,939
66 Modera Wealth Management, LLC 0.37% of their portfolio WESTWOOD, NJ 385,965386.0k $31.8m $31.8m 0.37% Reduced -6.8k -6,774
67 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 374,424374.4k $30.8m $30.8m 0.08% Added +167.7k +167,675
68 JSF Financial, LLC 6.34% of their portfolio LOS ANGELES, CA 371,550371.6k $30.6m $30.6m 6.34% Reduced -4.2k -4,192
69 Strategic Blueprint, LLC 1.75% of their portfolio ATLANTA, GA 359,717359.7k $29.6m $29.6m 1.75% Added +71.4k +71,416
70 Compass Ion Advisors, LLC 2.82% of their portfolio CONSHOHOCKEN, PA 359,145359.1k $29.6m $29.6m 2.82% Added +19.3k +19,345
71 CVA Family Office, LLC 3.38% of their portfolio DENVER, CO 357,058357.1k $29.4m $29.4m 3.38% Added +80.3k +80,330
72 Torren Management, LLC 14.79% of their portfolio SAN DIEGO, CA 351,842351.8k $29.0m $29.0m 14.79% First filing
73 BCR Wealth Strategies, LLC 9.32% of their portfolio VESTAVIA, AL 341,526341.5k $28.1m $28.1m 9.32% Added +738 +738
74 PARK AVENUE SECURITIES LLC 0.24% of their portfolio NEW YORK, NY 339,802339.8k $28.0m $28.0m 0.24% Added +30.4k +30,398
75 WCG Wealth Advisors LLC 0.78% of their portfolio LAS VEGAS, NV 338,979339.0k $27.9m $27.9m 0.78% Added +14.6k +14,608
76 SC&H Financial Advisors, Inc. 4.23% of their portfolio HUNT VALLEY, MD 331,828331.8k $27.3m $27.3m 4.23% Reduced -10.1k -10,069
77 Kelman-Lazarov, Inc. 3.84% of their portfolio MEMPHIS, TN 326,357326.4k $26.9m $26.9m 3.84% Added +244.8k +244,826
78 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 326,232326.2k $26.9m $26.9m 0.02% Added +81.5k +81,524
79 CARDIFF PARK ADVISORS, LLC 2.20% of their portfolio SAN MARCOS, CA 324,313324.3k $26.7m $26.7m 2.20% Reduced -2.4k -2,412
80 Krilogy Financial LLC 0.95% of their portfolio ST. LOUIS, MO 321,391321.4k $28.0m $28.0m 0.95% Reduced -40.2k -40,215
81 ACT Advisors, LLC. 10.10% of their portfolio ASHEVILLE, NC 311,150311.1k $25.6m $25.6m 10.10% Added +2.8k +2,803
82 Financial Enhancement Group LLC 3.45% of their portfolio ANDERSON, IN 309,823309.8k $26.5m $26.5m 3.45% Reduced -611 -611
83 Capital Planning Advisors, LLC 3.41% of their portfolio Roseville, CA 309,452309.5k $25.5m $25.5m 3.41% Added +6.4k +6,440
84 55 North Private Wealth, LLC 6.63% of their portfolio WINTER PARK, FL 305,441305.4k $25.1m $25.1m 6.63% First filing
85 RVW Wealth, LLC 1.90% of their portfolio LOS ANGELES, CA 302,191302.2k $24.9m $24.9m 1.90% Reduced -8.2k -8,217
86 BWM Planning, LLC 6.63% of their portfolio THE WOODLANDS, TX 301,349301.3k $24.8m $24.8m 6.63% Added +12.3k +12,346
87 Yardley Wealth Management LLC 13.14% of their portfolio YARDLEY, PA 300,250300.2k $24.7m $24.7m 13.14% Reduced -4.0k -3,982
88 Oak Wealth Advisors LLC 14.19% of their portfolio NORTHBROOK, IL 300,172300.2k $24.7m $24.7m 14.19% Reduced -8.7k -8,671
89 Tarbox Family Office, Inc. 3.97% of their portfolio NEWPORT BEACH, CA 299,518299.5k $24.7m $24.7m 3.97% Added +1.7k +1,722
90 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 8.80% of their portfolio HILLSDALE, NY 298,666298.7k $24.6m $24.6m 8.80% Reduced -484 -484
91 FOSTER & MOTLEY INC 1.26% of their portfolio CINCINNATI, OH 288,093288.1k $23.7m $23.7m 1.26% New
92 HTG Investment Advisors, Inc. 7.14% of their portfolio NEW CANAAN, CT 282,417282.4k $23.2m $23.2m 7.14% Added +5.7k +5,695
93 HORAN Wealth, LLC 3.56% of their portfolio CINCINNATI, OH 281,879281.9k $23.2m $23.2m 3.56% Added +114.8k +114,776
94 B&D White Capital Company, LLC 2.66% of their portfolio Lakeway, TX 278,756278.8k $22.9m $22.9m 2.66% Added +43.5k +43,488
95 Focus Partners Advisor Solutions, LLC 0.28% of their portfolio SAINT LOUIS, MO 277,783277.8k $22.9m $22.9m 0.28% Added +146.9k +146,935
96 Visionary Wealth Advisors 1.03% of their portfolio O'FALLON, IL 275,961276.0k $22.7m $22.7m 1.03% Added +16.6k +16,621
97 FIRST NATIONAL BANK SIOUX FALLS 6.73% of their portfolio SIOUX FALLS, SD 273,006273.0k $22.5m $22.5m 6.73% Added +3.9k +3,948
98 GRAND WEALTH MANAGEMENT, LLC 10.16% of their portfolio GRAND RAPIDS, MI 272,208272.2k $22.4m $22.4m 10.16% Added +11.8k +11,756
99 Caliber Wealth Management, LLC / KS 2.40% of their portfolio Overland Park, KS 270,952271.0k $22.3m $22.3m 2.40% Added +191 +191
100 BCWM, LLC 6.65% of their portfolio OVERLAND PARK, KS 269,673269.7k $22.2m $22.2m 6.65% Added +3.8k +3,786