Vault-13

AMERICAN CENTY ETF TR AVDE

INTL EQT ETF · ETP · CUSIP 025072703

675 institutional holders +62 vs Q4 2025
146,814,725146.8m shares reported held*
$12.4bnreported value*
75 new 340 added 173 reduced 16 sold out net bought ≈ $1.6bn (+17.8m 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 ($32.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $84.59. Options: 1 managers hold calls ($526.0k notional), 0 hold puts (—).

Trends to Q1 2026

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: 613Q1 26: 675675Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026675

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 24: 194 bought or addedQ2 24: 112 cut or sold outQ3 24: 212 bought or addedQ3 24: 97 cut or sold outQ3 24Q4 24: 252 bought or addedQ4 24: 104 cut or sold outQ1 25: 255 bought or addedQ1 25: 148 cut or sold outQ1 25Q2 25: 316 bought or addedQ2 25: 144 cut or sold outQ3 25: 288 bought or addedQ3 25: 173 cut or sold outQ3 25Q4 25: 367 bought or addedQ4 25: 158 cut or sold outQ1 26: 415 bought or addedQ1 26: 189 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024194112
Q3 202421297
Q4 2024252104
Q1 2025255148
Q2 2025316144
Q3 2025288173
Q4 2025367158
Q1 2026415189

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $526.0kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$526.0k$00.00

Biggest buyers

MASECO LLP New +1,957,771+2.0m
MISSION WEALTH MANAGEMENT, LP Added +1,952,383+2.0m
Advance Capital Management, Inc. Added +1,636,753+1.6m
AMERIPRISE FINANCIAL INC Added +1,347,142+1.3m
MORGAN STANLEY Added +1,058,931+1.1m
LPL Financial LLC Added +1,004,165+1.0m
BANK OF AMERICA CORP /DE/ Added +979,961+980.0k
WELLS FARGO & COMPANY/MN Added +882,832+882.8k
AMERICAN CENTURY COMPANIES INC Added +870,327+870.3k
Werba Rubin Papier Wealth Management New +835,062+835.1k

Biggest sellers

Corient Private Wealth LP Reduced -5,210,361-5.2m
JANE STREET GROUP, LLC Reduced -1,613,776-1.6m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -422,491-422.5k
Annex Advisory Services, LLC Reduced -331,556-331.6k
Henrickson Nauta Wealth Advisors, Inc. Reduced -232,221-232.2k
Goldstein Advisors, LLC Reduced -149,201-149.2k
OneDigital Investment Advisors LLC Reduced -142,827-142.8k
Torren Management, LLC Reduced -96,287-96.3k
Focus Partners Wealth Reduced -94,004-94.0k
GREENUP STREET WEALTH MANAGEMENT LLC Reduced -72,534-72.5k

Biggest calls

CITADEL ADVISORS LLC New $526.0k6.2k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERIPRISE FINANCIAL INC 0.15% of their portfolio MINNEAPOLIS, MN 7,502,4347.5m $636.5m $636.5m 0.15% Added +1.3m +1,347,142
2 AMERICAN CENTURY COMPANIES INC 0.22% of their portfolio KANSAS CITY, MO 5,027,3105.0m $426.5m $426.5m 0.22% Added +870.3k +870,327
3 Corient Private Wealth LP 0.61% of their portfolio MIAMI, FL 4,999,2635.0m $424.1m $424.1m 0.61% Reduced -5.2m -5,210,361
4 ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio Berwyn, PA 4,916,5204.9m $417.1m $417.1m 0.11% Added +523.6k +523,556
5 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.88% of their portfolio PLYMOUTH, MN 4,679,5584.7m $398.1m $398.1m 0.88% Reduced -422.5k -422,491
6 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 4,270,7364.3m $362.3m $362.3m 0.10% Added +1.0m +1,004,165
7 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 4,003,4244.0m $339.7m $339.7m 0.02% Added +980.0k +979,961
8 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 3,851,2613.9m $326.7m $326.7m 0.02% Added +1.1m +1,058,931
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.18% of their portfolio MILWAUKEE, WI 3,540,0283.5m $300.3m $300.3m 0.18% Added +377.6k +377,597
10 MISSION WEALTH MANAGEMENT, LP 6.05% of their portfolio Santa Barbara, CA 3,407,6123.4m $289.1m $289.1m 6.05% Added +2.0m +1,952,383
11 PNC Financial Services Group, Inc. 0.15% of their portfolio Pittsburgh, PA 3,096,1653.1m $262.7m $262.7m 0.15% Added +169.8k +169,759
12 Rockwood Wealth Management, LLC 18.27% of their portfolio New Hope, PA 3,008,1153.0m $255.2m $255.2m 18.27% Added +72.7k +72,655
13 VANTAGEPOINT INVESTMENT ADVISERS LLC 2.09% of their portfolio WASHINGTON, DC 2,909,8572.9m $246.9m $246.9m 2.09% Unchanged
14 HighTower Advisors, LLC 0.24% of their portfolio CHICAGO, IL 2,626,8512.6m $222.9m $222.9m 0.24% Added +293.1k +293,115
15 MASECO LLP 5.21% of their portfolio LONDON, X0 1,957,7712.0m $166.2m $166.2m 5.21% New
16 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,817,0121.8m $154.2m $154.2m 0.03% Added +882.8k +882,832
17 Advance Capital Management, Inc. 5.57% of their portfolio SOUTHFIELD, MI 1,732,4961.7m $147.0m $147.0m 5.57% Added +1.6m +1,636,753
18 HB Wealth Management, LLC 0.92% of their portfolio Atlanta, GA 1,664,9271.7m $141.3m $141.3m 0.92% Reduced -10.8k -10,847
19 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,587,9001.6m $134.7m $134.7m 0.02% Added +526.6k +526,611
20 Annex Advisory Services, LLC 2.47% of their portfolio BROOKFIELD, WI 1,555,7051.6m $132.0m $132.0m 2.47% Reduced -331.6k -331,556
21 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,511,6111.5m $128.2m $128.2m 0.04% Added +512.8k +512,769
22 Oak Root LLC 14.76% of their portfolio Santa Barbara, CA 1,427,0681.4m $121.1m $121.1m 14.76% Unchanged
23 CWM, LLC 0.32% of their portfolio OMAHA, NE 1,415,0861.4m $120.1m $120.1m 0.32% Added +264.3k +264,331
24 Gradient Investments LLC 1.86% of their portfolio ARDEN HILLS, MN 1,414,7861.4m $120.0m $120.0m 1.86% Added +52.7k +52,735
25 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 1,289,9001.3m $114.3m $114.3m 0.13% Reduced -94.0k -94,004
26 Financial Plan, Inc. 10.79% of their portfolio BELLINGHAM, WA 1,186,3911.2m $100.7m $100.7m 10.79% Added +51.2k +51,177
27 FIFTH THIRD BANCORP 0.17% of their portfolio CINCINNATI, OH 1,086,7191.1m $92.2m $92.2m 0.17% Added +299.7k +299,686
28 GREENUP STREET WEALTH MANAGEMENT LLC 12.98% of their portfolio OVERLAND PARK, KS 1,086,4961.1m $92.2m $92.2m 12.98% Reduced -72.5k -72,534
29 First National Trust Co 2.94% of their portfolio Johnstown, PA 1,017,1331.0m $86.3m $86.3m 2.94% Added +118.1k +118,084
30 GW HENSSLER & ASSOCIATES LTD 4.02% of their portfolio KENNESAW, GA 1,007,1491.0m $85.4m $85.4m 4.02% Added +378.0k +377,987
31 Beacon Pointe Advisors, LLC 0.42% of their portfolio NEWPORT BEACH, CA 934,365934.4k $79.3m $79.3m 0.42% Reduced -59.1k -59,135
32 Diversified Portfolios, Inc. 6.50% of their portfolio Bloomfield Hills, MI 932,696932.7k $79.1m $79.1m 6.50% Reduced -10.9k -10,905
33 Parallel Advisors, LLC 1.41% of their portfolio SAN FRANCISCO, CA 925,232925.2k $78.5m $78.5m 1.41% Added +168.2k +168,181
34 Plancorp, LLC 2.20% of their portfolio SAINT LOUIS, MO 864,565864.6k $77.3m $77.3m 2.20% Reduced -1.9k -1,896
35 Waverly Advisors, LLC 0.55% of their portfolio BIRMINGHAM, AL 864,479864.5k $73.3m $73.3m 0.55% Added +219.0k +219,039
36 Cerity Partners LLC 0.10% of their portfolio NEW YORK, NY 857,498857.5k $72.7m $72.7m 0.10% Added +28.4k +28,447
37 Werba Rubin Papier Wealth Management 9.87% of their portfolio SAN JOSE, CA 835,062835.1k $70.8m $70.8m 9.87% New
38 Modern Wealth Management, LLC 1.20% of their portfolio KANSAS CITY, MO 809,026809.0k $69.7m $69.7m 1.20% Added +181.6k +181,565
39 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 805,700805.7k $68.4m $68.4m 0.01% Added +271.1k +271,130
40 CORRECT CAPITAL WEALTH MANAGEMENT 12.64% of their portfolio CLAYTON, MO 798,188798.2k $67.7m $67.7m 12.64% Added +33.4k +33,378
41 &PARTNERS 0.33% of their portfolio NASHVILLE, TN 794,001794.0k $67.5m $67.5m 0.33% Added +235.0k +235,009
42 ATWOOD & PALMER INC 3.67% of their portfolio KANSAS CITY, MO 767,452767.5k $65.1m $65.1m 3.67% Added +10.4k +10,440
43 Apella Capital, LLC 1.02% of their portfolio WEST HARTFORD, CT 757,248757.2k $69.0m $69.0m 1.02% Added +75.1k +75,098
44 ESL Trust Services, LLC 12.12% of their portfolio ROCHESTER, NY 748,102748.1k $63.5m $63.5m 12.12% Added +3.1k +3,136
45 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 729,356729.4k $61.9m $61.9m 0.09% Added +110.1k +110,119
46 Savant Capital, LLC 0.30% of their portfolio ROCKFORD, IL 720,524720.5k $61.1m $61.1m 0.30% Added +59.1k +59,078
47 JNBA Financial Advisors 5.00% of their portfolio BLOOMINGTON, MN 708,211708.2k $60.1m $60.1m 5.00% New
48 HUB Investment Partners, LLC 1.41% of their portfolio AUSTIN, TX 681,333681.3k $57.8m $57.8m 1.41% Added +39.6k +39,625
49 Cresset Asset Management, LLC 0.25% of their portfolio Chicago, IL 677,105677.1k $57.4m $57.4m 0.25% Added +21.5k +21,476
50 JSF Financial, LLC 11.17% of their portfolio LOS ANGELES, CA 671,730671.7k $57.0m $57.0m 11.17% Added +300.2k +300,180
51 Simplicity Wealth,LLC 3.11% of their portfolio SUMMIT, NJ 647,822647.8k $55.0m $55.0m 3.11% Added +31.7k +31,737
52 Strategic Financial Planning, Inc. 10.78% of their portfolio PLANO, TX 633,360633.4k $18.4m $18.4m 10.78% New
53 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 617,576617.6k $52.4m $52.4m 0.04% Reduced -30.2k -30,211
54 CGN Advisors LLC 4.14% of their portfolio MANHATTAN, KS 617,185617.2k $52.4m $52.4m 4.14% Reduced -15.6k -15,607
55 BSW Wealth Partners 6.35% of their portfolio BOULDER, CO 613,310613.3k $52.0m $52.0m 6.35% Reduced -10.6k -10,593
56 Kestra Advisory Services, LLC 0.19% of their portfolio AUSTIN, TX 595,083595.1k $50.5m $50.5m 0.19% Added +91.9k +91,869
57 Versant Capital Management, Inc 4.89% of their portfolio PHOENIX, AZ 585,132585.1k $49.6m $49.6m 4.89% Reduced -14.2k -14,223
58 Cambridge Investment Research Advisors, Inc. 0.13% of their portfolio FAIRFIELD, IA 580,176580.2k $49.2m $49.2m 0.13% Added +205.8k +205,752
59 Bridgewater Advisors Inc. 3.00% of their portfolio NEW YORK, NY 551,646551.6k $50.4m $50.4m 3.00% Added +39.9k +39,906
60 McLean Asset Management Corp 8.08% of their portfolio TYSONS, VA 544,215544.2k $46.2m $46.2m 8.08% Added +47.0k +46,983
61 HARBOUR INVESTMENTS, INC. 0.71% of their portfolio MADISON, WI 543,527543.5k $46.1m $46.1m 0.71% Added +110.9k +110,899
62 Foundations Investment Advisors, LLC 0.52% of their portfolio PHOENIX, AZ 489,854489.9k $41.6m $41.6m 0.52% Added +17.9k +17,880
63 Legacy Financial Strategies, LLC 7.20% of their portfolio OVERLAND PARK, KS 470,141470.1k $39.9m $39.9m 7.20% Added +65.0k +65,026
64 Quantum Financial Advisors, LLC 4.35% of their portfolio SANTA MONICA, CA 456,882456.9k $38.8m $38.8m 4.35% Reduced -10.3k -10,275
65 Family Investment Center, Inc. 7.45% of their portfolio Saint Joseph, MO 456,402456.4k $38.7m $38.7m 7.45% Added +212.4k +212,369
66 Zhang Financial LLC 1.33% of their portfolio PORTAGE, MI 452,332452.3k $38.4m $38.4m 1.33% Added +50.1k +50,124
67 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 444,793444.8k $36.5m $36.5m 0.02% Added +118.6k +118,561
68 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 435,690435.7k $37.0m $37.0m 0.07% Added +10.9k +10,927
69 Magnolia Private Wealth, LLC 7.33% of their portfolio PHILADELPHIA, PA 434,671434.7k $11.0m $11.0m 7.33% Added +312.8k +312,796
70 CVA Family Office, LLC 3.84% of their portfolio DENVER, CO 429,697429.7k $36.5m $36.5m 3.84% Added +72.6k +72,639
71 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 424,678424.7k $34.9m $34.9m 0.00% Added +165.4k +165,412
72 Pacific Life Fund Advisors LLC 4.11% of their portfolio NEWPORT BEACH, CA 421,739421.7k $35.8m $35.8m 4.11% Reduced -35.3k -35,289
73 FOSTER & MOTLEY INC 1.75% of their portfolio CINCINNATI, OH 398,670398.7k $33.8m $33.8m 1.75% Added +110.6k +110,577
74 IAM Advisory, LLC 7.58% of their portfolio EASTON, PA 398,663398.7k $33.8m $33.8m 7.58% Reduced -11.2k -11,243
75 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 392,404392.4k $33.3m $33.3m 0.05% Reduced -16.1k -16,064
76 Modera Wealth Management, LLC 0.38% of their portfolio WESTWOOD, NJ 377,620377.6k $32.0m $32.0m 0.38% Reduced -8.3k -8,345
77 Focus Partners Advisor Solutions, LLC 0.32% of their portfolio SAINT LOUIS, MO 372,383372.4k $31.6m $31.6m 0.32% Added +94.6k +94,600
78 PARK AVENUE SECURITIES LLC 0.24% of their portfolio NEW YORK, NY 366,373366.4k $31.1m $31.1m 0.24% Added +26.6k +26,571
79 Prime Capital Investment Advisors, LLC 0.36% of their portfolio OVERLAND PARK, KS 366,255366.3k $31.1m $31.1m 0.36% Added +362.0k +361,980
80 Compass Ion Advisors, LLC 2.94% of their portfolio CONSHOHOCKEN, PA 363,129363.1k $30.8m $30.8m 2.94% Added +4.0k +3,984
81 Kelman-Lazarov, Inc. 4.31% of their portfolio MEMPHIS, TN 354,431354.4k $30.1m $30.1m 4.31% Added +28.1k +28,074
82 Strategic Blueprint, LLC 1.74% of their portfolio ATLANTA, GA 352,164352.2k $29.9m $29.9m 1.74% Reduced -7.6k -7,553
83 JOURNEY STRATEGIC WEALTH LLC 0.74% of their portfolio SUMMIT, NJ 349,944349.9k $29.7m $29.7m 0.74% Added +96.3k +96,299
84 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 344,035344.0k $29.2m $29.2m 0.01% Added +150.3k +150,251
85 SEARCY FINANCIAL SERVICES INC /ADV 10.80% of their portfolio OVERLAND PARK, KS 343,292343.3k $29.1m $29.1m 10.80% New
86 BCR Wealth Strategies, LLC 9.07% of their portfolio VESTAVIA, AL 341,186341.2k $28.9m $28.9m 9.07% Reduced -340 -340
87 WCG Wealth Advisors LLC 0.81% of their portfolio LAS VEGAS, NV 339,130339.1k $28.8m $28.8m 0.81% Added +151 +151
88 SC&H Financial Advisors, Inc. 4.23% of their portfolio HUNT VALLEY, MD 330,713330.7k $28.1m $28.1m 4.23% Reduced -1.1k -1,115
89 Henderson Brothers Financial Partners, LLC 7.04% of their portfolio PITTSBURGH, PA 327,520327.5k $27.8m $27.8m 7.04% First filing
90 Financial Enhancement Group LLC 3.69% of their portfolio ANDERSON, IN 326,601326.6k $29.7m $29.7m 3.69% Added +16.8k +16,778
91 Private Advisor Group, LLC 0.13% of their portfolio MORRISTOWN, NJ 324,355324.4k $27.5m $27.5m 0.13% Added +59.1k +59,142
92 CARDIFF PARK ADVISORS, LLC 2.19% of their portfolio SAN MARCOS, CA 322,155322.2k $27.3m $27.3m 2.19% Reduced -2.2k -2,158
93 Krilogy Financial LLC 0.93% of their portfolio ST. LOUIS, MO 321,599321.6k $29.0m $29.0m 0.93% Added +208 +208
94 Capital Planning Advisors, LLC 3.87% of their portfolio Roseville, CA 315,497315.5k $26.8m $26.8m 3.87% Added +6.0k +6,045
95 OneDigital Investment Advisors LLC 0.26% of their portfolio OVERLAND PARK, KS 312,514312.5k $26.5m $26.5m 0.26% Reduced -142.8k -142,827
96 ACT Advisors, LLC. 11.27% of their portfolio ASHEVILLE, NC 312,372312.4k $26.5m $26.5m 11.27% Added +1.2k +1,222
97 B&D White Capital Company, LLC 3.23% of their portfolio Lakeway, TX 307,612307.6k $26.1m $26.1m 3.23% Added +28.9k +28,856
98 Symphony Financial, Ltd. Co. 3.37% of their portfolio HOUSTON, TX 305,877305.9k $25.5m $25.5m 3.37% Added +78.6k +78,647
99 Yardley Wealth Management LLC 13.26% of their portfolio YARDLEY, PA 304,944304.9k $25.9m $25.9m 13.26% Added +4.7k +4,694
100 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 8.54% of their portfolio HILLSDALE, NY 298,067298.1k $25.3m $25.3m 8.54% Reduced -599 -599