Vault-13

AMERICAN CENTY ETF TR AVDE

INTL EQT ETF · ETP · CUSIP 025072703

728 institutional holders +53 vs Q1 2026
164,270,707164.3m shares reported held*
$14.6bnreported value*
77 new 395 added 166 reduced 26 sold out net bought ≈ $1.8bn (+19.4m 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 ($41.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $89.04. Options: 1 managers hold calls ($240.8k notional), 0 hold puts (—).

Trends to Q2 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: 675Q2 26: 728728Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026728

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q3 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 25Q1 26: 415 bought or addedQ1 26: 189 cut or sold outQ2 26: 472 bought or addedQ2 26: 192 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202421297
Q4 2024252104
Q1 2025255148
Q2 2025316144
Q3 2025288173
Q4 2025367158
Q1 2026415189
Q2 2026472192

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ3 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 0.00Q2 26 calls: $240.8kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$526.0k$00.00
Q2 2026$240.8k$00.00

Biggest buyers

Bank of New York Mellon Corp Added +3,550,988+3.6m
MISSION WEALTH MANAGEMENT, LP Added +1,741,563+1.7m
LPL Financial LLC Added +1,363,367+1.4m
AMERIPRISE FINANCIAL INC Added +1,329,006+1.3m
AMERICAN CENTURY COMPANIES INC Added +1,111,271+1.1m
WELLS FARGO & COMPANY/MN Added +1,069,048+1.1m
Cambridge Investment Research Advisors, Inc. Added +991,072+991.1k
Modern Wealth Management, LLC Added +733,236+733.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +689,637+689.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +608,037+608.0k

Biggest sellers

Corient Private Wealth LP Reduced -2,727,581-2.7m
Strategic Financial Planning, Inc. Sold out -633,360-633.4k
Henderson Brothers Financial Partners, LLC Reduced -157,568-157.6k
Focus Partners Wealth Reduced -111,087-111.1k
Gateway Wealth Partners, LLC Reduced -100,677-100.7k
Independent Advisor Alliance Sold out -89,535-89.5k
JANE STREET GROUP, LLC Sold out -86,224-86.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -85,144-85.1k
Annex Advisory Services, LLC Reduced -51,157-51.2k
EverSource Wealth Advisors, LLC Reduced -46,068-46.1k

Biggest calls

CITADEL ADVISORS LLC Reduced $240.8k2.7k 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 AMERIPRISE FINANCIAL INC 0.16% of their portfolio MINNEAPOLIS, MN 8,831,4408.8m $787.7m $787.7m 0.16% Added +1.3m +1,329,006
2 AMERICAN CENTURY COMPANIES INC 0.24% of their portfolio KANSAS CITY, MO 6,138,5816.1m $547.6m $547.6m 0.24% Added +1.1m +1,111,271
3 LPL Financial LLC 0.11% of their portfolio FORT MILL, SC 5,634,1035.6m $502.6m $502.6m 0.11% Added +1.4m +1,363,367
4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.80% of their portfolio PLYMOUTH, MN 5,369,1955.4m $479.3m $479.3m 0.80% Added +689.6k +689,637
5 ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio Berwyn, PA 5,248,7505.2m $468.2m $468.2m 0.11% Added +332.2k +332,230
6 MISSION WEALTH MANAGEMENT, LP 5.72% of their portfolio Santa Barbara, CA 5,149,1755.1m $459.3m $459.3m 5.72% Added +1.7m +1,741,563
7 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 4,397,8434.4m $392.3m $392.3m 0.03% Added +394.4k +394,419
8 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 4,388,3034.4m $391.4m $391.4m 0.02% Added +537.0k +537,042
9 Bank of New York Mellon Corp 0.06% of their portfolio NEW YORK, NY 4,356,6884.4m $388.6m $388.6m 0.06% Added +3.6m +3,550,988
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.20% of their portfolio MILWAUKEE, WI 4,148,0654.1m $370.0m $370.0m 0.20% Added +608.0k +608,037
11 PNC Financial Services Group, Inc. 0.14% of their portfolio Pittsburgh, PA 3,267,3303.3m $291.4m $291.4m 0.14% Added +171.2k +171,165
12 Rockwood Wealth Management, LLC 17.85% of their portfolio New Hope, PA 3,165,8713.2m $282.4m $282.4m 17.85% Added +157.8k +157,756
13 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.95% of their portfolio WASHINGTON, DC 2,919,8002.9m $260.4m $260.4m 1.95% Added +9.9k +9,943
14 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 2,886,0602.9m $257.4m $257.4m 0.04% Added +1.1m +1,069,048
15 HighTower Advisors, LLC 0.23% of their portfolio CHICAGO, IL 2,673,6052.7m $238.5m $238.5m 0.23% Added +46.8k +46,754
16 Corient Private Wealth LP 0.28% of their portfolio MIAMI, FL 2,271,6822.3m $202.6m $202.6m 0.28% Reduced -2.7m -2,727,581
17 MASECO LLP 5.04% of their portfolio LONDON, X0 2,008,3672.0m $179.2m $179.2m 5.04% Added +50.6k +50,596
18 Advance Capital Management, Inc. 5.35% of their portfolio SOUTHFIELD, MI 1,854,1021.9m $165.4m $165.4m 5.35% Added +121.6k +121,606
19 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,755,1701.8m $156.6m $156.6m 0.04% Added +243.6k +243,559
20 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,727,1331.7m $154.1m $154.1m 0.02% Added +139.2k +139,233
21 HB Wealth Management, LLC 0.85% of their portfolio Atlanta, GA 1,693,2611.7m $151.0m $151.0m 0.85% Added +28.3k +28,334
22 Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio FAIRFIELD, IA 1,571,2481.6m $140.2m $140.2m 0.16% Added +991.1k +991,072
23 Modern Wealth Management, LLC 1.64% of their portfolio KANSAS CITY, MO 1,542,2621.5m $137.6m $137.6m 1.64% Added +733.2k +733,236
24 Annex Advisory Services, LLC 2.29% of their portfolio BROOKFIELD, WI 1,504,5481.5m $134.2m $134.2m 2.29% Reduced -51.2k -51,157
25 Gradient Investments LLC 1.78% of their portfolio ARDEN HILLS, MN 1,445,6301.4m $129.0m $129.0m 1.78% Added +30.8k +30,844
26 Oak Root LLC 14.05% of their portfolio Santa Barbara, CA 1,427,0681.4m $127.3m $127.3m 14.05% Unchanged
27 FIFTH THIRD BANCORP 0.18% of their portfolio CINCINNATI, OH 1,262,8231.3m $112.6m $112.6m 0.18% Added +176.1k +176,104
28 Waverly Advisors, LLC 0.63% of their portfolio BIRMINGHAM, AL 1,222,4771.2m $109.0m $109.0m 0.63% Added +358.0k +357,998
29 Financial Plan, Inc. 10.23% of their portfolio BELLINGHAM, WA 1,209,0581.2m $107.8m $107.8m 10.23% Added +22.7k +22,667
30 Focus Partners Wealth 0.11% of their portfolio ST LOUIS, MO 1,178,8131.2m $105.2m $105.2m 0.11% Reduced -111.1k -111,087
31 GREENUP STREET WEALTH MANAGEMENT LLC 11.50% of their portfolio OVERLAND PARK, KS 1,058,9291.1m $94.5m $94.5m 11.50% Reduced -27.6k -27,567
32 Parallel Advisors, LLC 1.43% of their portfolio SAN FRANCISCO, CA 1,046,1451.0m $93.3m $93.3m 1.43% Added +120.9k +120,913
33 GW HENSSLER & ASSOCIATES LTD 4.09% of their portfolio KENNESAW, GA 1,030,4581.0m $91.9m $91.9m 4.09% Added +23.3k +23,309
34 First National Trust Co 3.06% of their portfolio Johnstown, PA 1,009,7141.0m $90.1m $90.1m 3.06% Reduced -7.4k -7,419
35 Diversified Portfolios, Inc. 6.43% of their portfolio Bloomfield Hills, MI 994,311994.3k $88.7m $88.7m 6.43% Added +61.6k +61,615
36 Beacon Pointe Advisors, LLC 0.38% of their portfolio NEWPORT BEACH, CA 926,373926.4k $82.6m $82.6m 0.38% Reduced -8.0k -7,992
37 Werba Rubin Papier Wealth Management 9.49% of their portfolio SAN JOSE, CA 876,278876.3k $78.2m $78.2m 9.49% Added +41.2k +41,216
38 Plancorp, LLC 1.88% of their portfolio SAINT LOUIS, MO 862,580862.6k $77.0m $77.0m 1.88% Reduced -2.0k -1,985
39 &PARTNERS 0.31% of their portfolio NASHVILLE, TN 858,519858.5k $76.6m $76.6m 0.31% Added +64.5k +64,518
40 Cerity Partners LLC 0.09% of their portfolio NEW YORK, NY 846,764846.8k $75.5m $75.5m 0.09% Reduced -10.7k -10,734
41 Apella Capital, LLC 1.05% of their portfolio WEST HARTFORD, CT 828,607828.6k $74.4m $74.4m 1.05% Added +71.4k +71,359
42 CORRECT CAPITAL WEALTH MANAGEMENT 12.45% of their portfolio CLAYTON, MO 809,847809.8k $72.2m $72.2m 12.45% Added +11.7k +11,659
43 Simplicity Wealth,LLC 2.40% of their portfolio SUMMIT, NJ 795,696795.7k $71.0m $71.0m 2.40% Added +147.9k +147,874
44 Savant Capital, LLC 0.20% of their portfolio ROCKFORD, IL 773,812773.8k $69.0m $69.0m 0.20% Added +53.3k +53,288
45 ATWOOD & PALMER INC 3.67% of their portfolio KANSAS CITY, MO 771,462771.5k $68.8m $68.8m 3.67% Added +4.0k +4,010
46 JNBA Financial Advisors 5.20% of their portfolio BLOOMINGTON, MN 769,910769.9k $68.7m $68.7m 5.20% Added +61.7k +61,699
47 ESL Trust Services, LLC 11.38% of their portfolio ROCHESTER, NY 748,227748.2k $66.7m $66.7m 11.38% Added +125 +125
48 HUB Investment Partners, LLC 1.21% of their portfolio AUSTIN, TX 736,719736.7k $65.7m $65.7m 1.21% Added +55.4k +55,386
49 Cresset Asset Management, LLC 0.24% of their portfolio Chicago, IL 723,784723.8k $64.6m $64.6m 0.24% Added +46.7k +46,679
50 JSF Financial, LLC 10.27% of their portfolio LOS ANGELES, CA 714,806714.8k $63.8m $63.8m 10.27% Added +43.1k +43,076
51 CGN Advisors LLC 4.53% of their portfolio MANHATTAN, KS 694,974695.0k $62.0m $62.0m 4.53% Added +77.8k +77,789
52 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 686,681686.7k $61.3m $61.3m 0.04% Added +69.1k +69,105
53 Kestra Advisory Services, LLC 0.20% of their portfolio AUSTIN, TX 681,091681.1k $60.8m $60.8m 0.20% Added +86.0k +86,008
54 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 644,212644.2k $57.5m $57.5m 0.07% Reduced -85.1k -85,144
55 Bridgewater Advisors Inc. 3.03% of their portfolio NEW YORK, NY 607,391607.4k $55.6m $55.6m 3.03% Added +55.7k +55,745
56 BSW Wealth Partners 5.94% of their portfolio BOULDER, CO 599,240599.2k $53.5m $53.5m 5.94% Reduced -14.1k -14,070
57 Versant Capital Management, Inc 4.70% of their portfolio PHOENIX, AZ 587,841587.8k $52.4m $52.4m 4.70% Added +2.7k +2,709
58 HARBOUR INVESTMENTS, INC. 0.71% of their portfolio MADISON, WI 587,109587.1k $52.4m $52.4m 0.71% Added +43.6k +43,582
59 McLean Asset Management Corp 7.06% of their portfolio TYSONS, VA 585,863585.9k $53.4m $53.4m 7.06% Added +41.6k +41,648
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 555,377555.4k $49.4m $49.4m 0.00% Added +130.7k +130,699
61 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 554,433554.4k $49.1m $49.1m 0.02% Added +109.6k +109,640
62 FOSTER & MOTLEY INC 2.23% of their portfolio CINCINNATI, OH 543,156543.2k $48.5m $48.5m 2.23% Added +144.5k +144,486
63 Foundations Investment Advisors, LLC 0.49% of their portfolio PHOENIX, AZ 529,917529.9k $47.3m $47.3m 0.49% Added +40.1k +40,063
64 Family Investment Center, Inc. 7.59% of their portfolio Saint Joseph, MO 512,323512.3k $45.7m $45.7m 7.59% Added +55.9k +55,921
65 EP Wealth Advisors, LLC 0.17% of their portfolio TORRANCE, CA 504,383504.4k $45.0m $45.0m 0.17% Added +374.6k +374,584
66 Legacy Financial Strategies, LLC 6.68% of their portfolio OVERLAND PARK, KS 483,677483.7k $43.1m $43.1m 6.68% Added +13.5k +13,536
67 Zhang Financial LLC 1.24% of their portfolio PORTAGE, MI 475,617475.6k $42.4m $42.4m 1.24% Added +23.3k +23,285
68 Prime Capital Investment Advisors, LLC 0.40% of their portfolio OVERLAND PARK, KS 464,198464.2k $41.4m $41.4m 0.40% Added +97.9k +97,943
69 Quantum Financial Advisors, LLC 4.09% of their portfolio SANTA MONICA, CA 463,319463.3k $41.3m $41.3m 4.09% Added +6.4k +6,437
70 CVA Family Office, LLC 3.70% of their portfolio DENVER, CO 457,745457.7k $40.8m $40.8m 3.70% Added +28.0k +28,048
71 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 449,387449.4k $40.1m $40.1m 0.06% Added +13.7k +13,697
72 Magnolia Private Wealth, LLC 6.31% of their portfolio PHILADELPHIA, PA 434,018434.0k $11.5m $11.5m 6.31% Reduced -653 -653
73 HORAN Wealth, LLC 4.75% of their portfolio CINCINNATI, OH 426,053426.1k $38.0m $38.0m 4.75% Added +136.5k +136,479
74 Visionary Wealth Advisors 1.48% of their portfolio O'FALLON, IL 420,371420.4k $37.5m $37.5m 1.48% Added +145.1k +145,123
75 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 419,960420.0k $37.5m $37.5m 0.01% Added +75.9k +75,925
76 PARK AVENUE SECURITIES LLC 0.23% of their portfolio NEW YORK, NY 415,767415.8k $37.1m $37.1m 0.23% Added +49.4k +49,394
77 Focus Partners Advisor Solutions, LLC 0.31% of their portfolio SAINT LOUIS, MO 414,689414.7k $37.0m $37.0m 0.31% Added +42.3k +42,306
78 Pacific Life Fund Advisors LLC 4.02% of their portfolio NEWPORT BEACH, CA 410,408410.4k $36.6m $36.6m 4.02% Reduced -11.3k -11,331
79 Highland Financial Advisors, LLC 7.95% of their portfolio WAYNE, NJ 405,093405.1k $36.1m $36.1m 7.95% Added +161.4k +161,373
80 IAM Advisory, LLC 6.92% of their portfolio EASTON, PA 398,427398.4k $35.5m $35.5m 6.92% Reduced -236 -236
81 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 386,895386.9k $34.5m $34.5m 0.04% Reduced -5.5k -5,509
82 Perkins Coie Trust Co 5.66% of their portfolio SEATTLE, WA 382,790382.8k $34.1m $34.1m 5.66% Added +379.1k +379,102
83 BCR Wealth Strategies, LLC 9.57% of their portfolio VESTAVIA, AL 381,816381.8k $34.1m $34.1m 9.57% Added +40.6k +40,630
84 Compass Ion Advisors, LLC 2.85% of their portfolio CONSHOHOCKEN, PA 370,077370.1k $33.0m $33.0m 2.85% Added +6.9k +6,948
85 Modera Wealth Management, LLC 0.35% of their portfolio WESTWOOD, NJ 367,306367.3k $32.8m $32.8m 0.35% Reduced -10.3k -10,314
86 Financial Enhancement Group LLC 3.80% of their portfolio ANDERSON, IN 356,732356.7k $31.8m $31.8m 3.80% Added +30.1k +30,131
87 Strategic Blueprint, LLC 1.59% of their portfolio ATLANTA, GA 355,855355.9k $31.7m $31.7m 1.59% Added +3.7k +3,691
88 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 354,773354.8k $31.7m $31.7m 0.04% Added +99.8k +99,753
89 WCG Wealth Advisors LLC 0.75% of their portfolio LAS VEGAS, NV 353,800353.8k $31.6m $31.6m 0.75% Added +14.7k +14,670
90 Kelman-Lazarov, Inc. 4.12% of their portfolio MEMPHIS, TN 352,258352.3k $31.4m $31.4m 4.12% Reduced -2.2k -2,173
91 SEARCY FINANCIAL SERVICES INC /ADV 10.22% of their portfolio OVERLAND PARK, KS 341,527341.5k $30.5m $30.5m 10.22% Reduced -1.8k -1,765
92 Symphony Financial, Ltd. Co. 3.27% of their portfolio HOUSTON, TX 335,841335.8k $29.9m $29.9m 3.27% Added +30.0k +29,964
93 SC&H Financial Advisors, Inc. 3.93% of their portfolio HUNT VALLEY, MD 332,244332.2k $29.6m $29.6m 3.93% Added +1.5k +1,531
94 CARDIFF PARK ADVISORS, LLC 2.29% of their portfolio SAN MARCOS, CA 330,466330.5k $29.5m $29.5m 2.29% Added +8.3k +8,311
95 Krilogy Financial LLC 0.87% of their portfolio ST. LOUIS, MO 328,620328.6k $29.3m $29.3m 0.87% Added +7.0k +7,021
96 55 North Private Wealth, LLC 5.73% of their portfolio WINTER PARK, FL 326,631326.6k $29.1m $29.1m 5.73% Added +34.6k +34,639
97 ACT Advisors, LLC. 9.63% of their portfolio ASHEVILLE, NC 324,608324.6k $29.0m $29.0m 9.63% Added +12.2k +12,236
98 Echo Wealth Management, LLC 14.63% of their portfolio PLYMOUTH, MN 321,389321.4k $28.7m $28.7m 14.63% Added +25.2k +25,169
99 Yardley Wealth Management LLC 12.93% of their portfolio YARDLEY, PA 319,168319.2k $28.5m $28.5m 12.93% Added +14.2k +14,224
100 B&D White Capital Company, LLC 2.80% of their portfolio Lakeway, TX 315,797315.8k $28.2m $28.2m 2.80% Added +8.2k +8,185