Vault-13

AMERICAN CENTY ETF TR AVUS

US EQT ETF · ETP · CUSIP 025072885

478 institutional holders +28 vs Q1 2025
70,734,07570.7m shares reported held*
$7.1bnreported value*
44 new 215 added 133 reduced 20 sold out net bought ≈ $530.8m (+5.3m 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 ($18.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $100.88.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 170Q4 22: 218Q1 23: 251Q2 23: 270Q3 23: 276Q4 23: 343Q1 24: 356Q2 24: 367Q3 24: 381Q4 24: 433Q1 25: 450Q2 25: 478478Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022170
Q4 2022218
Q1 2023251
Q2 2023270
Q3 2023276
Q4 2023343
Q1 2024356
Q2 2024367
Q3 2024381
Q4 2024433
Q1 2025450
Q2 2025478

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 163 bought or addedQ3 23: 89 cut or sold outQ4 23: 196 bought or addedQ4 23: 86 cut or sold outQ4 23Q1 24: 203 bought or addedQ1 24: 122 cut or sold outQ2 24: 189 bought or addedQ2 24: 134 cut or sold outQ2 24Q3 24: 199 bought or addedQ3 24: 135 cut or sold outQ4 24: 211 bought or addedQ4 24: 135 cut or sold outQ4 24Q1 25: 232 bought or addedQ1 25: 161 cut or sold outQ2 25: 259 bought or addedQ2 25: 153 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202316389
Q4 202319686
Q1 2024203122
Q2 2024189134
Q3 2024199135
Q4 2024211135
Q1 2025232161
Q2 2025259153

Calls vs puts

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

CallsPuts
$0$50k$100k$150kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $96.9kQ4 24 puts: $9.7kQ4 24P/C 0.10Q1 25 calls: $129.3kQ1 25 puts: $9.2kQ1 25P/C 0.07Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$96.9k$9.7k0.10
Q1 2025$129.3k$9.2k0.07
Q2 2025$0$0—

Biggest buyers

HB Wealth Management, LLC Added +2,561,165+2.6m
Focus Partners Wealth Added +1,584,262+1.6m
Simplicity Wealth,LLC Added +717,634+717.6k
Annex Advisory Services, LLC Added +266,285+266.3k
Rockefeller Capital Management L.P. Added +234,842+234.8k
Rockwood Wealth Management, LLC Added +207,957+208.0k
Leo Wealth, LLC Added +198,393+198.4k
Vestmark Advisory Solutions, Inc. New +175,871+175.9k
ROYAL BANK OF CANADA Added +173,365+173.4k
Modera Wealth Management, LLC Added +143,649+143.6k

Biggest sellers

Smith Anglin Financial, LLC Reduced -768,240-768.2k
B&D White Capital Company, LLC Reduced -508,295-508.3k
MERCER GLOBAL ADVISORS INC /ADV Reduced -254,629-254.6k
JPMORGAN CHASE & CO Reduced -250,669-250.7k
BANK OF AMERICA CORP /DE/ Reduced -242,626-242.6k
Ridgeline Wealth, LLC Reduced -240,198-240.2k
OneDigital Investment Advisors LLC Reduced -169,179-169.2k
Cresset Asset Management, LLC Reduced -158,376-158.4k
Bull Oak Capital, LLC Reduced -137,092-137.1k
Mariner, LLC Reduced -107,417-107.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HB Wealth Management, LLC 3.01% of their portfolio Atlanta, GA 3,735,4073.7m $376.6m $376.6m 3.01% Added +2.6m +2,561,165
2 AMERICAN CENTURY COMPANIES INC 0.19% of their portfolio KANSAS CITY, MO 3,474,0633.5m $350.3m $350.3m 0.19% Added +10.2k +10,224
3 Oak Root LLC 37.87% of their portfolio Santa Barbara, CA 3,032,7053.0m $305.8m $305.8m 37.87% Reduced -17.0k -17,022
4 Annex Advisory Services, LLC 6.28% of their portfolio BROOKFIELD, WI 2,585,3722.6m $260.7m $260.7m 6.28% Added +266.3k +266,285
5 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 2,230,8832.2m $224.9m $224.9m 0.08% Added +81.2k +81,199
6 MASECO LLP 8.02% of their portfolio LONDON, X0 2,093,4792.1m $211.0m $211.0m 8.02% First filing
7 Focus Partners Wealth 0.42% of their portfolio ST LOUIS, MO 1,928,5141.9m $194.4m $194.4m 0.42% Added +1.6m +1,584,262
8 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,674,8521.7m $168.9m $168.9m 0.05% Added +36.7k +36,729
9 HighTower Advisors, LLC 0.21% of their portfolio CHICAGO, IL 1,637,9381.6m $165.1m $165.1m 0.21% Added +39.5k +39,548
10 Simplicity Wealth,LLC 5.70% of their portfolio SUMMIT, NJ 1,359,0301.4m $137.0m $137.0m 5.70% Added +717.6k +717,634
11 TRAPHAGEN INVESTMENT ADVISORS LLC 11.60% of their portfolio ORADELL, NJ 1,215,1381.2m $122.5m $122.5m 11.60% Added +34.6k +34,596
12 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,149,4991.1m $115.9m $115.9m 0.01% Reduced -32.2k -32,217
13 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,112,6931.1m $112.2m $112.2m 0.15% Added +36.0k +35,982
14 Quantum Financial Advisors, LLC 15.13% of their portfolio SANTA MONICA, CA 1,108,9161.1m $111.8m $111.8m 15.13% Added +85.4k +85,361
15 Creative Planning 0.09% of their portfolio OVERLAND PARK, KS 1,078,5621.1m $108.7m $108.7m 0.09% Reduced -77.1k -77,147
16 Waypoint Wealth Partners Inc. 25.96% of their portfolio MILL VALLEY, CA 1,059,3661.1m $106.8m $106.8m 25.96% Reduced -21.3k -21,284
17 Corient Private Wealth LP 0.14% of their portfolio MIAMI, FL 1,039,9921.0m $104.9m $104.9m 0.14% Reduced -415 -415
18 Modera Wealth Management, LLC 1.27% of their portfolio WESTWOOD, NJ 1,016,1411.0m $102.4m $102.4m 1.27% Added +143.6k +143,649
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.07% of their portfolio MILWAUKEE, WI 963,621963.6k $97.2m $97.2m 0.07% Added +29.2k +29,160
20 RVW Wealth, LLC 7.12% of their portfolio LOS ANGELES, CA 831,705831.7k $83.9m $83.9m 7.12% Reduced -60.6k -60,557
21 SC&H Financial Advisors, Inc. 11.63% of their portfolio HUNT VALLEY, MD 675,484675.5k $68.1m $68.1m 11.63% Added +37.9k +37,908
22 BCR Wealth Strategies, LLC 26.13% of their portfolio VESTAVIA, AL 669,524669.5k $67.5m $67.5m 26.13% Added +20.7k +20,695
23 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 661,964662.0k $66.7m $66.7m 0.02% Added +2.4k +2,436
24 Full Sail Capital, LLC 3.85% of their portfolio OKLAHOMA CITY, OK 661,941661.9k $66.7m $66.7m 3.85% Reduced -5.6k -5,615
25 Werba Rubin Papier Wealth Management 12.35% of their portfolio SAN JOSE, CA 651,767651.8k $65.7m $65.7m 12.35% Added +30.0k +29,972
26 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 601,310601.3k $61.7m $61.7m 0.10% Added +17.2k +17,245
27 PARK AVENUE SECURITIES LLC 0.55% of their portfolio NEW YORK, NY 597,681597.7k $60.3m $60.3m 0.55% Added +66.0k +66,020
28 Bridgewater Advisors Inc. 4.71% of their portfolio NEW YORK, NY 596,319596.3k $61.9m $61.9m 4.71% Added +22.6k +22,612
29 Rockwood Wealth Management, LLC 5.28% of their portfolio New Hope, PA 595,701595.7k $60.1m $60.1m 5.28% Added +208.0k +207,957
30 Cresset Asset Management, LLC 0.30% of their portfolio Chicago, IL 589,603589.6k $59.4m $59.4m 0.30% Reduced -158.4k -158,376
31 OneDigital Investment Advisors LLC 0.65% of their portfolio OVERLAND PARK, KS 580,538580.5k $58.5m $58.5m 0.65% Reduced -169.2k -169,179
32 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 574,539574.5k $57.9m $57.9m 0.01% Added +35.2k +35,161
33 Plancorp, LLC 1.85% of their portfolio SAINT LOUIS, MO 530,115530.1k $53.4m $53.4m 1.85% Added +1.7k +1,706
34 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 514,276514.3k $51.8m $51.8m 0.06% Added +234.8k +234,842
35 WMG Financial Advisors, LLC 18.97% of their portfolio Knoxville, TN 508,378508.4k $51.3m $51.3m 18.97% Added +19.4k +19,413
36 McGlone Suttner Wealth Management, Inc. 7.52% of their portfolio APPLETON, WI 494,121494.1k $49.8m $49.8m 7.52% Added +17.7k +17,739
37 ACCREDITED INVESTOR SERVICES, LLC 36.11% of their portfolio ST. CLOUD, MN 473,857473.9k $47.8m $47.8m 36.11% Added +12.5k +12,472
38 Leo Wealth, LLC 3.65% of their portfolio HURST, TX 465,124465.1k $46.9m $46.9m 3.65% Added +198.4k +198,393
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 463,863463.9k $46.8m $46.8m 0.00% Reduced -242.6k -242,626
40 Strategic Blueprint, LLC 2.29% of their portfolio ATLANTA, GA 463,135463.1k $46.7m $46.7m 2.29% Added +36.2k +36,247
41 Caliber Wealth Management, LLC / KS 4.99% of their portfolio Overland Park, KS 460,285460.3k $46.4m $46.4m 4.99% Added +57.4k +57,359
42 AWM CAPITAL, LLC 4.53% of their portfolio Phoenix, AZ 427,341427.3k $43.1m $43.1m 4.53% Added +11.1k +11,087
43 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 16.41% of their portfolio HILLSDALE, NY 426,097426.1k $43.0m $43.0m 16.41% Reduced -1.7k -1,712
44 WCG Wealth Advisors LLC 2.66% of their portfolio LAS VEGAS, NV 408,323408.3k $41.2m $41.2m 2.66% Added +34.7k +34,694
45 Waverly Advisors, LLC 0.45% of their portfolio BIRMINGHAM, AL 406,416406.4k $41.0m $41.0m 0.45% Reduced -7.4k -7,448
46 Disciplina Capital Management LLC 5.15% of their portfolio NASHVILLE, TN 404,131404.1k $40.7m $40.7m 5.15% Added +3.0k +3,042
47 MERCER GLOBAL ADVISORS INC /ADV 0.09% of their portfolio DENVER, CO 403,295403.3k $40.7m $40.7m 0.09% Reduced -254.6k -254,629
48 Geometric Wealth Advisors 5.84% of their portfolio WASHINGTON, DC 387,561387.6k $39.1m $39.1m 5.84% Added +137.2k +137,238
49 World Investment Advisors 0.84% of their portfolio LINCROFT, NJ 366,093366.1k $36.9m $36.9m 0.84% Added +65.4k +65,366
50 BSW Wealth Partners 5.06% of their portfolio BOULDER, CO 365,900365.9k $36.9m $36.9m 5.06% Added +23.3k +23,253
51 B&D White Capital Company, LLC 5.58% of their portfolio Lakeway, TX 363,535363.5k $36.7m $36.7m 5.58% Reduced -508.3k -508,295
52 RAFFA WEALTH MANAGEMENT, LLC 7.14% of their portfolio WASHINGTON, DC 354,114354.1k $35.7m $35.7m 7.14% Added +71.8k +71,814
53 Mattern Wealth Management LLC 7.30% of their portfolio LAWRENCE, KS 348,017348.0k $35.1m $35.1m 7.30% Added +67.6k +67,620
54 Tortoise Investment Management, LLC 3.30% of their portfolio WHITE PLAINS, NY 342,698342.7k $34.6m $34.6m 3.30% Added +23.3k +23,337
55 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 337,184337.2k $34.0m $34.0m 0.00% Added +173.4k +173,365
56 Mariner, LLC 0.05% of their portfolio Overland Park, KS 334,251334.3k $33.7m $33.7m 0.05% Reduced -107.4k -107,417
57 JRM Investment Counsel, LLC 10.52% of their portfolio OMAHA, NE 324,632324.6k $32.7m $32.7m 10.52% Added +18.4k +18,409
58 Focus Partners Advisor Solutions, LLC 0.42% of their portfolio SAINT LOUIS, MO 309,020309.0k $31.2m $31.2m 0.42% Reduced -2.3k -2,289
59 LEGACY FINANCIAL GROUP, INC. 9.17% of their portfolio TULSA, OK 307,815307.8k $31.0m $31.0m 9.17% Added +25.9k +25,949
60 Highland Financial Advisors, LLC 9.58% of their portfolio WAYNE, NJ 295,952296.0k $29.8m $29.8m 9.58% Added +11.5k +11,461
61 Arcadia Wealth Management, Inc. 20.32% of their portfolio SMITHTOWN, NY 295,806295.8k $29.8m $29.8m 20.32% Added +29.4k +29,391
62 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 289,717289.7k $29.2m $29.2m 0.08% Added +22.6k +22,644
63 Strategic Financial Concepts, LLC 3.74% of their portfolio SAN ANTONIO, TX 263,783263.8k $26.6m $26.6m 3.74% Added +16.2k +16,169
64 WEBSTERROGERS FINANCIAL ADVISORS, LLC 8.41% of their portfolio FLORENCE, SC 262,369262.4k $26.5m $26.5m 8.41% Reduced -3.6k -3,618
65 CONTINUUM WEALTH ADVISORS, LLC 12.64% of their portfolio SARATOGA SPRINGS, NY 261,110261.1k $26.3m $26.3m 12.64% Reduced -60.5k -60,508
66 WorthPointe, LLC 10.90% of their portfolio La Jolla, CA 257,110257.1k $25.9m $25.9m 10.90% Reduced -2.9k -2,868
67 Burton Enright Welch 4.43% of their portfolio WALNUT CREEK, CA 253,280253.3k $25.5m $25.5m 4.43% Added +5.1k +5,054
68 Freedom Financial Partners LLC 10.57% of their portfolio OAKDALE, MN 248,783248.8k $25.1m $25.1m 10.57% Added +11.1k +11,087
69 Signature Resources Capital Management, LLC 15.00% of their portfolio NEWPORT BEACH, CA 244,883244.9k $24.7m $24.7m 15.00% Added +16.6k +16,644
70 Glenview Trust Co 0.40% of their portfolio Louisville, KY 231,732231.7k $23.4m $23.4m 0.40% Reduced -83 -83
71 Buttonwood Financial Group, LLC 11.93% of their portfolio Kansas City, MO 231,110231.1k $23.5m $23.5m 11.93% Added +5.2k +5,161
72 Divergent Planning, LLC 6.89% of their portfolio BETHESDA, MD 230,313230.3k $23.3m $23.3m 6.89% Added +11.5k +11,461
73 Chicago Partners Investment Group LLC 0.66% of their portfolio CHICAGO, IL 220,386220.4k $22.9m $22.9m 0.66% Added +4.7k +4,704
74 Trellis Wealth Advisors LLC 9.63% of their portfolio San Luis Obispo, CA 219,521219.5k $22.1m $22.1m 9.63% Reduced -268 -268
75 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 213,943213.9k $21.6m $21.6m 0.00% Reduced -250.7k -250,669
76 LexAurum Advisors, LLC 3.34% of their portfolio OVERLAND PARK, KS 209,927209.9k $21.2m $21.2m 3.34% Added +41.7k +41,733
77 Oak Wealth Advisors LLC 13.41% of their portfolio NORTHBROOK, IL 207,329207.3k $20.9m $20.9m 13.41% Reduced -26.7k -26,712
78 HTG Investment Advisors, Inc. 7.74% of their portfolio NEW CANAAN, CT 206,552206.6k $20.8m $20.8m 7.74% Added +22.5k +22,453
79 Tanager Wealth Management LLP 2.39% of their portfolio Goring On Thames, X0 201,366201.4k $20.3m $20.3m 2.39% Reduced -31.4k -31,434
80 Henrickson Nauta Wealth Advisors, Inc. 6.87% of their portfolio BELMONT, MI 196,863196.9k $19.8m $19.8m 6.87% Added +7.9k +7,937
81 Passive Capital Management, LLC. 6.08% of their portfolio BALTIMORE, MD 192,937192.9k $19.5m $19.5m 6.08% Added +712 +712
82 CARDIFF PARK ADVISORS, LLC 1.56% of their portfolio SAN MARCOS, CA 179,529179.5k $18.1m $18.1m 1.56% Reduced -9.9k -9,942
83 Vestmark Advisory Solutions, Inc. 0.26% of their portfolio Wakefield, MA 175,871175.9k $17.7m $17.7m 0.26% New
84 REDW Wealth LLC 7.03% of their portfolio ALBUQUERQUE, NM 175,387175.4k $17.7m $17.7m 7.03% Added +1.3k +1,304
85 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 174,605174.6k $17.6m $17.6m 0.09% Added +37.4k +37,364
86 Allworth Financial LP 0.08% of their portfolio FOLSOM, CA 174,479174.5k $17.6m $17.6m 0.08% Reduced -4.5k -4,463
87 Parkworth Wealth Management, Inc. 12.46% of their portfolio LOS GATOS, CA 171,198171.2k $17.3m $17.3m 12.46% Added +5.0k +5,033
88 Apella Capital, LLC 0.47% of their portfolio WEST HARTFORD, CT 170,903170.9k $17.4m $17.4m 0.47% Reduced -18.1k -18,138
89 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2.71% of their portfolio Reston, VA 163,881163.9k $16.5m $16.5m 2.71% Reduced -4.3k -4,273
90 Trajan Wealth LLC 0.80% of their portfolio SCOTTSDALE, AZ 162,919162.9k $16.4m $16.4m 0.80% Added +5.7k +5,687
91 Trace Wealth Advisors, LLC 13.24% of their portfolio Los Angeles, CA 160,770160.8k $16.2m $16.2m 13.24% Reduced -5.0k -5,030
92 Herold Advisors, Inc. 3.36% of their portfolio New York, NY 159,120159.1k $16.0m $16.0m 3.36% Added +409 +409
93 Acropolis Investment Management, LLC 0.87% of their portfolio ST. LOUIS, MO 157,846157.8k $15.9m $15.9m 0.87% Added +3.6k +3,621
94 McLean Asset Management Corp 4.07% of their portfolio TYSONS, VA 152,343152.3k $15.5m $15.5m 4.07% Added +9.0k +8,975
95 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 152,260152.3k $15.4m $15.4m 0.00% Reduced -97.6k -97,644
96 IHT Wealth Management, LLC 0.42% of their portfolio Chicago, IL 150,695150.7k $15.2m $15.2m 0.42% Reduced -47.1k -47,066
97 CVA Family Office, LLC 2.13% of their portfolio DENVER, CO 150,501150.5k $15.2m $15.2m 2.13% Added +3.1k +3,090
98 Zhang Financial LLC 0.70% of their portfolio PORTAGE, MI 149,826149.8k $15.1m $15.1m 0.70% Reduced -4.8k -4,806
99 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 140,243140.2k $14.1m $14.1m 0.03% Reduced -19.5k -19,535
100 FMB WEALTH MANAGEMENT 6.72% of their portfolio WESTLAKE VILLAGE, CA 139,948139.9k $14.1m $14.1m 6.72% Added +14.9k +14,863