Vault-13

AMERICAN CENTY ETF TR AVUS

US EQT ETF · ETP · CUSIP 025072885

484 institutional holders +6 vs Q2 2025
71,501,92571.5m shares reported held*
$7.8bnreported value*
36 new 194 added 166 reduced 25 sold out net bought ≈ $111.7m (+1.0m 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 ($34.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $108.69.

Trends to Q3 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: 478Q3 25: 484484Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025484

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 196 bought or addedQ4 23: 86 cut or sold outQ1 24: 203 bought or addedQ1 24: 122 cut or sold outQ1 24Q2 24: 189 bought or addedQ2 24: 134 cut or sold outQ3 24: 199 bought or addedQ3 24: 135 cut or sold outQ3 24Q4 24: 211 bought or addedQ4 24: 135 cut or sold outQ1 25: 232 bought or addedQ1 25: 161 cut or sold outQ1 25Q2 25: 259 bought or addedQ2 25: 153 cut or sold outQ3 25: 230 bought or addedQ3 25: 191 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202319686
Q1 2024203122
Q2 2024189134
Q3 2024199135
Q4 2024211135
Q1 2025232161
Q2 2025259153
Q3 2025230191

Calls vs puts

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

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

Biggest buyers

Beacon Pointe Advisors, LLC New +1,099,465+1.1m
HB Wealth Management, LLC Added +1,026,636+1.0m
MERCER GLOBAL ADVISORS INC /ADV Added +730,960+731.0k
CPC Advisors, LLC New +481,190+481.2k
Cetera Investment Advisers Added +333,475+333.5k
McLean Asset Management Corp Added +325,942+325.9k
JPMORGAN CHASE & CO Added +237,583+237.6k
Savant Capital, LLC Added +219,549+219.5k
B&D White Capital Company, LLC Added +189,932+189.9k
Magnolia Private Wealth, LLC Added +138,555+138.6k

Biggest sellers

MASECO LLP Sold out -2,093,479-2.1m
Simplicity Wealth,LLC Reduced -682,596-682.6k
Strategic Financial Concepts, LLC Sold out -263,783-263.8k
Rockefeller Capital Management L.P. Reduced -249,906-249.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -249,694-249.7k
Leo Wealth, LLC Reduced -197,809-197.8k
ROYAL BANK OF CANADA Reduced -165,113-165.1k
Buttonwood Financial Group, LLC Reduced -152,718-152.7k
Corient Private Wealth LP Reduced -148,465-148.5k
My Personal CFO, LLC Sold out -138,935-138.9k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HB Wealth Management, LLC 3.52% of their portfolio Atlanta, GA 4,762,0434.8m $517.6m $517.6m 3.52% Added +1.0m +1,026,636
2 AMERICAN CENTURY COMPANIES INC 0.20% of their portfolio KANSAS CITY, MO 3,571,0383.6m $388.2m $388.2m 0.20% Added +97.0k +96,975
3 Oak Root LLC 38.18% of their portfolio Santa Barbara, CA 3,032,7053.0m $329.7m $329.7m 38.18% Unchanged
4 Annex Advisory Services, LLC 6.06% of their portfolio BROOKFIELD, WI 2,619,7042.6m $284.8m $284.8m 6.06% Added +34.3k +34,332
5 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 2,311,6112.3m $251.3m $251.3m 0.07% Added +80.7k +80,728
6 Focus Partners Wealth 0.34% of their portfolio ST LOUIS, MO 1,927,5841.9m $209.5m $209.5m 0.34% Reduced -930 -930
7 HighTower Advisors, LLC 0.20% of their portfolio CHICAGO, IL 1,659,0901.7m $180.3m $180.3m 0.20% Added +21.2k +21,152
8 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,621,7271.6m $176.3m $176.3m 0.05% Reduced -53.1k -53,125
9 TRAPHAGEN INVESTMENT ADVISORS LLC 11.54% of their portfolio ORADELL, NJ 1,233,4251.2m $134.1m $134.1m 11.54% Added +18.3k +18,287
10 Quantum Financial Advisors, LLC 15.78% of their portfolio SANTA MONICA, CA 1,190,9921.2m $129.5m $129.5m 15.78% Added +82.1k +82,076
11 MERCER GLOBAL ADVISORS INC /ADV 0.21% of their portfolio DENVER, CO 1,134,2551.1m $123.3m $123.3m 0.21% Added +731.0k +730,960
12 Great Point Wealth Advisors, LLC 22.99% of their portfolio BOSTON, MA 1,125,3661.1m $122.3m $122.3m 22.99% First filing
13 Beacon Pointe Advisors, LLC 1.01% of their portfolio NEWPORT BEACH, CA 1,099,4651.1m $119.5m $119.5m 1.01% New
14 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,095,8101.1m $119.1m $119.1m 0.15% Reduced -16.9k -16,883
15 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,071,1201.1m $116.4m $116.4m 0.01% Reduced -78.4k -78,379
16 Modera Wealth Management, LLC 1.30% of their portfolio WESTWOOD, NJ 1,032,5781.0m $112.2m $112.2m 1.30% Added +16.4k +16,437
17 Creative Planning 0.08% of their portfolio OVERLAND PARK, KS 1,019,0581.0m $110.8m $110.8m 0.08% Reduced -59.5k -59,504
18 Corient Private Wealth LP 0.15% of their portfolio MIAMI, FL 891,527891.5k $96.9m $96.9m 0.15% Reduced -148.5k -148,465
19 RVW Wealth, LLC 7.02% of their portfolio LOS ANGELES, CA 827,091827.1k $89.9m $89.9m 7.02% Reduced -4.6k -4,614
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 713,927713.9k $77.6m $77.6m 0.05% Reduced -249.7k -249,694
21 BCR Wealth Strategies, LLC 26.05% of their portfolio VESTAVIA, AL 681,498681.5k $74.1m $74.1m 26.05% Added +12.0k +11,974
22 Werba Rubin Papier Wealth Management 11.94% of their portfolio SAN JOSE, CA 680,282680.3k $73.9m $73.9m 11.94% Added +28.5k +28,515
23 Simplicity Wealth,LLC 4.26% of their portfolio SUMMIT, NJ 676,434676.4k $73.5m $73.5m 4.26% Reduced -682.6k -682,596
24 PARK AVENUE SECURITIES LLC 0.56% of their portfolio NEW YORK, NY 665,412665.4k $72.3m $72.3m 0.56% Added +67.7k +67,731
25 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 660,447660.4k $71.8m $71.8m 0.02% Reduced -1.5k -1,517
26 Bridgewater Advisors Inc. 4.88% of their portfolio NEW YORK, NY 647,503647.5k $70.4m $70.4m 4.88% Added +51.2k +51,184
27 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 639,091639.1k $69.5m $69.5m 0.01% Added +64.6k +64,552
28 SC&H Financial Advisors, Inc. 11.31% of their portfolio HUNT VALLEY, MD 637,933637.9k $69.3m $69.3m 11.31% Reduced -37.6k -37,551
29 Full Sail Capital, LLC 3.78% of their portfolio OKLAHOMA CITY, OK 631,210631.2k $68.6m $68.6m 3.78% Reduced -30.7k -30,731
30 Cresset Asset Management, LLC 0.29% of their portfolio Chicago, IL 615,154615.2k $66.9m $66.9m 0.29% Added +25.6k +25,551
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 608,444608.4k $66.3m $66.3m 0.10% Added +7.1k +7,134
32 Rockwood Wealth Management, LLC 5.06% of their portfolio New Hope, PA 582,896582.9k $63.4m $63.4m 5.06% Reduced -12.8k -12,805
33 B&D White Capital Company, LLC 7.71% of their portfolio Lakeway, TX 553,467553.5k $60.2m $60.2m 7.71% Added +189.9k +189,932
34 Plancorp, LLC 1.79% of their portfolio SAINT LOUIS, MO 523,610523.6k $56.9m $56.9m 1.79% Reduced -6.5k -6,505
35 Caliber Wealth Management, LLC / KS 6.27% of their portfolio Overland Park, KS 517,611517.6k $56.3m $56.3m 6.27% Added +57.3k +57,326
36 OneDigital Investment Advisors LLC 0.57% of their portfolio OVERLAND PARK, KS 506,334506.3k $55.0m $55.0m 0.57% Reduced -74.2k -74,204
37 McGlone Suttner Wealth Management, Inc. 7.66% of their portfolio APPLETON, WI 503,898503.9k $54.8m $54.8m 7.66% Added +9.8k +9,777
38 WMG Financial Advisors, LLC 18.26% of their portfolio Knoxville, TN 503,666503.7k $54.7m $54.7m 18.26% Reduced -4.7k -4,712
39 ACCREDITED INVESTOR SERVICES, LLC 36.28% of their portfolio ST. CLOUD, MN 485,567485.6k $52.8m $52.8m 36.28% Added +11.7k +11,710
40 CPC Advisors, LLC 5.52% of their portfolio Atlanta, GA 481,190481.2k $52.3m $52.3m 5.52% New
41 McLean Asset Management Corp 10.78% of their portfolio TYSONS, VA 478,285478.3k $52.3m $52.3m 10.78% Added +325.9k +325,942
42 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 469,577469.6k $51.0m $51.0m 0.00% Added +5.7k +5,714
43 Strategic Blueprint, LLC 2.21% of their portfolio ATLANTA, GA 465,836465.8k $50.6m $50.6m 2.21% Added +2.7k +2,701
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 451,526451.5k $49.1m $49.1m 0.00% Added +237.6k +237,583
45 Disciplina Capital Management LLC 5.78% of their portfolio NASHVILLE, TN 436,842436.8k $47.5m $47.5m 5.78% Added +32.7k +32,711
46 AWM CAPITAL, LLC 4.24% of their portfolio Phoenix, AZ 428,687428.7k $46.6m $46.6m 4.24% Added +1.3k +1,346
47 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 16.21% of their portfolio HILLSDALE, NY 426,706426.7k $46.4m $46.4m 16.21% Added +609 +609
48 WCG Wealth Advisors LLC 2.81% of their portfolio LAS VEGAS, NV 411,910411.9k $44.8m $44.8m 2.81% Added +3.6k +3,587
49 Waverly Advisors, LLC 0.44% of their portfolio BIRMINGHAM, AL 405,189405.2k $44.0m $44.0m 0.44% Reduced -1.2k -1,227
50 Geometric Wealth Advisors 5.63% of their portfolio WASHINGTON, DC 388,403388.4k $42.2m $42.2m 5.63% Added +842 +842
51 World Investment Advisors 0.86% of their portfolio LINCROFT, NJ 385,370385.4k $41.9m $41.9m 0.86% Added +19.3k +19,277
52 BSW Wealth Partners 5.18% of their portfolio BOULDER, CO 382,514382.5k $41.6m $41.6m 5.18% Added +16.6k +16,614
53 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 373,284373.3k $40.6m $40.6m 0.05% Added +333.5k +333,475
54 RAFFA WEALTH MANAGEMENT, LLC 7.22% of their portfolio WASHINGTON, DC 369,686369.7k $40.2m $40.2m 7.22% Added +15.6k +15,572
55 Mattern Wealth Management LLC 7.69% of their portfolio LAWRENCE, KS 354,577354.6k $38.5m $38.5m 7.69% Added +6.6k +6,560
56 Tortoise Investment Management, LLC 3.33% of their portfolio WHITE PLAINS, NY 343,783343.8k $37.4m $37.4m 3.33% Added +1.1k +1,085
57 Mariner, LLC 0.05% of their portfolio Overland Park, KS 329,796329.8k $35.8m $35.8m 0.05% Reduced -4.5k -4,455
58 LEGACY FINANCIAL GROUP, INC. 9.81% of their portfolio TULSA, OK 329,124329.1k $35.8m $35.8m 9.81% Added +21.3k +21,309
59 JRM Investment Counsel, LLC 10.43% of their portfolio OMAHA, NE 320,470320.5k $34.8m $34.8m 10.43% Reduced -4.2k -4,162
60 Arcadia Wealth Management, Inc. 20.93% of their portfolio SMITHTOWN, NY 317,005317.0k $34.5m $34.5m 20.93% Added +21.2k +21,199
61 Vestmark Advisory Solutions, Inc. 0.64% of their portfolio Wakefield, MA 309,107309.1k $33.6m $33.6m 0.64% Added +133.2k +133,236
62 Highland Financial Advisors, LLC 9.56% of their portfolio WAYNE, NJ 306,873306.9k $33.4m $33.4m 9.56% Added +10.9k +10,921
63 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 305,384305.4k $33.2m $33.2m 0.09% Added +15.7k +15,667
64 CONTINUUM WEALTH ADVISORS, LLC 12.40% of their portfolio SARATOGA SPRINGS, NY 267,665267.7k $29.1m $29.1m 12.40% Added +6.6k +6,555
65 Leo Wealth, LLC 3.77% of their portfolio HURST, TX 267,315267.3k $29.1m $29.1m 3.77% Reduced -197.8k -197,809
66 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 264,370264.4k $28.7m $28.7m 0.06% Reduced -249.9k -249,906
67 WorthPointe, LLC 10.74% of their portfolio La Jolla, CA 263,465263.5k $28.6m $28.6m 10.74% Added +6.4k +6,355
68 WEBSTERROGERS FINANCIAL ADVISORS, LLC 8.41% of their portfolio FLORENCE, SC 258,103258.1k $28.1m $28.1m 8.41% Reduced -4.3k -4,266
69 Signature Resources Capital Management, LLC 15.29% of their portfolio NEWPORT BEACH, CA 257,151257.2k $28.0m $28.0m 15.29% Added +12.3k +12,268
70 Burton Enright Welch 4.15% of their portfolio WALNUT CREEK, CA 252,671252.7k $27.5m $27.5m 4.15% Reduced -609 -609
71 Glenview Trust Co 0.42% of their portfolio Louisville, KY 245,360245.4k $26.7m $26.7m 0.42% Added +13.6k +13,628
72 Divergent Planning, LLC 6.91% of their portfolio BETHESDA, MD 237,847237.8k $26.0m $26.0m 6.91% Added +7.5k +7,534
73 Savant Capital, LLC 0.16% of their portfolio ROCKFORD, IL 237,465237.5k $25.8m $25.8m 0.16% Added +219.5k +219,549
74 Magnolia Private Wealth, LLC 7.91% of their portfolio PHILADELPHIA, PA 233,049233.0k $10.8m $10.8m 7.91% Added +138.6k +138,555
75 Trellis Wealth Advisors LLC 9.56% of their portfolio San Luis Obispo, CA 216,171216.2k $23.5m $23.5m 9.56% Reduced -3.4k -3,350
76 Chicago Partners Investment Group LLC 0.63% of their portfolio CHICAGO, IL 216,024216.0k $24.0m $24.0m 0.63% Reduced -4.4k -4,362
77 HTG Investment Advisors, Inc. 7.76% of their portfolio NEW CANAAN, CT 212,066212.1k $23.1m $23.1m 7.76% Added +5.5k +5,514
78 Oak Wealth Advisors LLC 13.28% of their portfolio NORTHBROOK, IL 210,282210.3k $22.9m $22.9m 13.28% Added +3.0k +2,953
79 Kestra Advisory Services, LLC 0.10% of their portfolio AUSTIN, TX 206,212206.2k $22.4m $22.4m 0.10% Added +31.6k +31,607
80 Focus Partners Advisor Solutions, LLC 0.25% of their portfolio SAINT LOUIS, MO 203,779203.8k $22.3m $22.3m 0.25% Reduced -105.2k -105,241
81 LexAurum Advisors, LLC 3.14% of their portfolio OVERLAND PARK, KS 203,694203.7k $22.1m $22.1m 3.14% Reduced -6.2k -6,233
82 Freedom Financial Partners LLC 8.36% of their portfolio OAKDALE, MN 201,748201.7k $21.9m $21.9m 8.36% Reduced -47.0k -47,035
83 Henrickson Nauta Wealth Advisors, Inc. 6.76% of their portfolio BELMONT, MI 196,511196.5k $21.4m $21.4m 6.76% Reduced -352 -352
84 Tanager Wealth Management LLP 2.20% of their portfolio Goring On Thames, X0 193,014193.0k $21.0m $21.0m 2.20% Reduced -8.4k -8,352
85 Gradient Investments LLC 0.34% of their portfolio ARDEN HILLS, MN 189,300189.3k $20.6m $20.6m 0.34% Added +93.0k +92,996
86 Passive Capital Management, LLC. 6.64% of their portfolio BALTIMORE, MD 187,453187.5k $20.4m $20.4m 6.64% Reduced -5.5k -5,484
87 Hutchens & Kramer Investment Management Group, LLC 7.95% of their portfolio CARMEL, IN 185,534185.5k $20.2m $20.2m 7.95% Added +47.8k +47,824
88 CARDIFF PARK ADVISORS, LLC 1.49% of their portfolio SAN MARCOS, CA 178,806178.8k $19.4m $19.4m 1.49% Reduced -723 -723
89 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 177,665177.7k $19.2m $19.2m 0.03% Added +37.4k +37,422
90 Greenspring Advisors, LLC 3.31% of their portfolio Towson, MD 172,435172.4k $18.7m $18.7m 3.31% First filing
91 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 172,071172.1k $18.7m $18.7m 0.00% Reduced -165.1k -165,113
92 CVA Family Office, LLC 2.41% of their portfolio DENVER, CO 172,004172.0k $18.7m $18.7m 2.41% Added +21.5k +21,503
93 Apella Capital, LLC 0.41% of their portfolio WEST HARTFORD, CT 170,485170.5k $18.3m $18.3m 0.41% Reduced -418 -418
94 Allworth Financial LP 0.08% of their portfolio FOLSOM, CA 167,338167.3k $18.2m $18.2m 0.08% Reduced -7.1k -7,141
95 Trace Wealth Advisors, LLC 13.36% of their portfolio Los Angeles, CA 164,420164.4k $17.9m $17.9m 13.36% Added +3.6k +3,650
96 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2.71% of their portfolio Reston, VA 162,458162.5k $17.7m $17.7m 2.71% Reduced -1.4k -1,423
97 REDW Wealth LLC 6.61% of their portfolio ALBUQUERQUE, NM 160,838160.8k $17.5m $17.5m 6.61% Reduced -14.5k -14,549
98 Acropolis Investment Management, LLC 0.82% of their portfolio ST. LOUIS, MO 160,136160.1k $16.1m $16.1m 0.82% Added +2.3k +2,290
99 Trajan Wealth LLC 0.74% of their portfolio SCOTTSDALE, AZ 157,346157.3k $17.1m $17.1m 0.74% Reduced -5.6k -5,573
100 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 153,774153.8k $16.7m $16.7m 0.00% Added +1.5k +1,514