Vault-13

AMERICAN CENTY ETF TR AVUS

US EQT ETF · ETP · CUSIP 025072885

521 institutional holders +37 vs Q3 2025
77,847,35277.8m shares reported held*
$8.7bnreported value*
30 new 199 added 171 reduced 25 sold out net bought ≈ $403.0m (+3.5m 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 ($40.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $111.84. Options: 1 managers hold calls ($201.2k notional), 0 hold puts (—).

Trends to Q4 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: 484Q4 25: 521521Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025521

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 230 bought or addedQ3 25: 191 cut or sold outQ4 25: 229 bought or addedQ4 25: 196 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024203122
Q2 2024189134
Q3 2024199135
Q4 2024211135
Q1 2025232161
Q2 2025259153
Q3 2025230191
Q4 2025229196

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ1 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 —Q4 25 calls: $201.2kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$129.3k$9.2k0.07
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$201.2k$00.00

Biggest buyers

Corient Private Wealth LP Added +1,336,959+1.3m
HB Wealth Management, LLC Added +486,787+486.8k
RETIREMENT FINANCIAL SOLUTIONS, LLC New +333,192+333.2k
AMERICAN CENTURY COMPANIES INC Added +239,346+239.3k
Leo Wealth, LLC Added +216,502+216.5k
McLean Asset Management Corp Added +198,895+198.9k
B&D White Capital Company, LLC Added +197,089+197.1k
Henrickson Nauta Wealth Advisors, Inc. Added +193,491+193.5k
Savant Capital, LLC Added +150,307+150.3k
MCF Advisors LLC New +143,153+143.2k

Biggest sellers

Werba Rubin Papier Wealth Management Sold out -680,282-680.3k
JPMORGAN CHASE & CO Reduced -210,843-210.8k
Mariner, LLC Reduced -167,728-167.7k
Annex Advisory Services, LLC Reduced -155,267-155.3k
Magnolia Private Wealth, LLC Reduced -127,941-127.9k
Oak Root LLC Reduced -126,756-126.8k
MERCER GLOBAL ADVISORS INC /ADV Reduced -118,578-118.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -97,619-97.6k
MORGAN STANLEY Reduced -76,999-77.0k
Arax Advisory Partners Reduced -63,194-63.2k

Biggest calls

CITADEL ADVISORS LLC New $201.2k1.8k 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HB Wealth Management, LLC 3.80% of their portfolio Atlanta, GA 5,248,8305.2m $586.7m $586.7m 3.80% Added +486.8k +486,787
2 AMERICAN CENTURY COMPANIES INC 0.21% of their portfolio KANSAS CITY, MO 3,810,3843.8m $425.9m $425.9m 0.21% Added +239.3k +239,346
3 Oak Root LLC 39.27% of their portfolio Santa Barbara, CA 2,905,9492.9m $324.8m $324.8m 39.27% Reduced -126.8k -126,756
4 Annex Advisory Services, LLC 5.26% of their portfolio BROOKFIELD, WI 2,464,4372.5m $275.5m $275.5m 5.26% Reduced -155.3k -155,267
5 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 2,313,3332.3m $258.6m $258.6m 0.07% Added +1.7k +1,722
6 Corient Private Wealth LP 0.17% of their portfolio MIAMI, FL 2,228,4862.2m $249.1m $249.1m 0.17% Added +1.3m +1,336,959
7 Focus Partners Wealth 0.25% of their portfolio ST LOUIS, MO 1,979,6022.0m $221.3m $221.3m 0.25% Added +52.0k +52,018
8 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 1,684,6811.7m $188.3m $188.3m 0.06% Added +63.0k +62,954
9 HighTower Advisors, LLC 0.21% of their portfolio CHICAGO, IL 1,676,9171.7m $187.4m $187.4m 0.21% Added +17.8k +17,827
10 Financial Plan, Inc. 17.14% of their portfolio BELLINGHAM, WA 1,335,6411.3m $149.3m $149.3m 17.14% First filing
11 TRAPHAGEN INVESTMENT ADVISORS LLC 11.53% of their portfolio ORADELL, NJ 1,253,4501.3m $140.1m $140.1m 11.53% Added +20.0k +20,025
12 Quantum Financial Advisors, LLC 15.48% of their portfolio SANTA MONICA, CA 1,233,5081.2m $137.9m $137.9m 15.48% Added +42.5k +42,516
13 Great Point Wealth Advisors, LLC 22.90% of their portfolio BOSTON, MA 1,122,2781.1m $125.4m $125.4m 22.90% Reduced -3.1k -3,088
14 Beacon Pointe Advisors, LLC 0.87% of their portfolio NEWPORT BEACH, CA 1,113,4641.1m $124.5m $124.5m 0.87% Added +14.0k +13,999
15 COMMONWEALTH EQUITY SERVICES, LLC 0.17% of their portfolio WALTHAM, MA 1,108,2211.1m $123.9m $123.9m 0.17% Added +12.4k +12,411
16 MERCER GLOBAL ADVISORS INC /ADV 0.17% of their portfolio DENVER, CO 1,015,6771.0m $113.5m $113.5m 0.17% Reduced -118.6k -118,578
17 Modera Wealth Management, LLC 1.29% of their portfolio WESTWOOD, NJ 994,213994.2k $111.1m $111.1m 1.29% Reduced -38.4k -38,365
18 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 994,121994.1k $111.1m $111.1m 0.01% Reduced -77.0k -76,999
19 Creative Planning 0.08% of their portfolio OVERLAND PARK, KS 984,914984.9k $110.1m $110.1m 0.08% Reduced -34.1k -34,144
20 RVW Wealth, LLC 7.02% of their portfolio LOS ANGELES, CA 821,848821.8k $91.9m $91.9m 7.02% Reduced -5.2k -5,243
21 B&D White Capital Company, LLC 9.72% of their portfolio Lakeway, TX 750,556750.6k $83.9m $83.9m 9.72% Added +197.1k +197,089
22 PARK AVENUE SECURITIES LLC 0.69% of their portfolio NEW YORK, NY 727,765727.8k $81.3m $81.3m 0.69% Added +62.4k +62,353
23 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 704,499704.5k $78.7m $78.7m 0.01% Added +65.4k +65,408
24 Bridgewater Advisors Inc. 5.21% of their portfolio NEW YORK, NY 700,712700.7k $80.3m $80.3m 5.21% Added +53.2k +53,209
25 Simplicity Wealth,LLC 4.66% of their portfolio SUMMIT, NJ 698,955699.0k $78.1m $78.1m 4.66% Added +22.5k +22,521
26 BCR Wealth Strategies, LLC 25.24% of their portfolio VESTAVIA, AL 680,882680.9k $76.1m $76.1m 25.24% Reduced -616 -616
27 McLean Asset Management Corp 13.90% of their portfolio TYSONS, VA 677,180677.2k $77.6m $77.6m 13.90% Added +198.9k +198,895
28 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 661,818661.8k $74.0m $74.0m 0.02% Added +1.4k +1,371
29 Cresset Asset Management, LLC 0.31% of their portfolio Chicago, IL 647,098647.1k $72.3m $72.3m 0.31% Added +31.9k +31,944
30 SC&H Financial Advisors, Inc. 10.86% of their portfolio HUNT VALLEY, MD 627,798627.8k $70.2m $70.2m 10.86% Reduced -10.1k -10,135
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 616,308616.3k $68.9m $68.9m 0.04% Reduced -97.6k -97,619
32 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.09% of their portfolio PLYMOUTH, MN 601,966602.0k $69.0m $69.0m 0.09% Reduced -6.5k -6,478
33 Rockwood Wealth Management, LLC 4.80% of their portfolio New Hope, PA 575,849575.8k $64.4m $64.4m 4.80% Reduced -7.0k -7,047
34 Caliber Wealth Management, LLC / KS 6.81% of their portfolio Overland Park, KS 565,860565.9k $63.3m $63.3m 6.81% Added +48.2k +48,249
35 Plancorp, LLC 1.76% of their portfolio SAINT LOUIS, MO 521,963522.0k $58.3m $58.3m 1.76% Reduced -1.6k -1,647
36 McGlone Suttner Wealth Management, Inc. 7.75% of their portfolio APPLETON, WI 515,580515.6k $57.6m $57.6m 7.75% Added +11.7k +11,682
37 WMG Financial Advisors, LLC 23.12% of their portfolio Knoxville, TN 501,994502.0k $56.1m $56.1m 23.12% Reduced -1.7k -1,672
38 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 501,320501.3k $56.0m $56.0m 0.06% Added +128.0k +128,036
39 ACCREDITED INVESTOR SERVICES, LLC 36.46% of their portfolio ST. CLOUD, MN 492,255492.3k $55.0m $55.0m 36.46% Added +6.7k +6,688
40 CPC Advisors, LLC 5.51% of their portfolio Atlanta, GA 488,010488.0k $54.5m $54.5m 5.51% Added +6.8k +6,820
41 OneDigital Investment Advisors LLC 0.53% of their portfolio OVERLAND PARK, KS 487,973488.0k $54.5m $54.5m 0.53% Reduced -18.4k -18,361
42 Leo Wealth, LLC 3.92% of their portfolio HURST, TX 483,817483.8k $54.1m $54.1m 3.92% Added +216.5k +216,502
43 Strategic Blueprint, LLC 3.08% of their portfolio ATLANTA, GA 465,389465.4k $52.0m $52.0m 3.08% Reduced -447 -447
44 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 457,495457.5k $51.1m $51.1m 0.00% Reduced -12.1k -12,082
45 Disciplina Capital Management LLC 5.62% of their portfolio NASHVILLE, TN 438,915438.9k $49.1m $49.1m 5.62% Added +2.1k +2,073
46 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 17.17% of their portfolio HILLSDALE, NY 429,120429.1k $48.0m $48.0m 17.17% Added +2.4k +2,414
47 AWM CAPITAL, LLC 4.35% of their portfolio Phoenix, AZ 429,029429.0k $48.0m $48.0m 4.35% Added +342 +342
48 WCG Wealth Advisors LLC 1.34% of their portfolio LAS VEGAS, NV 428,096428.1k $47.9m $47.9m 1.34% Added +16.2k +16,186
49 World Investment Advisors 0.76% of their portfolio LINCROFT, NJ 413,937413.9k $46.3m $46.3m 0.76% Added +28.6k +28,567
50 Waverly Advisors, LLC 0.36% of their portfolio BIRMINGHAM, AL 400,195400.2k $44.7m $44.7m 0.36% Reduced -5.0k -4,994
51 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 390,100390.1k $43.6m $43.6m 0.08% Added +125.7k +125,730
52 Henrickson Nauta Wealth Advisors, Inc. 6.59% of their portfolio BELMONT, MI 390,002390.0k $44.7m $44.7m 6.59% Added +193.5k +193,491
53 RAFFA WEALTH MANAGEMENT, LLC 6.67% of their portfolio WASHINGTON, DC 388,205388.2k $43.4m $43.4m 6.67% Added +18.5k +18,519
54 Savant Capital, LLC 0.25% of their portfolio ROCKFORD, IL 387,772387.8k $43.3m $43.3m 0.25% Added +150.3k +150,307
55 Geometric Wealth Advisors 5.55% of their portfolio WASHINGTON, DC 386,244386.2k $43.2m $43.2m 5.55% Reduced -2.2k -2,159
56 Glenview Trust Co 0.64% of their portfolio Louisville, KY 371,188371.2k $41.5m $41.5m 0.64% Added +125.8k +125,828
57 Mattern Wealth Management LLC 7.83% of their portfolio LAWRENCE, KS 363,928363.9k $40.7m $40.7m 7.83% Added +9.4k +9,351
58 BSW Wealth Partners 4.87% of their portfolio BOULDER, CO 363,168363.2k $40.6m $40.6m 4.87% Reduced -19.3k -19,346
59 Align Financial, LLC 20.88% of their portfolio HERMANTOWN, MN 360,060360.1k $36.0m $36.0m 20.88% First filing
60 Tortoise Investment Management, LLC 3.53% of their portfolio WHITE PLAINS, NY 359,435359.4k $40.2m $40.2m 3.53% Added +15.7k +15,652
61 Vestmark Advisory Solutions, Inc. 0.53% of their portfolio Wakefield, MA 353,156353.2k $39.5m $39.5m 0.53% Added +44.0k +44,049
62 LEGACY FINANCIAL GROUP, INC. 10.27% of their portfolio TULSA, OK 350,459350.5k $39.2m $39.2m 10.27% Added +21.3k +21,335
63 Indivisible Partners 4.21% of their portfolio CLEARWATER, FL 347,707347.7k $38.9m $38.9m 4.21% First filing
64 Arcadia Wealth Management, Inc. 21.50% of their portfolio SMITHTOWN, NY 335,379335.4k $37.5m $37.5m 21.50% Added +18.4k +18,374
65 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 334,652334.7k $37.4m $37.4m 0.09% Added +29.3k +29,268
66 RETIREMENT FINANCIAL SOLUTIONS, LLC 10.90% of their portfolio KNOXVILLE, TN 333,192333.2k $37.2m $37.2m 10.90% New
67 JRM Investment Counsel, LLC 10.39% of their portfolio OMAHA, NE 321,496321.5k $35.9m $35.9m 10.39% Added +1.0k +1,026
68 TANDEMGROWTH FINANCIAL ADVISORS LLC 30.45% of their portfolio ALPHARETTA, GA 312,044312.0k $34.9m $34.9m 30.45% First filing
69 Highland Financial Advisors, LLC 9.61% of their portfolio WAYNE, NJ 310,056310.1k $34.7m $34.7m 9.61% Added +3.2k +3,183
70 Focus Partners Advisor Solutions, LLC 0.42% of their portfolio SAINT LOUIS, MO 306,043306.0k $34.2m $34.2m 0.42% Added +102.3k +102,264
71 Gradient Investments LLC 0.53% of their portfolio ARDEN HILLS, MN 298,812298.8k $33.4m $33.4m 0.53% Added +109.5k +109,512
72 Hutchens & Kramer Investment Management Group, LLC 10.66% of their portfolio CARMEL, IN 276,001276.0k $30.9m $30.9m 10.66% Added +90.5k +90,467
73 Signature Resources Capital Management, LLC 15.35% of their portfolio NEWPORT BEACH, CA 271,612271.6k $30.4m $30.4m 15.35% Added +14.5k +14,461
74 CONTINUUM WEALTH ADVISORS, LLC 11.70% of their portfolio SARATOGA SPRINGS, NY 270,853270.9k $30.3m $30.3m 11.70% Added +3.2k +3,188
75 WorthPointe, LLC 7.91% of their portfolio La Jolla, CA 269,325269.3k $30.1m $30.1m 7.91% Added +5.9k +5,860
76 CVA Family Office, LLC 3.36% of their portfolio DENVER, CO 261,060261.1k $29.2m $29.2m 3.36% Added +89.1k +89,056
77 WEBSTERROGERS FINANCIAL ADVISORS, LLC 8.26% of their portfolio FLORENCE, SC 254,660254.7k $28.5m $28.5m 8.26% Reduced -3.4k -3,443
78 Burton Enright Welch 3.95% of their portfolio WALNUT CREEK, CA 251,058251.1k $28.1m $28.1m 3.95% Reduced -1.6k -1,613
79 Sensenig Capital Advisors, Inc 27.55% of their portfolio Collegeville, PA 242,545242.5k $27.1m $27.1m 27.55% First filing
80 Divergent Planning, LLC 6.96% of their portfolio BETHESDA, MD 242,241242.2k $27.3m $27.3m 6.96% Added +4.4k +4,394
81 HTG Investment Advisors, Inc. 8.28% of their portfolio NEW CANAAN, CT 241,223241.2k $27.0m $27.0m 8.28% Added +29.2k +29,157
82 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 240,683240.7k $26.9m $26.9m 0.00% Reduced -210.8k -210,843
83 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 230,031230.0k $25.7m $25.7m 0.11% Added +23.8k +23,819
84 Chicago Partners Investment Group LLC 0.62% of their portfolio CHICAGO, IL 218,141218.1k $25.1m $25.1m 0.62% Added +2.1k +2,117
85 Zhang Financial LLC 0.89% of their portfolio PORTAGE, MI 212,973213.0k $23.8m $23.8m 0.89% Added +59.3k +59,260
86 Oak Wealth Advisors LLC 13.58% of their portfolio NORTHBROOK, IL 211,589211.6k $23.7m $23.7m 13.58% Added +1.3k +1,307
87 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 211,555211.6k $23.7m $23.7m 0.03% Added +33.9k +33,890
88 Trellis Wealth Advisors LLC 9.01% of their portfolio San Luis Obispo, CA 206,191206.2k $23.0m $23.0m 9.01% Reduced -10.0k -9,980
89 Torren Management, LLC 11.14% of their portfolio SAN DIEGO, CA 195,181195.2k $21.8m $21.8m 11.14% First filing
90 Greenspring Advisors, LLC 1.33% of their portfolio Towson, MD 194,101194.1k $21.7m $21.7m 1.33% Added +21.7k +21,666
91 Passive Capital Management, LLC. 6.58% of their portfolio BALTIMORE, MD 188,161188.2k $21.0m $21.0m 6.58% Added +708 +708
92 Freedom Financial Partners LLC 7.43% of their portfolio OAKDALE, MN 182,744182.7k $20.4m $20.4m 7.43% Reduced -19.0k -19,004
93 Tanager Wealth Management LLP 2.02% of their portfolio Goring On Thames, X0 181,298181.3k $20.3m $20.3m 2.02% Reduced -11.7k -11,716
94 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 179,016179.0k $20.0m $20.0m 0.00% Added +6.9k +6,945
95 CARDIFF PARK ADVISORS, LLC 1.63% of their portfolio SAN MARCOS, CA 176,978177.0k $19.8m $19.8m 1.63% Reduced -1.8k -1,828
96 Apella Capital, LLC 0.38% of their portfolio WEST HARTFORD, CT 173,402173.4k $19.4m $19.4m 0.38% Added +2.9k +2,917
97 Trace Wealth Advisors, LLC 13.28% of their portfolio Los Angeles, CA 164,495164.5k $18.4m $18.4m 13.28% Added +75 +75
98 Acropolis Investment Management, LLC 0.82% of their portfolio ST. LOUIS, MO 163,813163.8k $18.3m $18.3m 0.82% Added +3.7k +3,677
99 Mariner, LLC 0.02% of their portfolio Overland Park, KS 162,068162.1k $18.1m $18.1m 0.02% Reduced -167.7k -167,728
100 ARQ WEALTH ADVISORS, LLC 4.87% of their portfolio SCOTTSDALE, AZ 161,471161.5k $18.0m $18.0m 4.87% Added +15.9k +15,873