Vault-13

AMERICAN CENTY ETF TR AVUS

US EQT ETF · ETP · CUSIP 025072885

559 institutional holders +38 vs Q4 2025
84,221,34184.2m shares reported held*
$9.3bnreported value*
50 new 257 added 145 reduced 14 sold out net bought ≈ $594.6m (+6.1m 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 ($42.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $110.60.

Trends to Q1 2026

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: 521Q1 26: 559559Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026559

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 229 bought or addedQ4 25: 196 cut or sold outQ1 26: 307 bought or addedQ1 26: 159 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024189134
Q3 2024199135
Q4 2024211135
Q1 2025232161
Q2 2025259153
Q3 2025230191
Q4 2025229196
Q1 2026307159

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ2 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 0.00Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$201.2k$00.00
Q1 2026$0$0—

Biggest buyers

MASECO LLP New +2,338,277+2.3m
Werba Rubin Papier Wealth Management New +733,306+733.3k
Magnolia Private Wealth, LLC Added +660,378+660.4k
HB Wealth Management, LLC Added +495,876+495.9k
BANK OF AMERICA CORP /DE/ Added +417,664+417.7k
CORRECT CAPITAL WEALTH MANAGEMENT Added +335,595+335.6k
AMERICAN CENTURY COMPANIES INC Added +332,627+332.6k
EP Wealth Advisors, LLC Added +246,278+246.3k
COMMONWEALTH EQUITY SERVICES, LLC Added +245,751+245.8k
Strategic Financial Planning, Inc. New +200,814+200.8k

Biggest sellers

Corient Private Wealth LP Reduced -890,109-890.1k
Annex Advisory Services, LLC Reduced -535,366-535.4k
Quantum Financial Advisors, LLC Reduced -355,362-355.4k
TRAPHAGEN INVESTMENT ADVISORS LLC Reduced -199,706-199.7k
Henrickson Nauta Wealth Advisors, Inc. Reduced -194,377-194.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -146,810-146.8k
ACORN FINANCIAL ADVISORY SERVICES INC /ADV Reduced -131,959-132.0k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -119,670-119.7k
TANDEMGROWTH FINANCIAL ADVISORS LLC Reduced -71,211-71.2k
HighTower Advisors, LLC Reduced -64,215-64.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HB Wealth Management, LLC 4.14% of their portfolio Atlanta, GA 5,744,7065.7m $638.7m $638.7m 4.14% Added +495.9k +495,876
2 AMERICAN CENTURY COMPANIES INC 0.24% of their portfolio KANSAS CITY, MO 4,143,0114.1m $460.6m $460.6m 0.24% Added +332.6k +332,627
3 Oak Root LLC 39.40% of their portfolio Santa Barbara, CA 2,905,9492.9m $323.1m $323.1m 39.40% Unchanged
4 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 2,388,7132.4m $265.6m $265.6m 0.07% Added +75.4k +75,380
5 MASECO LLP 8.15% of their portfolio LONDON, X0 2,338,2772.3m $259.9m $259.9m 8.15% New
6 Focus Partners Wealth 0.26% of their portfolio ST LOUIS, MO 1,958,8992.0m $232.7m $232.7m 0.26% Reduced -20.7k -20,703
7 Annex Advisory Services, LLC 4.02% of their portfolio BROOKFIELD, WI 1,929,0711.9m $214.5m $214.5m 4.02% Reduced -535.4k -535,366
8 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,831,4421.8m $203.6m $203.6m 0.05% Added +146.8k +146,761
9 HighTower Advisors, LLC 0.19% of their portfolio CHICAGO, IL 1,612,7021.6m $179.3m $179.3m 0.19% Reduced -64.2k -64,215
10 Financial Plan, Inc. 16.61% of their portfolio BELLINGHAM, WA 1,393,9581.4m $155.0m $155.0m 16.61% Added +58.3k +58,317
11 COMMONWEALTH EQUITY SERVICES, LLC 0.21% of their portfolio WALTHAM, MA 1,353,9721.4m $150.5m $150.5m 0.21% Added +245.8k +245,751
12 Corient Private Wealth LP 0.21% of their portfolio MIAMI, FL 1,338,3771.3m $148.8m $148.8m 0.21% Reduced -890.1k -890,109
13 Great Point Wealth Advisors, LLC 23.50% of their portfolio BOSTON, MA 1,144,8641.1m $127.3m $127.3m 23.50% Added +22.6k +22,586
14 Beacon Pointe Advisors, LLC 0.64% of their portfolio NEWPORT BEACH, CA 1,090,3781.1m $121.2m $121.2m 0.64% Reduced -23.1k -23,086
15 TRAPHAGEN INVESTMENT ADVISORS LLC 9.49% of their portfolio ORADELL, NJ 1,053,7441.1m $117.2m $117.2m 9.49% Reduced -199.7k -199,706
16 Modera Wealth Management, LLC 1.37% of their portfolio WESTWOOD, NJ 1,027,7031.0m $114.3m $114.3m 1.37% Added +33.5k +33,490
17 MERCER GLOBAL ADVISORS INC /ADV 0.16% of their portfolio DENVER, CO 994,329994.3k $110.5m $110.5m 0.16% Reduced -21.3k -21,348
18 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 973,398973.4k $108.2m $108.2m 0.01% Reduced -20.7k -20,723
19 Creative Planning 0.07% of their portfolio OVERLAND PARK, KS 969,480969.5k $107.8m $107.8m 0.07% Reduced -15.4k -15,434
20 Quantum Financial Advisors, LLC 10.95% of their portfolio SANTA MONICA, CA 878,146878.1k $97.6m $97.6m 10.95% Reduced -355.4k -355,362
21 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 875,159875.2k $97.3m $97.3m 0.01% Added +417.7k +417,664
22 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 829,852829.9k $92.3m $92.3m 0.03% Added +168.0k +168,034
23 PARK AVENUE SECURITIES LLC 0.70% of their portfolio NEW YORK, NY 806,679806.7k $89.7m $89.7m 0.70% Added +78.9k +78,914
24 RVW Wealth, LLC 6.95% of their portfolio LOS ANGELES, CA 802,554802.6k $89.2m $89.2m 6.95% Reduced -19.3k -19,294
25 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 781,758781.8k $86.9m $86.9m 0.02% Added +77.3k +77,259
26 Magnolia Private Wealth, LLC 8.16% of their portfolio PHILADELPHIA, PA 765,486765.5k $12.3m $12.3m 8.16% Added +660.4k +660,378
27 Bridgewater Advisors Inc. 5.67% of their portfolio NEW YORK, NY 762,310762.3k $95.3m $95.3m 5.67% Added +61.6k +61,598
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 753,152753.2k $83.7m $83.7m 0.05% Added +136.8k +136,844
29 McLean Asset Management Corp 14.42% of their portfolio TYSONS, VA 741,463741.5k $82.4m $82.4m 14.42% Added +64.3k +64,283
30 Werba Rubin Papier Wealth Management 11.35% of their portfolio SAN JOSE, CA 733,306733.3k $81.5m $81.5m 11.35% New
31 B&D White Capital Company, LLC 10.07% of their portfolio Lakeway, TX 732,440732.4k $81.4m $81.4m 10.07% Reduced -18.1k -18,116
32 BCR Wealth Strategies, LLC 24.36% of their portfolio VESTAVIA, AL 698,997699.0k $77.7m $77.7m 24.36% Added +18.1k +18,115
33 Simplicity Wealth,LLC 4.35% of their portfolio SUMMIT, NJ 689,828689.8k $76.7m $76.7m 4.35% Reduced -9.1k -9,127
34 Cresset Asset Management, LLC 0.31% of their portfolio Chicago, IL 651,947651.9k $72.5m $72.5m 0.31% Added +4.8k +4,849
35 SC&H Financial Advisors, Inc. 10.66% of their portfolio HUNT VALLEY, MD 635,792635.8k $70.7m $70.7m 10.66% Added +8.0k +7,994
36 Rockwood Wealth Management, LLC 4.89% of their portfolio New Hope, PA 614,490614.5k $68.3m $68.3m 4.89% Added +38.6k +38,641
37 Caliber Wealth Management, LLC / KS 7.37% of their portfolio Overland Park, KS 605,425605.4k $67.3m $67.3m 7.37% Added +39.6k +39,565
38 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 578,875578.9k $64.4m $64.4m 0.07% Added +77.6k +77,555
39 Savant Capital, LLC 0.29% of their portfolio ROCKFORD, IL 539,582539.6k $60.0m $60.0m 0.29% Added +151.8k +151,810
40 Plancorp, LLC 1.74% of their portfolio SAINT LOUIS, MO 527,925527.9k $61.3m $61.3m 1.74% Added +6.0k +5,962
41 McGlone Suttner Wealth Management, Inc. 7.69% of their portfolio APPLETON, WI 522,317522.3k $58.1m $58.1m 7.69% Added +6.7k +6,737
42 ACCREDITED INVESTOR SERVICES, LLC 36.87% of their portfolio ST. CLOUD, MN 516,537516.5k $57.4m $57.4m 36.87% Added +24.3k +24,282
43 WMG Financial Advisors, LLC 23.26% of their portfolio Knoxville, TN 501,509501.5k $55.8m $55.8m 23.26% Reduced -485 -485
44 CPC Advisors, LLC 8.86% of their portfolio Atlanta, GA 491,240491.2k $54.6m $54.6m 8.86% Added +3.2k +3,230
45 OneDigital Investment Advisors LLC 0.53% of their portfolio OVERLAND PARK, KS 487,207487.2k $54.2m $54.2m 0.53% Reduced -766 -766
46 Leo Wealth, LLC 3.81% of their portfolio HURST, TX 471,880471.9k $52.5m $52.5m 3.81% Reduced -11.9k -11,937
47 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.11% of their portfolio PLYMOUTH, MN 455,156455.2k $51.0m $51.0m 0.11% Reduced -146.8k -146,810
48 Strategic Blueprint, LLC 2.90% of their portfolio ATLANTA, GA 448,633448.6k $49.9m $49.9m 2.90% Reduced -16.8k -16,756
49 World Investment Advisors 0.79% of their portfolio LINCROFT, NJ 441,517441.5k $49.1m $49.1m 0.79% Added +27.6k +27,580
50 Geometric Wealth Advisors 6.07% of their portfolio WASHINGTON, DC 436,101436.1k $48.5m $48.5m 6.07% Added +49.9k +49,857
51 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 16.26% of their portfolio HILLSDALE, NY 433,053433.1k $48.1m $48.1m 16.26% Added +3.9k +3,933
52 WCG Wealth Advisors LLC 1.34% of their portfolio LAS VEGAS, NV 431,250431.2k $47.9m $47.9m 1.34% Added +3.2k +3,154
53 Disciplina Capital Management LLC 5.04% of their portfolio NASHVILLE, TN 428,123428.1k $47.6m $47.6m 5.04% Reduced -10.8k -10,792
54 AWM CAPITAL, LLC 4.28% of their portfolio Phoenix, AZ 425,360425.4k $47.3m $47.3m 4.28% Reduced -3.7k -3,669
55 Waverly Advisors, LLC 0.34% of their portfolio BIRMINGHAM, AL 412,735412.7k $45.9m $45.9m 0.34% Added +12.5k +12,540
56 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 410,745410.7k $45.7m $45.7m 0.08% Added +20.6k +20,645
57 RAFFA WEALTH MANAGEMENT, LLC 6.98% of their portfolio WASHINGTON, DC 402,092402.1k $44.7m $44.7m 6.98% Added +13.9k +13,887
58 Tortoise Investment Management, LLC 3.60% of their portfolio WHITE PLAINS, NY 392,287392.3k $43.6m $43.6m 3.60% Added +32.9k +32,852
59 Focus Partners Advisor Solutions, LLC 0.43% of their portfolio SAINT LOUIS, MO 380,902380.9k $42.3m $42.3m 0.43% Added +74.9k +74,859
60 Vestmark Advisory Solutions, Inc. 0.47% of their portfolio Wakefield, MA 380,203380.2k $42.3m $42.3m 0.47% Added +27.0k +27,047
61 Mattern Wealth Management LLC 7.97% of their portfolio LAWRENCE, KS 367,705367.7k $40.9m $40.9m 7.97% Added +3.8k +3,777
62 BSW Wealth Partners 4.96% of their portfolio BOULDER, CO 365,474365.5k $40.6m $40.6m 4.96% Added +2.3k +2,306
63 LEGACY FINANCIAL GROUP, INC. 10.68% of their portfolio TULSA, OK 363,360363.4k $40.4m $40.4m 10.68% Added +12.9k +12,901
64 CORRECT CAPITAL WEALTH MANAGEMENT 7.52% of their portfolio CLAYTON, MO 362,493362.5k $40.3m $40.3m 7.52% Added +335.6k +335,595
65 Indivisible Partners 3.55% of their portfolio CLEARWATER, FL 360,670360.7k $40.1m $40.1m 3.55% Added +13.0k +12,963
66 Arcadia Wealth Management, Inc. 21.62% of their portfolio SMITHTOWN, NY 359,269359.3k $39.9m $39.9m 21.62% Added +23.9k +23,890
67 Gradient Investments LLC 0.62% of their portfolio ARDEN HILLS, MN 357,756357.8k $39.8m $39.8m 0.62% Added +58.9k +58,944
68 Glenview Trust Co 0.61% of their portfolio Louisville, KY 350,326350.3k $38.9m $38.9m 0.61% Reduced -20.9k -20,862
69 RETIREMENT FINANCIAL SOLUTIONS, LLC 10.68% of their portfolio KNOXVILLE, TN 335,974336.0k $37.4m $37.4m 10.68% Added +2.8k +2,782
70 Highland Financial Advisors, LLC 9.84% of their portfolio WAYNE, NJ 335,193335.2k $37.3m $37.3m 9.84% Added +25.1k +25,137
71 Align Financial, LLC 21.06% of their portfolio HERMANTOWN, MN 333,253333.3k $37.1m $37.1m 21.06% Reduced -26.8k -26,807
72 CVA Family Office, LLC 3.64% of their portfolio DENVER, CO 310,746310.7k $34.5m $34.5m 3.64% Added +49.7k +49,686
73 Signature Resources Capital Management, LLC 16.36% of their portfolio NEWPORT BEACH, CA 310,523310.5k $34.5m $34.5m 16.36% Added +38.9k +38,911
74 JRM Investment Counsel, LLC 9.19% of their portfolio OMAHA, NE 310,296310.3k $34.5m $34.5m 9.19% Reduced -11.2k -11,200
75 Hutchens & Kramer Investment Management Group, LLC 10.53% of their portfolio CARMEL, IN 299,681299.7k $33.3m $33.3m 10.53% Added +23.7k +23,680
76 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 299,518299.5k $33.3m $33.3m 0.09% Reduced -35.1k -35,134
77 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 284,129284.1k $31.6m $31.6m 0.01% Added +139.0k +138,998
78 HTG Investment Advisors, Inc. 8.78% of their portfolio NEW CANAAN, CT 276,823276.8k $30.8m $30.8m 8.78% Added +35.6k +35,600
79 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 275,082275.1k $29.7m $29.7m 0.00% Added +34.4k +34,399
80 Gateway Wealth Partners, LLC 1.18% of their portfolio APPLETON, WI 272,522272.5k $30.3m $30.3m 1.18% Added +154.6k +154,609
81 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 269,036269.0k $29.9m $29.9m 0.11% Added +39.0k +39,005
82 Burton Enright Welch 4.01% of their portfolio WALNUT CREEK, CA 265,535265.5k $29.5m $29.5m 4.01% Added +14.5k +14,477
83 CONTINUUM WEALTH ADVISORS, LLC 12.08% of their portfolio SARATOGA SPRINGS, NY 261,916261.9k $29.1m $29.1m 12.08% Reduced -8.9k -8,937
84 EP Wealth Advisors, LLC 0.14% of their portfolio TORRANCE, CA 249,495249.5k $27.7m $27.7m 0.14% Added +246.3k +246,278
85 Zhang Financial LLC 0.93% of their portfolio PORTAGE, MI 242,233242.2k $26.9m $26.9m 0.93% Added +29.3k +29,260
86 TANDEMGROWTH FINANCIAL ADVISORS LLC 25.22% of their portfolio ALPHARETTA, GA 240,833240.8k $26.8m $26.8m 25.22% Reduced -71.2k -71,211
87 Sensenig Capital Advisors, Inc 27.22% of their portfolio Collegeville, PA 238,838238.8k $26.6m $26.6m 27.22% Reduced -3.7k -3,707
88 WEBSTERROGERS FINANCIAL ADVISORS, LLC 7.56% of their portfolio FLORENCE, SC 237,607237.6k $26.4m $26.4m 7.56% Reduced -17.1k -17,053
89 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 237,152237.2k $26.4m $26.4m 0.04% Added +25.6k +25,597
90 WorthPointe, LLC 6.87% of their portfolio La Jolla, CA 226,547226.5k $25.2m $25.2m 6.87% Reduced -42.8k -42,778
91 Oak Wealth Advisors LLC 13.65% of their portfolio NORTHBROOK, IL 223,453223.5k $24.8m $24.8m 13.65% Added +11.9k +11,864
92 Chicago Partners Investment Group LLC 0.60% of their portfolio CHICAGO, IL 222,642222.6k $26.9m $26.9m 0.60% Added +4.5k +4,501
93 LexAurum Advisors, LLC 3.09% of their portfolio OVERLAND PARK, KS 214,512214.5k $23.8m $23.8m 3.09% First filing
94 Trellis Wealth Advisors LLC 8.71% of their portfolio San Luis Obispo, CA 205,746205.7k $22.9m $22.9m 8.71% Reduced -445 -445
95 Strategic Financial Planning, Inc. 5.68% of their portfolio PLANO, TX 200,814200.8k $9.7m $9.7m 5.68% New
96 Torren Management, LLC 10.91% of their portfolio SAN DIEGO, CA 197,066197.1k $21.9m $21.9m 10.91% Added +1.9k +1,885
97 Henrickson Nauta Wealth Advisors, Inc. 6.10% of their portfolio BELMONT, MI 195,625195.6k $21.8m $21.8m 6.10% Reduced -194.4k -194,377
98 CARDIFF PARK ADVISORS, LLC 1.74% of their portfolio SAN MARCOS, CA 195,220195.2k $21.7m $21.7m 1.74% Added +18.2k +18,242
99 Greenspring Advisors, LLC 1.30% of their portfolio Towson, MD 192,256192.3k $21.4m $21.4m 1.30% Reduced -1.8k -1,845
100 Passive Capital Management, LLC. 6.23% of their portfolio BALTIMORE, MD 187,708187.7k $20.9m $20.9m 6.23% Reduced -453 -453