Vault-13

AMERICAN CENTY ETF TR AVUS

US EQT ETF · ETP · CUSIP 025072885

584 institutional holders +25 vs Q1 2026
91,966,46492.0m shares reported held*
$11.7bnreported value*
44 new 259 added 168 reduced 19 sold out net bought ≈ $1.0bn (+7.8m 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 ($48.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $127.03. Options: 1 managers hold calls ($1.2m notional), 0 hold puts (—).

Trends to Q2 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: 559Q2 26: 584584Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026584

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 307 bought or addedQ1 26: 159 cut or sold outQ2 26: 303 bought or addedQ2 26: 187 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024199135
Q4 2024211135
Q1 2025232161
Q2 2025259153
Q3 2025230191
Q4 2025229196
Q1 2026307159
Q2 2026303187

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 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 —Q2 26 calls: $1.2mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$201.2k$00.00
Q1 2026$0$0—
Q2 2026$1.2m$00.00

Biggest buyers

FIFTH THIRD BANCORP Added +1,763,228+1.8m
Prime Capital Investment Advisors, LLC New +1,763,123+1.8m
AMERICAN CENTURY COMPANIES INC Added +406,412+406.4k
TWO SIGMA INVESTMENTS, LP New +381,500+381.5k
HB Wealth Management, LLC Added +281,733+281.7k
Cetera Investment Advisers Added +237,673+237.7k
CREATIVE FINANCIAL DESIGNS INC /ADV New +217,490+217.5k
ENVESTNET ASSET MANAGEMENT INC Added +177,765+177.8k
LPL Financial LLC Added +153,009+153.0k
RAYMOND JAMES FINANCIAL INC Added +141,634+141.6k

Biggest sellers

Corient Private Wealth LP Reduced -237,366-237.4k
Strategic Financial Planning, Inc. Sold out -200,814-200.8k
Gateway Wealth Partners, LLC Reduced -127,490-127.5k
Mariner, LLC Reduced -105,798-105.8k
Foundations Investment Advisors, LLC Reduced -68,682-68.7k
Disciplina Capital Management LLC Reduced -50,423-50.4k
Kestra Investment Management, LLC Reduced -45,180-45.2k
HighTower Advisors, LLC Reduced -39,920-39.9k
TRAPHAGEN INVESTMENT ADVISORS LLC Reduced -37,993-38.0k
Creative Planning Reduced -31,331-31.3k

Biggest calls

CITADEL ADVISORS LLC New $1.2m9.5k 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 HB Wealth Management, LLC 4.33% of their portfolio Atlanta, GA 6,026,4396.0m $771.9m $771.9m 4.33% Added +281.7k +281,733
2 AMERICAN CENTURY COMPANIES INC 0.26% of their portfolio KANSAS CITY, MO 4,549,4234.5m $582.7m $582.7m 0.26% Added +406.4k +406,412
3 Oak Root LLC 41.07% of their portfolio Santa Barbara, CA 2,905,9492.9m $372.2m $372.2m 41.07% Unchanged
4 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 2,541,7222.5m $325.5m $325.5m 0.07% Added +153.0k +153,009
5 MASECO LLP 8.56% of their portfolio LONDON, X0 2,377,6612.4m $304.6m $304.6m 8.56% Added +39.4k +39,384
6 Annex Advisory Services, LLC 4.43% of their portfolio BROOKFIELD, WI 2,025,3592.0m $259.4m $259.4m 4.43% Added +96.3k +96,288
7 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 2,009,2072.0m $257.3m $257.3m 0.06% Added +177.8k +177,765
8 Focus Partners Wealth 0.26% of their portfolio ST LOUIS, MO 1,954,5132.0m $250.3m $250.3m 0.26% Reduced -4.4k -4,386
9 FIFTH THIRD BANCORP 0.37% of their portfolio CINCINNATI, OH 1,764,0291.8m $225.9m $225.9m 0.37% Added +1.8m +1,763,228
10 Prime Capital Investment Advisors, LLC 2.19% of their portfolio OVERLAND PARK, KS 1,763,1231.8m $225.8m $225.8m 2.19% New
11 HighTower Advisors, LLC 0.19% of their portfolio CHICAGO, IL 1,572,7821.6m $201.4m $201.4m 0.19% Reduced -39.9k -39,920
12 Financial Plan, Inc. 17.36% of their portfolio BELLINGHAM, WA 1,428,1951.4m $182.9m $182.9m 17.36% Added +34.2k +34,237
13 COMMONWEALTH EQUITY SERVICES, LLC 0.23% of their portfolio WALTHAM, MA 1,412,7171.4m $180.9m $180.9m 0.23% Added +58.7k +58,745
14 Great Point Wealth Advisors, LLC 24.46% of their portfolio BOSTON, MA 1,182,6491.2m $151.5m $151.5m 24.46% Added +37.8k +37,785
15 Beacon Pointe Advisors, LLC 0.67% of their portfolio NEWPORT BEACH, CA 1,125,5821.1m $144.2m $144.2m 0.67% Added +35.2k +35,204
16 Corient Private Wealth LP 0.20% of their portfolio MIAMI, FL 1,101,0111.1m $141.0m $141.0m 0.20% Reduced -237.4k -237,366
17 Modera Wealth Management, LLC 1.47% of their portfolio WESTWOOD, NJ 1,076,3581.1m $137.9m $137.9m 1.47% Added +48.7k +48,655
18 TRAPHAGEN INVESTMENT ADVISORS LLC 9.29% of their portfolio ORADELL, NJ 1,015,7511.0m $130.1m $130.1m 9.29% Reduced -38.0k -37,993
19 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 999,429999.4k $128.0m $128.0m 0.01% Added +26.0k +26,031
20 MERCER GLOBAL ADVISORS INC /ADV 0.16% of their portfolio DENVER, CO 982,092982.1k $125.8m $125.8m 0.16% Reduced -12.2k -12,237
21 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 971,486971.5k $124.4m $124.4m 0.03% Added +141.6k +141,634
22 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 967,372967.4k $123.9m $123.9m 0.01% Added +92.2k +92,213
23 Creative Planning 0.07% of their portfolio OVERLAND PARK, KS 938,149938.1k $120.2m $120.2m 0.07% Reduced -31.3k -31,331
24 PARK AVENUE SECURITIES LLC 0.73% of their portfolio NEW YORK, NY 914,760914.8k $117.2m $117.2m 0.73% Added +108.1k +108,081
25 Quantum Financial Advisors, LLC 11.50% of their portfolio SANTA MONICA, CA 907,573907.6k $116.2m $116.2m 11.50% Added +29.4k +29,427
26 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 879,326879.3k $112.6m $112.6m 0.02% Added +97.6k +97,568
27 RVW Wealth, LLC 6.97% of their portfolio LOS ANGELES, CA 826,494826.5k $105.9m $105.9m 6.97% Added +23.9k +23,940
28 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 816,548816.5k $104.6m $104.6m 0.10% Added +237.7k +237,673
29 Bridgewater Advisors Inc. 5.72% of their portfolio NEW YORK, NY 810,647810.6k $104.8m $104.8m 5.72% Added +48.3k +48,337
30 Werba Rubin Papier Wealth Management 11.93% of their portfolio SAN JOSE, CA 767,323767.3k $98.3m $98.3m 11.93% Added +34.0k +34,017
31 Magnolia Private Wealth, LLC 7.32% of their portfolio PHILADELPHIA, PA 760,242760.2k $13.3m $13.3m 7.32% Reduced -5.2k -5,244
32 McLean Asset Management Corp 12.67% of their portfolio TYSONS, VA 751,137751.1k $95.8m $95.8m 12.67% Added +9.7k +9,674
33 B&D White Capital Company, LLC 9.40% of their portfolio Lakeway, TX 737,291737.3k $94.4m $94.4m 9.40% Added +4.9k +4,851
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 731,664731.7k $93.7m $93.7m 0.05% Reduced -21.5k -21,488
35 Simplicity Wealth,LLC 3.04% of their portfolio SUMMIT, NJ 702,241702.2k $89.9m $89.9m 3.04% Added +12.4k +12,413
36 BCR Wealth Strategies, LLC 24.80% of their portfolio VESTAVIA, AL 689,260689.3k $88.3m $88.3m 24.80% Reduced -9.7k -9,737
37 Cresset Asset Management, LLC 0.31% of their portfolio Chicago, IL 666,468666.5k $85.4m $85.4m 0.31% Added +14.5k +14,521
38 Savant Capital, LLC 0.25% of their portfolio ROCKFORD, IL 655,079655.1k $83.9m $83.9m 0.25% Added +115.5k +115,497
39 SC&H Financial Advisors, Inc. 10.93% of their portfolio HUNT VALLEY, MD 643,544643.5k $82.4m $82.4m 10.93% Added +7.8k +7,752
40 Caliber Wealth Management, LLC / KS 7.78% of their portfolio Overland Park, KS 628,777628.8k $80.5m $80.5m 7.78% Added +23.4k +23,352
41 Rockwood Wealth Management, LLC 4.91% of their portfolio New Hope, PA 605,983606.0k $77.6m $77.6m 4.91% Reduced -8.5k -8,507
42 McGlone Suttner Wealth Management, Inc. 7.95% of their portfolio APPLETON, WI 528,975529.0k $67.8m $67.8m 7.95% Added +6.7k +6,658
43 Plancorp, LLC 1.65% of their portfolio SAINT LOUIS, MO 527,558527.6k $67.4m $67.4m 1.65% Reduced -367 -367
44 ACCREDITED INVESTOR SERVICES, LLC 37.45% of their portfolio ST. CLOUD, MN 517,498517.5k $66.3m $66.3m 37.45% Added +961 +961
45 WMG Financial Advisors, LLC 24.44% of their portfolio Knoxville, TN 506,461506.5k $64.9m $64.9m 24.44% Added +5.0k +4,952
46 OneDigital Investment Advisors LLC 0.54% of their portfolio OVERLAND PARK, KS 496,521496.5k $63.6m $63.6m 0.54% Added +9.3k +9,314
47 CPC Advisors, LLC 8.51% of their portfolio Atlanta, GA 492,914492.9k $63.1m $63.1m 8.51% Added +1.7k +1,674
48 Gradient Investments LLC 0.85% of their portfolio ARDEN HILLS, MN 483,502483.5k $61.9m $61.9m 0.85% Added +125.7k +125,746
49 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 471,368471.4k $60.0m $60.0m 0.10% Added +16.2k +16,212
50 RAFFA WEALTH MANAGEMENT, LLC 7.27% of their portfolio WASHINGTON, DC 450,553450.6k $57.7m $57.7m 7.27% Added +48.5k +48,461
51 Geometric Wealth Advisors 6.18% of their portfolio WASHINGTON, DC 445,778445.8k $57.1m $57.1m 6.18% Added +9.7k +9,677
52 Focus Partners Advisor Solutions, LLC 0.48% of their portfolio SAINT LOUIS, MO 442,411442.4k $56.7m $56.7m 0.48% Added +61.5k +61,509
53 World Investment Advisors 0.81% of their portfolio LINCROFT, NJ 441,517441.5k $49.1m $49.1m 0.81% Unchanged
54 Strategic Blueprint, LLC 2.82% of their portfolio ATLANTA, GA 440,816440.8k $56.5m $56.5m 2.82% Reduced -7.8k -7,817
55 CORRECT CAPITAL WEALTH MANAGEMENT 9.64% of their portfolio CLAYTON, MO 436,566436.6k $55.9m $55.9m 9.64% Added +74.1k +74,073
56 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 16.62% of their portfolio HILLSDALE, NY 435,464435.5k $55.8m $55.8m 16.62% Added +2.4k +2,411
57 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 434,777434.8k $55.7m $55.7m 0.09% Added +24.0k +24,032
58 WCG Wealth Advisors LLC 1.32% of their portfolio LAS VEGAS, NV 433,975434.0k $55.6m $55.6m 1.32% Added +2.7k +2,725
59 Indivisible Partners 3.12% of their portfolio CLEARWATER, FL 430,377430.4k $55.1m $55.1m 3.12% Added +69.7k +69,707
60 AWM CAPITAL, LLC 4.32% of their portfolio Phoenix, AZ 421,140421.1k $53.9m $53.9m 4.32% Reduced -4.2k -4,220
61 Tortoise Investment Management, LLC 3.97% of their portfolio WHITE PLAINS, NY 415,640415.6k $53.2m $53.2m 3.97% Added +23.4k +23,353
62 Waverly Advisors, LLC 0.30% of their portfolio BIRMINGHAM, AL 407,458407.5k $52.2m $52.2m 0.30% Reduced -5.3k -5,277
63 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 396,786396.8k $50.8m $50.8m 0.10% Added +97.3k +97,268
64 LEGACY FINANCIAL GROUP, INC. 11.66% of their portfolio TULSA, OK 390,059390.1k $50.0m $50.0m 11.66% Added +26.7k +26,699
65 Vestmark Advisory Solutions, Inc. 0.46% of their portfolio Wakefield, MA 384,167384.2k $49.2m $49.2m 0.46% Added +4.0k +3,964
66 TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio NEW YORK, NY 381,500381.5k $48.9m $48.9m 0.04% New
67 Mattern Wealth Management LLC 7.98% of their portfolio LAWRENCE, KS 379,466379.5k $48.6m $48.6m 7.98% Added +11.8k +11,761
68 Disciplina Capital Management LLC 5.00% of their portfolio NASHVILLE, TN 377,700377.7k $48.4m $48.4m 5.00% Reduced -50.4k -50,423
69 Arcadia Wealth Management, Inc. 22.53% of their portfolio SMITHTOWN, NY 368,667368.7k $47.2m $47.2m 22.53% Added +9.4k +9,398
70 Glenview Trust Co 0.64% of their portfolio Louisville, KY 361,185361.2k $46.3m $46.3m 0.64% Added +10.9k +10,859
71 BSW Wealth Partners 5.09% of their portfolio BOULDER, CO 357,436357.4k $45.8m $45.8m 5.09% Reduced -8.0k -8,038
72 RETIREMENT FINANCIAL SOLUTIONS, LLC 11.12% of their portfolio KNOXVILLE, TN 353,155353.2k $45.2m $45.2m 11.12% Added +17.2k +17,181
73 Hutchens & Kramer Investment Management Group, LLC 11.95% of their portfolio CARMEL, IN 348,287348.3k $44.6m $44.6m 11.95% Added +48.6k +48,606
74 Align Financial, LLC 21.87% of their portfolio HERMANTOWN, MN 344,040344.0k $44.1m $44.1m 21.87% Added +10.8k +10,787
75 CONTINUUM WEALTH ADVISORS, LLC 14.69% of their portfolio SARATOGA SPRINGS, NY 339,935339.9k $43.5m $43.5m 14.69% Added +78.0k +78,019
76 Signature Resources Capital Management, LLC 17.04% of their portfolio NEWPORT BEACH, CA 337,465337.5k $43.2m $43.2m 17.04% Added +26.9k +26,942
77 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 334,161334.2k $42.8m $42.8m 0.05% Added +97.0k +97,009
78 Highland Financial Advisors, LLC 9.34% of their portfolio WAYNE, NJ 331,484331.5k $42.5m $42.5m 9.34% Reduced -3.7k -3,709
79 CVA Family Office, LLC 3.76% of their portfolio DENVER, CO 324,622324.6k $41.6m $41.6m 3.76% Added +13.9k +13,876
80 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 308,426308.4k $39.3m $39.3m 0.00% Added +33.3k +33,344
81 JRM Investment Counsel, LLC 9.34% of their portfolio OMAHA, NE 301,331301.3k $38.6m $38.6m 9.34% Reduced -9.0k -8,965
82 HTG Investment Advisors, Inc. 9.74% of their portfolio NEW CANAAN, CT 296,736296.7k $38.0m $38.0m 9.74% Added +19.9k +19,913
83 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 276,485276.5k $35.4m $35.4m 0.01% Reduced -7.6k -7,644
84 Aspen Private Advisors, LLC 35.48% of their portfolio SIOUX FALLS, SD 276,168276.2k $35.4m $35.4m 35.48% First filing
85 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 271,743271.7k $34.8m $34.8m 0.11% Added +2.7k +2,707
86 Burton Enright Welch 3.99% of their portfolio WALNUT CREEK, CA 265,570265.6k $34.0m $34.0m 3.99% Added +35 +35
87 Copper Harbor Investment Advisors, LLC 7.10% of their portfolio APPLETON, WI 261,754261.8k $33.5m $33.5m 7.10% First filing
88 Zhang Financial LLC 0.97% of their portfolio PORTAGE, MI 259,250259.2k $33.2m $33.2m 0.97% Added +17.0k +17,017
89 EP Wealth Advisors, LLC 0.12% of their portfolio TORRANCE, CA 248,728248.7k $31.9m $31.9m 0.12% Reduced -767 -767
90 TANDEMGROWTH FINANCIAL ADVISORS LLC 25.81% of their portfolio ALPHARETTA, GA 246,572246.6k $31.6m $31.6m 25.81% Added +5.7k +5,739
91 Sensenig Capital Advisors, Inc 28.53% of their portfolio Collegeville, PA 243,335243.3k $31.2m $31.2m 28.53% Added +4.5k +4,497
92 WEBSTERROGERS FINANCIAL ADVISORS, LLC 7.58% of their portfolio FLORENCE, SC 230,978231.0k $29.6m $29.6m 7.58% Reduced -6.6k -6,629
93 WorthPointe, LLC 7.44% of their portfolio La Jolla, CA 230,810230.8k $29.6m $29.6m 7.44% Added +4.3k +4,263
94 Chicago Partners Investment Group LLC 0.58% of their portfolio CHICAGO, IL 229,401229.4k $29.1m $29.1m 0.58% Added +6.8k +6,759
95 Oak Wealth Advisors LLC 13.83% of their portfolio NORTHBROOK, IL 225,124225.1k $28.8m $28.8m 13.83% Added +1.7k +1,671
96 CREATIVE FINANCIAL DESIGNS INC /ADV 1.33% of their portfolio KOKOMO, IN 217,490217.5k $27.9m $27.9m 1.33% New
97 ARQ WEALTH ADVISORS, LLC 3.32% of their portfolio SCOTTSDALE, AZ 209,287209.3k $26.8m $26.8m 3.32% Added +29.6k +29,640
98 Trellis Wealth Advisors LLC 9.04% of their portfolio San Luis Obispo, CA 205,672205.7k $26.3m $26.3m 9.04% Reduced -74 -74
99 LexAurum Advisors, LLC 2.98% of their portfolio OVERLAND PARK, KS 201,207201.2k $25.8m $25.8m 2.98% Reduced -13.3k -13,305
100 Torren Management, LLC 12.84% of their portfolio SAN DIEGO, CA 197,155197.2k $25.3m $25.3m 12.84% Added +89 +89