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Disclosery

AVGE AMERICAN CENTY ETF TR

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SHS (fund)

158 managers (160 13F filers) reported a position in AVGE shares at 2026-06-30, 3,361,729 shares in all. 36 filers opened a position and 6 filers sold out during the quarter.

Managers
158
13F filers
160
New
36
Added
79
Reduced
26
Sold out
6
Shares held by filers
3,361,729

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Meredith Wealth Planning297,253$29.5M6.95%+18,65213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC254,389$25.2M0.03%+24,72613F-HRTimeline
Greenspring Advisors, LLC165,420$16.4M0.91%-8,75613F-HRTimeline
GFG Capital, LLC163,602$16.2M4.46%new13F-HRTimeline
Compass Ion Advisors, LLC118,846$11.8M1.02%+32,64913F-HRTimeline
BIP Wealth, LLC116,708$11.6M0.33%+8,26113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC108,276$10.7M<0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC100,131$9.92M0.05%013F-HRTimeline
Nova R Wealth, Inc.95,762$9.49M2.77%-1,91513F-HRTimeline
LPL Financial LLC94,256$9.34M<0.01%+4,60313F-HRTimeline
Index Fund Advisors, Inc.90,746$8.99M0.36%+4,00013F-HRTimeline
Paragon Advisors, LLC73,594$7.29M1.53%-7813F-HRTimeline
Pacific Asset Management, LLC71,984$7.13M3.5%-1,57913F-HRTimeline
Intelligent Financial Strategies64,521$6.39M3.08%-31013F-HRTimeline
FMB WEALTH MANAGEMENT62,065$6.15M2.26%+7313F-HRTimeline
Frankly Finances, LLC58,958$5.84M4.62%+5,89913F-HR/ATimeline
Sprinkle Financial Consultants LLC57,470$5.7M2.23%+64113F-HRTimeline
Cogent Private Wealth, Inc.51,846$5.14M3.21%+19,37213F-HRTimeline
Cresset Asset Management, LLC51,619$5.12M0.02%+30,78013F-HRTimeline
Align Financial, LLC48,466$4.8M2.38%+3,97313F-HRTimeline
Hutchens & Kramer Investment Management…47,965$4.75M1.27%+17,27913F-HRTimeline
Werba Rubin Papier Wealth Management45,424$4.5M0.55%+7,89613F-HRTimeline
B&D White Capital Company, LLC43,782$4.34M0.43%013F-HRTimeline
Fermata Advisors, LLC43,716$4.33M0.88%+62213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP40,717$4.04M0.01%+2,55413F-HR/ATimelineGroup
ENTREWEALTH, LLC38,882$3.92M1.45%+2,80613F-HRTimeline
Savant Capital, LLC38,733$3.84M0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,784$3.55M0.08%+1,12513F-HRTimelineGroup
Yardley Wealth Management LLC33,830$3.35M1.52%+30913F-HRTimeline
SC&H Financial Advisors, Inc.32,246$3.2M0.42%+2,06013F-HRTimeline
Evanson Financial, LLC32,115$3.18M0.16%13F-HRTimeline
Wilkerson Advisory Group LLC32,013$3.17M0.97%-19413F-HRTimeline
Betterment LLC29,116$2.88M<0.01%+5413F-HRTimeline
ARQ WEALTH ADVISORS, LLC28,783$2.85M0.35%+12,91113F-HRTimeline
Ridgeline Wealth, LLC27,621$2.74M1.6%-31913F-HRTimeline
Magnolia Private Wealth, LLC25,230$2.5M1.37%-10,16013F-HRTimeline
WCG Wealth Advisors LLC24,015$2.38M0.06%-55613F-HRTimeline
Integrity Wealth Solutions LLC20,692$2.05M0.76%+3,34713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,600$2.03M+17,691Timeline
Focus Partners Wealthgroup of 2 filers holding19,997$1.98M+3,069Timeline
CURIO WEALTH, LLC19,674$1.95M0.6%+1,17413F-HRTimeline
Oceanside Advisors LLC18,920$1.87M0.95%+84713F-HRTimeline
WMG Financial Advisors, LLC18,268$1.81M0.68%-1,08213F-HRTimeline
Apella Capital, LLC17,498$1.72M0.02%+3,03013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,013$1.59M<0.01%-19213F-HR/ATimeline
Beacon Pointe Advisors, LLC14,699$1.46M0.01%+1,04013F-HRTimeline
Modera Wealth Management, LLC14,569$1.44M0.02%+4,65013F-HRTimeline
Avantax Planning Partners, Inc.14,459$1.43M0.04%+1,70313F-HRTimeline
Financial Plan, Inc.14,323$1.42M0.13%+2,59613F-HRTimeline
LAM GROUP, INC.14,226$1.41M0.7%+1,23513F-HRTimeline
Plancorp, LLC13,259$1.31M0.03%+2,15013F-HRTimeline
Cambridge Investment Research Advisors,…12,014$1.19M<0.01%+60713F-HR/ATimeline
HUB Investment Partners, LLC11,136$1.1M0.02%+61613F-HRTimeline
Arista Wealth Management, LLC10,998$1.09M0.12%new13F-HRTimeline
Ferguson Johnson Wealth Management Inc10,954$1.08M0.79%+3,58913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,776$1.07M0.01%+94013F-HRTimelineGroup
Farther Finance Advisors, LLC10,612$1.05M0.01%-5913F-HRTimeline
Nemes Rush Group LLC9,626$954K0.08%+69313F-HRTimeline
Creative Planningin group Creative Planning9,505$942K<0.01%-3413F-HRTimelineGroup
Advisory Services Network, LLC9,377$929K0.01%013F-HRTimeline
Vawter Financial, Ltd.8,944$886K0.33%+71713F-HRTimeline
Versant Capital Management, Inc8,339$826K0.07%+40413F-HRTimeline
Savvy Advisors, Inc.7,734$766K0.02%+3,50713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,640$757K<0.01%+1,41813F-HRTimelineGroup
Eaton-Cambridge Inc.7,410$734K0.21%-28513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,331$726K<0.01%+1,50613F-HRTimelineGroup
marrick wealth, LLC7,303$724K0.51%+21713F-HRTimeline
Creative Capital Management Investments…7,083$702K0.16%+25813F-HRTimeline
AE Wealth Management LLC6,982$692K<0.01%+4,11513F-HRTimeline
GEM Asset Management, LLC6,709$665K0.26%+36513F-HRTimeline
SAGE RHINO CAPITAL LLC6,522$646K0.11%+6613F-HRTimeline
TCI Wealth Advisors, Inc.6,122$607K0.03%-8313F-HRTimeline
Steffes Financial, Ltd.5,615$556K0.24%new13F-HRTimeline
Holcombe Financial, Inc.5,551$550K0.31%+3613F-HRTimeline
HighTower Advisors, LLC5,539$549K<0.01%+76513F-HRTimeline
FOSTER & MOTLEY INC5,389$534K0.02%+7313F-HRTimeline
CIBC WORLD MARKET INC.5,217$517K<0.01%new13F-HRTimeline
Meritas Wealth Management, LLC5,184$514K0.2%+85913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,178$513K<0.01%new13F-HRTimelineGroup
Shira Ridge Wealth Management5,019$497K0.17%new13F-HRTimeline
OceanIQ Capital, LLC4,900$497K0.3%13F-HRTimeline
Canvas Wealth Advisors, LLC4,824$478K0.07%+10113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,575$453K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC4,433$439K<0.01%new13F-HRTimeline
Accurate Wealth Management, LLC4,425$439K0.04%-50713F-HRTimeline
BARLOW WEALTH PARTNERS, LLC4,472$439K0.05%013F-HRTimeline
Collaborative Wealth Managment Inc.4,336$430K0.18%-30313F-HRTimeline
Aprio Wealth Management, LLC4,322$428K0.02%+213F-HRTimeline
BCR Wealth Strategies, LLC4,234$419K0.12%013F-HRTimeline
Strategic Blueprint, LLC4,142$410K0.02%-5,16413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,075$404K0.12%+12213F-HRTimeline
Great Point Wealth Advisors, LLC4,007$397K0.06%+14413F-HRTimeline
Arlington Financial Advisors, LLC3,907$387K0.05%+15113F-HRTimeline
SAX WEALTH ADVISORS, LLC4,382$386K0.02%-26113F-HRTimeline
Parkwoods Wealth Partners, LLC3,629$360K0.06%new13F-HRTimeline
Fonville Wealth Management LLC3,554$352K0.06%+26413F-HRTimeline
WJ Wealth Management, LLC3,475$344K0.14%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,404$337K0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC3,357$333K<0.01%-15,97513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,187$317K<0.01%+1,22713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,202$316K<0.01%+2,74013F-HRTimelineGroup
BAYSHORE ASSET MANAGEMENT, LLC3,140$311K0.11%+30513F-HRTimeline
McCartney Wealth Management LLC2,947$292K0.22%-913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,900$287K0.01%+2913F-HRTimelineGroup
BWM Planning, LLC2,875$285K0.07%new13F-HRTimeline
WESPAC Advisors SoCal, LLC2,744$272K0.05%013F-HRTimeline
Annandale Capital, LLC2,695$267K0.04%-413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,687$266K0.02%+2513F-HRTimeline
Beaird Harris Wealth Management, LLC2,604$258K0.02%+30613F-HRTimeline
Private Wealth Management Group, LLC2,503$248K0.06%+89713F-HRTimeline
Oak Wealth Advisors LLC2,434$241K0.12%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,428$241K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,428$241K<0.01%-24413F-HRTimeline
PRIVATE TRUST CO NA2,339$232K0.02%+1,19413F-HRTimeline
Physician Wealth Advisors, Inc.2,307$229K0.03%-4113F-HRTimeline
XY Planning Network, Inc.2,291$227K0.03%new13F-HRTimeline
Tillman Hartley LLC2,251$223K0.05%new13F-HRTimeline
Merit Financial Group, LLC2,240$222K<0.01%new13F-HR/ATimeline
Hill Investment Group Partners, LLC2,189$217K0.02%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,185$217K0.04%new13F-HRTimeline
CARY STREET PARTNERS INVESTMENT ADVISOR…in group CARY STREET PARTNERS ASSET MA…2,110$209K0.04%new13F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.2,104$209K0.05%-18913F-HRTimeline
Allworth Financial LP1,864$185K<0.01%+3213F-HRTimeline
Allied Private Wealth LLC1,674$164K0.11%13F-HRTimeline
LRI Investments, LLC1,451$144K0.01%+713F-HRTimeline
Mosley Wealth Management1,311$130K0.04%new13F-HRTimeline
Orion Capital Management LLC1,293$128K0.04%+10313F-HRTimeline
Valued Wealth Advisors LLC1,065$106K0.04%+5113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC881$87.3K0.03%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC749$74.2K0.01%+1613F-HRTimeline
Arax Advisory Partners680$67.3K<0.01%+54713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN556$55K<0.01%+55513F-HRTimelineGroup
Torren Management, LLC434$43K0.02%-3213F-HRTimeline
Continuum Advisory, LLC421$41.7K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA396$39K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC358$35.5K<0.01%+9613F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC220$21.8K<0.01%013F-HRTimelineGroup
Atomic Invest LLC210$20.7K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC201$19.9K<0.01%new13F-HRTimeline
CVA Family Office, LLC189$18.7K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS178$17.6K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC164$16.3K<0.01%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.154$15.2K0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.152$15.1K<0.01%new13F-HRTimeline
Navigoe, LLC155$15K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.169$14.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC141$14K<0.01%13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC114$11.3K0.01%+413F-HRTimeline
Essential Partners LLC111$11K0.01%+1113F-HRTimeline
Kings Path Partners LLC90$8.92K<0.01%new13F-HRTimeline
Burk Holdings LLC58$5.75K<0.01%+1113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/55$5.47K<0.01%new13F-HRTimelineGroup
Global Trust Asset Management, LLC38$3.77K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd38$3.77K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.19$1.88K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5$527<0.01%+113F-HRTimelineGroup
Signature Resources Capital Management,…1$99<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.