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Disclosery

AVGE AMERICAN CENTY ETF TR

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SHS (fund)

99 managers (99 13F filers) reported a position in AVGE shares at 2025-03-31, 1,789,133 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
99
13F filers
99
New
10
Added
52
Reduced
21
Sold out
4
Shares held by filers
1,789,133

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Wealthstream Advisors, Inc.156,413$11.1M2.08%+11,18913F-HRTimeline
Paragon Advisors, LLC143,676$10.2M3.87%-1,21213F-HRTimeline
Nova R Wealth, Inc.105,142$7.49M3.71%-3,08413F-HRTimeline
Meredith Wealth Planning101,221$7.21M3.18%+18,30213F-HRTimeline
LPL Financial LLC72,312$5.15M<0.01%+3,83013F-HRTimeline
Compass Ion Advisors, LLC69,841$4.97M0.59%-5,08813F-HRTimeline
Intelligent Financial Strategies68,843$4.9M2.56%013F-HRTimeline
Index Fund Advisors, Inc.63,686$4.53M0.28%-3,17713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC62,680$4.46M0.01%+2,05813F-HRTimeline
FMB WEALTH MANAGEMENT60,784$4.33M2.39%+12113F-HRTimeline
Sprinkle Financial Consultants LLC57,085$4.06M2.58%+7713F-HRTimeline
BIP Wealth, LLC47,129$3.36M0.22%+18,93513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP39,913$2.84M<0.01%+62913F-HRTimelineGroup
Pacific Asset Management, LLC36,039$2.57M2.3%+12,82513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,130$2.29M0.01%+13,58513F-HRTimeline
Collaborative Wealth Managment Inc.31,501$2.24M1.05%-91913F-HRTimeline
Fermata Advisors, LLC31,009$2.21M0.4%-44413F-HRTimeline
Austin Wealth Management, LLC30,313$2.13M0.43%+7,58213F-HRTimeline
Betterment LLC28,048$2M<0.01%+2,31013F-HRTimeline
Werba Rubin Papier Wealth Management27,991$1.99M0.43%+3,35913F-HRTimeline
Aveo Capital Partners, LLC25,686$1.84M0.31%+4,58613F-HRTimeline
WCG Wealth Advisors LLC25,443$1.81M0.14%-3,32313F-HR/ATimeline
SC&H Financial Advisors, Inc.24,298$1.73M0.34%+1,19213F-HRTimeline
Evanson Asset Management, LLC23,897$1.7M0.12%+27713F-HRTimeline
Ridgeline Wealth, LLC23,643$1.68M1.43%+2,38113F-HRTimeline
Yardley Wealth Management LLC23,161$1.65M0.97%+2,53313F-HRTimeline
Magnolia Private Wealth, LLC22,421$1.6M1.35%+9,93513F-HRTimeline
Modern Wealth Management, LLC20,611$1.47M0.05%-72213F-HR/ATimeline
WMG Financial Advisors, LLC17,941$1.28M0.54%+16513F-HRTimeline
Strategic Financial Concepts, LLC16,003$1.14M0.21%+2,42213F-HRTimeline
Oceanside Advisors LLC15,405$1.1M0.79%+84313F-HRTimeline
ENTREWEALTH, LLC13,819$984K0.76%+7,92613F-HRTimeline
Modera Wealth Management, LLC13,401$954K0.01%+1,77413F-HRTimeline
Apella Capital, LLC12,582$855K0.03%-79313F-HRTimeline
Cambridge Investment Research Advisors,…11,610$827K<0.01%+64713F-HRTimeline
LAM GROUP, INC.11,055$787K0.58%+20513F-HRTimeline
Advisory Services Network, LLC10,882$775K0.01%-13,47513F-HRTimeline
HUB Investment Partners, LLC10,333$736K0.03%+36413F-HRTimeline
Cresset Asset Management, LLC10,019$713K<0.01%+1,36513F-HRTimeline
Integrity Wealth Solutions LLC9,728$693K0.38%+2,80613F-HRTimeline
SAX WEALTH ADVISORS, LLC9,321$664K0.05%-4013F-HRTimeline
Eaton-Cambridge Inc.9,031$643K0.28%-3913F-HRTimeline
Waypoint Wealth Partners Inc.8,829$629K0.17%+47213F-HRTimeline
Avantax Planning Partners, Inc.8,398$598K0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,254$588K<0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC8,241$587K0.03%+74413F-HRTimeline
Creative Planningin group Creative Planning8,179$582K<0.01%013F-HRTimelineGroup
Plancorp, LLC8,032$572K0.02%+1713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth7,608$542K0.01%+84813F-HRTimelineGroup
Versant Capital Management, Inc6,936$494K0.08%+3,18713F-HRTimeline
Nemes Rush Group LLC6,800$484K0.06%+3,05013F-HRTimeline
TCI Wealth Advisors, Inc.5,676$404K0.03%+27013F-HRTimeline
GEM Asset Management, LLC5,603$401K0.22%+48213F-HRTimeline
Holcombe Financial, Inc.5,623$400K0.33%+27113F-HRTimeline
Oak Wealth Advisors LLC4,948$352K0.26%-1,83613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,822$343K<0.01%+213F-HRTimelineGroup
SAGE RHINO CAPITAL LLC4,751$338K0.08%new13F-HRTimeline
FOSTER & MOTLEY INC4,591$327K0.02%-28813F-HRTimeline
Creative Capital Management Investments…4,535$323K0.12%+2113F-HRTimeline
BARLOW WEALTH PARTNERS, LLC4,472$314K0.04%013F-HRTimeline
WESPAC Advisors SoCal, LLC3,939$280K0.07%-29513F-HRTimeline
Vawter Financial, Ltd.3,793$270K0.15%+75513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,785$269K0.01%013F-HRTimelineGroup
Arlington Financial Advisors, LLC3,781$269K0.05%+34613F-HRTimeline
Physician Wealth Advisors, Inc.3,779$269K0.05%-5,40313F-HRTimeline
Great Point Wealth Advisors, LLC3,552$253K0.05%+17713F-HRTimeline
Canvas Wealth Advisors, LLC3,146$215K0.06%new13F-HRTimeline
BCR Wealth Strategies, LLC2,981$212K0.09%+9613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,925$208K0.04%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,463$175K0.01%+64813F-HRTimelineGroup
Clearstead Advisors, LLC1,609$115K<0.01%new13F-HRTimeline
LRI Investments, LLC1,429$102K0.01%013F-HRTimeline
Orion Capital Management LLC1,122$79.9K0.03%+1013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,095$76.5K0.03%-1,01413F-HRTimeline
Valued Wealth Advisors LLC908$64.6K0.04%+13413F-HRTimeline
Allworth Financial LP891$62.7K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC721$51.4K<0.01%+37013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC705$50.2K0.01%-2613F-HRTimeline
Prudent Man Investment Management, Inc.516$37.3K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.521$37.1K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC477$34K0.01%+10313F-HRTimeline
Global Trust Asset Management, LLC390$27.8K0.02%-48213F-HRTimeline
Parkworth Wealth Management, Inc.382$27.2K0.02%-113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN340$24.2K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.280$19.9K<0.01%013F-HRTimeline
Continuum Advisory, LLC206$14.7K<0.01%+4313F-HRTimeline
NewEdge Advisors, LLC202$14.4K<0.01%013F-HRTimeline
CVA Family Office, LLC189$13.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO162$11.6K<0.01%+13213F-HRTimelineGroup
Navigoe, LLC155$11K0.01%013F-HRTimeline
McIlrath & Eck, LLC85$6.05K<0.01%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.70$4.98K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC61$4.34K<0.01%+2313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC27$1.92K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.19$1.35K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…13$925<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$86<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC69$1.04M-9,62913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.