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Disclosery

AVGE AMERICAN CENTY ETF TR

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SHS (fund)

104 managers (104 13F filers) reported a position in AVGE shares at 2025-06-30, 1,913,201 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
104
13F filers
104
New
9
Added
51
Reduced
30
Sold out
5
Shares held by filers
1,913,201

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Wealthstream Advisors, Inc.163,928$12.7M2.11%+7,51513F-HRTimeline
Meredith Wealth Planning146,880$11.4M4.13%+45,65913F-HRTimeline
Nova R Wealth, Inc.103,594$8.03M3.73%-1,54813F-HRTimeline
Paragon Advisors, LLC90,854$7.04M1.84%-52,82213F-HRTimeline
LPL Financial LLC77,634$6.02M<0.01%+5,32213F-HRTimeline
Compass Ion Advisors, LLC71,539$5.54M0.6%+1,69813F-HRTimeline
BIP Wealth, LLC70,462$5.46M0.34%+23,33313F-HRTimeline
Index Fund Advisors, Inc.68,166$5.28M0.3%+4,48013F-HRTimeline
Intelligent Financial Strategies65,321$5.06M2.69%-3,52213F-HRTimeline
FMB WEALTH MANAGEMENT62,581$4.85M2.31%+1,79713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC61,069$4.73M0.01%-1,61113F-HRTimeline
Sprinkle Financial Consultants LLC55,739$4.32M2.64%-1,34613F-HRTimeline
Pacific Asset Management, LLC46,083$3.57M2.87%+10,04413F-HRTimeline
Austin Wealth Management, LLC39,144$3.07M0.55%+8,83113F-HRTimeline
Magnolia Private Wealth, LLC35,693$2.77M2.14%+13,27213F-HRTimeline
Fermata Advisors, LLC35,191$2.73M0.73%+4,18213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,777$2.69M<0.01%-5,13613F-HR/ATimelineGroup
Collaborative Wealth Managment Inc.33,073$2.56M1.12%+1,57213F-HRTimeline
Werba Rubin Papier Wealth Management30,390$2.35M0.44%+2,39913F-HRTimeline
SC&H Financial Advisors, Inc.28,122$2.18M0.37%+3,82413F-HRTimeline
Evanson Asset Management, LLC25,722$1.99M0.12%+1,82513F-HRTimeline
Yardley Wealth Management LLC25,483$1.97M1.08%+2,32213F-HRTimeline
Strategic Financial Concepts, LLC25,424$1.97M0.28%+9,42113F-HRTimeline
Betterment LLC24,772$1.92M<0.01%-3,27613F-HRTimeline
Ridgeline Wealth, LLC24,659$1.91M1.56%+1,01613F-HRTimeline
WCG Wealth Advisors LLC24,003$1.86M0.12%-1,44013F-HRTimeline
Hutchens & Kramer Investment Management…22,621$1.76M0.81%new13F-HRTimeline
B&D White Capital Company, LLC22,546$1.75M0.27%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,859$1.69M<0.01%new13F-HRTimelineGroup
ENTREWEALTH, LLC21,793$1.69M1.17%+7,97413F-HRTimeline
Modern Wealth Management, LLC20,133$1.56M0.04%-47813F-HR/ATimeline
WMG Financial Advisors, LLC18,504$1.43M0.53%+56313F-HRTimeline
CURIO WEALTH, LLC16,598$1.29M0.56%+16,52913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,148$1.25M<0.01%-15,98213F-HRTimeline
Oceanside Advisors LLC15,919$1.23M0.82%+51413F-HRTimeline
Cresset Asset Management, LLC13,154$1.02M0.01%+3,13513F-HR/ATimeline
LAM GROUP, INC.11,751$910K0.61%+69613F-HRTimeline
Apella Capital, LLC11,137$868K0.02%-1,44513F-HRTimeline
Cambridge Investment Research Advisors,…10,991$852K<0.01%-61913F-HRTimeline
HUB Investment Partners, LLC10,459$810K0.03%+12613F-HRTimeline
Advisory Services Network, LLC9,777$768K0.01%-1,10513F-HRTimeline
Integrity Wealth Solutions LLC9,591$743K0.36%-13713F-HRTimeline
Modera Wealth Management, LLC9,286$719K0.01%-4,11513F-HRTimeline
Plancorp, LLC9,192$712K0.02%+1,16013F-HRTimeline
Waypoint Wealth Partners Inc.8,901$690K0.17%+7213F-HRTimeline
Eaton-Cambridge Inc.8,631$669K0.25%-40013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth8,582$665K0.01%+97413F-HRTimelineGroup
Avantax Planning Partners, Inc.8,453$655K0.02%+5513F-HRTimeline
Strategic Blueprint, LLC8,250$639K0.03%+913F-HRTimeline
Creative Planningin group Creative Planning8,239$638K<0.01%+6013F-HRTimelineGroup
Nemes Rush Group LLC8,193$635K0.07%+1,39313F-HRTimeline
Versant Capital Management, Inc6,660$516K0.08%-27613F-HRTimeline
SYM FINANCIAL Corp6,233$483K0.05%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,233$483K<0.01%new13F-HRTimelineGroup
TCI Wealth Advisors, Inc.5,995$464K0.03%+31913F-HRTimeline
GEM Asset Management, LLC5,793$452K0.23%+19013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,736$444K0.03%-3,58513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,193$402K<0.01%+37113F-HRTimelineGroup
Holcombe Financial, Inc.4,973$385K0.29%-65013F-HRTimeline
SAGE RHINO CAPITAL LLC4,840$375K0.08%+8913F-HRTimeline
Creative Capital Management Investments…4,535$351K0.13%013F-HRTimeline
BARLOW WEALTH PARTNERS, LLC4,472$350K0.04%013F-HRTimeline
Arlington Financial Advisors, LLC3,659$284K0.05%-12213F-HRTimeline
FOSTER & MOTLEY INC3,645$282K0.02%-94613F-HRTimeline
Canvas Wealth Advisors, LLC3,510$279K0.06%+36413F-HRTimeline
Physician Wealth Advisors, Inc.3,599$279K0.04%-18013F-HRTimeline
BCR Wealth Strategies, LLC3,504$271K0.1%+52313F-HRTimeline
Oak Wealth Advisors LLC3,268$253K0.16%-1,68013F-HRTimeline
WESPAC Advisors SoCal, LLC3,009$233K0.05%-93013F-HRTimeline
Fonville Wealth Management LLC2,723$211K0.05%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,719$211K0.04%-20613F-HRTimeline
Annandale Capital, LLC2,700$209K0.04%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,644$205K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,536$197K0.01%+7313F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,223$172K0.07%+1,12813F-HRTimeline
Allworth Financial LP1,600$124K<0.01%+70913F-HRTimeline
LRI Investments, LLC1,429$111K0.01%013F-HRTimeline
Orion Capital Management LLC1,149$89K0.03%+2713F-HRTimeline
Valued Wealth Advisors LLC1,025$79.4K0.04%+11713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…792$61.4K<0.01%-2,99313F-HRTimelineGroup
Beaird Harris Wealth Management, LLC723$56K<0.01%+213F-HRTimeline
Private Wealth Management Group, LLC718$55.6K0.02%+24113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC711$55.1K0.01%+613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO663$51.4K<0.01%+50113F-HRTimelineGroup
Prudent Man Investment Management, Inc.516$37.3K0.02%013F-HRTimeline
Parkworth Wealth Management, Inc.385$29.8K0.02%+313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN340$26.4K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC340$26.3K0.01%-5013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.228$17.7K<0.01%-29313F-HR/ATimelineGroup
NewEdge Advisors, LLC202$15.7K<0.01%013F-HRTimeline
CVA Family Office, LLC189$14.6K<0.01%013F-HRTimeline
Navigoe, LLC155$12K0.01%013F-HRTimeline
Global Retirement Partners, LLC140$10.9K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC100$7.75K<0.01%+3913F-HRTimeline
Essential Partners LLC100$7.75K<0.01%13F-HRTimeline
McIlrath & Eck, LLC93$7.21K<0.01%+813F-HRTimeline
North Ridge Wealth Advisors, Inc.70$5.42K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC59$5K<0.01%new13F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC26$2.01K<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.19$1.47K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…13$1.01K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$181<0.01%+113F-HRTimelineGroup
Blue Trust, Inc.1$39<0.01%-27913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.