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Disclosery

AVGE AMERICAN CENTY ETF TR

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SHS (fund)

107 managers (107 13F filers) reported a position in AVGE shares at 2025-09-30, 2,016,726 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
107
13F filers
107
New
10
Added
61
Reduced
19
Sold out
5
Shares held by filers
2,016,726

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.169,428$14.1M2.14%+5,50013F-HRTimeline
Meredith Wealth Planning160,562$13.4M4.24%+13,68213F-HRTimeline
Nova R Wealth, Inc.102,073$8.51M3.61%-1,52113F-HRTimeline
BIP Wealth, LLC93,322$7.78M0.38%+22,86013F-HRTimeline
Paragon Advisors, LLC81,398$6.79M1.75%-9,45613F-HRTimeline
LPL Financial LLC75,676$6.31M<0.01%-1,95813F-HRTimeline
Compass Ion Advisors, LLC74,620$6.22M0.6%+3,08113F-HRTimeline
Index Fund Advisors, Inc.70,703$5.9M0.29%+2,53713F-HRTimeline
Intelligent Financial Strategies65,300$5.45M2.65%-2113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC63,026$5.26M0.01%+1,95713F-HRTimeline
FMB WEALTH MANAGEMENT62,575$5.22M2.21%-613F-HRTimeline
Sprinkle Financial Consultants LLC55,358$4.62M2.58%-38113F-HRTimeline
Pacific Asset Management, LLC52,382$4.37M2.97%+6,29913F-HRTimeline
B&D White Capital Company, LLC45,161$3.77M0.48%+22,61513F-HRTimeline
Austin Wealth Management, LLC42,648$3.56M0.56%+3,50413F-HRTimeline
Magnolia Private Wealth, LLC37,229$3.11M2.28%+1,53613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP37,014$3.09M<0.01%+2,23713F-HRTimelineGroup
Fermata Advisors, LLC35,798$2.99M0.76%+60713F-HRTimeline
Collaborative Wealth Managment Inc.35,775$2.98M1.21%+2,70213F-HRTimeline
Werba Rubin Papier Wealth Management33,395$2.79M0.45%+3,00513F-HRTimeline
Evanson Asset Management, LLC29,211$2.44M0.14%+3,48913F-HRTimeline
ENTREWEALTH, LLC28,660$2.39M1.23%+6,86713F-HRTimeline
SC&H Financial Advisors, Inc.27,260$2.27M0.37%-86213F-HRTimeline
Yardley Wealth Management LLC26,765$2.23M1.25%+1,28213F-HRTimeline
Hutchens & Kramer Investment Management…26,719$2.23M0.88%+4,09813F-HRTimeline
Betterment LLC24,799$2.07M<0.01%+2713F-HRTimeline
WCG Wealth Advisors LLC24,598$2.05M0.13%+59513F-HRTimeline
Ridgeline Wealth, LLC23,334$1.95M1.44%-1,32513F-HRTimeline
Modern Wealth Management, LLC20,742$1.73M0.03%+60913F-HRTimeline
CWM, LLCin group CWM, LLC20,475$1.71M0.01%+20,41613F-HRTimelineGroup
Oceanside Advisors LLC16,978$1.42M0.89%+1,05913F-HRTimeline
WMG Financial Advisors, LLC16,653$1.39M0.46%-1,85113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,142$1.35M<0.01%-613F-HRTimeline
Cresset Asset Management, LLC13,606$1.13M<0.01%+45213F-HR/ATimeline
Apella Capital, LLC12,579$1.04M0.02%+1,44213F-HRTimeline
LAM GROUP, INC.12,371$1.03M0.64%+62013F-HRTimeline
Cambridge Investment Research Advisors,…11,969$998K<0.01%+97813F-HRTimeline
CURIO WEALTH, LLC11,912$994K0.41%-4,68613F-HRTimeline
Beacon Pointe Advisors, LLC11,329$945K0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.10,366$865K0.02%+1,91313F-HRTimeline
PFG Private Wealth Management, LLC9,917$827K0.37%new13F-HRTimeline
Integrity Wealth Solutions LLC9,917$827K0.37%+32613F-HRTimeline
Advisory Services Network, LLC9,777$816K0.01%013F-HRTimeline
Modera Wealth Management, LLC9,402$784K0.01%+11613F-HRTimeline
Plancorp, LLC9,334$779K0.02%+14213F-HRTimeline
Creative Planningin group Creative Planning9,232$770K<0.01%+99313F-HRTimelineGroup
Strategic Blueprint, LLC9,149$763K0.03%+89913F-HRTimeline
Nemes Rush Group LLC8,698$726K0.07%+50513F-HRTimeline
Eaton-Cambridge Inc.7,898$659K0.23%-73313F-HRTimeline
Versant Capital Management, Inc6,769$565K0.08%+10913F-HRTimeline
Vawter Financial, Ltd.6,650$555K0.25%new13F-HR/ATimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,512$544K0.01%-2,07013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,437$537K<0.01%-15,42213F-HRTimelineGroup
Creative Capital Management Investments…6,211$518K0.17%+1,67613F-HRTimeline
TCI Wealth Advisors, Inc.6,119$510K0.03%+12413F-HRTimeline
GEM Asset Management, LLC5,854$489K0.23%+6113F-HRTimeline
ARQ WEALTH ADVISORS, LLC5,774$482K0.14%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC5,602$467K0.03%-13413F-HRTimeline
PACIFIC FINANCIAL GROUP INC5,379$449K0.33%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,369$448K<0.01%+17613F-HRTimelineGroup
Holcombe Financial, Inc.5,183$432K0.3%+21013F-HRTimeline
SAGE RHINO CAPITAL LLC4,858$405K0.08%+1813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,690$391K<0.01%-1,54313F-HRTimelineGroup
BARLOW WEALTH PARTNERS, LLC4,472$373K0.04%013F-HRTimeline
FOSTER & MOTLEY INC3,901$325K0.02%+25613F-HRTimeline
Arlington Financial Advisors, LLC3,639$304K0.04%-2013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,603$301K<0.01%new13F-HRTimelineGroup
BCR Wealth Strategies, LLC3,601$300K0.11%+9713F-HRTimeline
Canvas Wealth Advisors, LLC3,561$299K0.05%+5113F-HRTimeline
Great Point Wealth Advisors, LLC3,427$286K0.05%13F-HRTimeline
Oak Wealth Advisors LLC3,331$278K0.16%+6313F-HRTimeline
WESPAC Advisors SoCal, LLC3,036$253K0.05%+2713F-HRTimeline
Physician Wealth Advisors, Inc.3,015$251K0.04%-58413F-HRTimeline
AE Wealth Management LLC2,867$239K<0.01%new13F-HRTimeline
Fonville Wealth Management LLC2,728$228K0.05%+513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,719$227K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,677$223K0.01%+14113F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.2,672$223K0.02%+2813F-HRTimeline
Meritas Wealth Management, LLC2,646$221K0.11%new13F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC2,438$203K0.09%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,361$197K0.07%+13813F-HRTimeline
Beaird Harris Wealth Management, LLC2,066$172K0.01%+1,34313F-HRTimeline
Allworth Financial LP1,600$133K<0.01%013F-HRTimeline
LRI Investments, LLC1,429$119K0.01%013F-HRTimeline
Orion Capital Management LLC1,150$95.9K0.03%+113F-HRTimeline
Valued Wealth Advisors LLC1,061$88.5K0.04%+3613F-HRTimeline
Private Wealth Management Group, LLC748$62.4K0.02%+3013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC721$60.1K0.01%+1013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO663$55.3K<0.01%013F-HR/ATimelineGroup
PRIVATE TRUST CO NA570$47.5K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.516$37.3K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN385$32.1K<0.01%+4513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.334$27.2K<0.01%+10613F-HRTimelineGroup
Global Trust Asset Management, LLC300$25K0.01%-4013F-HRTimeline
NewEdge Advisors, LLC202$16.8K<0.01%013F-HRTimeline
CVA Family Office, LLC189$15.8K<0.01%013F-HRTimeline
Navigoe, LLC155$12K0.01%013F-HRTimeline
Rialto Wealth Management, LLC143$11.9K<0.01%+4313F-HRTimeline
Global Retirement Partners, LLC140$11.7K<0.01%013F-HRTimeline
Essential Partners LLC100$8.34K<0.01%013F-HRTimeline
McIlrath & Eck, LLC97$8.09K<0.01%+413F-HRTimeline
North Ridge Wealth Advisors, Inc.70$5.84K<0.01%013F-HRTimeline
Annandale Capital, LLC2,700$2.25K0.04%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC27$2.25K<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.19$1.58K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4$334<0.01%+213F-HR/ATimelineGroup
Blue Trust, Inc.1$42<0.01%013F-HRTimeline