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Disclosery

AVGE AMERICAN CENTY ETF TR

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SHS (fund)

124 managers (124 13F filers) reported a position in AVGE shares at 2025-12-31, 6,226,672 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
124
13F filers
124
New
15
Added
66
Reduced
23
Sold out
7
Shares held by filers
6,226,672

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Meredith Wealth Planning232,703$20M5.95%+72,14113F-HRTimeline
Greenspring Advisors, LLC174,276$15M0.92%new13F-HRTimeline
BIP Wealth, LLC103,796$8.92M0.31%+10,47413F-HRTimeline
Nova R Wealth, Inc.99,899$8.58M3.13%-2,17413F-HRTimeline
LPL Financial LLC77,045$6.62M<0.01%+1,36913F-HRTimeline
Index Fund Advisors, Inc.76,081$6.54M0.31%+5,37813F-HRTimeline
Pacific Asset Management, LLC69,919$6.01M3.61%+17,53713F-HRTimeline
Compass Ion Advisors, LLC68,266$5.86M0.56%-6,35413F-HRTimeline
Intelligent Financial Strategies65,294$5.61M2.7%-613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC64,701$5.56M0.01%+1,67513F-HRTimeline
Paragon Advisors, LLC62,817$5.4M1.47%-18,58113F-HRTimeline
FMB WEALTH MANAGEMENT62,780$5.39M2.13%+20513F-HRTimeline
Sprinkle Financial Consultants LLC55,876$4.8M2.44%+51813F-HRTimeline
Frankly Finances, LLC51,639$4.44M4.21%13F-HR/ATimeline
Austin Wealth Management, LLC45,820$4.04M0.6%+3,17213F-HRTimeline
Align Financial, LLC3,880,077$3.88M2.78%13F-HRTimeline
B&D White Capital Company, LLC45,162$3.88M0.45%+113F-HRTimeline
Fermata Advisors, LLC40,589$3.49M0.84%+4,79113F-HRTimeline
Magnolia Private Wealth, LLC37,310$3.21M2.24%+8113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP36,956$3.17M<0.01%-5813F-HR/ATimelineGroup
Collaborative Wealth Managment Inc.32,937$2.83M1%-2,83813F-HRTimeline
Evanson Asset Management, LLC32,261$2.77M0.15%+3,05013F-HRTimeline
ENTREWEALTH, LLC29,151$2.69M1.21%+49113F-HRTimeline
Wilkerson Advisory Group LLC31,157$2.68M0.94%13F-HRTimeline
Cogent Private Wealth, Inc.30,338$2.61M1.98%13F-HRTimeline
Yardley Wealth Management LLC30,115$2.59M1.38%+3,35013F-HRTimeline
Betterment LLC28,905$2.48M<0.01%+4,10613F-HRTimeline
Hutchens & Kramer Investment Management…28,459$2.44M0.84%+1,74013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth27,976$2.4M0.03%+21,46413F-HRTimelineGroup
Ridgeline Wealth, LLC27,879$2.4M1.66%+4,54513F-HRTimeline
SC&H Financial Advisors, Inc.27,695$2.38M0.37%+43513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC26,819$2.3M0.04%new13F-HR/ATimeline
WCG Wealth Advisors LLC24,595$2.11M0.06%-313F-HRTimeline
CWM, LLCin group CWM, LLC21,039$1.81M<0.01%+56413F-HRTimelineGroup
Modern Wealth Management, LLC20,908$1.8M0.03%+16613F-HRTimeline
CURIO WEALTH, LLC20,570$1.79M0.63%+8,65813F-HRTimeline
Oceanside Advisors LLC17,458$1.5M0.91%+48013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV16,229$1.39M<0.01%+8713F-HRTimeline
WMG Financial Advisors, LLC15,898$1.37M0.56%-75513F-HRTimeline
Apella Capital, LLC15,729$1.35M0.03%+3,15013F-HRTimeline
Integrity Wealth Solutions LLC15,275$1.31M0.52%+5,35813F-HRTimeline
Beacon Pointe Advisors, LLC14,261$1.23M0.01%+2,93213F-HRTimeline
Cresset Asset Management, LLC14,001$1.2M0.01%+39513F-HRTimeline
Avantax Planning Partners, Inc.12,701$1.09M0.03%+2,33513F-HRTimeline
LAM GROUP, INC.12,467$1.07M0.61%+9613F-HRTimeline
Cambridge Investment Research Advisors,…11,608$997K<0.01%-36113F-HRTimeline
Farther Finance Advisors, LLC10,710$920K0.01%new13F-HRTimeline
Financial Plan, Inc.10,498$902K0.1%13F-HRTimeline
ARQ WEALTH ADVISORS, LLC10,213$877K0.24%+4,43913F-HRTimeline
HUB Investment Partners, LLC10,094$867K0.02%new13F-HRTimeline
Strategic Blueprint, LLC9,989$858K0.05%+84013F-HRTimeline
Plancorp, LLC9,545$820K0.02%+21113F-HRTimeline
Creative Planningin group Creative Planning9,526$818K<0.01%+29413F-HRTimelineGroup
Modera Wealth Management, LLC9,402$808K0.01%013F-HRTimeline
Advisory Services Network, LLC9,377$806K0.01%-40013F-HRTimeline
Nemes Rush Group LLC8,740$751K0.07%+4213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,145$700K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc7,144$614K0.08%+37513F-HRTimeline
Eaton-Cambridge Inc.7,136$613K0.2%-76213F-HRTimeline
Vawter Financial, Ltd.6,896$592K0.25%+24613F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,851$589K<0.01%new13F-HRTimelineGroup
Creative Capital Management Investments…6,463$555K0.17%+25213F-HRTimeline
Ferguson Johnson Wealth Management Inc6,410$550K0.46%13F-HRTimeline
GEM Asset Management, LLC6,114$537K0.24%+26013F-HRTimeline
TCI Wealth Advisors, Inc.6,225$535K0.03%+10613F-HRTimeline
SAGE RHINO CAPITAL LLC5,813$499K0.09%+95513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,492$472K<0.01%+12313F-HRTimelineGroup
Holcombe Financial, Inc.5,254$451K0.28%+7113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.4,718$417K0.06%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,768$410K<0.01%+7813F-HRTimelineGroup
FOSTER & MOTLEY INC4,724$406K0.02%+82313F-HRTimeline
SAX WEALTH ADVISORS, LLC4,643$399K0.02%-95913F-HRTimeline
BARLOW WEALTH PARTNERS, LLC4,472$397K0.04%013F-HRTimeline
marrick wealth, LLC4,506$387K0.32%13F-HRTimeline
Aprio Wealth Management, LLC4,285$368K0.02%new13F-HRTimeline
Savvy Advisors, Inc.3,967$341K0.01%new13F-HRTimeline
Canvas Wealth Advisors, LLC3,949$339K0.06%+38813F-HRTimeline
Three Arch Wealth Management LLC3,912$336K0.06%13F-HRTimeline
Arlington Financial Advisors, LLC3,786$325K0.05%+14713F-HRTimeline
BCR Wealth Strategies, LLC3,659$314K0.1%+5813F-HRTimeline
Meritas Wealth Management, LLC3,437$295K0.14%+79113F-HRTimeline
Great Point Wealth Advisors, LLC3,369$289K0.05%-5813F-HRTimeline
Accurate Wealth Management, LLC3,210$285K0.04%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…3,213$276K0.1%+85213F-HRTimeline
Physician Wealth Advisors, Inc.3,041$261K0.04%+2613F-HRTimeline
Fonville Wealth Management LLC2,945$253K0.05%+21713F-HRTimeline
WESPAC Advisors SoCal, LLC2,914$250K0.05%-12213F-HRTimeline
McCartney Wealth Management LLC2,889$248K0.21%13F-HRTimeline
AE Wealth Management LLC2,867$246K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,805$241K0.01%+12813F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC2,704$232K0.04%-1513F-HRTimeline
Annandale Capital, LLC2,699$232K0.04%-113F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,698$232K0.02%+2613F-HRTimeline
MML INVESTORS SERVICES, LLC2,506$215K<0.01%new13F-HRTimeline
Magnus Financial Group LLC2,431$209K0.02%new13F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC2,371$204K0.08%-6713F-HRTimeline
Beaird Harris Wealth Management, LLC2,095$180K0.01%+2913F-HRTimeline
Allworth Financial LP1,832$157K<0.01%+23213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,585$137K<0.01%+1,25113F-HRTimelineGroup
LRI Investments, LLC1,441$124K0.01%+1213F-HRTimeline
Private Wealth Management Group, LLC1,219$105K0.03%+47113F-HRTimeline
Valued Wealth Advisors LLC1,172$101K0.04%+11113F-HRTimeline
Orion Capital Management LLC1,160$99.7K0.03%+1013F-HRTimeline
PRIVATE TRUST CO NA1,045$89.8K0.01%+47513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC717$61.6K0.01%-413F-HRTimeline
Arax Advisory Partners662$56.9K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO488$41.9K<0.01%-17513F-HRTimelineGroup
Torren Management, LLC420$36.1K0.02%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN341$29.3K<0.01%-4413F-HRTimelineGroup
NewEdge Advisors, LLC262$22.5K<0.01%+6013F-HRTimeline
CVA Family Office, LLC189$16.2K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.169$14.5K<0.01%-34713F-HRTimeline
Navigoe, LLC155$13K0.01%013F-HRTimeline
Global Retirement Partners, LLC141$12.1K<0.01%+113F-HRTimeline
ATWOOD & PALMER INC109$9.37K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC109$9.36K0.01%+8213F-HRTimeline
Essential Partners LLC100$8.59K<0.01%013F-HRTimeline
Team Financial Group, LLC85$7.28K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC82$7.04K<0.01%-1513F-HRTimeline
North Ridge Wealth Advisors, Inc.70$6.01K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC38$3.27K<0.01%-26213F-HRTimeline
SJS Investment Consulting Inc.19$1.63K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4$344<0.01%013F-HR/ATimelineGroup
Blue Trust, Inc.1$44<0.01%013F-HRTimeline