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Disclosery

AVGE AMERICAN CENTY ETF TR

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SHS (fund)

129 managers (129 13F filers) reported a position in AVGE shares at 2026-03-31, 2,888,178 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
129
13F filers
129
New
10
Added
71
Reduced
31
Sold out
5
Shares held by filers
2,888,178

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Meredith Wealth Planning278,601$24.5M6.64%+45,89813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC229,663$20.2M0.03%+164,96213F-HRTimeline
Greenspring Advisors, LLC174,176$15.3M0.93%-10013F-HRTimeline
BIP Wealth, LLC108,447$9.55M0.39%+4,65113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC108,276$9.53M<0.01%+100,13113F-HRTimelineGroup
IEQ CAPITAL, LLC100,131$8.81M0.04%new13F-HRTimeline
Nova R Wealth, Inc.97,677$8.6M2.74%-2,22213F-HRTimeline
LPL Financial LLC89,653$7.89M<0.01%+12,60813F-HRTimeline
Index Fund Advisors, Inc.86,746$7.64M0.34%+10,66513F-HRTimeline
Compass Ion Advisors, LLC86,197$7.59M0.72%+17,93113F-HRTimeline
Paragon Advisors, LLC73,672$6.48M1.75%+10,85513F-HRTimeline
Pacific Asset Management, LLC73,563$6.47M3.62%+3,64413F-HRTimeline
Intelligent Financial Strategies64,831$5.71M2.97%-46313F-HRTimeline
FMB WEALTH MANAGEMENT61,992$5.46M2.26%-78813F-HRTimeline
Sprinkle Financial Consultants LLC56,829$5M2.31%+95313F-HRTimeline
Frankly Finances, LLC53,059$4.67M4.23%+1,42013F-HRTimeline
Align Financial, LLC44,493$3.92M2.23%-3,835,58413F-HRTimeline
B&D White Capital Company, LLC43,782$3.85M0.48%-1,38013F-HRTimeline
Fermata Advisors, LLC43,094$3.79M0.85%+2,50513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP38,163$3.36M<0.01%+1,20713F-HRTimelineGroup
Werba Rubin Papier Wealth Management37,528$3.3M0.46%new13F-HRTimeline
ENTREWEALTH, LLC36,076$3.18M1.42%+6,92513F-HRTimeline
Magnolia Private Wealth, LLC35,390$3.12M2.08%-1,92013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,659$3.05M0.07%new13F-HRTimelineGroup
Yardley Wealth Management LLC33,521$2.95M1.51%+3,40613F-HRTimeline
Cogent Private Wealth, Inc.32,474$2.86M2.06%+2,13613F-HRTimeline
Wilkerson Advisory Group LLC32,207$2.83M0.97%+1,05013F-HRTimeline
Evanson Asset Management, LLC31,936$2.81M0.15%-32513F-HRTimeline
Hutchens & Kramer Investment Management…30,686$2.7M0.85%+2,22713F-HRTimeline
SC&H Financial Advisors, Inc.30,186$2.66M0.4%+2,49113F-HRTimeline
Betterment LLC29,062$2.56M<0.01%+15713F-HRTimeline
Ridgeline Wealth, LLC27,940$2.46M1.76%+6113F-HRTimeline
WCG Wealth Advisors LLC24,571$2.16M0.06%-2413F-HRTimeline
CWM, LLCin group CWM, LLC21,260$1.87M<0.01%+22113F-HRTimelineGroup
Cresset Asset Management, LLC20,839$1.83M0.01%+6,83813F-HRTimeline
Modern Wealth Management, LLC19,332$1.71M0.03%-1,57613F-HRTimeline
WMG Financial Advisors, LLC19,350$1.7M0.71%+3,45213F-HRTimeline
CURIO WEALTH, LLC18,500$1.63M0.56%-2,07013F-HRTimeline
Oceanside Advisors LLC18,073$1.59M0.91%+61513F-HRTimeline
Integrity Wealth Solutions LLC17,345$1.53M0.6%+2,07013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth16,928$1.49M0.02%-11,04813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV16,205$1.43M<0.01%-2413F-HRTimeline
ARQ WEALTH ADVISORS, LLC15,872$1.4M0.25%+5,65913F-HRTimeline
Apella Capital, LLC14,468$1.37M0.02%-1,26113F-HRTimeline
Beacon Pointe Advisors, LLC13,659$1.2M0.01%-60213F-HRTimeline
LAM GROUP, INC.12,991$1.14M0.63%+52413F-HRTimeline
Avantax Planning Partners, Inc.12,756$1.12M0.03%+5513F-HRTimeline
Financial Plan, Inc.11,727$1.03M0.11%+1,22913F-HRTimeline
Plancorp, LLC11,109$1.02M0.03%+1,56413F-HRTimeline
Cambridge Investment Research Advisors,…11,407$1M<0.01%-20113F-HRTimeline
Farther Finance Advisors, LLC10,671$945K0.01%-3913F-HRTimeline
HUB Investment Partners, LLC10,520$926K0.02%+42613F-HRTimeline
Modera Wealth Management, LLC9,919$873K0.01%+51713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,836$845K0.01%+2,98513F-HRTimelineGroup
Creative Planningin group Creative Planning9,539$840K<0.01%+1313F-HRTimelineGroup
Advisory Services Network, LLC9,377$825K0.01%013F-HRTimeline
Strategic Blueprint, LLC9,306$819K0.05%-68313F-HRTimeline
Independent Advisor Alliance8,946$787K0.01%new13F-HRTimeline
Nemes Rush Group LLC8,933$786K0.07%+19313F-HRTimeline
Vawter Financial, Ltd.8,227$724K0.3%+1,33113F-HR/ATimeline
Versant Capital Management, Inc7,935$698K0.07%+79113F-HRTimeline
Eaton-Cambridge Inc.7,695$677K0.21%+55913F-HRTimeline
Ferguson Johnson Wealth Management Inc7,365$648K0.53%+95513F-HRTimeline
marrick wealth, LLC7,086$624K0.52%+2,58013F-HRTimeline
Creative Capital Management Investments…6,825$601K0.17%+36213F-HRTimeline
SAGE RHINO CAPITAL LLC6,456$568K0.11%+64313F-HRTimeline
GEM Asset Management, LLC6,344$558K0.25%+23013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,222$548K<0.01%+73013F-HRTimelineGroup
TCI Wealth Advisors, Inc.6,205$546K0.03%-2013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,825$513K<0.01%+1,05713F-HRTimelineGroup
Holcombe Financial, Inc.5,515$485K0.29%+26113F-HRTimeline
FOSTER & MOTLEY INC5,316$468K0.02%+59213F-HRTimeline
Accurate Wealth Management, LLC4,932$454K0.05%+1,72213F-HRTimeline
BARLOW WEALTH PARTNERS, LLC4,472$425K0.05%013F-HRTimeline
HighTower Advisors, LLC4,774$420K<0.01%new13F-HRTimeline
Canvas Wealth Advisors, LLC4,723$416K0.07%+77413F-HRTimeline
Collaborative Wealth Managment Inc.4,639$408K0.19%-28,29813F-HRTimeline
SAX WEALTH ADVISORS, LLC4,643$399K0.02%013F-HRTimeline
Meritas Wealth Management, LLC4,325$381K0.17%+88813F-HRTimeline
Aprio Wealth Management, LLC4,320$380K0.02%+3513F-HRTimeline
Savvy Advisors, Inc.4,227$372K0.01%+26013F-HRTimeline
BCR Wealth Strategies, LLC4,234$372K0.12%+57513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…3,953$348K0.12%+74013F-HRTimeline
Great Point Wealth Advisors, LLC3,863$340K0.06%+49413F-HRTimeline
Arlington Financial Advisors, LLC3,756$331K0.05%-3013F-HRTimeline
Fonville Wealth Management LLC3,290$290K0.06%+34513F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,909$274K<0.01%new13F-HRTimelineGroup
McCartney Wealth Management LLC2,956$260K0.22%+6713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,871$253K0.01%+6613F-HR/ATimelineGroup
AE Wealth Management LLC2,867$252K<0.01%013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC2,835$250K0.1%+46413F-HRTimeline
WESPAC Advisors SoCal, LLC2,744$241K0.05%-17013F-HRTimeline
Annandale Capital, LLC2,699$238K0.04%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,672$235K<0.01%+16613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,662$234K0.02%-3613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC2,428$214K0.03%-27613F-HRTimeline
Three Arch Wealth Management LLC2,374$209K0.04%-1,53813F-HRTimeline
Physician Wealth Advisors, Inc.2,348$207K0.03%-69313F-HRTimeline
Aspen Capital Management, LLC2,336$206K0.05%new13F-HRTimeline
Beaird Harris Wealth Management, LLC2,298$202K0.01%+20313F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,293$202K0.06%-2,42513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,960$173K<0.01%+37513F-HRTimelineGroup
Allworth Financial LP1,832$161K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC1,606$141K0.04%+38713F-HRTimeline
LRI Investments, LLC1,444$127K0.01%+313F-HRTimeline
Orion Capital Management LLC1,190$105K0.04%+3013F-HRTimeline
PRIVATE TRUST CO NA1,145$101K0.01%+10013F-HRTimeline
Valued Wealth Advisors LLC1,014$89.2K0.04%-15813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC733$64.5K0.01%+1613F-HRTimeline
Torren Management, LLC466$41K0.02%+4613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO462$39.5K<0.01%-2613F-HR/ATimelineGroup
NewEdge Advisors, LLC262$23.1K<0.01%013F-HR/ATimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC220$19.4K<0.01%13F-HRTimelineGroup
CVA Family Office, LLC189$16.6K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.169$14.5K<0.01%013F-HRTimeline
Navigoe, LLC155$13K0.01%013F-HRTimeline
Arax Advisory Partners133$11.7K<0.01%-52913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC110$9.68K0.01%+113F-HRTimeline
UBS Group AGin group UBS Group AG100$8.8K<0.01%new13F-HRTimelineGroup
Essential Partners LLC100$8.8K<0.01%013F-HRTimeline
Team Financial Group, LLC87$7.65K<0.01%+213F-HRTimeline
McIlrath & Eck, LLC82$7.22K<0.01%013F-HRTimeline
Burk Holdings LLC47$4.14K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC38$3.35K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.19$1.67K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4$352<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$81<0.01%-34013F-HR/ATimelineGroup
Blue Trust, Inc.1$45<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.