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AVGV AMERICAN CENTY ETF TR

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SHS (fund)

15 managers (15 13F filers) reported a position in AVGV shares at 2025-03-31, 902,556 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
15
13F filers
15
New
3
Added
8
Reduced
1
Sold out
1
Shares held by filers
902,556

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
Meredith Wealth Planning395,336$24M10.6%+12,80213F-HRTimeline
Ridgeline Wealth, LLC182,168$11.1M9.41%+24,57613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO180,457$11M<0.01%+24,44413F-HRTimelineGroup
Paul R. Ried Financial Group, LLC55,505$3.37M2.35%+15,95913F-HRTimeline
M Wealth Management, LLC38,094$2.32M2.16%+6,69213F-HRTimeline
Evanson Asset Management, LLC21,643$1.32M0.09%+3,45213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,914$481K<0.01%new13F-HRTimelineGroup
Austin Wealth Management, LLC7,196$430K0.09%+2,54413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,264$320K<0.01%new13F-HR/ATimelineGroup
Vawter Financial, Ltd.4,583$279K0.16%-59313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,882$236K<0.01%new13F-HR/ATimelineGroup
Orion Capital Management LLC315$19.1K0.01%+513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC195$11.9K<0.01%013F-HRTimeline
MAI Capital Management4$270<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.