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AVGV AMERICAN CENTY ETF TR

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SHS (fund)

16 managers (16 13F filers) reported a position in AVGV shares at 2025-06-30, 604,170 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
16
13F filers
16
New
3
Added
5
Reduced
4
Sold out
2
Shares held by filers
604,170

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
Meredith Wealth Planning422,349$27.5M10%+27,01313F-HRTimeline
Paul R. Ried Financial Group, LLC64,475$4.21M2.54%+8,97013F-HRTimeline
M Wealth Management, LLC30,500$1.99M1.83%-7,59413F-HRTimeline
B&D White Capital Company, LLC25,698$1.68M0.26%new13F-HRTimeline
Evanson Asset Management, LLC25,000$1.63M0.1%+3,35713F-HRTimeline
Austin Wealth Management, LLC9,540$629K0.11%+2,34413F-HRTimeline
Ridgeline Wealth, LLC8,807$574K0.47%-173,36113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,268$344K<0.01%+413F-HRTimelineGroup
ENTREWEALTH, LLC4,188$273K0.19%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,749$245K<0.01%-4,16513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,211$209K<0.01%-67113F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…871$56.8K0.02%new13F-HRTimeline
Orion Capital Management LLC315$20.5K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC195$12.7K<0.01%013F-HRTimeline
MAI Capital Management4$290<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.