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AVGV AMERICAN CENTY ETF TR

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SHS (fund)

19 managers (19 13F filers) reported a position in AVGV shares at 2025-09-30, 689,273 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
19
13F filers
19
New
7
Added
7
Reduced
2
Sold out
3
Shares held by filers
689,273

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
Meredith Wealth Planning455,200$32M10.15%+32,85113F-HRTimeline
Paul R. Ried Financial Group, LLC76,879$5.41M2.74%+12,40413F-HRTimeline
B&D White Capital Company, LLC51,228$3.6M0.46%+25,53013F-HRTimeline
M Wealth Management, LLC28,684$2.02M1.77%-1,81613F-HRTimeline
Evanson Asset Management, LLC25,781$1.81M0.1%+78113F-HRTimeline
Austin Wealth Management, LLC10,735$753K0.12%+1,19513F-HRTimeline
Ridgeline Wealth, LLC8,738$615K0.45%-6913F-HRTimeline
LPL Financial LLC5,792$407K<0.01%new13F-HRTimeline
ENTREWEALTH, LLC5,752$405K0.21%+1,56413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,268$371K<0.01%013F-HRTimelineGroup
Vawter Financial, Ltd.4,879$343K0.16%new13F-HR/ATimeline
SAX WEALTH ADVISORS, LLC4,119$290K0.02%new13F-HRTimeline
Compound Planning, Inc.3,108$219K0.01%new13F-HRTimeline
Cloud Capital Management, LLC1,032$72K0.04%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…892$62.7K0.02%+2113F-HRTimeline
Rialto Wealth Management, LLC371$26.1K0.01%new13F-HRTimeline
Orion Capital Management LLC315$22.2K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG305$21.5K<0.01%new13F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC195$13.7K<0.01%013F-HRTimeline