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AVGV AMERICAN CENTY ETF TR

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SHS (fund)

22 managers (22 13F filers) reported a position in AVGV shares at 2025-12-31, 822,365 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
4
Added
11
Reduced
3
Sold out
2
Shares held by filers
822,365

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 Planning460,263$33.7M10.03%+5,06313F-HRTimeline
Paul R. Ried Financial Group, LLC85,211$6.24M2.94%+8,33213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…68,804$5.2M0.01%new13F-HRTimeline
B&D White Capital Company, LLC51,228$3.75M0.43%013F-HRTimeline
M Wealth Management, LLC30,057$2.2M1.91%+1,37313F-HRTimeline
Evanson Asset Management, LLC27,262$2M0.11%+1,48113F-HRTimeline
McCartney Wealth Management LLC26,285$1.92M1.66%13F-HRTimeline
LPL Financial LLC12,485$914K<0.01%+6,69313F-HRTimeline
Austin Wealth Management, LLC11,758$889K0.13%+1,02313F-HRTimeline
Ridgeline Wealth, LLC8,391$614K0.43%-34713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,057$590K<0.01%new13F-HRTimelineGroup
ENTREWEALTH, LLC5,807$469K0.21%+5513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,328$390K<0.01%+6013F-HRTimelineGroup
Vawter Financial, Ltd.4,904$359K0.15%+2513F-HR/ATimeline
NewEdge Advisors, LLC4,035$295K<0.01%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC3,845$281K0.01%-27413F-HRTimeline
Farther Finance Advisors, LLC3,332$244K<0.01%new13F-HRTimeline
Compound Planning, Inc.2,807$205K0.01%-30113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…1,270$92.9K0.03%+37813F-HRTimeline
Rialto Wealth Management, LLC726$53.1K0.01%+35513F-HRTimeline
Orion Capital Management LLC315$23.1K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC195$14.3K<0.01%013F-HRTimeline