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AVGV AMERICAN CENTY ETF TR

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SHS (fund)

28 managers (28 13F filers) reported a position in AVGV shares at 2026-03-31, 958,554 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
28
13F filers
28
New
8
Added
10
Reduced
5
Sold out
2
Shares held by filers
958,554

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 Planning534,577$41.5M11.23%+74,31413F-HRTimeline
Paul R. Ried Financial Group, LLC105,434$8.18M3.8%+20,22313F-HRTimeline
B&D White Capital Company, LLC51,228$3.97M0.49%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,718$2.94M0.01%-31,08613F-HRTimeline
McCartney Wealth Management LLC28,544$2.21M1.86%+2,25913F-HRTimeline
Evanson Asset Management, LLC27,399$2.12M0.11%+13713F-HRTimeline
M Wealth Management, LLC26,890$2.09M1.76%-3,16713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,574$1.91M<0.01%new13F-HRTimelineGroup
LPL Financial LLC23,126$1.79M<0.01%+10,64113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,037$1.79M<0.01%new13F-HRTimelineGroup
ENTREWEALTH, LLC9,562$741K0.33%+3,75513F-HRTimeline
NewEdge Advisors, LLC9,171$711K<0.01%+5,13613F-HR/ATimeline
Ridgeline Wealth, LLC8,338$647K0.46%-5313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,040$608K<0.01%-1713F-HR/ATimelineGroup
Asset One Wealth Management LLC6,020$492K0.05%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,328$413K<0.01%013F-HRTimelineGroup
Empirical Finance, LLC5,260$408K0.02%new13F-HR/ATimeline
Farther Finance Advisors, LLC4,458$348K<0.01%+1,12613F-HRTimeline
Vawter Financial, Ltd.4,338$336K0.14%-56613F-HR/ATimeline
Compound Planning, Inc.3,669$285K0.01%+86213F-HRTimeline
SAX WEALTH ADVISORS, LLC3,845$281K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,496$271K<0.01%new13F-HRTimelineGroup
MAIMON WEALTH MANAGEMENT LTD.3,050$233K0.2%new13F-HRTimeline
Rialto Wealth Management, LLC938$72.7K0.02%+21213F-HRTimeline
Orion Capital Management LLC315$24.4K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC195$15.1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG4$310<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$38<0.01%new13F-HR/ATimelineGroupAmount filed as zero, left out of ratios.