13F Insight
DOSSIER · 13F Holders · Q2 2026
AVGE

AMERICAN CENTY ETF TR

165 institutions still hold AMERICAN CENTY ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025072232·165 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$222M
visible holders
Holders
165
filers reporting
Concentration
13.27%
Meredith Wealth Planning #1
top holder share
AI Holders Summary · Q2 2026

165 institutions reported AVGE in Q2 2026. Meredith Wealth Planning leads at 13.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Meredith Wealth Planning
CIK 0001956471
$29M297K6.95%Q2 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$25M254K0.03%Q2 202603
Greenspring Advisors, LLC
CIK 0001922200
$16M165K0.91%Q2 202604
GFG Capital, LLC
CIK 0001638520
$16M164K4.46%Q2 202605
Wealthstream Advisors, Inc.
CIK 0001833780
$14M169K2.14%Q3 202506
Compass Ion Advisors, LLC
CIK 0001621100
$12M119K1.01%Q2 202607
BIP Wealth, LLC
CIK 0001590214
$12M117K0.33%Q2 202608
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$11M108K0.00%Q2 202609
IEQ CAPITAL, LLC
CIK 0001779789
$10M100K0.05%Q2 202610
Nova R Wealth, Inc.
CIK 0001729457
$9M96K2.77%Q2 202611
LPL Financial LLC
CIK 0001403438
$9M94K0.00%Q2 202612
Index Fund Advisors, Inc.
CIK 0001665097
$9M91K0.36%Q2 202613
Paragon Advisors, LLC
CIK 0001799719
$7M74K1.53%Q2 202614
Pacific Asset Management, LLC
CIK 0002054012
$7M72K3.50%Q2 202615
Intelligent Financial Strategies
CIK 0001911000
$6M65K3.08%Q2 202616
FMB WEALTH MANAGEMENT
CIK 0002040224
$6M62K2.26%Q2 202617
Frankly Finances, LLC
CIK 0002096338⚠ data anomaly
$6M59K4.62%Q2 202618
Sprinkle Financial Consultants LLC
CIK 0002011593
$6M57K2.23%Q2 202619
Cogent Private Wealth, Inc.
CIK 0002078392
$5M52K3.21%Q2 202620
Cresset Asset Management, LLC
CIK 0001761013
$5M52K0.02%Q2 2026
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