13F Insight
DOSSIER · 13F Holders · Q3 2026
AVGE

AMERICAN CENTY ETF TR

170 institutions still hold AMERICAN CENTY ETF TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025072232·170 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$225M
visible holders
Holders
170
filers reporting
Concentration
13.45%
Meredith Wealth Planning #1
top holder share
AI Holders Summary · Q3 2026

170 institutions reported AVGE in Q3 2026. Meredith Wealth Planning leads at 13.5% 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
$30M308K7.55%Q3 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$25M254K0.03%Q2 202603
GFG Capital, LLC
CIK 0001638520
$17M169K4.37%Q3 202604
Greenspring Advisors, LLC
CIK 0001922200
$16M165K0.91%Q2 202605
Wealthstream Advisors, Inc.
CIK 0001833780
$14M169K2.14%Q3 202506
Compass Ion Advisors, LLC
CIK 0001621100
$13M132K1.09%Q3 202607
BIP Wealth, LLC
CIK 0001590214
$12M117K0.31%Q3 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
Pacific Asset Management, LLC
CIK 0002054012
$7M75K3.62%Q3 202614
Paragon Advisors, LLC
CIK 0001799719
$7M74K1.53%Q2 202615
Intelligent Financial Strategies
CIK 0001911000
$6M64K3.07%Q3 202616
FMB WEALTH MANAGEMENT
CIK 0002040224
$6M62K2.26%Q2 202617
Sprinkle Financial Consultants LLC
CIK 0002011593
$6M61K2.35%Q3 202618
Frankly Finances, LLC
CIK 0002096338⚠ data anomaly
$6M59K4.62%Q2 202619
Align Financial, LLC
CIK 0002089183
$5M52K2.46%Q3 202620
Cogent Private Wealth, Inc.
CIK 0002078392
$5M52K3.21%Q2 2026
Page 1 of 9
150 more holders available. Log in →