13F Insight
DOSSIER · 13F Holders · Q1 2026
AVGE

AMERICAN CENTY ETF TR

145 institutions still hold AMERICAN CENTY ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025072232·145 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$196M
visible holders
Holders
145
filers reporting
Concentration
12.53%
Meredith Wealth Planning #1
top holder share
AI Holders Summary · Q1 2026

145 institutions reported AVGE in Q1 2026. Meredith Wealth Planning leads at 12.5% 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
$25M279K6.64%Q1 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$20M230K0.03%Q1 202603
GFG Capital, LLC
CIK 0001638520
$16M164K4.46%Q2 202604
Greenspring Advisors, LLC
CIK 0001922200
$15M174K0.93%Q1 202605
Wealthstream Advisors, Inc.
CIK 0001833780
$14M169K2.14%Q3 202506
BIP Wealth, LLC
CIK 0001590214
$10M108K0.39%Q1 202607
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$10M108K0.00%Q1 202608
Nova R Wealth, Inc.
CIK 0001729457
$9M96K2.77%Q2 202609
IEQ CAPITAL, LLC
CIK 0001779789
$9M100K0.04%Q1 202610
LPL Financial LLC
CIK 0001403438
$8M90K0.00%Q1 202611
Index Fund Advisors, Inc.
CIK 0001665097
$8M87K0.34%Q1 202612
Compass Ion Advisors, LLC
CIK 0001621100
$8M86K0.72%Q1 202613
Paragon Advisors, LLC
CIK 0001799719
$6M74K1.75%Q1 202614
Pacific Asset Management, LLC
CIK 0002054012
$6M74K3.62%Q1 202615
Frankly Finances, LLC
CIK 0002096338⚠ data anomaly
$6M59K4.62%Q2 202616
Intelligent Financial Strategies
CIK 0001911000
$6M65K2.97%Q1 202617
Sprinkle Financial Consultants LLC
CIK 0002011593
$6M57K2.23%Q2 202618
FMB WEALTH MANAGEMENT
CIK 0002040224
$5M62K2.26%Q1 202619
Hutchens & Kramer Investment Management Group, LLC
CIK 0001920117
$5M48K1.27%Q2 202620
Fermata Advisors, LLC
CIK 0001859259
$4M44K0.88%Q2 2026
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