13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
AVGE

AMERICAN CENTY ETF TR

135 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 025072232·135 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.5%
vs prior quarter
13F value held
$179M
54.0% inst. owned
of float
Holders
135
-94 QoQ
filers reporting
Activity
+94 / −84
+946 added · −913 reduced
this quarter
Concentration
13.69%
Meredith Wealth Planning #1
top holder share
AI Holders Summary · Q1 2026

135 institutions reported AVGE in Q1 2026. Meredith Wealth Planning leads at 13.7% of the visible book. -94 net institutions QoQ — distribution reading.

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
Greenspring Advisors, LLC
CIK 0001922200
$15M174K0.93%Q1 202604
Wealthstream Advisors, Inc.
CIK 0001833780
$14M169K2.14%Q3 202505
BIP Wealth, LLC
CIK 0001590214
$10M108K0.39%Q1 202606
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$10M108K0.00%Q1 202607
IEQ CAPITAL, LLC
CIK 0001779789
$9M100K0.04%Q1 202608
Nova R Wealth, Inc.
CIK 0001729457
$9M98K2.74%Q1 202609
LPL Financial LLC
CIK 0001403438
$8M90K0.00%Q1 202610
Index Fund Advisors, Inc.
CIK 0001665097
$8M87K0.34%Q1 202611
Compass Ion Advisors, LLC
CIK 0001621100
$8M86K0.72%Q1 202612
Paragon Advisors, LLC
CIK 0001799719
$6M74K1.75%Q1 202613
Pacific Asset Management, LLC
CIK 0002054012
$6M74K3.62%Q1 202614
Intelligent Financial Strategies
CIK 0001911000
$6M65K2.97%Q1 202615
FMB WEALTH MANAGEMENT
CIK 0002040224
$5M62K2.26%Q1 202616
Sprinkle Financial Consultants LLC
CIK 0002011593
$5M57K2.31%Q1 202617
Frankly Finances, LLC
CIK 0002096338
$5M53K4.23%Q1 202618
Align Financial, LLC
CIK 0002089183
$4M44K2.23%Q1 202619
B&D White Capital Company, LLC
CIK 0001752523
$4M44K0.48%Q1 202620
Fermata Advisors, LLC
CIK 0001859259
$4M43K0.85%Q1 2026
Page 1 of 7
115 more holders available. Log in →