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

AMERICAN CENTY ETF TR

33 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 025072216·33 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$94M
visible holders
Holders
33
filers reporting
Concentration
55.31%
Meredith Wealth Planning #1
top holder share
AI Holders Summary · Q2 2026

33 institutions reported AVGV in Q2 2026. Meredith Wealth Planning leads at 55.3% 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
$52M613K12.30%Q2 202602
Paul R. Ried Financial Group, LLC
CIK 0002033053
$10M118K4.37%Q2 202603
B&D White Capital Company, LLC
CIK 0001752523
$4M51K0.43%Q2 202604
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$3M38K0.01%Q2 202605
LPL Financial LLC
CIK 0001403438
$3M31K0.00%Q2 202606
McCartney Wealth Management LLC
CIK 0002110693
$2M29K1.89%Q2 202607
FIG FINANCIAL ADVISORY SERVICES INC /ADV
CIK 0000753967
$2M29K1.46%Q2 202608
Evanson Financial, LLC
CIK 0002140235
$2M28K0.12%Q2 202609
M Wealth Management, LLC
CIK 0002026150
$2M27K1.80%Q2 202610
Evanson Asset Management, LLC
CIK 0001626379
$2M27K0.11%Q1 202611
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$2M23K0.00%Q2 202612
MAIMON WEALTH MANAGEMENT LTD.
CIK 0001760401
$1M16K1.06%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M16K0.00%Q2 202614
NewEdge Advisors, LLC
CIK 0001633516
$1M13K0.00%Q2 202615
ENTREWEALTH, LLC
CIK 0002052200
$961K11K0.36%Q2 202616
Focus Partners Wealth
CIK 0001542153
$918K11K0.00%Q2 202617
Ridgeline Wealth, LLC
CIK 0001934226
$718K8K0.42%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$652K8K0.00%Q2 202619
Asset One Wealth Management LLC
CIK 0002110759
$530K6K0.06%Q2 202620
Empirical Finance, LLC
CIK 0001572838
$408K5K0.02%Q1 2026
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