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

AMERICAN CENTY ETF TR

37 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 025072216·37 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$98M
visible holders
Holders
37
filers reporting
Concentration
58.62%
Meredith Wealth Planning #1
top holder share
AI Holders Summary · Q3 2026

37 institutions reported AVGV in Q3 2026. Meredith Wealth Planning leads at 58.6% 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
$57M679K14.31%Q3 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
$3M40K0.01%Q3 202605
LPL Financial LLC
CIK 0001403438
$3M31K0.00%Q2 202606
McCartney Wealth Management LLC
CIK 0002110693
$2M29K1.89%Q2 202607
Evanson Financial, LLC
CIK 0002140235
$2M28K0.12%Q2 202608
M Wealth Management, LLC
CIK 0002026150
$2M26K1.71%Q3 202609
Evanson Asset Management, LLC
CIK 0001626379
$2M27K0.11%Q1 202610
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$2M23K0.00%Q2 202611
MAIMON WEALTH MANAGEMENT LTD.
CIK 0001760401
$1M16K1.06%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M16K0.00%Q2 202613
NewEdge Advisors, LLC
CIK 0001633516
$1M13K0.00%Q2 202614
Focus Partners Wealth
CIK 0001542153
$918K11K0.00%Q2 202615
ENTREWEALTH, LLC
CIK 0002052200
$867K10K0.31%Q3 202616
BIP Wealth, LLC
CIK 0001590214
$792K9K0.02%Q3 202617
Ridgeline Wealth, LLC
CIK 0001934226
$699K8K0.40%Q3 202618
JPMORGAN CHASE & CO
CIK 0000019617
$652K8K0.00%Q2 202619
Asset One Wealth Management LLC
CIK 0002110759
$530K6K0.06%Q2 202620
McCarthy Asset Management, Inc.
CIK 0001843169
$500K6K0.24%Q3 2026
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