DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

AVGV

AMERICAN CENTY ETF TR

30 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 025072216·30 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 4.5%

vs prior quarter

13F value held

$73M

52.0% inst. owned

of float

Holders

30

-70 QoQ

filers reporting

Activity

+8 / −25

+884 added · −809 reduced

this quarter

Concentration

56.44%

Meredith Wealth Planning #1

top holder share

AI Holders Summary · Q1 2026

30 institutions reported AVGV in Q1 2026. Meredith Wealth Planning leads at 56.4% of the visible book. -70 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Meredith Wealth Planning

$41M535K11.23%Q1 2026 02

Paul R. Ried Financial Group, LLC

$8M105K3.80%Q1 2026 03

B&D White Capital Company, LLC

$4M51K0.49%Q1 2026 04

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$3M38K0.01%Q1 2026 05

McCartney Wealth Management LLC

$2M29K1.86%Q1 2026 06

Evanson Asset Management, LLC

$2M27K0.11%Q1 2026 07

M Wealth Management, LLC

$2M27K1.76%Q1 2026 08

RAYMOND JAMES FINANCIAL INC

$2M25K0.00%Q1 2026 09

LPL Financial LLC

$2M23K0.00%Q1 2026 10

AQR CAPITAL MANAGEMENT LLC

$2M23K0.00%Q1 2026 11

ENTREWEALTH, LLC

$741,43710K0.33%Q1 2026 12

NewEdge Advisors, LLC

$711,1479K0.00%Q1 2026 13

Ridgeline Wealth, LLC

$646,5298K0.46%Q1 2026 14

JPMORGAN CHASE & CO

$608,0658K0.00%Q1 2026 15

Asset One Wealth Management LLC

$492,4966K0.05%Q1 2026 16

Empirical Finance, LLC

$407,8605K0.02%Q1 2026 17

Focus Partners Wealth

$389,0005K0.00%Q4 2025 18

Farther Finance Advisors, LLC

$347,8454K0.00%Q1 2026 19

Vawter Financial, Ltd.

$336,3644K0.14%Q1 2026 20

Merriman Wealth Management, LLC

$314,2455K0.01%Q4 2024

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