AMERICAN CENTY ETF TR (AVGV)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
31
Reporting holders
$94.6M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Meredith Wealth Planning | $52.1M | 613,056 | 12.30% | 12q | +14.7%+$6.7M |
| Paul R. Ried Financial Group, LLC | $10.0M | 117,691 | 4.37% | 7q | +11.6%+$1.0M |
| B&D White Capital Company, LLC | $4.4M | 51,228 | 0.43% | 5q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 38,449 | 0.01% | 3q | +1.9%+$62.4K |
| LPL Financial LLC | $2.7M | 31,487 | 0.00% | 4q | +36.2%+$710.8K |
| McCartney Wealth Management LLC | $2.5M | 29,256 | 1.89% | 3q | +2.5%+$60.5K |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $2.5M | 29,239 | 1.46% | new | NEW |
| Evanson Financial, LLC | $2.4M | 28,269 | 0.12% | new | FIRST |
| M Wealth Management, LLC | $2.3M | 26,914 | 1.80% | 7q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $2.0M | 23,325 | 0.00% | 2q | +1.3%+$24.5K |
| MAIMON WEALTH MANAGEMENT LTD. | $1.4M | 16,200 | 1.06% | 2q | +431.1%+$1.1M |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 15,569 | 0.00% | 2q | -36.6%-$765.6K |
| NewEdge Advisors, LLC | $1.1M | 13,255 | 0.00% | 3q | +44.5%+$347.2K |
| ENTREWEALTH, LLC | $960.8K | 10,987 | 0.36% | 5q | +14.9%+$124.6K |
| Focus Partners Wealth | $917.7K | 10,793 | 0.00% | 6q | +102.6%+$464.7K |
| Ridgeline Wealth, LLC | $718.0K | 8,445 | 0.42% | 7q | +1.3%+$9.1K |
| JPMORGAN CHASE & CO | $651.7K | 7,674 | 0.00% | 3q | -4.6%-$31.1K |
| Asset One Wealth Management LLC | $530.0K | 6,195 | 0.06% | 2q | +2.9%+$15.0K |
| JANE STREET GROUP, LLC | $473.1K | 5,565 | 0.00% | 2q | +59.2%+$175.9K |
| Empirical Finance, LLC | $447.2K | 5,260 | 0.02% | 2q | HELD |
| Farther Finance Advisors, LLC | $383.0K | 4,504 | 0.00% | 3q | +1.0%+$3.9K |
| Copper Harbor Investment Advisors, LLC | $381.8K | 4,490 | 0.08% | new | FIRST |
| Vawter Financial, Ltd. | $352.6K | 4,147 | 0.13% | 4q | -52.2%-$385.1K |
| Compound Planning, Inc. | $311.4K | 3,662 | 0.01% | 4q | HELD |
| SAX WEALTH ADVISORS, LLC | $279.9K | 3,610 | 0.01% | 4q | -6.1%-$18.2K |
| Mosley Wealth Management | $114.3K | 1,345 | 0.04% | new | NEW |
| Rialto Wealth Management, LLC | $90.3K | 1,062 | 0.02% | 4q | +13.2%+$10.5K |
| Allworth Financial LP | $51.4K | 605 | 0.00% | new | NEW |
| Orion Capital Management LLC | $26.8K | 315 | 0.01% | 7q | HELD |
| Moisand Fitzgerald Tamayo, LLC | $16.6K | 195 | 0.00% | 12q | HELD |
| WELLS FARGO & COMPANY/MN | $81 | 1 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 31 | $94.6M | 1,112,793 | 3 | 15 | 4 | 0.0% |
| Q1 2026 | 27 | $74.0M | 953,721 | 8 | 9 | 4 | 0.0% |
| Q4 2025 | 22 | $60.8M | 827,269 | 4 | 11 | 3 | 0.0% |
| Q3 2025 | 18 | $48.8M | 693,120 | 6 | 7 | 2 | 0.0% |
| Q2 2025 | 15 | $39.4M | 604,170 | 3 | 4 | 4 | 0.0% |
| Q1 2025 | 14 | $54.8M | 902,556 | 3 | 8 | 1 | 0.0% |
| Q4 2024 | 13 | $48.9M | 801,634 | 4 | 4 | 0 | 0.0% |
| Q3 2024 | 8 | $23.7M | 377,362 | 4 | 3 | 0 | 0.0% |
| Q2 2024 | 5 | $21.1M | 358,861 | 0 | 3 | 0 | 0.0% |
| Q1 2024 | 5 | $18.0M | 297,697 | 1 | 2 | 1 | 0.0% |
| Q4 2023 | 5 | $15.2M | 271,479 | 2 | 1 | 0 | 0.0% |
| Q3 2023 | 3 | $1.6M | 32,147 | 3 | 0 | 0 | 0.0% |