Who Owns AMERICAN CENTY ETF TR (AVGV)? -- Institutional Holders (2026-06-30)

32 institutions reported holding $94.6M of AMERICAN CENTY ETF TR (AVGV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Meredith Wealth Planning ($52.1M), Paul R. Ried Financial Group, LLC ($10.0M), B&D White Capital Company, LLC ($4.4M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($3.3M), LPL Financial LLC ($2.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Meredith Wealth Planning	$52.1M	613,056	Added
2	Paul R. Ried Financial Group, LLC	$10.0M	117,691	Added
3	B&D White Capital Company, LLC	$4.4M	51,228	Hold
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$3.3M	38,449	Added
5	LPL Financial LLC	$2.7M	31,487	Added
6	McCartney Wealth Management LLC	$2.5M	29,256	Added
7	FIG FINANCIAL ADVISORY SERVICES INC /ADV	$2.5M	29,239	New
8	Evanson Financial, LLC	$2.4M	28,269	New
9	M Wealth Management, LLC	$2.3M	26,914	Added
10	AQR CAPITAL MANAGEMENT LLC	$2.0M	23,325	Added
11	MAIMON WEALTH MANAGEMENT LTD.	$1.4M	16,200	Added
12	RAYMOND JAMES FINANCIAL INC	$1.3M	15,569	Trimmed
13	NewEdge Advisors, LLC	$1.1M	13,255	Added
14	ENTREWEALTH, LLC	$960,813	10,987	Added
15	Focus Partners Wealth	$917,653	10,793	Added
16	Ridgeline Wealth, LLC	$717,994	8,445	Added
17	JPMORGAN CHASE & CO	$651,676	7,674	Trimmed
18	Asset One Wealth Management LLC	$529,982	6,195	Added
19	JANE STREET GROUP, LLC	$473,136	5,565	Added
20	Empirical Finance, LLC	$447,205	5,260	Hold
21	Farther Finance Advisors, LLC	$382,961	4,504	Added
22	Copper Harbor Investment Advisors, LLC	$381,770	4,490	New
23	Vawter Financial, Ltd.	$352,610	4,147	Trimmed
24	Compound Planning, Inc.	$311,359	3,662	Trimmed
25	SAX WEALTH ADVISORS, LLC	$279,919	3,610	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30