AVGEAMERICAN CENTY ETF TR
CUSIP 025072232 · Yahoo Finance ↗ · Google Finance ↗
American Centy Etf Tr (AVGE) has 128 institutional holders in Filings Flow’s 13F database, together reporting 2.89M shares worth $254M as of Q1 2026. The largest reported holders are Meredith Wealth Planning, Commonwealth Equity Services, LLC, and Greenspring Advisors, LLC.
Institutional Holders
128
Q1 2026
Reported Value
$254M
Ticker
AVGE
Quarters Tracked
15
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Meredith Wealth Planning$369M AUM | 6.64% | $25M | 278.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $20M | 229.7K | Q1 2026 |
| Greenspring Advisors, LLC$1.6B AUM | 0.93% | $15M | 174.2K | Q1 2026 |
| Wealthstream Advisors, Inc.$661M AUM | 2.14% | $14M | 169.4K | Q3 2025OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.39% | $10M | 108.4K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $10M | 108.3K | Q1 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.04% | $9M | 100.1K | Q1 2026 |
| Nova R Wealth, Inc.$313M AUM | 2.74% | $9M | 97.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 89.7K | Q1 2026 |
| Index Fund Advisors, Inc.$2.2B AUM | 0.34% | $8M | 86.7K | Q1 2026 |
| Compass Ion Advisors, LLC$1.0B AUM | 0.72% | $8M | 86.2K | Q1 2026 |
| Paragon Advisors, LLC$371M AUM | 1.75% | $6M | 73.7K | Q1 2026 |
| Pacific Asset Management, LLC$179M AUM | 3.62% | $6M | 73.6K | Q1 2026 |
| Intelligent Financial Strategies$192M AUM | 2.97% | $6M | 64.8K | Q1 2026 |
| FMB WEALTH MANAGEMENT$242M AUM | 2.26% | $5M | 62.0K | Q1 2026 |
| Sprinkle Financial Consultants LLC$255M AUM | 2.31% | $5M | 56.8K | Q1 2026 |
| Frankly Finances, LLC$110M AUM | 4.23% | $5M | 53.1K | Q1 2026 |
| Austin Wealth Management, LLC$440M AUM | 0.60% | $4M | 45.8K | Q4 2025OLDER |
| Align Financial, LLC$176M AUM | 2.23% | $4M | 44.5K | Q1 2026 |
| B&D White Capital Company, LLC$809M AUM | 0.48% | $4M | 43.8K | Q1 2026 |
| Fermata Advisors, LLC$495M AUM | 0.85% | $4M | 43.1K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 38.2K | Q1 2026 |
| Werba Rubin Papier Wealth Management$718M AUM | 0.46% | $3M | 37.5K | Q1 2026 |
| ENTREWEALTH, LLC$223M AUM | 1.42% | $3M | 36.1K | Q1 2026 |
| Magnolia Private Wealth, LLC$150M AUM | 2.08% | $3M | 35.4K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.07% | $3M | 34.7K | Q1 2026 |
| Yardley Wealth Management LLC$195M AUM | 1.51% | $3M | 33.5K | Q1 2026 |
| Cogent Private Wealth, Inc.$139M AUM | 2.06% | $3M | 32.5K | Q1 2026 |
| Wilkerson Advisory Group LLC$291M AUM | 0.97% | $3M | 32.2K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.15% | $3M | 31.9K | Q1 2026 |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.85% | $3M | 30.7K | Q1 2026 |
| SC&H Financial Advisors, Inc.$663M AUM | 0.40% | $3M | 30.2K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $3M | 29.1K | Q1 2026 |
| Ridgeline Wealth, LLC$171M AUM | 1.76% | $2M | 27.9K | Q1 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.04% | $2M | 26.8K | Q4 2025OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.06% | $2M | 24.6K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.28% | $2M | 25.4K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2M | 21.3K | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $2M | 20.8K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.03% | $2M | 19.3K | Q1 2026 |
| WMG Financial Advisors, LLC$240M AUM | 0.71% | $2M | 19.4K | Q1 2026 |
| CURIO WEALTH, LLC$293M AUM | 0.56% | $2M | 18.5K | Q1 2026 |
| Oceanside Advisors LLC$175M AUM | 0.91% | $2M | 18.1K | Q1 2026 |
| Integrity Wealth Solutions LLC$255M AUM | 0.60% | $2M | 17.3K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $1M | 16.9K | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 16.2K | Q1 2026 |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 0.25% | $1M | 15.9K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 14.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 13.7K | Q1 2026 |
| LAM GROUP, INC.$182M AUM | 0.63% | $1M | 13.0K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.03% | $1M | 12.8K | Q1 2026 |
| Financial Plan, Inc.$933M AUM | 0.11% | $1M | 11.7K | Q1 2026 |
| Plancorp, LLC$3.5B AUM | 0.03% | $1M | 11.1K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 11.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $945,416 | 10.7K | Q1 2026 |
| HUB Investment Partners, LLC$4.2B AUM | 0.02% | $925,990 | 10.5K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $873,028 | 9.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $845,011 | 9.8K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $839,583 | 9.5K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 0.37% | $827,153 | 9.9K | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $825,364 | 9.4K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.05% | $819,114 | 9.3K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $787,438 | 8.9K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.07% | $786,283 | 8.9K | Q1 2026 |
| Vawter Financial, Ltd.$238M AUM | 0.30% | $724,124 | 8.2K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.07% | $698,444 | 7.9K | Q1 2026 |
| Waypoint Wealth Partners Inc.$411M AUM | 0.17% | $689,631 | 8.9K | Q2 2025OLDER |
| Eaton-Cambridge Inc.$320M AUM | 0.21% | $677,314 | 7.7K | Q1 2026 |
| Ferguson Johnson Wealth Management Inc$123M AUM | 0.53% | $648,000 | 7.4K | Q1 2026 |
| marrick wealth, LLC$119M AUM | 0.52% | $623,681 | 7.1K | Q1 2026 |
| Creative Capital Management Investments LLC$348M AUM | 0.17% | $600,737 | 6.8K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.11% | $568,283 | 6.5K | Q1 2026 |
| GEM Asset Management, LLC$227M AUM | 0.25% | $558,372 | 6.3K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $547,697 | 6.2K | Q1 2026 |
| TCI Wealth Advisors, Inc.$1.9B AUM | 0.03% | $546,152 | 6.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $536,910 | 6.4K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $512,695 | 5.8K | Q1 2026 |
| Holcombe Financial, Inc.$170M AUM | 0.29% | $485,464 | 5.5K | Q1 2026 |
| SYM FINANCIAL Corp$1.0B AUM | 0.05% | $482,933 | 6.2K | Q2 2025OLDER |
| FOSTER & MOTLEY INC$1.9B AUM | 0.02% | $468,000 | 5.3K | Q1 2026 |
| Accurate Wealth Management, LLC$831M AUM | 0.05% | $454,484 | 4.9K | Q1 2026 |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.33% | $448,662 | 5.4K | Q3 2025OLDER |
| BARLOW WEALTH PARTNERS, LLC$900M AUM | 0.05% | $424,689 | 4.5K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $420,203 | 4.8K | Q1 2026 |
| Canvas Wealth Advisors, LLC$588M AUM | 0.07% | $415,731 | 4.7K | Q1 2026 |
| Collaborative Wealth Managment Inc.$218M AUM | 0.19% | $408,327 | 4.6K | Q1 2026 |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.02% | $398,880 | 4.6K | Q1 2026 |
| Meritas Wealth Management, LLC$221M AUM | 0.17% | $380,686 | 4.3K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.02% | $380,281 | 4.3K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $372,061 | 4.2K | Q1 2026 |
| BCR Wealth Strategies, LLC$319M AUM | 0.12% | $372,000 | 4.2K | Q1 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC$296M AUM | 0.12% | $347,953 | 4.0K | Q1 2026 |
| Great Point Wealth Advisors, LLC$542M AUM | 0.06% | $340,013 | 3.9K | Q1 2026 |
| Arlington Financial Advisors, LLC$702M AUM | 0.05% | $330,626 | 3.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $300,526 | 3.6K | Q3 2025OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.06% | $289,593 | 3.3K | Q1 2026 |
| Oak Wealth Advisors LLC$182M AUM | 0.16% | $277,810 | 3.3K | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $273,882 | 2.9K | Q1 2026 |
| McCartney Wealth Management LLC$119M AUM | 0.22% | $260,202 | 3.0K | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $252,667 | 2.9K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $252,353 | 2.9K | Q1 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC$251M AUM | 0.10% | $249,537 | 2.8K | Q1 2026 |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.05% | $241,493 | 2.7K | Q1 2026 |
| Annandale Capital, LLC$709M AUM | 0.03% | $238,000 | 2.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $235,218 | 2.7K | Q1 2026 |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.02% | $234,309 | 2.7K | Q1 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC$665M AUM | 0.03% | $213,713 | 2.4K | Q1 2026 |
| Three Arch Wealth Management LLC$556M AUM | 0.04% | $208,996 | 2.4K | Q1 2026 |
| Magnus Financial Group LLC$1.4B AUM | 0.02% | $208,830 | 2.4K | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.03% | $206,699 | 2.3K | Q1 2026 |
| Aspen Capital Management, LLC$404M AUM | 0.05% | $205,647 | 2.3K | Q1 2026 |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.01% | $202,256 | 2.3K | Q1 2026 |
| Henrickson Nauta Wealth Advisors, Inc.$410M AUM | 0.06% | $201,830 | 2.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $173,244 | 2.0K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $161,253 | 1.8K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.04% | $141,361 | 1.6K | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.01% | $127,085 | 1.4K | Q1 2026 |
| Orion Capital Management LLC$290M AUM | 0.04% | $104,744 | 1.2K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $100,783 | 1.1K | Q1 2026 |
| Valued Wealth Advisors LLC$247M AUM | 0.04% | $89,210 | 1.0K | Q1 2026 |
| Moisand Fitzgerald Tamayo, LLC$931M AUM | 0.01% | $64,519 | 733 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $61,353 | 792 | Q2 2025OLDER |
| Torren Management, LLC$201M AUM | 0.02% | $41,021 | 466 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $39,533 | 462 | Q1 2026 |
| Parkworth Wealth Management, Inc.$139M AUM | 0.02% | $29,828 | 385 | Q2 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $23,061 | 262 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $19,364 | 220 | Q1 2026 |
| CVA Family Office, LLC$950M AUM | 0.00% | $16,636 | 189 | Q1 2026 |
| Prudent Man Investment Management, Inc.$297M AUM | 0.00% | $14,519 | 169 | Q1 2026 |
| Navigoe, LLC$169M AUM | 0.01% | $13,000 | 155 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $12,088 | 141 | Q4 2025OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $11,928 | 143 | Q3 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $11,707 | 133 | Q1 2026 |
| ELEVATE WEALTH ADVISORY, INC$158M AUM | 0.01% | $9,682 | 110 | Q1 2026 |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $9,371 | 109 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $8,802 | 100 | Q1 2026 |
| Essential Partners LLC$250M AUM | 0.00% | $7,748 | 100 | Q1 2026 |
| Team Financial Group, LLC$220M AUM | 0.00% | $7,647 | 87 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $7,218 | 82 | Q1 2026 |
| North Ridge Wealth Advisors, Inc.$178M AUM | 0.00% | $6,014 | 70 | Q4 2025OLDER |
| Burk Holdings LLC$233M AUM | 0.00% | $4,137 | 47 | Q1 2026 |
| Global Trust Asset Management, LLC$262M AUM | 0.00% | $3,345 | 38 | Q1 2026 |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $1,673 | 19 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $352 | 4 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $81 | 1 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $45 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.