Who Owns AMERICAN CENTY ETF TR (AVGE)? -- Institutional Holders (2026-06-30)
165 institutions reported holding $333.1M of AMERICAN CENTY ETF TR (AVGE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Meredith Wealth Planning ($29.5M), COMMONWEALTH EQUITY SERVICES, LLC ($25.2M), Greenspring Advisors, LLC ($16.4M), GFG Capital, LLC ($16.2M), Compass Ion Advisors, LLC ($11.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Meredith Wealth Planning | $29.5M | 297,253 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $25.2M | 254,389 | Added |
| 3 | Greenspring Advisors, LLC | $16.4M | 165,420 | Trimmed |
| 4 | GFG Capital, LLC | $16.2M | 163,602 | New |
| 5 | Compass Ion Advisors, LLC | $11.8M | 118,846 | Added |
| 6 | BIP Wealth, LLC | $11.6M | 116,708 | Added |
| 7 | AQR CAPITAL MANAGEMENT LLC | $10.7M | 108,276 | Hold |
| 8 | IEQ CAPITAL, LLC | $9.9M | 100,131 | Hold |
| 9 | Nova R Wealth, Inc. | $9.5M | 95,762 | Trimmed |
| 10 | LPL Financial LLC | $9.3M | 94,256 | Added |
| 11 | Index Fund Advisors, Inc. | $9.0M | 90,746 | Added |
| 12 | Paragon Advisors, LLC | $7.3M | 73,594 | Trimmed |
| 13 | Pacific Asset Management, LLC | $7.1M | 71,984 | Trimmed |
| 14 | Intelligent Financial Strategies | $6.4M | 64,521 | Trimmed |
| 15 | FMB WEALTH MANAGEMENT | $6.2M | 62,065 | Added |
| 16 | Frankly Finances, LLC | $5.8M | 58,958 | Added |
| 17 | Sprinkle Financial Consultants LLC | $5.7M | 57,470 | Added |
| 18 | Cogent Private Wealth, Inc. | $5.1M | 51,846 | Added |
| 19 | Cresset Asset Management, LLC | $5.1M | 51,619 | Added |
| 20 | Align Financial, LLC | $4.8M | 48,466 | Added |
| 21 | Hutchens & Kramer Investment Management Group, LLC | $4.8M | 47,965 | Added |
| 22 | Werba Rubin Papier Wealth Management | $4.5M | 45,424 | Added |
| 23 | B&D White Capital Company, LLC | $4.3M | 43,782 | Hold |
| 24 | Fermata Advisors, LLC | $4.3M | 43,716 | Added |
| 25 | Corient Private Wealth LLC | $4.0M | 40,718 | Added |
Source: SEC Form 13F filings · as of 2026-06-30