Who Owns AMERICAN CENTY ETF TR (AVGE)? -- Institutional Holders (2026-03-31)
134 institutions reported holding $254.4M of AMERICAN CENTY ETF TR (AVGE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Meredith Wealth Planning ($24.5M), COMMONWEALTH EQUITY SERVICES, LLC ($20.2M), Greenspring Advisors, LLC ($15.3M), BIP Wealth, LLC ($9.5M), AQR CAPITAL MANAGEMENT LLC ($9.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Meredith Wealth Planning | $24.5M | 278,601 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $20.2M | 229,663 | Added |
| 3 | Greenspring Advisors, LLC | $15.3M | 174,176 | Trimmed |
| 4 | BIP Wealth, LLC | $9.5M | 108,447 | Added |
| 5 | AQR CAPITAL MANAGEMENT LLC | $9.5M | 108,276 | Added |
| 6 | IEQ CAPITAL, LLC | $8.8M | 100,131 | New |
| 7 | Nova R Wealth, Inc. | $8.6M | 97,677 | Trimmed |
| 8 | LPL Financial LLC | $7.9M | 89,653 | Added |
| 9 | Index Fund Advisors, Inc. | $7.6M | 86,746 | Added |
| 10 | Compass Ion Advisors, LLC | $7.6M | 86,197 | Added |
| 11 | Paragon Advisors, LLC | $6.5M | 73,672 | Added |
| 12 | Pacific Asset Management, LLC | $6.5M | 73,563 | Added |
| 13 | Intelligent Financial Strategies | $5.7M | 64,831 | Trimmed |
| 14 | FMB WEALTH MANAGEMENT | $5.5M | 61,992 | Trimmed |
| 15 | Sprinkle Financial Consultants LLC | $5.0M | 56,829 | Added |
| 16 | Frankly Finances, LLC | $4.7M | 53,059 | Added |
| 17 | Align Financial, LLC | $3.9M | 44,493 | Trimmed |
| 18 | B&D White Capital Company, LLC | $3.9M | 43,782 | Trimmed |
| 19 | Fermata Advisors, LLC | $3.8M | 43,094 | Added |
| 20 | Corient Private Wealth LLC | $3.4M | 38,163 | Trimmed |
| 21 | Werba Rubin Papier Wealth Management | $3.3M | 37,528 | New |
| 22 | ENTREWEALTH, LLC | $3.2M | 36,076 | Added |
| 23 | Magnolia Private Wealth, LLC | $3.1M | 35,390 | Trimmed |
| 24 | CreativeOne Wealth, LLC | $3.1M | 34,659 | New |
| 25 | Yardley Wealth Management LLC | $3.0M | 33,521 | Added |
Source: SEC Form 13F filings · as of 2026-03-31