Who Owns AMERICAN CENTY ETF TR (AVGE)? -- Institutional Holders (2026-06-30)
99 institutions reported holding $212.9M 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), GFG Capital, LLC ($16.2M), BIP Wealth, LLC ($11.6M), Nova R Wealth, Inc. ($9.5M). 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 | GFG Capital, LLC | $16.2M | 163,602 | New |
| 4 | BIP Wealth, LLC | $11.6M | 116,708 | Added |
| 5 | Nova R Wealth, Inc. | $9.5M | 95,762 | Trimmed |
| 6 | Paragon Advisors, LLC | $7.3M | 73,594 | Trimmed |
| 7 | Pacific Asset Management, LLC | $7.1M | 71,984 | Trimmed |
| 8 | Intelligent Financial Strategies | $6.4M | 64,521 | Trimmed |
| 9 | FMB WEALTH MANAGEMENT | $6.2M | 62,065 | Added |
| 10 | Frankly Finances, LLC | $5.8M | 58,958 | Added |
| 11 | Sprinkle Financial Consultants LLC | $5.7M | 57,470 | Added |
| 12 | Align Financial, LLC | $4.8M | 48,466 | Added |
| 13 | Hutchens & Kramer Investment Management Group, LLC | $4.8M | 47,965 | Added |
| 14 | Werba Rubin Papier Wealth Management | $4.5M | 45,424 | Added |
| 15 | B&D White Capital Company, LLC | $4.3M | 43,782 | Hold |
| 16 | Fermata Advisors, LLC | $4.3M | 43,716 | Added |
| 17 | Yardley Wealth Management LLC | $3.4M | 33,830 | Added |
| 18 | SC&H Financial Advisors, Inc. | $3.2M | 32,246 | Added |
| 19 | Evanson Financial, LLC | $3.2M | 32,115 | New |
| 20 | Wilkerson Advisory Group LLC | $3.2M | 32,013 | Trimmed |
| 21 | ARQ WEALTH ADVISORS, LLC | $2.9M | 28,783 | Added |
| 22 | Ridgeline Wealth, LLC | $2.7M | 27,621 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $2.4M | 24,028 | Added |
| 24 | Integrity Wealth Solutions LLC | $2.1M | 20,692 | Added |
| 25 | Oceanside Advisors LLC | $1.9M | 18,920 | Added |
Source: SEC Form 13F filings · as of 2026-06-30