29 institutions reported holding $73.6M of AMERICAN CENTY ETF TR (AVGV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Meredith Wealth Planning ($41.5M), Paul R. Ried Financial Group, LLC ($8.2M), B&D White Capital Company, LLC ($4.0M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($2.9M), McCartney Wealth Management LLC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Meredith Wealth Planning | $41.5M | 534,577 | Added |
| 2 | Paul R. Ried Financial Group, LLC | $8.2M | 105,434 | Added |
| 3 | B&D White Capital Company, LLC | $4.0M | 51,228 | Hold |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.9M | 37,718 | Trimmed |
| 5 | McCartney Wealth Management LLC | $2.2M | 28,544 | Added |
| 6 | Evanson Asset Management, LLC | $2.1M | 27,399 | Added |
| 7 | M Wealth Management, LLC | $2.1M | 26,890 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.9M | 24,574 | New |
| 9 | LPL Financial LLC | $1.8M | 23,126 | Added |
| 10 | AQR CAPITAL MANAGEMENT LLC | $1.8M | 23,037 | New |
| 11 | ENTREWEALTH, LLC | $741,437 | 9,562 | Added |
| 12 | Ridgeline Wealth, LLC | $646,529 | 8,338 | Trimmed |
| 13 | JPMORGAN CHASE & CO | $608,065 | 8,040 | Trimmed |
| 14 | Asset One Wealth Management LLC | $492,496 | 6,020 | New |
| 15 | Focus Partners Wealth | $413,155 | 5,328 | Hold |
| 16 | Empirical Finance, LLC | $407,860 | 5,260 | New |
| 17 | Farther Finance Advisors, LLC | $347,845 | 4,458 | Added |
| 18 | Vawter Financial, Ltd. | $336,364 | 4,338 | Trimmed |
| 19 | Compound Planning, Inc. | $284,509 | 3,669 | Added |
| 20 | SAX WEALTH ADVISORS, LLC | $281,377 | 3,845 | Hold |
| 21 | JANE STREET GROUP, LLC | $271,080 | 3,496 | New |
| 22 | MAIMON WEALTH MANAGEMENT LTD. | $232,532 | 3,050 | New |
| 23 | Rialto Wealth Management, LLC | $72,733 | 938 | Added |
| 24 | Orion Capital Management LLC | $24,425 | 315 | Hold |
| 25 | Moisand Fitzgerald Tamayo, LLC | $15,121 | 195 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31