16 institutions reported holding $80.9M of AMERICAN CENTY ETF TR (AVGV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Meredith Wealth Planning ($52.1M), Paul R. Ried Financial Group, LLC ($10.0M), B&D White Capital Company, LLC ($4.4M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($3.3M), McCartney Wealth Management LLC ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Meredith Wealth Planning | $52.1M | 613,056 | Added |
| 2 | Paul R. Ried Financial Group, LLC | $10.0M | 117,691 | Added |
| 3 | B&D White Capital Company, LLC | $4.4M | 51,228 | Hold |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 38,449 | Added |
| 5 | McCartney Wealth Management LLC | $2.5M | 29,256 | Added |
| 6 | Evanson Financial, LLC | $2.4M | 28,269 | New |
| 7 | M Wealth Management, LLC | $2.3M | 26,914 | Added |
| 8 | MAIMON WEALTH MANAGEMENT LTD. | $1.4M | 16,200 | Added |
| 9 | Ridgeline Wealth, LLC | $717,994 | 8,445 | Added |
| 10 | Farther Finance Advisors, LLC | $382,961 | 4,504 | Added |
| 11 | Copper Harbor Investment Advisors, LLC | $381,770 | 4,490 | New |
| 12 | Vawter Financial, Ltd. | $352,610 | 4,147 | Trimmed |
| 13 | Compound Planning, Inc. | $311,359 | 3,662 | Trimmed |
| 14 | SAX WEALTH ADVISORS, LLC | $279,919 | 3,610 | Trimmed |
| 15 | Mosley Wealth Management | $114,324 | 1,345 | New |
| 16 | Moisand Fitzgerald Tamayo, LLC | $16,579 | 195 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30