AMERICAN CENTURY ETF TRUST - AVGV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Meredith Wealth Planning | History | Added to | 613,056 | 52,122 | 12.3% | 11.23% | 1 | +78,479 | 14.68% | Q2 2026 | Jul 24, 2026 |
| Paul R. Ried Financial Group, LLC | History | Added to | 117,691 | 10,006 | 4.37% | 3.8% | 2 | +12,257 | 11.63% | Q2 2026 | Jul 06, 2026 |
| B&D White Capital Company, LLC | History | No change | 51,228 | 4,355 | 0.43% | 0.49% | 3 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,449 | 3,283 | 0.01% | 0.01% | 4 | +731 | 1.94% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | Added to | 31,487 | 2,677 | 0.0% | 0.0% | 5 | +8,361 | 36.15% | Q2 2026 | Aug 07, 2026 |
| McCartney Wealth Management LLC | History | Added to | 29,256 | 2,487 | 1.89% | 1.86% | 6 | +712 | 2.49% | Q2 2026 | Aug 03, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 29,239 | 2,485 | 1.46% | — | 7 | +29,239 | New | Q2 2026 | Aug 10, 2026 |
| Evanson Financial, LLC | History | New | 28,269 | 2,403 | 0.12% | — | 8 | +28,269 | New | Q2 2026 | Jul 07, 2026 |
| M Wealth Management, LLC | History | Added to | 26,914 | 2,288 | 1.8% | 1.76% | 9 | +24 | 0.09% | Q2 2026 | Jul 27, 2026 |
| Evanson Asset Management, LLC | History | No change | 27,399 | 2,124 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,325 | 1,983 | 0.0% | 0.0% | 11 | +288 | 1.25% | Q2 2026 | Aug 14, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 16,200 | 1,375 | 1.06% | 0.2% | 12 | +13,150 | 431.15% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 15,569 | 1,323 | 0.0% | 0.0% | 13 | -9,005 | -36.64% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,255 | 1,126 | 0.0% | 0.0% | 14 | +4,084 | 44.53% | Q2 2026 | Aug 12, 2026 |
| ENTREWEALTH, LLC | History | Added to | 10,987 | 960 | 0.36% | 0.33% | 15 | +1,425 | 14.9% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 10,793 | 917 | 0.0% | 0.0% | 16 | +5,465 | 102.57% | Q2 2026 | Aug 12, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 8,445 | 717 | 0.42% | 0.46% | 17 | +107 | 1.28% | Q2 2026 | Jul 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,674 | 651 | 0.0% | 0.0% | 18 | -366 | -4.55% | Q2 2026 | Aug 12, 2026 |
| Asset One Wealth Management LLC | History | Added to | 6,195 | 529 | 0.06% | 0.05% | 19 | +175 | 2.91% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 5,565 | 473 | 0.0% | 0.0% | 20 | +2,069 | 59.18% | Q2 2026 | Aug 14, 2026 |
| Empirical Finance, LLC | History | No change | 5,260 | 447 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,504 | 382 | 0.0% | 0.0% | 22 | +46 | 1.03% | Q2 2026 | Jul 17, 2026 |
| Copper Harbor Investment Advisors, LLC | History | New | 4,490 | 381 | 0.08% | — | 23 | +4,490 | New | Q2 2026 | Jul 23, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 4,147 | 352 | 0.13% | 0.14% | 24 | -191 | -4.4% | Q2 2026 | Jul 24, 2026 |
| Compound Planning, Inc. | History | Reduced | 3,662 | 311 | 0.01% | 0.01% | 25 | -7 | -0.19% | Q2 2026 | Aug 04, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 3,610 | 279 | 0.01% | 0.01% | 26 | -235 | -6.11% | Q2 2026 | Jul 09, 2026 |
| Mosley Wealth Management | History | New | 1,345 | 114 | 0.04% | — | 27 | +1,345 | New | Q2 2026 | Jul 23, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 1,062 | 90 | 0.02% | 0.02% | 28 | +124 | 13.22% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | New | 605 | 51 | 0.0% | — | 29 | +605 | New | Q2 2026 | Aug 11, 2026 |
| Orion Capital Management LLC | History | No change | 315 | 26 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 195 | 16 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 14, 2026 |