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 | 679,434 | 57,317 | 14.31% | 12.3% | 1 | +66,378 | 10.83% | Q3 2026 | Oct 14, 2026 |
| Paul R. Ried Financial Group, LLC | History | No change | 117,691 | 10,006 | 4.37% | 4.37% | 2 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| B&D White Capital Company, LLC | History | No change | 51,228 | 4,321 | 0.42% | 0.43% | 3 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 40,231 | 3,426 | 0.01% | 0.01% | 4 | +1,782 | 4.63% | Q3 2026 | Oct 13, 2026 |
| LPL Financial LLC | History | No change | 31,487 | 2,677 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evanson Financial, LLC | History | Added to | 29,864 | 2,519 | 0.12% | 0.12% | 6 | +1,595 | 5.64% | Q3 2026 | Oct 23, 2026 |
| McCartney Wealth Management LLC | History | No change | 29,256 | 2,487 | 1.89% | 1.89% | 7 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| M Wealth Management, LLC | History | Reduced | 26,311 | 2,219 | 1.71% | 1.8% | 8 | -603 | -2.24% | Q3 2026 | Oct 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 23,325 | 1,983 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 16,200 | 1,375 | 1.06% | 1.06% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 15,569 | 1,323 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,255 | 1,126 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 10,793 | 917 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 10,274 | 866 | 0.31% | 0.36% | 14 | -713 | -6.49% | Q3 2026 | Oct 14, 2026 |
| BIP Wealth, LLC | History | New | 9,387 | 791 | 0.02% | — | 15 | +9,387 | New | Q3 2026 | Oct 22, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 8,155 | 698 | 0.4% | 0.42% | 16 | -290 | -3.43% | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,674 | 651 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset One Wealth Management LLC | History | Added to | 6,686 | 564 | 0.05% | 0.06% | 18 | +491 | 7.93% | Q3 2026 | Nov 02, 2026 |
| McCarthy Asset Management, Inc. | History | New | 5,929 | 500 | 0.24% | — | 19 | +5,929 | New | Q3 2026 | Oct 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,565 | 473 | 0.0% | 0.0% | 20 | 0 | 0.0% | 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 | 4,837 | 408 | 0.0% | 0.0% | 22 | +333 | 7.39% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 4,746 | 400 | 0.0% | — | 23 | +4,746 | New | Q3 2026 | Nov 02, 2026 |
| Copper Harbor Investment Advisors, LLC | History | No change | 4,490 | 378 | 0.08% | 0.08% | 24 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 4,230 | 356 | 0.04% | — | 25 | +4,230 | New | Q3 2026 | Oct 30, 2026 |
| Vawter Financial, Ltd. | History | No change | 4,147 | 352 | 0.13% | 0.13% | 26 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compound Planning, Inc. | History | No change | 3,662 | 311 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| United Advisor Group, LLC | History | New | 3,609 | 304 | 0.03% | — | 29 | +3,609 | New | Q3 2026 | Nov 02, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 3,610 | 304 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Mosley Wealth Management | History | Added to | 1,441 | 123 | 0.04% | 0.04% | 30 | +96 | 7.14% | Q3 2026 | Oct 16, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,062 | 90 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 624 | 52 | 0.02% | — | 32 | +624 | New | Q3 2026 | Oct 01, 2026 |
| Allworth Financial LP | History | No change | 605 | 51 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atomic Invest LLC | History | No change | 445 | 37 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Orion Capital Management LLC | History | No change | 315 | 26 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 195 | 16 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Trellis Wealth Advisors LLC | History | New | 47 | 3 | 0.0% | — | 37 | +47 | New | Q3 2026 | Oct 19, 2026 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 1.46% | — | -29,239 | -100.0% | Q3 2026 | Oct 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |