AMERICAN CENTURY ETF TRUST - AVGV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 460,263 | 33,682 | 10.03% | 10.15% | 1 | +5,063 | 1.11% | Q4 2025 | Jan 16, 2026 |
| Paul R. Ried Financial Group, LLC | History | Added to | 85,211 | 6,235 | 2.94% | 2.73% | 2 | +8,332 | 10.84% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 68,804 | 5,198 | 0.01% | — | 3 | +68,804 | New | Q4 2025 | Jan 08, 2026 |
| B&D White Capital Company, LLC | History | No change | 51,228 | 3,748 | 0.43% | 0.46% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| M Wealth Management, LLC | History | Added to | 30,057 | 2,199 | 1.91% | 1.77% | 5 | +1,373 | 4.79% | Q4 2025 | Jan 29, 2026 |
| Evanson Asset Management, LLC | History | Added to | 27,262 | 1,995 | 0.11% | 0.1% | 6 | +1,481 | 5.74% | Q4 2025 | Jan 12, 2026 |
| McCartney Wealth Management LLC | History | New | 26,285 | 1,923 | 1.66% | — | 7 | +26,285 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 12,485 | 913 | 0.0% | 0.0% | 8 | +6,693 | 115.56% | Q4 2025 | Feb 11, 2026 |
| Austin Wealth Management, LLC | History | Added to | 11,758 | 888 | 0.13% | 0.12% | 9 | +1,023 | 9.53% | Q4 2025 | Jan 26, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 8,391 | 614 | 0.43% | 0.45% | 10 | -347 | -3.97% | Q4 2025 | Jan 08, 2026 |
| JPMORGAN CHASE & CO | History | New | 8,057 | 589 | 0.0% | — | 11 | +8,057 | New | Q4 2025 | Feb 11, 2026 |
| ENTREWEALTH, LLC | History | Added to | 5,807 | 468 | 0.21% | 0.21% | 12 | +55 | 0.96% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 5,328 | 389 | 0.0% | 0.0% | 13 | +60 | 1.14% | Q4 2025 | Feb 13, 2026 |
| Vawter Financial, Ltd. | History | Added to | 4,904 | 358 | 0.15% | 0.16% | 14 | +25 | 0.51% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | New | 4,035 | 295 | 0.0% | — | 15 | +4,035 | New | Q4 2025 | Feb 18, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 3,845 | 281 | 0.01% | 0.02% | 16 | -274 | -6.65% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 3,332 | 243 | 0.0% | — | 17 | +3,332 | New | Q4 2025 | Jan 23, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,807 | 205 | 0.01% | 0.01% | 18 | -301 | -9.68% | Q4 2025 | Feb 19, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 1,270 | 92 | 0.03% | 0.02% | 19 | +378 | 42.38% | Q4 2025 | Jan 16, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 726 | 53 | 0.01% | 0.01% | 20 | +355 | 95.69% | Q4 2025 | Jan 12, 2026 |
| Orion Capital Management LLC | History | No change | 315 | 23 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 195 | 14 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,032 | -100.0% | Q3 2025 | Nov 03, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q3 2025 | Nov 13, 2025 |