AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 113 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,419,000 | +20.4% | 492,881 | +19.9% | 0.01% | +25.0% |
| Q2 2023 | $31,913,000 | -6.7% | 411,207 | -10.9% | 0.01% | -20.0% |
| Q1 2023 | $34,194,000 | +22.0% | 461,687 | +22.7% | 0.01% | +25.0% |
| Q4 2022 | $28,028,000 | +52.4% | 376,281 | +35.4% | 0.01% | +33.3% |
| Q3 2022 | $18,386,000 | -5.1% | 277,974 | -1.9% | 0.01% | 0.0% |
| Q2 2022 | $19,372,000 | +188.3% | 283,403 | +236.9% | 0.01% | +200.0% |
| Q1 2022 | $6,719,000 | -25.2% | 84,126 | -25.3% | 0.00% | 0.0% |
| Q4 2021 | $8,983,000 | +490.2% | 112,660 | +459.8% | 0.00% | – |
| Q3 2021 | $1,522,000 | -34.3% | 20,124 | -33.9% | 0.00% | -100.0% |
| Q2 2021 | $2,315,000 | -46.4% | 30,460 | -49.1% | 0.00% | 0.0% |
| Q1 2021 | $4,318,000 | +3590.6% | 59,805 | +2817.3% | 0.00% | – |
| Q4 2020 | $117,000 | +88.7% | 2,050 | +40.9% | 0.00% | – |
| Q3 2020 | $62,000 | +34.8% | 1,455 | +29.3% | 0.00% | – |
| Q2 2020 | $46,000 | -17.9% | 1,125 | -37.1% | 0.00% | – |
| Q1 2020 | $56,000 | – | 1,788 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |