AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 352 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
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 ↓ |
|---|---|---|---|
| SATOVSKY ASSET MANAGEMENT LLC | 551,844 | $37,763,000 | 22.08% |
| Unison Advisors LLC | 923,521 | $63,132,000 | 16.28% |
| Merriman Wealth Management, LLC | 3,019,945 | $206,443,000 | 14.51% |
| Bull Oak Capital, LLC | 219,873 | $15,031,000 | 13.90% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,057,192 | $72,269,676,000 | 7.86% |
| Aprio Wealth Management, LLC | 258,993 | $17,705,000 | 7.05% |
| Truepoint, Inc. | 1,963,721 | $134,240,000 | 6.99% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,170 | $6,916,000 | 6.32% |
| TCI Wealth Advisors, Inc. | 568,422 | $38,857,000 | 5.95% |
| B&D White Capital Company, LLC | 196,610 | $13,440,000 | 5.72% |