AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 11 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| Unison Advisors LLC | 896,619 | $71,605,000 | 17.26% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,159,126 | $92,567,767,000 | 9.34% |
| Merriman Wealth Management, LLC | 1,311,363 | $104,725,000 | 8.60% |
| Truepoint, Inc. | 2,144,286 | $171,243,000 | 8.12% |
| B&D White Capital Company, LLC | 284,060 | $22,685,000 | 7.23% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,145 | $8,077,000 | 6.72% |
| TCI Wealth Advisors, Inc. | 538,494 | $43,004,000 | 6.44% |
| Hill Investment Group Partners, LLC | 230,955 | $18,444,105 | 6.04% |
| Aprio Wealth Management, LLC | 180,597 | $14,422,000 | 5.50% |
| Marquette Asset Management, LLC | 283,426 | $22,634,000 | 5.26% |