AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,154,100 | +13.1% | 179,554 | +16.1% | 0.01% | +10.0% |
| Q2 2023 | $11,625,389 | +11.2% | 154,613 | +4.8% | 0.01% | +11.1% |
| Q1 2023 | $10,453,508 | -5.2% | 147,482 | -9.1% | 0.01% | -10.0% |
| Q4 2022 | $11,028,641 | +68.9% | 162,164 | +54.8% | 0.01% | +42.9% |
| Q3 2022 | $6,530,000 | +0.5% | 104,738 | +4.9% | 0.01% | +16.7% |
| Q2 2022 | $6,496,000 | – | 99,887 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Life Fund Advisors LLC | 1,980,314 | $140,364,656 | 49.69% |
| BCR Wealth Strategies, LLC | 651,154 | $46,153 | 36.81% |
| Waypoint Wealth Partners Inc. | 793,829 | $56,266,590 | 20.07% |
| WMG Financial Advisors, LLC | 219,151 | $19,617,404 | 16.25% |
| Bull Oak Capital, LLC | 280,711 | $19,896,796 | 15.39% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 412,016 | $29,203,694 | 14.13% |
| Werba Rubin Papier Wealth Management | 498,587 | $35,339,854 | 13.88% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 396,034 | $28,070,874 | 12.91% |
| Great Point Wealth Advisors, LLC | 543,780 | $38,543,097 | 12.21% |
| CONTINUUM WEALTH ADVISORS, LLC | 209,068 | $14,818,740 | 12.09% |