AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 255 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,472,630 | +30.3% | 25,456 | +29.6% | 0.88% | +22.6% |
| Q2 2023 | $1,130,306 | +26.7% | 19,637 | +28.8% | 0.72% | +16.2% |
| Q1 2023 | $891,878 | +59.0% | 15,251 | +50.5% | 0.62% | +52.2% |
| Q4 2022 | $560,862 | +55.4% | 10,133 | +33.3% | 0.41% | +7.4% |
| Q3 2022 | $361,000 | +67.1% | 7,600 | +85.4% | 0.38% | +37.0% |
| Q2 2022 | $216,000 | -16.0% | 4,100 | 0.0% | 0.28% | +3.0% |
| Q1 2022 | $257,000 | -3.0% | 4,100 | 0.0% | 0.27% | -5.3% |
| Q4 2021 | $265,000 | -16.4% | 4,100 | -16.3% | 0.28% | -46.8% |
| Q3 2021 | $317,000 | +1.9% | 4,900 | +2.1% | 0.53% | +12.5% |
| Q2 2021 | $311,000 | – | 4,800 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 297,018 | $17,182,514 | 12.77% |
| Divergent Planning, LLC | 405,620 | $22,929,701 | 12.35% |
| Unison Advisors LLC | 1,771,160 | $102,461,623 | 12.05% |
| QUARRY HILL ADVISORS, LLC | 180,794 | $10,458,944 | 9.58% |
| Brickley Wealth Management | 439,942 | $25,450,631 | 6.79% |
| Stegent Equity Advisors, Inc. | 77,836 | $4,502,813 | 5.69% |
| Werba Rubin Papier Wealth Management | 276,241 | $15,980,568 | 5.69% |
| Hill Investment Group Partners, LLC | 572,967 | $33,146,149 | 5.51% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,028 | $8,679,127 | 5.30% |
| Savant Capital, LLC | 6,049,568 | $349,967,536 | 5.22% |