AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 258 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,216,061 | -2.0% | 41,258 | -2.4% | 1.92% | -7.7% |
| Q2 2023 | $3,280,575 | +25.4% | 42,270 | +19.6% | 2.08% | +14.9% |
| Q1 2023 | $2,616,910 | +50.6% | 35,335 | +51.6% | 1.81% | +44.0% |
| Q4 2022 | $1,737,201 | +18.3% | 23,315 | +5.1% | 1.26% | -18.0% |
| Q3 2022 | $1,468,000 | +80.1% | 22,192 | +86.0% | 1.54% | +47.6% |
| Q2 2022 | $815,000 | +24.2% | 11,929 | +45.3% | 1.04% | +52.0% |
| Q1 2022 | $656,000 | +3.8% | 8,211 | +3.5% | 0.68% | +1.3% |
| Q4 2021 | $632,000 | +36.5% | 7,931 | +29.5% | 0.68% | -12.9% |
| Q3 2021 | $463,000 | – | 6,122 | – | 0.78% | – |
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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% |