AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 192 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,726,535 | -3.9% | 1,067,010 | -4.4% | 0.08% | -3.6% |
| Q2 2023 | $64,253,195 | -10.2% | 1,116,282 | -8.8% | 0.08% | -17.0% |
| Q1 2023 | $71,590,000 | +11.5% | 1,224,179 | +5.5% | 0.10% | +3.1% |
| Q4 2022 | $64,222,605 | +77.9% | 1,160,296 | +52.7% | 0.10% | +54.0% |
| Q3 2022 | $36,094,000 | -55.3% | 759,860 | -50.3% | 0.06% | -54.7% |
| Q2 2022 | $80,657,000 | -8.8% | 1,528,755 | +8.1% | 0.14% | -2.1% |
| Q1 2022 | $88,466,000 | +215.2% | 1,413,651 | +225.1% | 0.14% | +208.7% |
| Q4 2021 | $28,071,000 | +2807000.0% | 434,864 | +3953209.1% | 0.05% | – |
| Q3 2021 | $1,000 | – | 11 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Divergent Planning, LLC | 364,643 | $20,182,977 | 12.70% |
| Meredith Wealth Planning | 245,073 | $13,564,777 | 11.68% |
| Unison Advisors LLC | 1,594,173 | $88,237,914 | 11.48% |
| QUARRY HILL ADVISORS, LLC | 171,660 | $9,501,408 | 9.61% |
| Brickley Wealth Management | 435,165 | $24,086,369 | 7.16% |
| Henrickson Nauta Wealth Advisors, Inc. | 151,114 | $8,364,140 | 6.64% |
| Savant Capital, LLC | 4,893,279 | $268,876,728 | 6.57% |
| Werba Rubin Papier Wealth Management | 253,637 | $14,038,834 | 5.79% |
| Accredited Investors Inc. | 1,123,214 | $62,169,880 | 5.26% |
| Hill Investment Group Partners, LLC | 359,570 | $19,902,210 | 4.82% |