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 | $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 ↓ |
|---|---|---|---|
| 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% |