AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,362,759 | +4.2% | 800,043 | +3.7% | 0.08% | +5.2% |
| Q2 2023 | $59,848,751 | -17.6% | 771,147 | -21.4% | 0.08% | -23.8% |
| Q1 2023 | $72,615,625 | -14.5% | 980,498 | -14.0% | 0.10% | -21.7% |
| Q4 2022 | $84,957,549 | +59.1% | 1,140,215 | +41.2% | 0.13% | +38.7% |
| Q3 2022 | $53,412,000 | -3.0% | 807,556 | +0.3% | 0.09% | -2.1% |
| Q2 2022 | $55,038,000 | +16.7% | 805,118 | +36.3% | 0.10% | +25.0% |
| Q1 2022 | $47,159,000 | +386.8% | 590,523 | +386.1% | 0.08% | +375.0% |
| Q4 2021 | $9,687,000 | +9491.1% | 121,485 | +8959.3% | 0.02% | – |
| Q3 2021 | $101,000 | +21.7% | 1,341 | +22.0% | 0.00% | – |
| Q2 2021 | $83,000 | +36.1% | 1,099 | +29.1% | 0.00% | – |
| Q1 2021 | $61,000 | +96.8% | 851 | +56.1% | 0.00% | – |
| Q4 2020 | $31,000 | – | 545 | – | 0.00% | – |
Download | ||||||
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% |