AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 395 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 126.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,212 | +43.7% | 28,379 | +43.1% | 0.34% | +47.2% |
| Q2 2023 | $1,539 | -99.9% | 19,832 | +14.2% | 0.23% | +10.4% |
| Q1 2023 | $1,286,200 | +7.1% | 17,367 | +7.7% | 0.21% | -0.9% |
| Q4 2022 | $1,201,250 | +19.9% | 16,122 | +6.4% | 0.21% | +2.4% |
| Q3 2022 | $1,002,000 | +7.4% | 15,152 | +11.1% | 0.21% | +10.1% |
| Q2 2022 | $933,000 | -9.1% | 13,644 | +6.2% | 0.19% | +2.2% |
| Q1 2022 | $1,026,000 | +32.9% | 12,849 | +32.7% | 0.18% | +32.1% |
| Q4 2021 | $772,000 | +50.8% | 9,685 | +43.2% | 0.14% | +37.3% |
| Q3 2021 | $512,000 | +103.2% | 6,765 | +103.8% | 0.10% | +104.0% |
| Q2 2021 | $252,000 | – | 3,319 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |