AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 133 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,229 | -8.7% | 888,118 | -9.1% | 5.91% | +2.9% |
| Q2 2023 | $75,818 | +8.0% | 976,911 | +3.1% | 5.75% | +1.4% |
| Q1 2023 | $70,198 | +13.9% | 947,847 | +14.6% | 5.67% | +2.0% |
| Q4 2022 | $61,620 | -99.7% | 826,997 | +169.6% | 5.56% | +131.3% |
| Q3 2022 | $20,292,000 | +11.7% | 306,798 | +15.4% | 2.40% | +15.8% |
| Q2 2022 | $18,171,000 | +40.8% | 265,808 | +64.5% | 2.08% | +62.7% |
| Q1 2022 | $12,903,000 | +344.8% | 161,572 | +344.2% | 1.28% | +357.0% |
| Q4 2021 | $2,901,000 | +4816.9% | 36,375 | +4587.5% | 0.28% | +4550.0% |
| Q2 2021 | $59,000 | -10.6% | 776 | -15.6% | 0.01% | -14.3% |
| Q1 2021 | $66,000 | +26.9% | 919 | +0.3% | 0.01% | +16.7% |
| Q4 2020 | $52,000 | +33.3% | 916 | +0.5% | 0.01% | +20.0% |
| Q3 2020 | $39,000 | -50.6% | 911 | -53.2% | 0.01% | -54.5% |
| Q2 2020 | $79,000 | -7.1% | 1,946 | -29.1% | 0.01% | -15.4% |
| Q1 2020 | $85,000 | -77.0% | 2,745 | -59.7% | 0.01% | -74.5% |
| Q4 2019 | $369,000 | – | 6,807 | – | 0.05% | – |
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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% |