AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,798,884 | +0.6% | 24,555 | +3.2% | 1.20% | +3.4% |
| Q2 2023 | $1,788,776 | +12.8% | 23,790 | +6.4% | 1.16% | +3.5% |
| Q1 2023 | $1,585,326 | +18.2% | 22,366 | +13.4% | 1.12% | +3.0% |
| Q4 2022 | $1,341,683 | +26.2% | 19,728 | +15.7% | 1.08% | -1.5% |
| Q3 2022 | $1,063,000 | -11.9% | 17,051 | -8.1% | 1.10% | -4.1% |
| Q2 2022 | $1,207,000 | +170.6% | 18,563 | +220.9% | 1.15% | +208.6% |
| Q1 2022 | $446,000 | +220.9% | 5,784 | +232.6% | 0.37% | +220.7% |
| Q4 2021 | $139,000 | – | 1,739 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,548,703 | $111,615,000 | 26.65% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,519,807 | $112,784,913,000 | 15.93% |
| Waypoint Wealth Partners Inc. | 511,840 | $37,984,000 | 14.72% |
| Adero Partners, LLC | 411,694 | $30,552,000 | 7.07% |
| Great Point Wealth Advisors, LLC | 255,292 | $18,945,000 | 6.61% |
| RVW Wealth, LLC | 455,558 | $34,000,000 | 4.25% |
| SAGE RHINO CAPITAL LLC | 114,313 | $8,483,000 | 2.51% |
| Plancorp, LLC | 425,167 | $31,552,000 | 2.48% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 102,970 | $7,641,000 | 1.97% |
| Applied Capital LLC | 27,024 | $2,005,000 | 1.92% |