AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 79 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,982,885 | +23.0% | 410,300 | +22.5% | 7.59% | +17.6% |
| Q2 2023 | $26,001,679 | +11.7% | 335,030 | +6.6% | 6.45% | +4.3% |
| Q1 2023 | $23,271,208 | +7.0% | 314,221 | +7.7% | 6.18% | -3.8% |
| Q4 2022 | $21,740,826 | +10.6% | 291,784 | -1.9% | 6.43% | +4.6% |
| Q3 2022 | $19,666,000 | -1.2% | 297,335 | +2.1% | 6.15% | +8.5% |
| Q2 2022 | $19,912,000 | -12.0% | 291,279 | +2.8% | 5.66% | +7.7% |
| Q1 2022 | $22,634,000 | -0.7% | 283,426 | -0.8% | 5.26% | +10.0% |
| Q4 2021 | $22,791,000 | +5.5% | 285,817 | +0.1% | 4.78% | -1.6% |
| Q3 2021 | $21,597,000 | -0.2% | 285,635 | +0.3% | 4.86% | +1.9% |
| Q2 2021 | $21,649,000 | +9.0% | 284,862 | +3.6% | 4.77% | -0.7% |
| Q1 2021 | $19,863,000 | +38.7% | 275,073 | +9.2% | 4.80% | +45.4% |
| Q4 2020 | $14,318,000 | +96.7% | 251,908 | +48.2% | 3.30% | +62.7% |
| Q3 2020 | $7,279,000 | +72690.0% | 169,998 | +72239.6% | 2.03% | +67500.0% |
| Q2 2020 | $10,000 | – | 235 | – | 0.00% | – |
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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% |