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 | $167,091,403 | +19.2% | 2,143,572 | +18.7% | 0.12% | +17.0% |
| Q2 2023 | $140,198,816 | +1.4% | 1,806,453 | -3.2% | 0.10% | -7.4% |
| Q1 2023 | $138,233,575 | +39.7% | 1,866,508 | +40.6% | 0.11% | +27.1% |
| Q4 2022 | $98,944,867 | +60.4% | 1,327,941 | +42.4% | 0.08% | +41.7% |
| Q3 2022 | $61,690,000 | +65.0% | 932,725 | +70.5% | 0.06% | +66.7% |
| Q2 2022 | $37,390,000 | -12.8% | 546,963 | +1.9% | 0.04% | -2.7% |
| Q1 2022 | $42,863,000 | +60.4% | 536,724 | +60.2% | 0.04% | +68.2% |
| Q4 2021 | $26,723,000 | +67.3% | 335,129 | +58.6% | 0.02% | +46.7% |
| Q3 2021 | $15,977,000 | +21.3% | 211,303 | +22.0% | 0.02% | +15.4% |
| Q2 2021 | $13,169,000 | +83.0% | 173,270 | +73.8% | 0.01% | +62.5% |
| Q1 2021 | $7,198,000 | – | 99,687 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |