AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 221 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
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 | 475,972 | $36,940,215 | 30.05% |
| QUARRY HILL ADVISORS, LLC | 268,159 | $20,811,833 | 18.78% |
| SATOVSKY ASSET MANAGEMENT LLC | 618,368 | $47,991,538 | 16.21% |
| Creative Capital Management Investments LLC | 278,423 | $21,608,409 | 15.57% |
| Bull Oak Capital, LLC | 273,672 | $21,239,663 | 15.54% |
| Merriman Wealth Management, LLC | 3,435,638 | $266,639,846 | 13.14% |
| Werba Rubin Papier Wealth Management | 475,792 | $36,926,240 | 12.82% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,125 | $27,250,811 | 12.45% |
| CGC Financial Services, LLC | 243,876 | $18,927,202 | 12.30% |
| Team Hewins, LLC | 326,236 | $25,319,169 | 12.08% |