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 | $86,943,855 | +6.6% | 1,186,785 | +9.4% | 0.06% | +5.2% |
| Q2 2023 | $81,589,547 | +10.9% | 1,085,112 | +4.6% | 0.06% | +1.8% |
| Q1 2023 | $73,562,364 | +23.7% | 1,037,844 | +18.7% | 0.06% | +11.8% |
| Q4 2022 | $59,458,436 | +28.6% | 874,260 | +17.9% | 0.05% | +13.3% |
| Q3 2022 | $46,241,000 | +16.3% | 741,642 | +21.3% | 0.04% | +18.4% |
| Q2 2022 | $39,757,000 | +1.0% | 611,263 | +19.7% | 0.04% | +11.8% |
| Q1 2022 | $39,369,000 | +23.8% | 510,625 | +28.8% | 0.03% | +25.9% |
| Q4 2021 | $31,791,000 | +363.7% | 396,594 | +326.3% | 0.03% | +350.0% |
| Q3 2021 | $6,856,000 | +95.9% | 93,025 | +97.2% | 0.01% | +50.0% |
| Q2 2021 | $3,500,000 | +938.6% | 47,161 | +871.8% | 0.00% | – |
| Q1 2021 | $337,000 | – | 4,853 | – | 0.00% | – |
Download | ||||||
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% |