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 | $22,573,669 | +8.1% | 289,592 | +7.6% | 0.01% | +11.1% |
| Q2 2023 | $20,878,700 | +28.8% | 269,021 | +22.9% | 0.01% | +12.5% |
| Q1 2023 | $16,207,913 | +24.6% | 218,848 | +25.4% | 0.01% | +14.3% |
| Q4 2022 | $13,003,108 | -0.0% | 174,515 | -11.3% | 0.01% | 0.0% |
| Q3 2022 | $13,009,000 | +5.5% | 196,687 | +9.1% | 0.01% | 0.0% |
| Q2 2022 | $12,329,000 | -2.8% | 180,361 | +13.6% | 0.01% | +16.7% |
| Q1 2022 | $12,683,000 | +15.0% | 158,812 | +14.9% | 0.01% | +20.0% |
| Q4 2021 | $11,025,000 | +45.6% | 138,261 | +38.1% | 0.01% | +25.0% |
| Q3 2021 | $7,572,000 | +72.2% | 100,150 | +73.1% | 0.00% | +100.0% |
| Q2 2021 | $4,398,000 | +120.8% | 57,865 | +109.7% | 0.00% | +100.0% |
| Q1 2021 | $1,992,000 | +160.4% | 27,591 | +105.0% | 0.00% | 0.0% |
| Q4 2020 | $765,000 | – | 13,459 | – | 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% |