AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 113 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
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 ↓ |
|---|---|---|---|
| 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% |