AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 50 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,031,700 | -1.1% | 191,531 | +1.5% | 1.27% | +5.0% |
| Q2 2023 | $14,184,054 | +10.7% | 188,648 | +4.4% | 1.21% | +3.5% |
| Q1 2023 | $12,813,648 | +6.7% | 180,779 | +2.4% | 1.17% | -0.8% |
| Q4 2022 | $12,011,569 | +9.1% | 176,615 | -0.0% | 1.18% | +7.5% |
| Q3 2022 | $11,014,000 | -1.4% | 176,656 | +2.8% | 1.10% | +0.2% |
| Q2 2022 | $11,174,000 | -11.9% | 171,802 | +4.5% | 1.10% | +38.6% |
| Q1 2022 | $12,679,000 | +10.7% | 164,452 | +15.0% | 0.79% | +12.2% |
| Q4 2021 | $11,458,000 | +98.4% | 142,944 | +82.4% | 0.71% | +75.6% |
| Q3 2021 | $5,776,000 | +306.8% | 78,366 | +309.6% | 0.40% | +327.7% |
| Q2 2021 | $1,420,000 | +92.7% | 19,134 | +80.1% | 0.09% | +80.8% |
| Q1 2021 | $737,000 | +304.9% | 10,623 | +266.9% | 0.05% | +246.7% |
| Q4 2020 | $182,000 | – | 2,895 | – | 0.02% | – |
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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% |