AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 137 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,392,409 | +192.4% | 1,597,103 | +190.9% | 0.02% | +185.7% |
| Q2 2023 | $31,602,800 | +522.9% | 549,041 | +532.9% | 0.01% | +600.0% |
| Q1 2023 | $5,073,198 | -40.0% | 86,751 | -43.2% | 0.00% | -50.0% |
| Q4 2022 | $8,451,502 | +566.0% | 152,692 | +471.6% | 0.00% | – |
| Q3 2022 | $1,269,000 | -43.4% | 26,714 | -25.5% | 0.00% | – |
| Q1 2022 | $2,244,000 | +19.8% | 35,866 | +23.7% | 0.00% | – |
| Q3 2021 | $1,873,000 | -69.7% | 28,987 | -69.7% | 0.00% | -100.0% |
| Q2 2021 | $6,188,000 | +449.1% | 95,598 | +427.5% | 0.00% | – |
| Q1 2021 | $1,127,000 | +37.4% | 18,122 | +26.2% | 0.00% | – |
| Q4 2020 | $820,000 | +20.4% | 14,359 | -0.3% | 0.00% | – |
| Q3 2020 | $681,000 | -78.5% | 14,409 | -83.3% | 0.00% | -100.0% |
| Q1 2020 | $3,164,000 | +20.2% | 86,449 | +81.9% | 0.00% | 0.0% |
| Q4 2019 | $2,632,000 | – | 47,513 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 994,829 | $52,487,000 | 13.53% |
| Divergent Planning, LLC | 322,930 | $17,038,000 | 12.24% |
| Henrickson Nauta Wealth Advisors, Inc. | 143,008 | $7,545,000 | 6.90% |
| Savant Capital, LLC | 3,903,845 | $205,967,000 | 6.25% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,049,873 | $55,391,299,000 | 6.02% |
| Hill Investment Group Partners, LLC | 337,798 | $17,822,229 | 4.97% |
| Callan Capital, LLC | 586,866 | $30,963,000 | 4.78% |
| Larson Financial Group LLC | 500,501 | $26,406,000 | 4.57% |
| Moisand Fitzgerald Tamayo, LLC | 302,316 | $15,950,000 | 4.29% |
| TCI Wealth Advisors, Inc. | 390,204 | $20,587,000 | 3.15% |