AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 53 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $164,572,438 | +3.0% | 2,111,256 | +2.5% | 5.29% | -0.1% |
| Q2 2023 | $159,813,413 | +10.6% | 2,059,186 | +5.5% | 5.30% | +6.3% |
| Q1 2023 | $144,503,178 | -1.0% | 1,951,164 | -0.4% | 4.98% | -5.7% |
| Q4 2022 | $146,006,967 | +15.4% | 1,959,562 | +2.4% | 5.28% | -18.5% |
| Q3 2022 | $126,508,000 | -5.8% | 1,912,729 | -2.6% | 6.48% | -7.3% |
| Q2 2022 | $134,240,000 | -21.6% | 1,963,721 | -8.4% | 6.99% | -13.9% |
| Q1 2022 | $171,243,000 | +3.6% | 2,144,286 | +3.4% | 8.12% | +5.2% |
| Q4 2021 | $165,336,000 | +9.1% | 2,073,433 | +3.4% | 7.72% | +1.4% |
| Q3 2021 | $151,552,000 | +156.1% | 2,004,387 | +157.4% | 7.61% | +132.4% |
| Q2 2021 | $59,184,000 | +1617.0% | 778,734 | +1531.2% | 3.28% | +1430.8% |
| Q1 2021 | $3,447,000 | +27.5% | 47,739 | +0.4% | 0.21% | +18.9% |
| Q4 2020 | $2,704,000 | +33.4% | 47,571 | +0.5% | 0.18% | +16.1% |
| Q3 2020 | $2,027,000 | +6.1% | 47,331 | +0.4% | 0.16% | +0.6% |
| Q2 2020 | $1,910,000 | -99.9% | 47,160 | +0.3% | 0.15% | +14.9% |
| Q1 2020 | $1,463,048,000 | – | 46,998 | – | 0.13% | – |
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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% |