AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $133,065,000 | -8.0% | 1,816,382 | -5.5% | 0.25% | -12.3% |
| Q2 2023 | $144,582,000 | +9.7% | 1,922,827 | +3.4% | 0.28% | -1.0% |
| Q1 2023 | $131,842,000 | +36.5% | 1,860,038 | +30.9% | 0.29% | +30.3% |
| Q4 2022 | $96,612,000 | +27.7% | 1,420,508 | +17.1% | 0.22% | +8.9% |
| Q3 2022 | $75,641,000 | +78.0% | 1,213,180 | +85.7% | 0.20% | +84.5% |
| Q2 2022 | $42,497,000 | +37.1% | 653,316 | +62.4% | 0.11% | +59.4% |
| Q1 2022 | $30,998,000 | +13.4% | 402,235 | +18.0% | 0.07% | +15.0% |
| Q4 2021 | $27,331,000 | +26.3% | 340,948 | +16.1% | 0.06% | +3.4% |
| Q3 2021 | $21,636,000 | +45.2% | 293,683 | +46.3% | 0.06% | +34.9% |
| Q2 2021 | $14,896,000 | +104.7% | 200,738 | +91.2% | 0.04% | +87.0% |
| Q1 2021 | $7,278,000 | +27.3% | 104,980 | +15.7% | 0.02% | -4.2% |
| Q4 2020 | $5,717,000 | +61.5% | 90,699 | +38.4% | 0.02% | +41.2% |
| Q3 2020 | $3,541,000 | +30.4% | 65,522 | +20.5% | 0.02% | +13.3% |
| Q2 2020 | $2,716,000 | +42.6% | 54,394 | +16.8% | 0.02% | +25.0% |
| Q1 2020 | $1,905,000 | – | 46,588 | – | 0.01% | – |
Download | ||||||
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% |