AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,342,344 | +11.8% | 440,569 | +11.3% | 0.06% | +14.8% |
| Q2 2023 | $30,729,953 | +38.4% | 395,954 | +32.1% | 0.05% | +28.6% |
| Q1 2023 | $22,199,608 | +66.2% | 299,752 | +67.2% | 0.04% | +55.6% |
| Q4 2022 | $13,355,038 | +74.5% | 179,240 | +54.9% | 0.03% | +58.8% |
| Q3 2022 | $7,652,000 | +21.6% | 115,689 | +25.7% | 0.02% | +21.4% |
| Q2 2022 | $6,293,000 | -1.8% | 92,049 | +14.7% | 0.01% | +16.7% |
| Q1 2022 | $6,406,000 | +13.1% | 80,217 | +13.0% | 0.01% | +9.1% |
| Q4 2021 | $5,662,000 | +18.7% | 71,004 | +12.5% | 0.01% | +10.0% |
| Q3 2021 | $4,770,000 | +14.3% | 63,091 | +14.9% | 0.01% | +11.1% |
| Q2 2021 | $4,172,000 | +76.4% | 54,891 | +67.6% | 0.01% | +80.0% |
| Q1 2021 | $2,365,000 | +25.9% | 32,751 | -1.0% | 0.01% | 0.0% |
| Q4 2020 | $1,879,000 | +66.7% | 33,066 | +25.6% | 0.01% | +66.7% |
| Q3 2020 | $1,127,000 | – | 26,316 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 896,619 | $71,605,000 | 17.26% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,159,126 | $92,567,767,000 | 9.34% |
| Merriman Wealth Management, LLC | 1,311,363 | $104,725,000 | 8.60% |
| Truepoint, Inc. | 2,144,286 | $171,243,000 | 8.12% |
| B&D White Capital Company, LLC | 284,060 | $22,685,000 | 7.23% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,145 | $8,077,000 | 6.72% |
| TCI Wealth Advisors, Inc. | 538,494 | $43,004,000 | 6.44% |
| Hill Investment Group Partners, LLC | 230,955 | $18,444,105 | 6.04% |
| Aprio Wealth Management, LLC | 180,597 | $14,422,000 | 5.50% |
| Marquette Asset Management, LLC | 283,426 | $22,634,000 | 5.26% |