AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 133 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,431,199 | +8.0% | 608,482 | +7.5% | 3.75% | +8.5% |
| Q2 2023 | $43,920,219 | +34.1% | 565,909 | +28.0% | 3.45% | +20.5% |
| Q1 2023 | $32,739,880 | +97.3% | 442,072 | +98.5% | 2.87% | +74.3% |
| Q4 2022 | $16,592,095 | +175.6% | 222,683 | +144.6% | 1.64% | +101.0% |
| Q3 2022 | $6,021,000 | +351.7% | 91,031 | +366.8% | 0.82% | +293.3% |
| Q2 2022 | $1,333,000 | +200.2% | 19,501 | +251.0% | 0.21% | +241.0% |
| Q1 2022 | $444,000 | +5.2% | 5,556 | +5.1% | 0.06% | -32.2% |
| Q4 2021 | $422,000 | +3.7% | 5,287 | -1.7% | 0.09% | +50.0% |
| Q3 2021 | $407,000 | +2.0% | 5,379 | +2.5% | 0.06% | +1.7% |
| Q2 2021 | $399,000 | +5.6% | 5,247 | +0.2% | 0.06% | -31.4% |
| Q1 2021 | $378,000 | – | 5,235 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SATOVSKY ASSET MANAGEMENT LLC | 551,844 | $37,763,000 | 22.08% |
| Unison Advisors LLC | 923,521 | $63,132,000 | 16.28% |
| Merriman Wealth Management, LLC | 3,019,945 | $206,443,000 | 14.51% |
| Bull Oak Capital, LLC | 219,873 | $15,031,000 | 13.90% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,057,192 | $72,269,676,000 | 7.86% |
| Aprio Wealth Management, LLC | 258,993 | $17,705,000 | 7.05% |
| Truepoint, Inc. | 1,963,721 | $134,240,000 | 6.99% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,170 | $6,916,000 | 6.32% |
| TCI Wealth Advisors, Inc. | 568,422 | $38,857,000 | 5.95% |
| B&D White Capital Company, LLC | 196,610 | $13,440,000 | 5.72% |