AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 255 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,967,536 | +9.2% | 6,049,568 | +8.6% | 5.22% | +4.1% |
| Q2 2023 | $320,551,616 | +6.1% | 5,568,999 | +7.8% | 5.01% | -10.9% |
| Q1 2023 | $302,025,341 | +12.3% | 5,164,592 | +5.5% | 5.62% | -14.4% |
| Q4 2022 | $268,876,728 | +29.3% | 4,893,279 | +11.7% | 6.57% | +1.4% |
| Q3 2022 | $208,001,000 | +1.0% | 4,378,969 | +12.2% | 6.48% | +3.7% |
| Q2 2022 | $205,967,000 | -8.6% | 3,903,845 | +8.4% | 6.25% | -15.4% |
| Q1 2022 | $225,415,000 | +13.6% | 3,602,030 | +17.2% | 7.38% | +15.1% |
| Q4 2021 | $198,367,000 | +8.6% | 3,073,075 | +8.7% | 6.42% | -3.6% |
| Q3 2021 | $182,605,000 | +32.7% | 2,826,265 | +32.9% | 6.66% | +20.0% |
| Q2 2021 | $137,608,000 | – | 2,125,881 | – | 5.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 273,168 | $15,723,561 | 12.79% |
| Unison Advisors LLC | 1,880,333 | $108,231,977 | 12.01% |
| Divergent Planning, LLC | 398,248 | $22,923,157 | 12.01% |
| QUARRY HILL ADVISORS, LLC | 175,121 | $10,079,974 | 9.10% |
| Brickley Wealth Management | 440,942 | $25,380,608 | 6.41% |
| Silicon Hills Wealth Management, LLC | 182,967 | $10,531,589 | 5.94% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,223 | $8,646,843 | 5.87% |
| Accredited Investors Inc. | 1,409,315 | $81,120,156 | 5.78% |
| Werba Rubin Papier Wealth Management | 281,411 | $16,198,044 | 5.62% |
| Hill Investment Group Partners, LLC | 485,807 | $27,963,059 | 5.04% |