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 | $6,237,174 | +3.2% | 107,816 | +2.7% | 1.41% | -1.0% |
| Q2 2023 | $6,041,803 | -2.0% | 104,965 | -0.4% | 1.42% | -6.4% |
| Q1 2023 | $6,165,516 | +13.0% | 105,429 | +7.0% | 1.52% | +18.1% |
| Q4 2022 | $5,454,991 | +2.9% | 98,554 | -11.7% | 1.28% | -9.7% |
| Q3 2022 | $5,301,000 | -5.6% | 111,597 | +4.9% | 1.42% | -1.3% |
| Q2 2022 | $5,614,000 | +0.3% | 106,415 | +19.0% | 1.44% | +8.3% |
| Q1 2022 | $5,598,000 | +21.9% | 89,447 | +25.8% | 1.33% | +12.9% |
| Q4 2021 | $4,591,000 | +9.8% | 71,128 | +9.9% | 1.18% | +3.2% |
| Q3 2021 | $4,182,000 | +16.4% | 64,728 | +16.6% | 1.14% | +17.2% |
| Q2 2021 | $3,594,000 | +87.8% | 55,529 | +80.5% | 0.97% | +75.2% |
| Q1 2021 | $1,914,000 | +170.7% | 30,772 | +148.7% | 0.56% | +136.6% |
| Q4 2020 | $707,000 | +179.4% | 12,374 | +131.5% | 0.24% | +150.0% |
| Q3 2020 | $253,000 | – | 5,344 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 297,018 | $17,182,514 | 12.77% |
| Divergent Planning, LLC | 405,620 | $22,929,701 | 12.35% |
| Unison Advisors LLC | 1,771,160 | $102,461,623 | 12.05% |
| QUARRY HILL ADVISORS, LLC | 180,794 | $10,458,944 | 9.58% |
| Brickley Wealth Management | 439,942 | $25,450,631 | 6.79% |
| Stegent Equity Advisors, Inc. | 77,836 | $4,502,813 | 5.69% |
| Werba Rubin Papier Wealth Management | 276,241 | $15,980,568 | 5.69% |
| Hill Investment Group Partners, LLC | 572,967 | $33,146,149 | 5.51% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,028 | $8,679,127 | 5.30% |
| Savant Capital, LLC | 6,049,568 | $349,967,536 | 5.22% |