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 | $11,303,234 | +0.1% | 145,006 | -0.3% | 2.55% | -4.0% |
| Q2 2023 | $11,291,583 | +10.0% | 145,491 | +4.9% | 2.65% | +5.0% |
| Q1 2023 | $10,266,981 | +2.7% | 138,631 | +3.4% | 2.53% | +7.3% |
| Q4 2022 | $9,993,528 | +15.7% | 134,123 | +2.7% | 2.36% | +1.6% |
| Q3 2022 | $8,636,000 | +0.6% | 130,568 | +4.0% | 2.32% | +5.1% |
| Q2 2022 | $8,586,000 | +18.0% | 125,597 | +37.8% | 2.21% | +27.4% |
| Q1 2022 | $7,279,000 | +19.4% | 91,153 | +19.2% | 1.73% | +10.5% |
| Q4 2021 | $6,098,000 | +12.0% | 76,474 | +6.2% | 1.57% | +5.3% |
| Q3 2021 | $5,444,000 | +19.8% | 71,995 | +20.4% | 1.49% | +20.7% |
| Q2 2021 | $4,545,000 | +94.5% | 59,797 | +84.7% | 1.23% | +81.4% |
| Q1 2021 | $2,337,000 | +298.1% | 32,369 | +213.7% | 0.68% | +248.2% |
| Q4 2020 | $587,000 | – | 10,319 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |