AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 410 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 53.15 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,417,609 | +3.1% | 1,583,292 | +2.7% | 1.75% | +2.6% |
| Q2 2023 | $119,652,309 | +309.9% | 1,541,713 | +293.5% | 1.70% | +220.7% |
| Q1 2023 | $29,190,327 | 0.0% | 391,764 | 0.0% | 0.53% | +0.2% |
| Q4 2022 | $29,190,327 | +42.6% | 391,764 | +26.6% | 0.53% | +26.8% |
| Q3 2022 | $20,475,000 | +14.6% | 309,570 | +18.5% | 0.42% | +18.4% |
| Q2 2022 | $17,863,000 | +28.4% | 261,301 | +50.1% | 0.35% | +28.8% |
| Q1 2022 | $13,907,000 | +19.1% | 174,141 | +18.9% | 0.27% | +21.2% |
| Q4 2021 | $11,681,000 | +22.1% | 146,492 | +15.8% | 0.23% | +15.3% |
| Q3 2021 | $9,564,000 | +7.2% | 126,491 | +7.8% | 0.20% | -8.8% |
| Q2 2021 | $8,922,000 | +19.3% | 117,389 | +13.4% | 0.22% | -41.7% |
| Q1 2021 | $7,477,000 | +38.9% | 103,540 | +9.3% | 0.37% | +30.9% |
| Q4 2020 | $5,383,000 | +41.2% | 94,696 | +6.3% | 0.28% | -3.4% |
| Q3 2020 | $3,813,000 | -17.2% | 89,043 | -21.7% | 0.29% | -33.3% |
| Q2 2020 | $4,605,000 | +138.0% | 113,678 | +82.9% | 0.44% | +134.2% |
| Q1 2020 | $1,935,000 | – | 62,149 | – | 0.19% | – |
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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% |