AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 395 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 126.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,917,447 | +2.4% | 178,543 | +1.9% | 1.84% | +3.6% |
| Q2 2023 | $13,597,183 | +3.1% | 175,199 | -1.6% | 1.77% | +2.4% |
| Q1 2023 | $13,192,856 | +3.2% | 178,137 | +3.8% | 1.73% | +0.3% |
| Q4 2022 | $12,783,904 | +27.9% | 171,573 | +13.6% | 1.73% | +20.1% |
| Q3 2022 | $9,993,000 | +5.8% | 151,087 | +9.4% | 1.44% | +16.8% |
| Q2 2022 | $9,441,000 | -11.0% | 138,107 | +3.9% | 1.23% | +4.4% |
| Q1 2022 | $10,611,000 | +2.5% | 132,873 | +2.3% | 1.18% | +6.5% |
| Q4 2021 | $10,354,000 | +27.7% | 129,841 | +21.1% | 1.11% | +13.7% |
| Q3 2021 | $8,107,000 | -3.5% | 107,222 | -3.0% | 0.97% | -8.9% |
| Q2 2021 | $8,401,000 | +19.5% | 110,534 | +13.5% | 1.07% | +14.0% |
| Q1 2021 | $7,032,000 | – | 97,380 | – | 0.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 896,619 | $71,605,000 | 17.26% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,159,126 | $92,567,767,000 | 9.34% |
| Merriman Wealth Management, LLC | 1,311,363 | $104,725,000 | 8.60% |
| Truepoint, Inc. | 2,144,286 | $171,243,000 | 8.12% |
| B&D White Capital Company, LLC | 284,060 | $22,685,000 | 7.23% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,145 | $8,077,000 | 6.72% |
| TCI Wealth Advisors, Inc. | 538,494 | $43,004,000 | 6.44% |
| Hill Investment Group Partners, LLC | 230,955 | $18,444,105 | 6.04% |
| Aprio Wealth Management, LLC | 180,597 | $14,422,000 | 5.50% |
| Marquette Asset Management, LLC | 283,426 | $22,634,000 | 5.26% |