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 | $11,330,038 | -9.1% | 152,985 | +2.0% | 0.61% | -5.7% |
| Q2 2023 | $12,460,011 | +23.7% | 149,922 | +9.7% | 0.65% | +10.2% |
| Q1 2023 | $10,076,238 | -0.5% | 136,720 | +13.2% | 0.59% | -5.2% |
| Q4 2022 | $10,125,317 | +36.9% | 120,813 | +25.8% | 0.62% | +17.4% |
| Q3 2022 | $7,398,000 | +52.1% | 96,062 | +49.6% | 0.53% | +50.0% |
| Q2 2022 | $4,864,000 | +52.4% | 64,224 | +48.4% | 0.35% | +44.3% |
| Q1 2022 | $3,192,000 | +32.0% | 43,269 | +39.7% | 0.24% | +42.7% |
| Q4 2021 | $2,419,000 | +26.5% | 30,962 | +35.3% | 0.17% | +27.6% |
| Q3 2021 | $1,913,000 | -12.7% | 22,879 | -23.8% | 0.13% | +65.4% |
| Q2 2021 | $2,192,000 | +145.5% | 30,018 | +148.4% | 0.08% | +9.5% |
| Q1 2021 | $893,000 | +37.8% | 12,085 | +17.5% | 0.07% | +21.3% |
| Q4 2020 | $648,000 | – | 10,281 | – | 0.06% | – |
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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% |