AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 245 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 2,811.11 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,800,458 | -2.1% | 165,365 | +6.0% | 0.64% | +1.4% |
| Q2 2023 | $12,049,377 | +15.8% | 155,979 | +6.7% | 0.63% | +3.3% |
| Q1 2023 | $10,401,977 | +4.1% | 146,177 | +8.3% | 0.61% | -0.8% |
| Q4 2022 | $9,993,427 | +42.2% | 134,992 | +31.4% | 0.61% | +21.9% |
| Q3 2022 | $7,028,000 | +37.0% | 102,771 | +42.2% | 0.50% | +35.3% |
| Q2 2022 | $5,131,000 | +40.1% | 72,261 | +35.0% | 0.37% | +32.5% |
| Q1 2022 | $3,663,000 | +19.7% | 53,523 | +31.6% | 0.28% | +29.0% |
| Q4 2021 | $3,061,000 | +22.0% | 40,674 | +29.4% | 0.22% | +23.3% |
| Q3 2021 | $2,510,000 | -16.5% | 31,441 | -21.5% | 0.18% | +57.1% |
| Q2 2021 | $3,006,000 | +178.8% | 40,040 | +170.3% | 0.11% | +25.8% |
| Q1 2021 | $1,078,000 | +96.4% | 14,815 | +77.9% | 0.09% | +71.2% |
| Q4 2020 | $549,000 | +44.5% | 8,330 | +21.4% | 0.05% | +15.6% |
| Q3 2020 | $380,000 | +15.9% | 6,860 | +9.1% | 0.04% | +9.8% |
| Q2 2020 | $328,000 | +26.2% | 6,289 | +9.1% | 0.04% | +2.5% |
| Q1 2020 | $260,000 | -5.5% | 5,762 | +17.0% | 0.04% | +17.6% |
| Q4 2019 | $275,000 | – | 4,924 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,548,703 | $111,615,000 | 26.65% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,519,807 | $112,784,913,000 | 15.93% |
| Waypoint Wealth Partners Inc. | 511,840 | $37,984,000 | 14.72% |
| Adero Partners, LLC | 411,694 | $30,552,000 | 7.07% |
| Great Point Wealth Advisors, LLC | 255,292 | $18,945,000 | 6.61% |
| RVW Wealth, LLC | 455,558 | $34,000,000 | 4.25% |
| SAGE RHINO CAPITAL LLC | 114,313 | $8,483,000 | 2.51% |
| Plancorp, LLC | 425,167 | $31,552,000 | 2.48% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 102,970 | $7,641,000 | 1.97% |
| Applied Capital LLC | 27,024 | $2,005,000 | 1.92% |