AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 118 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $56,617,456 | +21.4% | 906,024 | +12.4% | 1.95% | +2.5% |
| Q3 2023 | $46,637,062 | +13.6% | 806,172 | +13.0% | 1.91% | +9.4% |
| Q2 2023 | $41,070,515 | +11.6% | 713,525 | +13.4% | 1.74% | +2.1% |
| Q1 2023 | $36,809,547 | +23.0% | 629,438 | +16.4% | 1.71% | +10.4% |
| Q4 2022 | $29,921,028 | +59.8% | 540,579 | +37.1% | 1.54% | +41.9% |
| Q3 2022 | $18,724,000 | +35.8% | 394,186 | +50.9% | 1.09% | +27.5% |
| Q2 2022 | $13,786,000 | +4.7% | 261,291 | +24.2% | 0.85% | +41.9% |
| Q1 2022 | $13,166,000 | +65.2% | 210,381 | +70.3% | 0.60% | +52.4% |
| Q4 2021 | $7,972,000 | +214.5% | 123,500 | +214.8% | 0.40% | +102.6% |
| Q3 2021 | $2,535,000 | +46.4% | 39,237 | +46.8% | 0.20% | +38.3% |
| Q2 2021 | $1,731,000 | +31.8% | 26,735 | +26.6% | 0.14% | +8.5% |
| Q1 2021 | $1,313,000 | +84.2% | 21,112 | +69.1% | 0.13% | +52.9% |
| Q4 2020 | $713,000 | – | 12,485 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 297,018 | $17,182,514 | 12.77% |
| Divergent Planning, LLC | 405,620 | $22,929,701 | 12.35% |
| Unison Advisors LLC | 1,771,160 | $102,461,623 | 12.05% |
| QUARRY HILL ADVISORS, LLC | 180,794 | $10,458,944 | 9.58% |
| Brickley Wealth Management | 439,942 | $25,450,631 | 6.79% |
| Stegent Equity Advisors, Inc. | 77,836 | $4,502,813 | 5.69% |
| Werba Rubin Papier Wealth Management | 276,241 | $15,980,568 | 5.69% |
| Hill Investment Group Partners, LLC | 572,967 | $33,146,149 | 5.51% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,028 | $8,679,127 | 5.30% |
| Savant Capital, LLC | 6,049,568 | $349,967,536 | 5.22% |