AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 2.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $917,620 | +93.4% | 15,862 | +92.4% | 0.02% | +92.3% |
| Q2 2023 | $474,582 | -12.6% | 8,245 | -11.2% | 0.01% | -13.3% |
| Q1 2023 | $542,870 | +7.0% | 9,283 | +1.3% | 0.02% | -6.2% |
| Q4 2022 | $507,227 | +35.6% | 9,164 | +16.4% | 0.02% | +23.1% |
| Q3 2022 | $374,000 | -17.4% | 7,875 | -8.3% | 0.01% | -13.3% |
| Q2 2022 | $453,000 | +3.9% | 8,590 | +23.2% | 0.02% | +15.4% |
| Q1 2022 | $436,000 | +61.5% | 6,975 | +66.5% | 0.01% | +62.5% |
| Q4 2021 | $270,000 | +157.1% | 4,188 | +157.2% | 0.01% | +166.7% |
| Q2 2021 | $105,000 | – | 1,628 | – | 0.00% | – |
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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% |