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 | $3,618,961 | +19.4% | 46,427 | +18.9% | 0.10% | +19.8% |
| Q2 2023 | $3,029,913 | -42.0% | 39,040 | -44.7% | 0.08% | -44.1% |
| Q1 2023 | $5,227,953 | +24.8% | 70,591 | +25.5% | 0.14% | +13.3% |
| Q4 2022 | $4,190,403 | +68.2% | 56,239 | +49.3% | 0.13% | +45.5% |
| Q3 2022 | $2,492,000 | +21.1% | 37,672 | +25.1% | 0.09% | +25.7% |
| Q2 2022 | $2,058,000 | +118.5% | 30,104 | +155.2% | 0.07% | +150.0% |
| Q1 2022 | $942,000 | +185.5% | 11,798 | +185.2% | 0.03% | +211.1% |
| Q4 2021 | $330,000 | +56.4% | 4,137 | +48.4% | 0.01% | +28.6% |
| Q3 2021 | $211,000 | +32.7% | 2,787 | +33.5% | 0.01% | +40.0% |
| Q2 2021 | $159,000 | – | 2,088 | – | 0.01% | – |
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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% |