AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 73 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,711,936 | +2.6% | 721,036 | +2.0% | 2.47% | +0.7% |
| Q2 2023 | $40,669,366 | +5.3% | 706,556 | +7.0% | 2.46% | -1.7% |
| Q1 2023 | $38,620,981 | +21.9% | 660,413 | +15.4% | 2.50% | +9.3% |
| Q4 2022 | $31,684,636 | +59.4% | 572,441 | +36.8% | 2.29% | +35.2% |
| Q3 2022 | $19,876,000 | +19.2% | 418,446 | +32.4% | 1.69% | +15.3% |
| Q2 2022 | $16,673,000 | -8.6% | 316,017 | +8.5% | 1.47% | -3.7% |
| Q1 2022 | $18,232,000 | +27.2% | 291,334 | +31.2% | 1.52% | +22.4% |
| Q4 2021 | $14,335,000 | +62.6% | 222,079 | +62.8% | 1.24% | +32.8% |
| Q3 2021 | $8,815,000 | +14.1% | 136,437 | +14.3% | 0.94% | -14.0% |
| Q2 2021 | $7,728,000 | +43.1% | 119,389 | +37.5% | 1.09% | +17.3% |
| Q1 2021 | $5,402,000 | +66.3% | 86,852 | +59.0% | 0.93% | +55.2% |
| Q4 2020 | $3,248,000 | – | 54,611 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 273,168 | $15,723,561 | 12.79% |
| Unison Advisors LLC | 1,880,333 | $108,231,977 | 12.01% |
| Divergent Planning, LLC | 398,248 | $22,923,157 | 12.01% |
| QUARRY HILL ADVISORS, LLC | 175,121 | $10,079,974 | 9.10% |
| Brickley Wealth Management | 440,942 | $25,380,608 | 6.41% |
| Silicon Hills Wealth Management, LLC | 182,967 | $10,531,589 | 5.94% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,223 | $8,646,843 | 5.87% |
| Accredited Investors Inc. | 1,409,315 | $81,120,156 | 5.78% |
| Werba Rubin Papier Wealth Management | 281,411 | $16,198,044 | 5.62% |
| Hill Investment Group Partners, LLC | 485,807 | $27,963,059 | 5.04% |