AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,846,110 | +14.7% | 36,512 | +14.2% | 0.42% | +15.2% |
| Q2 2023 | $2,480,493 | -1.0% | 31,961 | -5.6% | 0.37% | -7.8% |
| Q1 2023 | $2,506,264 | +27.3% | 33,841 | +28.1% | 0.40% | +15.7% |
| Q4 2022 | $1,968,778 | +35.7% | 26,423 | +20.5% | 0.34% | +22.3% |
| Q3 2022 | $1,451,000 | +8.1% | 21,932 | +11.7% | 0.28% | +7.2% |
| Q2 2022 | $1,342,000 | +56.6% | 19,634 | +83.0% | 0.26% | +65.4% |
| Q1 2022 | $857,000 | +22.3% | 10,729 | +22.0% | 0.16% | +21.4% |
| Q4 2021 | $701,000 | +23.6% | 8,792 | +17.3% | 0.13% | +13.9% |
| Q3 2021 | $567,000 | +478.6% | 7,497 | +481.2% | 0.12% | +475.0% |
| Q2 2021 | $98,000 | +366.7% | 1,290 | +344.8% | 0.02% | +300.0% |
| Q1 2021 | $21,000 | – | 290 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |