AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 50 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,980,951 | +16.0% | 108,940 | +19.0% | 1.28% | -7.2% |
| Q2 2023 | $6,881,105 | +22.7% | 91,516 | +15.6% | 1.38% | +12.7% |
| Q1 2023 | $5,609,494 | +35.4% | 79,141 | +29.9% | 1.22% | +22.2% |
| Q4 2022 | $4,142,013 | +320.1% | 60,903 | +301.7% | 1.00% | +391.2% |
| Q2 2022 | $986,000 | +86.0% | 15,163 | +120.7% | 0.20% | +58.1% |
| Q1 2022 | $530,000 | +15.5% | 6,869 | +20.0% | 0.13% | +27.7% |
| Q4 2021 | $459,000 | +23.4% | 5,725 | +13.4% | 0.10% | -1.0% |
| Q3 2021 | $372,000 | -1.8% | 5,050 | -1.2% | 0.10% | -15.0% |
| Q2 2021 | $379,000 | +4.7% | 5,110 | 0.0% | 0.12% | -34.8% |
| Q1 2021 | $362,000 | – | 5,110 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,548,703 | $111,615,000 | 26.65% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,519,807 | $112,784,913,000 | 15.93% |
| Waypoint Wealth Partners Inc. | 511,840 | $37,984,000 | 14.72% |
| Adero Partners, LLC | 411,694 | $30,552,000 | 7.07% |
| Great Point Wealth Advisors, LLC | 255,292 | $18,945,000 | 6.61% |
| RVW Wealth, LLC | 455,558 | $34,000,000 | 4.25% |
| SAGE RHINO CAPITAL LLC | 114,313 | $8,483,000 | 2.51% |
| Plancorp, LLC | 425,167 | $31,552,000 | 2.48% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 102,970 | $7,641,000 | 1.97% |
| Applied Capital LLC | 27,024 | $2,005,000 | 1.92% |