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 | $6,838,342 | +8.2% | 118,208 | +7.7% | 1.16% | +11.5% |
| Q2 2023 | $6,319,292 | +10.5% | 109,786 | +12.3% | 1.04% | +3.1% |
| Q1 2023 | $5,717,281 | +9.1% | 97,765 | +3.3% | 1.01% | +2.1% |
| Q4 2022 | $5,240,799 | -11.8% | 94,685 | -24.3% | 0.99% | -20.3% |
| Q3 2022 | $5,944,000 | +37.5% | 125,139 | +52.7% | 1.24% | +47.2% |
| Q2 2022 | $4,324,000 | +23.0% | 81,954 | +45.9% | 0.84% | +41.3% |
| Q1 2022 | $3,516,000 | -15.6% | 56,188 | -12.9% | 0.60% | -18.1% |
| Q4 2021 | $4,165,000 | +127.6% | 64,528 | +127.8% | 0.73% | +105.6% |
| Q3 2021 | $1,830,000 | +34.8% | 28,329 | +35.0% | 0.36% | +33.5% |
| Q2 2021 | $1,358,000 | +75.5% | 20,983 | +68.7% | 0.27% | +58.3% |
| Q1 2021 | $774,000 | +47.1% | 12,439 | +35.0% | 0.17% | +37.7% |
| Q4 2020 | $526,000 | – | 9,215 | – | 0.12% | – |
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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% |