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 | $1,365,567 | -39.9% | 23,603 | -44.3% | 0.06% | +22.0% |
| Q2 2023 | $2,270,855 | +131.2% | 42,374 | +114.0% | 0.05% | +16.3% |
| Q1 2023 | $982,352 | +123156.2% | 19,804 | +23.1% | 0.04% | +104.8% |
| Q4 2022 | $797 | -99.9% | 16,089 | -5.3% | 0.02% | -4.5% |
| Q3 2022 | $839,000 | +22.3% | 16,984 | +22.5% | 0.02% | 0.0% |
| Q2 2022 | $686,000 | -41.0% | 13,866 | -41.0% | 0.02% | +57.1% |
| Q1 2022 | $1,162,000 | +14425.0% | 23,513 | +18710.4% | 0.01% | – |
| Q4 2021 | $8,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | +100.0% | 125 | +66.7% | 0.00% | – |
| Q4 2020 | $4,000 | – | 75 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 994,829 | $52,487,000 | 13.53% |
| Divergent Planning, LLC | 322,930 | $17,038,000 | 12.24% |
| Henrickson Nauta Wealth Advisors, Inc. | 143,008 | $7,545,000 | 6.90% |
| Savant Capital, LLC | 3,903,845 | $205,967,000 | 6.25% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,049,873 | $55,391,299,000 | 6.02% |
| Hill Investment Group Partners, LLC | 337,798 | $17,822,229 | 4.97% |
| Callan Capital, LLC | 586,866 | $30,963,000 | 4.78% |
| Larson Financial Group LLC | 500,501 | $26,406,000 | 4.57% |
| Moisand Fitzgerald Tamayo, LLC | 302,316 | $15,950,000 | 4.29% |
| TCI Wealth Advisors, Inc. | 390,204 | $20,587,000 | 3.15% |