AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 133 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $786,709 | +3.9% | 10,092 | +3.5% | 0.06% | +11.5% |
| Q2 2023 | $756,950 | +44.6% | 9,753 | +37.9% | 0.05% | +33.3% |
| Q1 2023 | $523,604 | +3.8% | 7,070 | +4.4% | 0.04% | -4.9% |
| Q4 2022 | $504,433 | +5.8% | 6,770 | -6.1% | 0.04% | -10.9% |
| Q3 2022 | $477,000 | 0.0% | 7,207 | +3.3% | 0.05% | +2.2% |
| Q2 2022 | $477,000 | -2.9% | 6,975 | +13.4% | 0.04% | +21.6% |
| Q1 2022 | $491,000 | +2.7% | 6,151 | +2.6% | 0.04% | +5.7% |
| Q4 2021 | $478,000 | +26.1% | 5,997 | +19.5% | 0.04% | +16.7% |
| Q3 2021 | $379,000 | +48.0% | 5,017 | +50.8% | 0.03% | +42.9% |
| Q2 2021 | $256,000 | – | 3,326 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SATOVSKY ASSET MANAGEMENT LLC | 551,844 | $37,763,000 | 22.08% |
| Unison Advisors LLC | 923,521 | $63,132,000 | 16.28% |
| Merriman Wealth Management, LLC | 3,019,945 | $206,443,000 | 14.51% |
| Bull Oak Capital, LLC | 219,873 | $15,031,000 | 13.90% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,057,192 | $72,269,676,000 | 7.86% |
| Aprio Wealth Management, LLC | 258,993 | $17,705,000 | 7.05% |
| Truepoint, Inc. | 1,963,721 | $134,240,000 | 6.99% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,170 | $6,916,000 | 6.32% |
| TCI Wealth Advisors, Inc. | 568,422 | $38,857,000 | 5.95% |
| B&D White Capital Company, LLC | 196,610 | $13,440,000 | 5.72% |