AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 245 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 2,811.11 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,576,042 | -9.2% | 21,513 | -6.8% | 0.11% | -5.3% |
| Q2 2023 | $1,735,084 | +5.1% | 23,076 | -0.9% | 0.11% | +1.8% |
| Q1 2023 | $1,650,653 | +4.2% | 23,288 | -0.0% | 0.11% | 0.0% |
| Q4 2022 | $1,584,361 | -24.6% | 23,296 | -30.9% | 0.11% | -28.2% |
| Q3 2022 | $2,101,000 | +185.5% | 33,702 | +197.6% | 0.16% | +188.9% |
| Q2 2022 | $736,000 | +63.9% | 11,323 | +94.5% | 0.05% | +80.0% |
| Q1 2022 | $449,000 | – | 5,821 | – | 0.03% | – |
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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% |