AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 395 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 126.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,739,736 | +25.6% | 265,946 | +25.2% | 0.03% | +3.3% |
| Q2 2023 | $16,512,960 | +44.9% | 212,462 | +38.1% | 0.03% | +42.9% |
| Q1 2023 | $11,396,840 | +24.2% | 153,808 | +25.0% | 0.02% | +10.5% |
| Q4 2022 | $9,173,894 | +47.1% | 123,080 | +30.6% | 0.02% | +35.7% |
| Q3 2022 | $6,235,000 | +23.9% | 94,226 | +28.0% | 0.01% | +27.3% |
| Q2 2022 | $5,033,000 | +81.3% | 73,606 | +112.2% | 0.01% | +120.0% |
| Q1 2022 | $2,776,000 | +28.5% | 34,694 | +28.0% | 0.01% | +25.0% |
| Q4 2021 | $2,161,000 | +108.0% | 27,100 | +97.4% | 0.00% | +100.0% |
| Q3 2021 | $1,039,000 | +43.5% | 13,729 | +44.1% | 0.00% | 0.0% |
| Q2 2021 | $724,000 | +65.3% | 9,528 | +57.2% | 0.00% | +100.0% |
| Q1 2021 | $438,000 | +1652.0% | 6,060 | +1302.8% | 0.00% | – |
| Q4 2020 | $25,000 | – | 432 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |