AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,635,653 | +43.9% | 145,177 | +47.7% | 0.02% | +23.1% |
| Q2 2023 | $7,390,312 | +46.3% | 98,287 | +37.9% | 0.01% | +30.0% |
| Q1 2023 | $5,050,738 | +100.1% | 71,258 | +92.0% | 0.01% | +100.0% |
| Q4 2022 | $2,524,000 | +7.5% | 37,111 | -1.5% | 0.01% | 0.0% |
| Q3 2022 | $2,348,000 | -8.4% | 37,659 | -4.4% | 0.01% | -16.7% |
| Q2 2022 | $2,563,000 | -21.9% | 39,392 | +32.5% | 0.01% | 0.0% |
| Q1 2022 | $3,283,000 | +97.2% | 29,733 | +43.1% | 0.01% | +100.0% |
| Q4 2021 | $1,665,000 | +39.0% | 20,776 | +27.8% | 0.00% | +50.0% |
| Q3 2021 | $1,198,000 | +677.9% | 16,258 | +681.6% | 0.00% | – |
| Q2 2021 | $154,000 | +10.8% | 2,080 | +4.0% | 0.00% | – |
| Q1 2021 | $139,000 | -29.8% | 2,000 | -36.5% | 0.00% | -100.0% |
| Q4 2020 | $198,000 | -4.8% | 3,150 | -18.2% | 0.00% | 0.0% |
| Q3 2020 | $208,000 | +8.3% | 3,850 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $192,000 | – | 3,850 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Life Fund Advisors LLC | 1,980,314 | $140,364,656 | 49.69% |
| BCR Wealth Strategies, LLC | 651,154 | $46,153 | 36.81% |
| Waypoint Wealth Partners Inc. | 793,829 | $56,266,590 | 20.07% |
| WMG Financial Advisors, LLC | 219,151 | $19,617,404 | 16.25% |
| Bull Oak Capital, LLC | 280,711 | $19,896,796 | 15.39% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 412,016 | $29,203,694 | 14.13% |
| Werba Rubin Papier Wealth Management | 498,587 | $35,339,854 | 13.88% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 396,034 | $28,070,874 | 12.91% |
| Great Point Wealth Advisors, LLC | 543,780 | $38,543,097 | 12.21% |
| CONTINUUM WEALTH ADVISORS, LLC | 209,068 | $14,818,740 | 12.09% |