AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,314,259 | +6.0% | 42,518 | +5.6% | 0.15% | +8.6% |
| Q2 2023 | $3,125,749 | +110.7% | 40,275 | +101.1% | 0.14% | +118.8% |
| Q1 2023 | $1,483,240 | +133.0% | 20,028 | +134.4% | 0.06% | +113.3% |
| Q4 2022 | $636,590 | +54.9% | 8,544 | +65.6% | 0.03% | +20.0% |
| Q4 2021 | $411,000 | -41.8% | 5,158 | -44.8% | 0.02% | -45.7% |
| Q3 2021 | $706,000 | +599.0% | 9,336 | +566.9% | 0.05% | +557.1% |
| Q1 2021 | $101,000 | – | 1,400 | – | 0.01% | – |
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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% |