AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 55 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,832,497 | +12.8% | 135,393 | +12.3% | 2.82% | +12.0% |
| Q2 2023 | $6,942,094 | +5.2% | 120,606 | +6.9% | 2.52% | -0.1% |
| Q1 2023 | $6,600,743 | +18.2% | 112,872 | +11.9% | 2.52% | +5.5% |
| Q4 2022 | $5,582,535 | +52.6% | 100,859 | +31.0% | 2.39% | +47.8% |
| Q3 2022 | $3,658,000 | +3.4% | 77,018 | +14.8% | 1.62% | +5.3% |
| Q2 2022 | $3,539,000 | -1.6% | 67,080 | +16.7% | 1.54% | -12.9% |
| Q1 2022 | $3,596,000 | +29.1% | 57,458 | +33.1% | 1.76% | +36.1% |
| Q4 2021 | $2,786,000 | +41.9% | 43,164 | +42.0% | 1.30% | +32.8% |
| Q3 2021 | $1,964,000 | +32.3% | 30,400 | +32.6% | 0.98% | +24.0% |
| Q2 2021 | $1,485,000 | +49.8% | 22,934 | +43.9% | 0.79% | +26.6% |
| Q1 2021 | $991,000 | +123.7% | 15,937 | +105.4% | 0.62% | +102.9% |
| Q4 2020 | $443,000 | – | 7,758 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 297,018 | $17,182,514 | 12.77% |
| Divergent Planning, LLC | 405,620 | $22,929,701 | 12.35% |
| Unison Advisors LLC | 1,771,160 | $102,461,623 | 12.05% |
| QUARRY HILL ADVISORS, LLC | 180,794 | $10,458,944 | 9.58% |
| Brickley Wealth Management | 439,942 | $25,450,631 | 6.79% |
| Stegent Equity Advisors, Inc. | 77,836 | $4,502,813 | 5.69% |
| Werba Rubin Papier Wealth Management | 276,241 | $15,980,568 | 5.69% |
| Hill Investment Group Partners, LLC | 572,967 | $33,146,149 | 5.51% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,028 | $8,679,127 | 5.30% |
| Savant Capital, LLC | 6,049,568 | $349,967,536 | 5.22% |