AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 352 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,627,168 | +20.3% | 97,847 | +19.8% | 2.75% | +19.4% |
| Q2 2023 | $6,339,899 | +18.7% | 81,689 | +13.3% | 2.30% | +12.8% |
| Q1 2023 | $5,339,484 | +75.8% | 72,097 | +76.9% | 2.04% | +56.8% |
| Q4 2022 | $3,036,506 | +65.0% | 40,753 | +46.5% | 1.30% | +59.9% |
| Q3 2022 | $1,840,000 | -8.1% | 27,815 | -5.1% | 0.81% | -6.4% |
| Q2 2022 | $2,003,000 | +100.7% | 29,308 | +134.4% | 0.87% | +77.7% |
| Q1 2022 | $998,000 | +33.1% | 12,501 | +32.9% | 0.49% | +40.1% |
| Q4 2021 | $750,000 | +11.6% | 9,403 | +5.8% | 0.35% | +4.5% |
| Q3 2021 | $672,000 | +23.1% | 8,891 | +23.8% | 0.33% | +15.6% |
| Q2 2021 | $546,000 | +48.8% | 7,182 | +41.2% | 0.29% | +25.7% |
| Q1 2021 | $367,000 | +48.6% | 5,088 | +17.1% | 0.23% | +35.3% |
| Q4 2020 | $247,000 | – | 4,345 | – | 0.17% | – |
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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% |