AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 607 filers reported holding AMERICAN CENTY ETF TR in Q1 2024. The put-call ratio across all filers is 0.37 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,494,149 | +2.1% | 128,111 | +6.6% | 2.98% | -3.5% |
| Q1 2024 | $11,257,962 | +15.0% | 120,136 | +10.2% | 3.08% | +4.7% |
| Q4 2023 | $9,786,972 | +28.3% | 108,986 | +11.4% | 2.95% | +7.3% |
| 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 ↓ |
|---|---|---|---|
| Unison Advisors LLC | 2,227,129 | $126,590,000 | 28.56% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 223,918 | $12,727,000 | 8.12% |
| Shone Asset Management LLC | 167,726 | $9,445,000 | 7.34% |
| Merriman Wealth Management, LLC | 987,275 | $56,117,000 | 6.02% |
| SAGE RHINO CAPITAL LLC | 157,810 | $8,970,000 | 3.54% |
| Marquette Asset Management, LLC | 251,908 | $14,318,000 | 3.30% |
| PrairieView Partners, LLC | 294,599 | $16,745,000 | 2.95% |
| Plancorp, LLC | 164,633 | $9,358,000 | 2.31% |
| Sterneck Capital Management, LLC | 50,377 | $2,863,000 | 2.15% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 95,017 | $5,401,000 | 1.65% |