AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 29 filers reported holding AMERICAN CENTY ETF TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,907,804 | -5.4% | 1,127,746 | -5.8% | 10.34% | +0.3% |
| Q2 2023 | $92,891,238 | +1.3% | 1,196,897 | -3.4% | 10.31% | +1.2% |
| Q1 2023 | $91,738,152 | +14.2% | 1,238,700 | +14.9% | 10.19% | -2.6% |
| Q4 2022 | $80,345,710 | +19.2% | 1,078,321 | +5.8% | 10.46% | -16.2% |
| Q3 2022 | $67,418,000 | +6.8% | 1,019,322 | +10.4% | 12.48% | -23.3% |
| Q2 2022 | $63,132,000 | -11.8% | 923,521 | +3.0% | 16.28% | -5.7% |
| Q1 2022 | $71,605,000 | +0.0% | 896,619 | -0.1% | 17.26% | -0.2% |
| Q4 2021 | $71,601,000 | -32.4% | 897,929 | -35.9% | 17.30% | -34.6% |
| Q3 2021 | $105,893,000 | -37.9% | 1,400,518 | -37.6% | 26.43% | -16.9% |
| Q2 2021 | $170,654,000 | +6.2% | 2,245,454 | +0.9% | 31.79% | +2.9% |
| Q1 2021 | $160,726,000 | +27.0% | 2,225,828 | -0.1% | 30.88% | +8.1% |
| Q4 2020 | $126,590,000 | +33.3% | 2,227,129 | +0.4% | 28.56% | +4.1% |
| Q3 2020 | $94,967,000 | +42.4% | 2,217,816 | +34.7% | 27.45% | +22.9% |
| Q2 2020 | $66,699,000 | – | 1,646,480 | – | 22.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 896,619 | $71,605,000 | 17.26% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,159,126 | $92,567,767,000 | 9.34% |
| Merriman Wealth Management, LLC | 1,311,363 | $104,725,000 | 8.60% |
| Truepoint, Inc. | 2,144,286 | $171,243,000 | 8.12% |
| B&D White Capital Company, LLC | 284,060 | $22,685,000 | 7.23% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,145 | $8,077,000 | 6.72% |
| TCI Wealth Advisors, Inc. | 538,494 | $43,004,000 | 6.44% |
| Hill Investment Group Partners, LLC | 230,955 | $18,444,105 | 6.04% |
| Aprio Wealth Management, LLC | 180,597 | $14,422,000 | 5.50% |
| Marquette Asset Management, LLC | 283,426 | $22,634,000 | 5.26% |