AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 133 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,080,793 | -1.8% | 122,614 | -1.2% | 1.62% | -3.2% |
| Q4 2022 | $9,250,417 | +20.7% | 124,150 | +7.1% | 1.67% | -14.3% |
| Q3 2022 | $7,666,000 | +0.4% | 115,904 | +3.8% | 1.95% | +3.9% |
| Q2 2022 | $7,636,000 | +52.8% | 111,708 | +78.5% | 1.88% | +135.6% |
| Q1 2022 | $4,997,000 | +13.8% | 62,575 | +13.6% | 0.80% | +48.6% |
| Q4 2021 | $4,392,000 | +17.7% | 55,076 | +11.6% | 0.54% | +12.6% |
| Q3 2021 | $3,731,000 | +22.9% | 49,345 | +23.5% | 0.48% | +17.2% |
| Q2 2021 | $3,036,000 | – | 39,945 | – | 0.41% | – |
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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% |