AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 395 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 126.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,158,517 | -0.9% | 66,177 | -1.3% | 0.08% | +1.3% |
| Q2 2023 | $5,204,006 | -1.3% | 67,053 | -5.8% | 0.08% | -7.1% |
| Q1 2023 | $5,270,333 | -69.5% | 71,163 | -69.3% | 0.08% | -71.4% |
| Q4 2022 | $17,269,337 | +1134.4% | 231,772 | +995.7% | 0.29% | +1030.8% |
| Q3 2022 | $1,399,000 | -2.8% | 21,152 | +0.5% | 0.03% | 0.0% |
| Q2 2022 | $1,439,000 | -21.0% | 21,046 | -7.7% | 0.03% | -7.1% |
| Q1 2022 | $1,821,000 | +22.9% | 22,803 | +22.7% | 0.03% | +21.7% |
| Q4 2021 | $1,482,000 | +22.6% | 18,583 | +16.2% | 0.02% | +9.5% |
| Q3 2021 | $1,209,000 | – | 15,996 | – | 0.02% | – |
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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% |