AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 255 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,528 | +1.6% | 441,286 | +1.0% | 3.46% | +5.2% |
| Q2 2023 | $25,138 | -0.0% | 436,729 | +1.6% | 3.29% | -4.6% |
| Q1 2023 | $25,141 | +8.4% | 429,916 | +2.6% | 3.45% | +0.7% |
| Q4 2022 | $23,186 | -99.9% | 418,913 | +12.6% | 3.42% | +18.2% |
| Q3 2022 | $17,676,000 | -4.9% | 372,128 | +5.6% | 2.90% | -0.1% |
| Q2 2022 | $18,591,000 | -8.2% | 352,364 | +8.9% | 2.90% | +0.7% |
| Q1 2022 | $20,246,000 | -2.6% | 323,525 | +0.5% | 2.88% | -0.6% |
| Q4 2021 | $20,777,000 | +4.1% | 321,882 | +4.2% | 2.90% | -2.8% |
| Q3 2021 | $19,950,000 | +3.3% | 308,768 | +3.5% | 2.98% | +3.1% |
| Q2 2021 | $19,305,000 | +6.4% | 298,236 | +2.2% | 2.89% | -0.5% |
| Q1 2021 | $18,151,000 | +10.3% | 291,821 | +1.3% | 2.90% | +0.1% |
| Q4 2020 | $16,459,000 | +65736.0% | 288,202 | +55217.1% | 2.90% | +57880.0% |
| Q3 2020 | $25,000 | +8.7% | 521 | +2.8% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | -39.5% | 507 | -50.0% | 0.01% | 0.0% |
| Q1 2020 | $38,000 | – | 1,014 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 297,018 | $17,182,514 | 12.77% |
| Divergent Planning, LLC | 405,620 | $22,929,701 | 12.35% |
| Unison Advisors LLC | 1,771,160 | $102,461,623 | 12.05% |
| QUARRY HILL ADVISORS, LLC | 180,794 | $10,458,944 | 9.58% |
| Brickley Wealth Management | 439,942 | $25,450,631 | 6.79% |
| Stegent Equity Advisors, Inc. | 77,836 | $4,502,813 | 5.69% |
| Werba Rubin Papier Wealth Management | 276,241 | $15,980,568 | 5.69% |
| Hill Investment Group Partners, LLC | 572,967 | $33,146,149 | 5.51% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,028 | $8,679,127 | 5.30% |
| Savant Capital, LLC | 6,049,568 | $349,967,536 | 5.22% |