AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $991,758 | +1.2% | 12,723 | +0.8% | 0.42% | +5.6% |
| Q2 2023 | $979,981 | +4.8% | 12,627 | 0.0% | 0.39% | -1.3% |
| Q1 2023 | $935,156 | -3.3% | 12,627 | -2.7% | 0.40% | -9.3% |
| Q4 2022 | $966,693 | +0.9% | 12,974 | -10.5% | 0.44% | -3.9% |
| Q3 2022 | $958,000 | -47.7% | 14,489 | -45.9% | 0.46% | -47.9% |
| Q2 2022 | $1,830,000 | -13.0% | 26,775 | +1.6% | 0.88% | -1.5% |
| Q1 2022 | $2,104,000 | +3.0% | 26,352 | +2.9% | 0.89% | +4.8% |
| Q4 2021 | $2,043,000 | +20.0% | 25,619 | +13.8% | 0.85% | +9.0% |
| Q3 2021 | $1,702,000 | +53.3% | 22,509 | +54.1% | 0.78% | +50.0% |
| Q2 2021 | $1,110,000 | +63.7% | 14,603 | +55.6% | 0.52% | +44.8% |
| Q1 2021 | $678,000 | – | 9,386 | – | 0.36% | – |
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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% |