AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 258 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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 ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |