AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 221 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $725,501 | -9.1% | 9,307 | -9.4% | 0.07% | -11.2% |
| Q2 2023 | $797,714 | +2.0% | 10,278 | -2.6% | 0.08% | -5.9% |
| Q1 2023 | $781,734 | -2.4% | 10,555 | -1.8% | 0.08% | -11.5% |
| Q4 2022 | $801,088 | +1132.4% | 10,751 | +1001.5% | 0.10% | +966.7% |
| Q3 2022 | $65,000 | -4.4% | 976 | -1.9% | 0.01% | -25.0% |
| Q2 2022 | $68,000 | -16.0% | 995 | -1.5% | 0.01% | -7.7% |
| Q1 2022 | $81,000 | -58.9% | 1,010 | -59.1% | 0.01% | -58.1% |
| Q4 2021 | $197,000 | +3840.0% | 2,467 | +3374.6% | 0.03% | +3000.0% |
| Q3 2021 | $5,000 | +66.7% | 71 | +77.5% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | +200.0% | 40 | +471.4% | 0.00% | – |
| Q1 2021 | $1,000 | – | 7 | – | 0.00% | – |
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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% |