AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 352 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
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 ↓ |
|---|---|---|---|
| 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% |