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 | $13,735,817 | -2.9% | 183,169 | +7.8% | 2.83% | -1.2% |
| Q2 2023 | $14,152,775 | +37.1% | 169,860 | +21.9% | 2.86% | +24.8% |
| Q1 2023 | $10,321,000 | -10.0% | 139,360 | +0.5% | 2.30% | -9.0% |
| Q4 2022 | $11,471,110 | +25.8% | 138,624 | +0.5% | 2.52% | +5.0% |
| Q3 2022 | $9,121,000 | -8.2% | 137,906 | -5.1% | 2.40% | -3.6% |
| Q2 2022 | $9,932,000 | +6.7% | 145,283 | +24.7% | 2.49% | +23.7% |
| Q1 2022 | $9,307,000 | +12.9% | 116,542 | +9.1% | 2.01% | +11.8% |
| Q4 2021 | $8,247,000 | +36.6% | 106,789 | +33.7% | 1.80% | +26.6% |
| Q3 2021 | $6,038,000 | +9.8% | 79,862 | +10.4% | 1.42% | +0.5% |
| Q2 2021 | $5,498,000 | – | 72,346 | – | 1.42% | – |
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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% |