AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,393,384 | +12.8% | 66,136 | +1.4% | 1.61% | +5.9% |
| Q3 2023 | $4,779,919 | -13.0% | 65,246 | -10.7% | 1.52% | -13.5% |
| Q2 2023 | $5,493,785 | +20.8% | 73,065 | +13.9% | 1.76% | +14.9% |
| Q1 2023 | $4,547,123 | +4.5% | 64,152 | +0.3% | 1.53% | -2.9% |
| Q4 2022 | $4,349,242 | +30.6% | 63,950 | +19.7% | 1.57% | +20.6% |
| Q3 2022 | $3,330,000 | +10.6% | 53,415 | +15.4% | 1.30% | +18.3% |
| Q2 2022 | $3,010,000 | -15.6% | 46,277 | +0.0% | 1.10% | -3.0% |
| Q1 2022 | $3,566,000 | -2.7% | 46,255 | +1.2% | 1.14% | -4.9% |
| Q4 2021 | $3,664,000 | +3.8% | 45,709 | -4.6% | 1.20% | -4.2% |
| Q3 2021 | $3,530,000 | -5.8% | 47,900 | -5.1% | 1.25% | -10.1% |
| Q2 2021 | $3,747,000 | +3.6% | 50,486 | -3.2% | 1.39% | +5.2% |
| Q1 2021 | $3,617,000 | +18.1% | 52,146 | +7.2% | 1.32% | +9.2% |
| Q4 2020 | $3,063,000 | +20.7% | 48,624 | +3.6% | 1.21% | +6.7% |
| Q3 2020 | $2,537,000 | -1.7% | 46,915 | -9.2% | 1.13% | -4.5% |
| Q2 2020 | $2,581,000 | +14.1% | 51,683 | -6.7% | 1.18% | -0.7% |
| Q1 2020 | $2,263,000 | – | 55,365 | – | 1.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,548,703 | $111,615,000 | 26.65% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,519,807 | $112,784,913,000 | 15.93% |
| Waypoint Wealth Partners Inc. | 511,840 | $37,984,000 | 14.72% |
| Adero Partners, LLC | 411,694 | $30,552,000 | 7.07% |
| Great Point Wealth Advisors, LLC | 255,292 | $18,945,000 | 6.61% |
| RVW Wealth, LLC | 455,558 | $34,000,000 | 4.25% |
| SAGE RHINO CAPITAL LLC | 114,313 | $8,483,000 | 2.51% |
| Plancorp, LLC | 425,167 | $31,552,000 | 2.48% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 102,970 | $7,641,000 | 1.97% |
| Applied Capital LLC | 27,024 | $2,005,000 | 1.92% |