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 | $980,349 | +46.3% | 12,577 | +45.7% | 0.02% | +54.5% |
| Q2 2023 | $669,996 | +146187.3% | 8,633 | +39.7% | 0.01% | +22.2% |
| Q1 2023 | $458 | -34.9% | 6,179 | -34.5% | 0.01% | -52.6% |
| Q4 2022 | $703 | -99.8% | 9,439 | +109.7% | 0.02% | +90.0% |
| Q3 2022 | $298,000 | -2.3% | 4,502 | +0.9% | 0.01% | +11.1% |
| Q2 2022 | $305,000 | -14.3% | 4,461 | 0.0% | 0.01% | -18.2% |
| Q1 2022 | $356,000 | -0.8% | 4,461 | -1.0% | 0.01% | 0.0% |
| Q4 2021 | $359,000 | +3.2% | 4,504 | -2.2% | 0.01% | 0.0% |
| Q3 2021 | $348,000 | +5.5% | 4,603 | +6.0% | 0.01% | -8.3% |
| Q2 2021 | $330,000 | +5.4% | 4,341 | +0.0% | 0.01% | -7.7% |
| Q1 2021 | $313,000 | – | 4,340 | – | 0.01% | – |
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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% |