AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 73 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,651,328 | +26.5% | 28,545 | +25.8% | 0.05% | +18.6% |
| Q2 2023 | $1,305,828 | +24.2% | 22,686 | +26.2% | 0.04% | +13.2% |
| Q1 2023 | $1,051,668 | -11.4% | 17,983 | -16.1% | 0.04% | -19.1% |
| Q4 2022 | $1,186,849 | +14.2% | 21,443 | -1.9% | 0.05% | +4.4% |
| Q3 2022 | $1,039,000 | +56.7% | 21,865 | +67.6% | 0.04% | +60.7% |
| Q2 2022 | $663,000 | +7.8% | 13,048 | +31.8% | 0.03% | +16.7% |
| Q1 2022 | $615,000 | +8.3% | 9,903 | +15.5% | 0.02% | +14.3% |
| Q4 2021 | $568,000 | +11.8% | 8,576 | +9.0% | 0.02% | -4.5% |
| Q3 2021 | $508,000 | +8.1% | 7,868 | +9.3% | 0.02% | -4.3% |
| Q2 2021 | $470,000 | +7.3% | 7,198 | +4.9% | 0.02% | -8.0% |
| Q1 2021 | $438,000 | – | 6,863 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 297,018 | $17,182,514 | 12.77% |
| Divergent Planning, LLC | 405,620 | $22,929,701 | 12.35% |
| Unison Advisors LLC | 1,771,160 | $102,461,623 | 12.05% |
| QUARRY HILL ADVISORS, LLC | 180,794 | $10,458,944 | 9.58% |
| Brickley Wealth Management | 439,942 | $25,450,631 | 6.79% |
| Stegent Equity Advisors, Inc. | 77,836 | $4,502,813 | 5.69% |
| Werba Rubin Papier Wealth Management | 276,241 | $15,980,568 | 5.69% |
| Hill Investment Group Partners, LLC | 572,967 | $33,146,149 | 5.51% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,028 | $8,679,127 | 5.30% |
| Savant Capital, LLC | 6,049,568 | $349,967,536 | 5.22% |