AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 395 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 126.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,271,571 | -2.6% | 16,932 | +0.6% | 0.06% | 0.0% |
| Q2 2023 | $1,306,166 | +11.5% | 16,830 | +1.3% | 0.06% | +3.2% |
| Q1 2023 | $1,171,659 | -4.4% | 16,619 | +1.1% | 0.06% | -26.2% |
| Q4 2022 | $1,225,081 | -3.5% | 16,442 | -0.9% | 0.08% | -12.5% |
| Q3 2022 | $1,269,000 | -44.3% | 16,597 | -50.2% | 0.10% | -47.5% |
| Q2 2022 | $2,279,000 | +1.2% | 33,339 | +9.1% | 0.18% | +3.4% |
| Q1 2022 | $2,253,000 | – | 30,567 | – | 0.18% | – |
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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% |