AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 2.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,662 | -85.0% | 6,027 | -85.1% | 0.13% | -83.8% |
| Q2 2023 | $2,322,258 | +14.5% | 40,345 | +16.3% | 0.80% | +16.6% |
| Q1 2023 | $2,029,022 | +242.7% | 34,696 | +178.2% | 0.69% | +209.9% |
| Q3 2022 | $592,000 | -7.5% | 12,470 | +2.8% | 0.22% | -18.4% |
| Q2 2022 | $640,000 | -78.9% | 12,136 | -75.0% | 0.27% | -71.9% |
| Q1 2022 | $3,034,000 | -0.6% | 48,494 | +2.5% | 0.97% | -3.7% |
| Q4 2021 | $3,053,000 | -36.8% | 47,297 | -36.8% | 1.00% | -46.0% |
| Q3 2021 | $4,831,000 | +7.8% | 74,786 | +8.0% | 1.86% | -6.7% |
| Q2 2021 | $4,483,000 | – | 69,263 | – | 1.99% | – |
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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% |