AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,542,432 | +3.4% | 122,417 | +3.0% | 2.86% | +3.2% |
| Q2 2023 | $9,225,736 | +16.7% | 118,873 | +11.3% | 2.77% | +10.6% |
| Q1 2023 | $7,908,323 | +2.2% | 106,783 | +2.9% | 2.51% | -3.4% |
| Q4 2022 | $7,735,500 | +35.2% | 103,818 | +20.0% | 2.59% | +21.6% |
| Q3 2022 | $5,720,000 | +63.4% | 86,484 | +68.9% | 2.13% | +72.0% |
| Q2 2022 | $3,501,000 | -56.4% | 51,216 | -49.1% | 1.24% | -50.4% |
| Q1 2022 | $8,032,000 | +50.4% | 100,577 | +50.2% | 2.50% | +52.9% |
| Q4 2021 | $5,340,000 | +36.5% | 66,970 | +29.4% | 1.64% | +21.6% |
| Q3 2021 | $3,913,000 | +8.2% | 51,755 | +8.8% | 1.34% | +6.7% |
| Q2 2021 | $3,615,000 | – | 47,564 | – | 1.26% | – |
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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% |