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 ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |