AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 262 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 946.44 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,047,167 | -2.6% | 27,944 | -0.1% | 0.30% | -0.3% |
| Q2 2023 | $2,102,304 | -2.2% | 27,960 | -7.8% | 0.30% | -8.6% |
| Q1 2023 | $2,149,742 | +5.9% | 30,329 | +1.7% | 0.33% | -0.9% |
| Q4 2022 | $2,029,109 | -5.4% | 29,835 | -13.2% | 0.33% | -19.5% |
| Q3 2022 | $2,144,000 | -4.8% | 34,390 | -0.7% | 0.41% | -1.0% |
| Q2 2022 | $2,252,000 | -12.1% | 34,625 | +4.2% | 0.41% | -3.3% |
| Q1 2022 | $2,563,000 | +13.5% | 33,242 | +18.0% | 0.43% | -0.2% |
| Q4 2021 | $2,259,000 | +11.0% | 28,176 | +2.0% | 0.43% | -0.5% |
| Q3 2021 | $2,035,000 | +1.6% | 27,618 | +2.4% | 0.43% | -1.1% |
| Q2 2021 | $2,002,000 | +13.6% | 26,976 | +6.1% | 0.44% | +2.3% |
| Q1 2021 | $1,763,000 | -22.9% | 25,425 | -30.0% | 0.43% | +87.7% |
| Q4 2020 | $2,288,000 | +21.8% | 36,311 | +4.5% | 0.23% | +3.7% |
| Q3 2020 | $1,879,000 | +6.7% | 34,740 | -1.4% | 0.22% | +12.3% |
| Q2 2020 | $1,761,000 | -14.2% | 35,250 | -29.8% | 0.20% | -30.4% |
| Q1 2020 | $2,052,000 | -16.7% | 50,183 | +10.8% | 0.28% | -20.5% |
| Q4 2019 | $2,463,000 | – | 45,276 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Life Fund Advisors LLC | 1,980,314 | $140,364,656 | 49.69% |
| BCR Wealth Strategies, LLC | 651,154 | $46,153 | 36.81% |
| Waypoint Wealth Partners Inc. | 793,829 | $56,266,590 | 20.07% |
| WMG Financial Advisors, LLC | 219,151 | $19,617,404 | 16.25% |
| Bull Oak Capital, LLC | 280,711 | $19,896,796 | 15.39% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 412,016 | $29,203,694 | 14.13% |
| Werba Rubin Papier Wealth Management | 498,587 | $35,339,854 | 13.88% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 396,034 | $28,070,874 | 12.91% |
| Great Point Wealth Advisors, LLC | 543,780 | $38,543,097 | 12.21% |
| CONTINUUM WEALTH ADVISORS, LLC | 209,068 | $14,818,740 | 12.09% |