AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 79 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,849,208 | -0.7% | 164,839 | -1.1% | 3.61% | +0.2% |
| Q2 2023 | $12,937,684 | +9.2% | 166,701 | +4.2% | 3.60% | +4.3% |
| Q1 2023 | $11,848,884 | +16.2% | 159,990 | +16.9% | 3.46% | +6.6% |
| Q4 2022 | $10,200,980 | +14.4% | 136,908 | +1.5% | 3.24% | -9.5% |
| Q3 2022 | $8,917,000 | -4.3% | 134,824 | -1.0% | 3.58% | +0.6% |
| Q2 2022 | $9,313,000 | -14.6% | 136,235 | -0.2% | 3.56% | +7.7% |
| Q1 2022 | $10,902,000 | -3.0% | 136,517 | -3.1% | 3.31% | +5.1% |
| Q4 2021 | $11,235,000 | +10.3% | 140,896 | +4.6% | 3.15% | +1.6% |
| Q3 2021 | $10,189,000 | -4.5% | 134,756 | -4.0% | 3.10% | -1.7% |
| Q2 2021 | $10,671,000 | +6.3% | 140,403 | +1.0% | 3.15% | -4.5% |
| Q1 2021 | $10,042,000 | +12.0% | 139,068 | -11.9% | 3.30% | -6.9% |
| Q4 2020 | $8,970,000 | +33.7% | 157,810 | +0.7% | 3.54% | +9.3% |
| Q3 2020 | $6,707,000 | +10.6% | 156,640 | +4.6% | 3.24% | +1.3% |
| Q2 2020 | $6,065,000 | +45.2% | 149,715 | +11.6% | 3.20% | +6.7% |
| Q1 2020 | $4,178,000 | – | 134,213 | – | 3.00% | – |
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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% |