AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 245 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 2,811.11 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,104,157 | -3.5% | 110,622 | -1.0% | 2.28% | -2.7% |
| Q2 2023 | $8,398,111 | +5.1% | 111,692 | -0.9% | 2.34% | +0.4% |
| Q1 2023 | $7,988,166 | +6.7% | 112,700 | +2.4% | 2.33% | -2.1% |
| Q4 2022 | $7,486,803 | +11.6% | 110,084 | +2.3% | 2.38% | -11.7% |
| Q3 2022 | $6,710,000 | -6.6% | 107,611 | -2.6% | 2.70% | -1.8% |
| Q2 2022 | $7,183,000 | -17.2% | 110,442 | -1.8% | 2.75% | +4.4% |
| Q1 2022 | $8,673,000 | -1.1% | 112,492 | +2.8% | 2.63% | +7.1% |
| Q4 2021 | $8,770,000 | +10.2% | 109,406 | +1.3% | 2.46% | +1.5% |
| Q3 2021 | $7,961,000 | -6.2% | 108,014 | -5.5% | 2.42% | -3.4% |
| Q2 2021 | $8,483,000 | +9.4% | 114,313 | +2.2% | 2.51% | -1.6% |
| Q1 2021 | $7,756,000 | +11.4% | 111,827 | +1.2% | 2.55% | -7.3% |
| Q4 2020 | $6,960,000 | +17.3% | 110,476 | +0.7% | 2.75% | -4.1% |
| Q3 2020 | $5,932,000 | +12.7% | 109,695 | +4.1% | 2.87% | +3.2% |
| Q2 2020 | $5,264,000 | – | 105,389 | – | 2.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,548,703 | $111,615,000 | 26.65% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,519,807 | $112,784,913,000 | 15.93% |
| Waypoint Wealth Partners Inc. | 511,840 | $37,984,000 | 14.72% |
| Adero Partners, LLC | 411,694 | $30,552,000 | 7.07% |
| Great Point Wealth Advisors, LLC | 255,292 | $18,945,000 | 6.61% |
| RVW Wealth, LLC | 455,558 | $34,000,000 | 4.25% |
| SAGE RHINO CAPITAL LLC | 114,313 | $8,483,000 | 2.51% |
| Plancorp, LLC | 425,167 | $31,552,000 | 2.48% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 102,970 | $7,641,000 | 1.97% |
| Applied Capital LLC | 27,024 | $2,005,000 | 1.92% |