AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 258 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,188,893 | +4.8% | 15,252 | +4.4% | 0.83% | +9.5% |
| Q2 2023 | $1,134,348 | +23.7% | 14,616 | +18.0% | 0.76% | +18.8% |
| Q1 2023 | $917,233 | +16.9% | 12,385 | +17.6% | 0.64% | +8.7% |
| Q4 2022 | $784,739 | +11.6% | 10,532 | -0.9% | 0.59% | +6.5% |
| Q3 2022 | $703,000 | -9.1% | 10,633 | -6.0% | 0.55% | +1.1% |
| Q2 2022 | $773,000 | -4.6% | 11,315 | +11.5% | 0.55% | +10.8% |
| Q1 2022 | $810,000 | +80.4% | 10,148 | +80.2% | 0.49% | +73.0% |
| Q4 2021 | $449,000 | +55.4% | 5,633 | +47.6% | 0.28% | +66.7% |
| Q3 2021 | $289,000 | +35.0% | 3,816 | +35.3% | 0.17% | +33.6% |
| Q2 2021 | $214,000 | – | 2,821 | – | 0.13% | – |
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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% |