AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 410 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 53.15 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,043,526 | +12.3% | 26,216 | +11.8% | 0.88% | +11.7% |
| Q2 2023 | $1,819,964 | +7.2% | 23,450 | +2.3% | 0.78% | -3.1% |
| Q1 2023 | $1,698,335 | +15.7% | 22,932 | +16.5% | 0.81% | +8.4% |
| Q4 2022 | $1,467,256 | +74.5% | 19,692 | +54.9% | 0.75% | +59.4% |
| Q3 2022 | $841,000 | -5.7% | 12,714 | -2.6% | 0.47% | +1.5% |
| Q2 2022 | $892,000 | +22.4% | 13,049 | +43.0% | 0.46% | +35.2% |
| Q1 2022 | $729,000 | +240.7% | 9,125 | +240.4% | 0.34% | +244.4% |
| Q4 2021 | $214,000 | – | 2,681 | – | 0.10% | – |
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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% |