AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,240,210 | +14.8% | 16,928 | +17.8% | 0.42% | +18.0% |
| Q2 2023 | $1,080,418 | +22.1% | 14,369 | +15.1% | 0.36% | +11.2% |
| Q1 2023 | $884,597 | +11.4% | 12,480 | +6.9% | 0.32% | +2.6% |
| Q4 2022 | $794,078 | +45.4% | 11,676 | +33.4% | 0.31% | +28.9% |
| Q3 2022 | $546,000 | +67.0% | 8,753 | +74.3% | 0.24% | +84.7% |
| Q2 2022 | $327,000 | +33.5% | 5,021 | +58.3% | 0.13% | +57.8% |
| Q1 2022 | $245,000 | +11.9% | 3,171 | +16.2% | 0.08% | +12.2% |
| Q4 2021 | $219,000 | – | 2,728 | – | 0.07% | – |
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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% |