AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 194 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,059,578 | +13.7% | 103,847 | +8.5% | 4.55% | +6.9% |
| Q1 2023 | $7,090,916 | -0.8% | 95,746 | -0.2% | 4.25% | -19.9% |
| Q4 2022 | $7,147,582 | +19.3% | 95,928 | +5.9% | 5.31% | +11.6% |
| Q3 2022 | $5,991,000 | -3.1% | 90,574 | +0.1% | 4.76% | +5.1% |
| Q2 2022 | $6,183,000 | +39.1% | 90,443 | +62.5% | 4.52% | +59.6% |
| Q1 2022 | $4,445,000 | +53.2% | 55,664 | +53.0% | 2.84% | +57.9% |
| Q4 2021 | $2,901,000 | +277.7% | 36,381 | +258.4% | 1.80% | +240.8% |
| Q3 2021 | $768,000 | – | 10,151 | – | 0.53% | – |
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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% |