AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 145 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23,699,845 | +25.4% | 315,199 | +18.3% | 13.37% | +18.0% |
| Q1 2023 | $18,892,133 | +10.9% | 266,537 | +6.4% | 11.33% | -10.5% |
| Q4 2022 | $17,036,694 | +3.6% | 250,503 | -5.0% | 12.66% | -3.1% |
| Q3 2022 | $16,446,000 | -6.7% | 263,771 | -2.7% | 13.06% | +1.2% |
| Q2 2022 | $17,626,000 | +82.0% | 271,000 | +115.7% | 12.90% | +108.8% |
| Q1 2022 | $9,685,000 | +52.3% | 125,617 | +58.4% | 6.18% | +57.0% |
| Q4 2021 | $6,358,000 | +379.1% | 79,321 | +340.5% | 3.94% | +332.5% |
| Q3 2021 | $1,327,000 | – | 18,008 | – | 0.91% | – |
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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% |