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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,516,255 | +7.8% | 1,167,298 | +10.6% | 8.24% | +5.3% |
| Q2 2023 | $79,337,852 | +20.0% | 1,055,165 | +13.2% | 7.83% | +8.0% |
| Q1 2023 | $66,093,930 | +18.6% | 932,476 | +13.8% | 7.24% | +8.0% |
| Q4 2022 | $55,734,149 | +17.3% | 819,499 | +15.2% | 6.71% | +11.8% |
| Q3 2022 | $47,512,000 | +9.5% | 711,145 | +6.9% | 6.00% | -2.5% |
| Q2 2022 | $43,406,000 | -20.6% | 665,527 | -6.2% | 6.16% | -23.5% |
| Q1 2022 | $54,697,000 | +4.9% | 709,426 | +9.0% | 8.04% | -6.0% |
| Q4 2021 | $52,151,000 | +29.9% | 650,592 | +19.4% | 8.55% | +18.1% |
| Q3 2021 | $40,156,000 | +31.4% | 544,863 | +32.3% | 7.24% | +2.4% |
| Q2 2021 | $30,552,000 | +54.5% | 411,694 | +44.4% | 7.07% | -20.1% |
| Q1 2021 | $19,780,000 | +187.6% | 285,180 | +161.2% | 8.85% | +50.1% |
| Q4 2020 | $6,878,000 | +1169.0% | 109,182 | +988.4% | 5.90% | +1259.0% |
| Q3 2020 | $542,000 | +89.5% | 10,031 | +75.2% | 0.43% | +46.1% |
| Q2 2020 | $286,000 | – | 5,727 | – | 0.30% | – |
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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% |