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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $18,415,013 | +656.0% | 230,216 | +592.4% | 1.03% | +496.5% |
| Q3 2023 | $2,435,789 | +0.7% | 33,249 | +3.4% | 0.17% | 0.0% |
| Q2 2023 | $2,418,479 | +2.5% | 32,165 | -7.3% | 0.17% | -20.0% |
| Q4 2022 | $2,359,849 | -7.7% | 34,699 | -15.4% | 0.22% | -27.6% |
| Q3 2022 | $2,556,000 | -3.4% | 40,994 | +0.7% | 0.30% | -6.0% |
| Q2 2022 | $2,647,000 | -22.4% | 40,698 | -8.0% | 0.32% | -34.2% |
| Q1 2022 | $3,409,000 | +0.3% | 44,214 | +4.3% | 0.48% | +10.9% |
| Q4 2021 | $3,398,000 | +3.1% | 42,396 | -5.2% | 0.43% | +59.8% |
| Q3 2021 | $3,297,000 | +8.0% | 44,740 | +8.8% | 0.27% | -7.8% |
| Q2 2021 | $3,053,000 | – | 41,140 | – | 0.29% | – |
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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% |