AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,138,141 | +193.8% | 104,402 | +192.5% | 2.24% | +194.2% |
| Q2 2023 | $2,770,268 | -7.7% | 35,695 | -11.9% | 0.76% | -17.7% |
| Q1 2023 | $3,000,524 | -43.5% | 40,515 | -43.1% | 0.92% | -50.5% |
| Q4 2022 | $5,307,530 | +56.6% | 71,232 | +39.0% | 1.87% | +37.1% |
| Q3 2022 | $3,390,000 | -80.9% | 51,254 | -80.2% | 1.36% | -80.7% |
| Q2 2022 | $17,705,000 | +22.8% | 258,993 | +43.4% | 7.05% | +28.3% |
| Q1 2022 | $14,422,000 | +8.5% | 180,597 | +8.3% | 5.50% | -1.2% |
| Q4 2021 | $13,298,000 | +10.6% | 166,763 | +4.8% | 5.56% | +1.4% |
| Q3 2021 | $12,028,000 | +13.5% | 159,085 | +14.1% | 5.48% | +9.4% |
| Q2 2021 | $10,593,000 | – | 139,385 | – | 5.01% | – |
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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% |