AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 395 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 126.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,946 | -21.4% | 5,490 | -14.4% | 0.16% | -15.9% |
| Q2 2023 | $530,181 | +15.4% | 6,415 | +1.8% | 0.20% | +7.1% |
| Q1 2023 | $459,304 | -21.0% | 6,299 | -14.0% | 0.18% | -40.5% |
| Q4 2022 | $581,490 | -5.6% | 7,328 | -8.7% | 0.31% | -11.6% |
| Q3 2022 | $616,000 | +8.1% | 8,024 | +5.2% | 0.35% | +15.0% |
| Q2 2022 | $570,000 | +3.4% | 7,624 | +4.7% | 0.30% | -2.0% |
| Q1 2022 | $551,000 | -1.1% | 7,281 | +3.1% | 0.31% | -41.3% |
| Q4 2021 | $557,000 | +5.9% | 7,063 | +12.6% | 0.52% | +8.5% |
| Q3 2021 | $526,000 | -28.7% | 6,273 | -38.5% | 0.48% | +199.4% |
| Q2 2021 | $738,000 | +27.9% | 10,207 | +32.9% | 0.16% | -5.8% |
| Q1 2021 | $577,000 | +74.8% | 7,680 | +42.8% | 0.17% | +69.3% |
| Q4 2020 | $330,000 | – | 5,379 | – | 0.10% | – |
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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% |