AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,675,010 | +2.4% | 869,165 | +5.1% | 22.11% | +3.8% |
| Q2 2023 | $62,177,219 | +10.5% | 826,935 | +4.2% | 21.29% | +6.1% |
| Q1 2023 | $56,266,590 | +12.7% | 793,829 | +8.2% | 20.07% | +2.3% |
| Q4 2022 | $49,913,480 | +25.7% | 733,914 | +15.3% | 19.62% | +17.2% |
| Q3 2022 | $39,701,000 | +19.1% | 636,739 | +24.3% | 16.74% | +31.0% |
| Q2 2022 | $33,325,000 | -36.1% | 512,372 | -24.2% | 12.78% | -32.9% |
| Q1 2022 | $52,130,000 | -6.7% | 676,135 | -3.0% | 19.05% | -0.3% |
| Q4 2021 | $55,859,000 | +15.5% | 696,842 | +6.2% | 19.12% | +5.6% |
| Q3 2021 | $48,360,000 | +27.3% | 656,170 | +28.2% | 18.10% | +22.9% |
| Q2 2021 | $37,984,000 | +41.2% | 511,840 | +32.0% | 14.72% | -24.8% |
| Q1 2021 | $26,901,000 | +8.3% | 387,840 | -1.7% | 19.59% | +0.6% |
| Q4 2020 | $24,846,000 | – | 394,386 | – | 19.48% | – |
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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% |