AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 231 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 6.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,504,867 | -10.8% | 26,013 | -11.2% | 0.84% | -11.1% |
| Q2 2023 | $1,686,304 | -3.2% | 29,296 | -1.7% | 0.94% | -9.9% |
| Q1 2023 | $1,742,463 | -0.1% | 29,795 | -5.5% | 1.04% | -7.4% |
| Q4 2022 | $1,745,009 | +9.7% | 31,526 | -5.8% | 1.13% | +1.1% |
| Q3 2022 | $1,590,000 | -32.5% | 33,469 | -25.0% | 1.11% | -33.6% |
| Q2 2022 | $2,355,000 | -2.2% | 44,627 | +16.0% | 1.68% | -0.5% |
| Q1 2022 | $2,408,000 | +1.9% | 38,482 | +5.2% | 1.69% | +4.5% |
| Q4 2021 | $2,362,000 | -67.3% | 36,596 | -67.3% | 1.62% | -38.0% |
| Q3 2021 | $7,225,000 | +7.2% | 111,834 | +7.7% | 2.60% | -6.0% |
| Q2 2021 | $6,737,000 | +15.0% | 103,810 | +10.2% | 2.77% | -13.7% |
| Q1 2021 | $5,858,000 | +25.4% | 94,211 | +15.1% | 3.21% | +7.7% |
| Q4 2020 | $4,673,000 | – | 81,827 | – | 2.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 297,018 | $17,182,514 | 12.77% |
| Divergent Planning, LLC | 405,620 | $22,929,701 | 12.35% |
| Unison Advisors LLC | 1,771,160 | $102,461,623 | 12.05% |
| QUARRY HILL ADVISORS, LLC | 180,794 | $10,458,944 | 9.58% |
| Brickley Wealth Management | 439,942 | $25,450,631 | 6.79% |
| Stegent Equity Advisors, Inc. | 77,836 | $4,502,813 | 5.69% |
| Werba Rubin Papier Wealth Management | 276,241 | $15,980,568 | 5.69% |
| Hill Investment Group Partners, LLC | 572,967 | $33,146,149 | 5.51% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,028 | $8,679,127 | 5.30% |
| Savant Capital, LLC | 6,049,568 | $349,967,536 | 5.22% |