AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 410 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 53.15 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,255,340 | -4.9% | 41,761 | -5.3% | 1.81% | -5.2% |
| Q2 2023 | $3,422,816 | +7.5% | 44,102 | +2.6% | 1.91% | +0.3% |
| Q1 2023 | $3,182,687 | -4.3% | 42,974 | -3.8% | 1.90% | -11.3% |
| Q4 2022 | $3,327,056 | -1.4% | 44,652 | -12.4% | 2.15% | -9.2% |
| Q3 2022 | $3,373,000 | -8.4% | 50,995 | -5.3% | 2.36% | -9.9% |
| Q2 2022 | $3,681,000 | +4.1% | 53,844 | +21.5% | 2.62% | +5.9% |
| Q1 2022 | $3,535,000 | +8.8% | 44,310 | +8.7% | 2.48% | +11.5% |
| Q4 2021 | $3,249,000 | -80.7% | 40,751 | -81.7% | 2.22% | -63.5% |
| Q3 2021 | $16,873,000 | +2.0% | 223,163 | +1.7% | 6.08% | -10.6% |
| Q2 2021 | $16,549,000 | +0.1% | 219,454 | -4.1% | 6.81% | -24.9% |
| Q1 2021 | $16,527,000 | +29.9% | 228,859 | +2.2% | 9.06% | +11.6% |
| Q4 2020 | $12,727,000 | – | 223,918 | – | 8.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |