AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 133 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $691,031 | -7.5% | 8,861 | -7.9% | 0.01% | 0.0% |
| Q2 2023 | $746,965 | +3.9% | 9,624 | -0.8% | 0.01% | 0.0% |
| Q1 2023 | $718,777 | -22.9% | 9,706 | -22.5% | 0.01% | -27.3% |
| Q4 2022 | $932,714 | +16.6% | 12,517 | +3.6% | 0.01% | +10.0% |
| Q3 2022 | $800,000 | +61.0% | 12,086 | +66.1% | 0.01% | +66.7% |
| Q2 2022 | $497,000 | +70.2% | 7,278 | +98.8% | 0.01% | +100.0% |
| Q1 2022 | $292,000 | +15.9% | 3,661 | +16.1% | 0.00% | 0.0% |
| Q4 2021 | $252,000 | +25.4% | 3,152 | +18.8% | 0.00% | +50.0% |
| Q3 2021 | $201,000 | -30.2% | 2,654 | -30.1% | 0.00% | -33.3% |
| Q2 2021 | $288,000 | +5.1% | 3,796 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $274,000 | – | 3,790 | – | 0.00% | – |
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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% |