AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,868,288 | +2.0% | 331,857 | +1.5% | 2.22% | +2.2% |
| Q2 2023 | $25,364,802 | +5.0% | 326,824 | +0.2% | 2.18% | -1.7% |
| Q1 2023 | $24,158,450 | +3.0% | 326,201 | +3.6% | 2.21% | -3.3% |
| Q4 2022 | $23,462,151 | +16.2% | 314,886 | +3.2% | 2.29% | +7.2% |
| Q3 2022 | $20,190,000 | +5.1% | 305,258 | +8.6% | 2.14% | +3.8% |
| Q2 2022 | $19,207,000 | -6.5% | 280,973 | +9.2% | 2.06% | -3.7% |
| Q1 2022 | $20,547,000 | +32.2% | 257,290 | +32.0% | 2.14% | +35.8% |
| Q4 2021 | $15,537,000 | +10.7% | 194,846 | +5.0% | 1.57% | +0.4% |
| Q3 2021 | $14,037,000 | +10.6% | 185,648 | +11.1% | 1.57% | +5.2% |
| Q2 2021 | $12,696,000 | – | 167,051 | – | 1.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |