AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 221 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,074,204 | +1.9% | 13,781 | +1.5% | 0.58% | +4.9% |
| Q2 2023 | $1,053,990 | +2.5% | 13,581 | -2.2% | 0.55% | +0.7% |
| Q1 2023 | $1,028,371 | +1.0% | 13,886 | +1.6% | 0.55% | -4.0% |
| Q4 2022 | $1,018,221 | +9.1% | 13,666 | -3.1% | 0.57% | +3.8% |
| Q3 2022 | $933,000 | -10.1% | 14,109 | -7.1% | 0.55% | -5.8% |
| Q2 2022 | $1,038,000 | -21.7% | 15,185 | -8.5% | 0.58% | -19.6% |
| Q1 2022 | $1,325,000 | -9.9% | 16,588 | -10.1% | 0.72% | -12.9% |
| Q4 2021 | $1,471,000 | +3.2% | 18,448 | -2.2% | 0.83% | -2.5% |
| Q3 2021 | $1,426,000 | +3.1% | 18,864 | +3.6% | 0.85% | -1.5% |
| Q2 2021 | $1,383,000 | +44.5% | 18,201 | +37.4% | 0.86% | +36.9% |
| Q1 2021 | $957,000 | +2.9% | 13,249 | -19.0% | 0.63% | +77.0% |
| Q4 2020 | $930,000 | – | 16,364 | – | 0.36% | – |
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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% |