AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,604,881 | -12.3% | 349,506 | -10.0% | 11.26% | -11.4% |
| Q2 2023 | $29,190,398 | +4.0% | 388,221 | -2.0% | 12.71% | -1.5% |
| Q1 2023 | $28,070,874 | -4.5% | 396,034 | -8.3% | 12.91% | -9.3% |
| Q4 2022 | $29,387,241 | -46.7% | 432,102 | -51.2% | 14.23% | -51.0% |
| Q3 2022 | $55,174,000 | -3.2% | 884,914 | +0.9% | 29.01% | +4.1% |
| Q2 2022 | $57,016,000 | +1.8% | 876,635 | +20.9% | 27.86% | -2.8% |
| Q1 2022 | $56,007,000 | -54.1% | 725,099 | -52.4% | 28.65% | +3.7% |
| Q4 2021 | $122,083,000 | +4.7% | 1,522,985 | -3.8% | 27.63% | +2.2% |
| Q3 2021 | $116,636,000 | +4.5% | 1,582,582 | +2.2% | 27.05% | +1.5% |
| Q2 2021 | $111,615,000 | +6.3% | 1,548,703 | +2.3% | 26.65% | -6.2% |
| Q1 2021 | $105,028,000 | +7.2% | 1,514,242 | +1.1% | 28.41% | -0.6% |
| Q4 2020 | $97,984,000 | – | 1,497,536 | – | 28.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 603,532 | $46,532,000 | 44.51% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 725,099 | $56,007,000 | 28.65% |
| Waypoint Wealth Partners Inc. | 676,135 | $52,130,000 | 19.05% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,972,430 | $152,074,339,000 | 15.35% |
| Great Point Wealth Advisors, LLC | 504,376 | $38,887,000 | 12.11% |
| Adero Partners, LLC | 709,426 | $54,697,000 | 8.04% |
| WorthPointe, LLC | 125,148 | $9,649,000 | 7.75% |
| Henrickson Nauta Wealth Advisors, Inc. | 118,526 | $9,138,000 | 7.60% |
| WMG Financial Advisors, LLC | 114,270 | $8,810,000 | 6.48% |
| Silicon Hills Wealth Management, LLC | 125,617 | $9,685,000 | 6.18% |