AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 145 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,313,962 | -0.7% | 31,586 | +1.9% | 0.97% | +0.5% |
| Q2 2023 | $2,330,032 | +13.6% | 30,989 | +7.1% | 0.96% | +7.7% |
| Q1 2023 | $2,050,454 | +33.9% | 28,929 | +4.2% | 0.89% | +18.0% |
| Q4 2022 | $1,531,517 | -11.5% | 27,755 | 0.0% | 0.76% | -16.3% |
| Q3 2022 | $1,731,000 | +8.8% | 27,755 | +85.0% | 0.90% | +11.2% |
| Q2 2022 | $1,591,000 | +28.1% | 15,001 | 0.0% | 0.81% | +33.7% |
| Q1 2022 | $1,242,000 | +3.3% | 15,001 | 0.0% | 0.61% | -0.2% |
| Q4 2021 | $1,202,000 | +40.4% | 15,001 | +29.2% | 0.61% | +30.4% |
| Q3 2021 | $856,000 | +12.3% | 11,608 | +13.0% | 0.47% | -1.3% |
| Q2 2021 | $762,000 | +31.4% | 10,272 | +22.8% | 0.47% | +14.8% |
| Q1 2021 | $580,000 | +19.8% | 8,363 | +8.9% | 0.41% | +0.5% |
| Q4 2020 | $484,000 | – | 7,678 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,548,703 | $111,615,000 | 26.65% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,519,807 | $112,784,913,000 | 15.93% |
| Waypoint Wealth Partners Inc. | 511,840 | $37,984,000 | 14.72% |
| Adero Partners, LLC | 411,694 | $30,552,000 | 7.07% |
| Great Point Wealth Advisors, LLC | 255,292 | $18,945,000 | 6.61% |
| RVW Wealth, LLC | 455,558 | $34,000,000 | 4.25% |
| SAGE RHINO CAPITAL LLC | 114,313 | $8,483,000 | 2.51% |
| Plancorp, LLC | 425,167 | $31,552,000 | 2.48% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 102,970 | $7,641,000 | 1.97% |
| Applied Capital LLC | 27,024 | $2,005,000 | 1.92% |