AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 258 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,159,819 | +5.7% | 104,660 | +5.4% | 5.51% | +8.5% |
| Q2 2023 | $7,716,515 | +59.7% | 99,330 | -95.8% | 5.08% | +28.9% |
| Q1 2023 | $4,832,631 | -32.5% | 2,353,394 | +2361.7% | 3.94% | -11.5% |
| Q4 2022 | $7,157,129 | +7.8% | 95,600 | -4.4% | 4.45% | +1.7% |
| Q3 2022 | $6,637,000 | +1.7% | 99,953 | +4.9% | 4.38% | +16.7% |
| Q2 2022 | $6,524,000 | -8.3% | 95,259 | +7.2% | 3.75% | +6.3% |
| Q1 2022 | $7,113,000 | +37.3% | 88,824 | +36.9% | 3.53% | +35.5% |
| Q4 2021 | $5,179,000 | +239.4% | 64,903 | +221.5% | 2.61% | +198.2% |
| Q3 2021 | $1,526,000 | +13.0% | 20,187 | +14.9% | 0.87% | +3.9% |
| Q2 2021 | $1,350,000 | +10.6% | 17,564 | +4.7% | 0.84% | +14.7% |
| Q1 2021 | $1,221,000 | – | 16,770 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |