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 | $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 | 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% |