AMERICAN CENTY ETF TR's ticker is AVDV and the CUSIP is 025072802. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 2.76 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,679,127 | +0.4% | 150,028 | -0.1% | 5.30% | -9.7% |
| Q2 2023 | $8,646,843 | -1.8% | 150,223 | -0.3% | 5.87% | -7.5% |
| Q1 2023 | $8,809,464 | +5.3% | 150,641 | -0.3% | 6.35% | -4.4% |
| Q4 2022 | $8,364,140 | +22.6% | 151,114 | +5.2% | 6.64% | +2.1% |
| Q3 2022 | $6,821,000 | -9.6% | 143,597 | +0.4% | 6.50% | -5.7% |
| Q2 2022 | $7,545,000 | -17.7% | 143,008 | -2.4% | 6.90% | -9.5% |
| Q1 2022 | $9,171,000 | +2.8% | 146,551 | +1.9% | 7.63% | +5.0% |
| Q4 2021 | $8,917,000 | – | 143,753 | – | 7.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 273,168 | $15,723,561 | 12.79% |
| Unison Advisors LLC | 1,880,333 | $108,231,977 | 12.01% |
| Divergent Planning, LLC | 398,248 | $22,923,157 | 12.01% |
| QUARRY HILL ADVISORS, LLC | 175,121 | $10,079,974 | 9.10% |
| Brickley Wealth Management | 440,942 | $25,380,608 | 6.41% |
| Silicon Hills Wealth Management, LLC | 182,967 | $10,531,589 | 5.94% |
| Henrickson Nauta Wealth Advisors, Inc. | 150,223 | $8,646,843 | 5.87% |
| Accredited Investors Inc. | 1,409,315 | $81,120,156 | 5.78% |
| Werba Rubin Papier Wealth Management | 281,411 | $16,198,044 | 5.62% |
| Hill Investment Group Partners, LLC | 485,807 | $27,963,059 | 5.04% |