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 | $261,200 | -2.4% | 3,565 | +0.2% | 0.20% | +0.5% |
| Q2 2023 | $267,526 | +6.1% | 3,558 | 0.0% | 0.20% | 0.0% |
| Q1 2023 | $252,191 | +9.8% | 3,558 | +5.4% | 0.20% | -0.5% |
| Q4 2022 | $229,602 | +4.4% | 3,376 | +18.5% | 0.20% | +2.5% |
| Q1 2022 | $220,000 | +5.8% | 2,849 | +9.8% | 0.20% | +8.7% |
| Q4 2021 | $208,000 | – | 2,595 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Life Fund Advisors LLC | 1,980,314 | $140,364,656 | 49.69% |
| BCR Wealth Strategies, LLC | 651,154 | $46,153 | 36.81% |
| Waypoint Wealth Partners Inc. | 793,829 | $56,266,590 | 20.07% |
| WMG Financial Advisors, LLC | 219,151 | $19,617,404 | 16.25% |
| Bull Oak Capital, LLC | 280,711 | $19,896,796 | 15.39% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 412,016 | $29,203,694 | 14.13% |
| Werba Rubin Papier Wealth Management | 498,587 | $35,339,854 | 13.88% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 396,034 | $28,070,874 | 12.91% |
| Great Point Wealth Advisors, LLC | 543,780 | $38,543,097 | 12.21% |
| CONTINUUM WEALTH ADVISORS, LLC | 209,068 | $14,818,740 | 12.09% |