AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 262 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 946.44 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,081,773 | -3.9% | 178,566 | -1.4% | 1.65% | -1.1% |
| Q2 2023 | $13,618,984 | +6.3% | 181,128 | +0.2% | 1.67% | -0.8% |
| Q1 2023 | $12,807,834 | +4.9% | 180,697 | +0.6% | 1.68% | -1.2% |
| Q4 2022 | $12,210,842 | +54.0% | 179,545 | +41.2% | 1.70% | +37.4% |
| Q3 2022 | $7,929,000 | -15.6% | 127,166 | -11.9% | 1.24% | -12.7% |
| Q2 2022 | $9,390,000 | +14.2% | 144,379 | +35.4% | 1.42% | +22.7% |
| Q1 2022 | $8,222,000 | +15.8% | 106,643 | +20.4% | 1.16% | +24.2% |
| Q4 2021 | $7,099,000 | – | 88,559 | – | 0.93% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 603,532 | $46,532,000 | 44.51% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 725,099 | $56,007,000 | 28.65% |
| Waypoint Wealth Partners Inc. | 676,135 | $52,130,000 | 19.05% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,972,430 | $152,074,339,000 | 15.35% |
| Great Point Wealth Advisors, LLC | 504,376 | $38,887,000 | 12.11% |
| Adero Partners, LLC | 709,426 | $54,697,000 | 8.04% |
| WorthPointe, LLC | 125,148 | $9,649,000 | 7.75% |
| Henrickson Nauta Wealth Advisors, Inc. | 118,526 | $9,138,000 | 7.60% |
| WMG Financial Advisors, LLC | 114,270 | $8,810,000 | 6.48% |
| Silicon Hills Wealth Management, LLC | 125,617 | $9,685,000 | 6.18% |