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 | $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 ↓ |
|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1,548,703 | $111,615,000 | 26.65% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,519,807 | $112,784,913,000 | 15.93% |
| Waypoint Wealth Partners Inc. | 511,840 | $37,984,000 | 14.72% |
| Adero Partners, LLC | 411,694 | $30,552,000 | 7.07% |
| Great Point Wealth Advisors, LLC | 255,292 | $18,945,000 | 6.61% |
| RVW Wealth, LLC | 455,558 | $34,000,000 | 4.25% |
| SAGE RHINO CAPITAL LLC | 114,313 | $8,483,000 | 2.51% |
| Plancorp, LLC | 425,167 | $31,552,000 | 2.48% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 102,970 | $7,641,000 | 1.97% |
| Applied Capital LLC | 27,024 | $2,005,000 | 1.92% |