AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 160 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,732,061 | +1.1% | 160,143 | +3.8% | 6.92% | -1.3% |
| Q2 2023 | $11,599,681 | +35.6% | 154,272 | +27.8% | 7.01% | +26.2% |
| Q1 2023 | $8,555,219 | -6.5% | 120,700 | -10.3% | 5.55% | -10.4% |
| Q4 2022 | $9,152,178 | +10.1% | 134,571 | +0.9% | 6.20% | -11.2% |
| Q3 2022 | $8,313,000 | -7.5% | 133,333 | -3.5% | 6.98% | -7.4% |
| Q2 2022 | $8,984,000 | -6.9% | 138,127 | +10.4% | 7.54% | -2.8% |
| Q1 2022 | $9,649,000 | +163.7% | 125,148 | +153.8% | 7.75% | +138.5% |
| Q4 2021 | $3,659,000 | – | 49,304 | – | 3.25% | – |
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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% |