AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,079,904 | +30.0% | 603,976 | +29.4% | 7.82% | +19.9% |
| Q2 2023 | $36,223,930 | +15.4% | 466,743 | +10.1% | 6.53% | +5.7% |
| Q1 2023 | $31,395,023 | +31.9% | 423,913 | +32.8% | 6.17% | +7.2% |
| Q4 2022 | $23,793,309 | +22.5% | 319,330 | +8.8% | 5.76% | +2.9% |
| Q3 2022 | $19,419,581 | -0.0% | 293,613 | +3.3% | 5.60% | +3.2% |
| Q2 2022 | $19,426,145 | +5.3% | 284,174 | +23.0% | 5.42% | -10.3% |
| Q1 2022 | $18,444,105 | +324.2% | 230,955 | +323.6% | 6.04% | +137.7% |
| Q4 2021 | $4,347,596 | +100.5% | 54,522 | +90.1% | 2.54% | +81.2% |
| Q3 2021 | $2,168,602 | +36.4% | 28,681 | +37.1% | 1.40% | +6.6% |
| Q2 2021 | $1,590,092 | – | 20,922 | – | 1.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SATOVSKY ASSET MANAGEMENT LLC | 551,844 | $37,763,000 | 22.08% |
| Unison Advisors LLC | 923,521 | $63,132,000 | 16.28% |
| Merriman Wealth Management, LLC | 3,019,945 | $206,443,000 | 14.51% |
| Bull Oak Capital, LLC | 219,873 | $15,031,000 | 13.90% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,057,192 | $72,269,676,000 | 7.86% |
| Aprio Wealth Management, LLC | 258,993 | $17,705,000 | 7.05% |
| Truepoint, Inc. | 1,963,721 | $134,240,000 | 6.99% |
| Henrickson Nauta Wealth Advisors, Inc. | 101,170 | $6,916,000 | 6.32% |
| TCI Wealth Advisors, Inc. | 568,422 | $38,857,000 | 5.95% |
| B&D White Capital Company, LLC | 196,610 | $13,440,000 | 5.72% |