AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 218 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,565,156 | +7.9% | 1,843,040 | +11.2% | 17.21% | +5.5% |
| Q2 2023 | $95,096,394 | +19.4% | 1,656,732 | +18.6% | 16.32% | +3.7% |
| Q1 2023 | $79,665,724 | +36.3% | 1,396,909 | +27.1% | 15.73% | +15.2% |
| Q4 2022 | $58,470,090 | +53.8% | 1,099,268 | +31.9% | 13.65% | +12.4% |
| Q3 2022 | $38,009,392 | +181.4% | 833,174 | +214.4% | 12.15% | +92.1% |
| Q2 2022 | $13,505,196 | +597.5% | 265,016 | +725.9% | 6.32% | +581.6% |
| Q1 2022 | $1,936,164 | -1.7% | 32,089 | +3.2% | 0.93% | +6.1% |
| Q4 2021 | $1,970,478 | – | 31,085 | – | 0.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 796,218 | $48,041,000 | 17.56% |
| BCR Wealth Strategies, LLC | 273,038 | $16,474,000 | 15.76% |
| Versant Capital Management, Inc | 579,184 | $34,946,000 | 11.14% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 354,359 | $21,566,000 | 11.03% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 289,876 | $17,490,000 | 9.66% |
| Henrickson Nauta Wealth Advisors, Inc. | 170,277 | $10,274,000 | 8.55% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,354,629 | $81,734,361,000 | 8.25% |
| PrairieView Partners, LLC | 658,580 | $39,737,000 | 5.65% |
| SC&H Financial Advisors, Inc. | 151,130 | $9,119,000 | 4.34% |
| Adero Partners, LLC | 485,115 | $29,270,000 | 4.30% |