AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 34 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $196,605,372 | +7.4% | 2,683,666 | +10.2% | 0.15% | +10.1% |
| Q2 2023 | $183,067,349 | +15.3% | 2,434,730 | +8.7% | 0.14% | +10.4% |
| Q1 2023 | $158,757,095 | +21.8% | 2,239,801 | +16.9% | 0.12% | +17.9% |
| Q4 2022 | $130,320,218 | +38.7% | 1,916,192 | +27.2% | 0.11% | +27.7% |
| Q3 2022 | $93,957,000 | -7.8% | 1,506,920 | -3.8% | 0.08% | 0.0% |
| Q2 2022 | $101,864,000 | -16.5% | 1,566,179 | -1.1% | 0.08% | 0.0% |
| Q1 2022 | $122,061,000 | -10.4% | 1,583,158 | -6.9% | 0.08% | -3.5% |
| Q4 2021 | $136,259,000 | -4.5% | 1,699,840 | -12.2% | 0.09% | -12.2% |
| Q3 2021 | $142,751,000 | -1.2% | 1,936,926 | -0.5% | 0.10% | -1.0% |
| Q2 2021 | $144,415,000 | -5.5% | 1,946,030 | -11.6% | 0.10% | -11.6% |
| Q1 2021 | $152,742,000 | +0.6% | 2,202,169 | -8.6% | 0.11% | -5.1% |
| Q4 2020 | $151,813,000 | +16.5% | 2,409,729 | 0.0% | 0.12% | +1.7% |
| Q3 2020 | $130,318,000 | +7.8% | 2,409,729 | -0.4% | 0.12% | +0.9% |
| Q2 2020 | $120,905,000 | +18.6% | 2,420,511 | -2.9% | 0.12% | -5.0% |
| Q1 2020 | $101,905,000 | -21.5% | 2,492,089 | +4.4% | 0.12% | -2.4% |
| Q4 2019 | $129,868,000 | – | 2,387,281 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Life Fund Advisors LLC | 1,980,314 | $140,364,656 | 49.69% |
| BCR Wealth Strategies, LLC | 651,154 | $46,153 | 36.81% |
| Waypoint Wealth Partners Inc. | 793,829 | $56,266,590 | 20.07% |
| WMG Financial Advisors, LLC | 219,151 | $19,617,404 | 16.25% |
| Bull Oak Capital, LLC | 280,711 | $19,896,796 | 15.39% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 412,016 | $29,203,694 | 14.13% |
| Werba Rubin Papier Wealth Management | 498,587 | $35,339,854 | 13.88% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 396,034 | $28,070,874 | 12.91% |
| Great Point Wealth Advisors, LLC | 543,780 | $38,543,097 | 12.21% |
| CONTINUUM WEALTH ADVISORS, LLC | 209,068 | $14,818,740 | 12.09% |