AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 62 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
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 ↓ |
|---|---|---|---|
| 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% |