AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,408,155 | +32.9% | 660,771 | +36.4% | 0.01% | +25.0% |
| Q2 2023 | $36,437,711 | +53.2% | 484,608 | +44.4% | 0.00% | +33.3% |
| Q1 2023 | $23,786,548 | +148.0% | 335,589 | +138.0% | 0.00% | +200.0% |
| Q4 2022 | $9,590,090 | +266.0% | 141,010 | +235.5% | 0.00% | – |
| Q3 2022 | $2,620,000 | -47.8% | 42,026 | -45.6% | 0.00% | -100.0% |
| Q2 2022 | $5,022,000 | -21.7% | 77,219 | -7.2% | 0.00% | 0.0% |
| Q1 2022 | $6,412,000 | +84.8% | 83,169 | +92.1% | 0.00% | – |
| Q4 2021 | $3,470,000 | +46.4% | 43,292 | +34.6% | 0.00% | – |
| Q3 2021 | $2,370,000 | +96.5% | 32,153 | +97.8% | 0.00% | – |
| Q2 2021 | $1,206,000 | +146.6% | 16,253 | +130.7% | 0.00% | – |
| Q1 2021 | $489,000 | +5333.3% | 7,046 | +4897.2% | 0.00% | – |
| Q4 2020 | $9,000 | – | 141 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 603,532 | $46,532,000 | 44.51% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 725,099 | $56,007,000 | 28.65% |
| Waypoint Wealth Partners Inc. | 676,135 | $52,130,000 | 19.05% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,972,430 | $152,074,339,000 | 15.35% |
| Great Point Wealth Advisors, LLC | 504,376 | $38,887,000 | 12.11% |
| Adero Partners, LLC | 709,426 | $54,697,000 | 8.04% |
| WorthPointe, LLC | 125,148 | $9,649,000 | 7.75% |
| Henrickson Nauta Wealth Advisors, Inc. | 118,526 | $9,138,000 | 7.60% |
| WMG Financial Advisors, LLC | 114,270 | $8,810,000 | 6.48% |
| Silicon Hills Wealth Management, LLC | 125,617 | $9,685,000 | 6.18% |