AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 284 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,025,369 | -0.4% | 341,454 | +1.5% | 0.05% | -45.7% |
| Q2 2023 | $18,106,808 | -8.8% | 336,495 | -10.3% | 0.09% | +123.8% |
| Q1 2023 | $19,849,300 | +10.0% | 375,294 | +5.0% | 0.04% | +5.0% |
| Q4 2022 | $18,040,466 | +49.5% | 357,591 | +36.1% | 0.04% | +25.0% |
| Q3 2022 | $12,065,000 | +8.4% | 262,675 | +22.8% | 0.03% | +14.3% |
| Q2 2022 | $11,130,000 | +271.7% | 213,924 | +323.6% | 0.03% | +366.7% |
| Q1 2022 | $2,994,000 | – | 50,498 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 238,437 | $12,587,099 | 8.76% |
| Savant Capital, LLC | 11,084,365 | $585,143,632 | 8.73% |
| Waypoint Wealth Partners Inc. | 425,202 | $22,446,408 | 7.79% |
| Morton Brown Family Wealth, LLC | 282,208 | $14,897,760 | 7.62% |
| Ritter Daniher Financial Advisory LLC / DE | 320,468 | $16,917,491 | 7.14% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 350,354 | $18,495,192 | 6.04% |
| Annex Advisory Services, LLC | 1,825,048 | $96,344,324 | 5.83% |
| Versant Capital Management, Inc | 345,290 | $18,227,841 | 5.79% |
| Echo Wealth Management, LLC | 85,158 | $4,495,467 | 4.84% |
| Waypoint Capital Advisors, LLC | 260,316 | $13,742,082 | 4.61% |