AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 216 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is 2.50 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,468,873 | +12.0% | 27,825 | +14.2% | 0.33% | +7.5% |
| Q2 2023 | $1,311,234 | +1.6% | 24,368 | -0.1% | 0.31% | -3.1% |
| Q1 2023 | $1,290,622 | +13.9% | 24,402 | +8.7% | 0.32% | +19.1% |
| Q4 2022 | $1,132,956 | +2.3% | 22,457 | -6.9% | 0.27% | -10.1% |
| Q3 2022 | $1,108,000 | -11.9% | 24,115 | -0.2% | 0.30% | -8.0% |
| Q2 2022 | $1,258,000 | +33.1% | 24,169 | +51.5% | 0.32% | +43.6% |
| Q1 2022 | $945,000 | +16.5% | 15,950 | +24.5% | 0.22% | +8.2% |
| Q4 2021 | $811,000 | +25.3% | 12,810 | +27.7% | 0.21% | +17.5% |
| Q3 2021 | $647,000 | +9.7% | 10,030 | +18.3% | 0.18% | +10.6% |
| Q2 2021 | $590,000 | +133.2% | 8,480 | +119.9% | 0.16% | +116.2% |
| Q1 2021 | $253,000 | – | 3,856 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Savant Capital, LLC | 8,934,526 | $446,343,725 | 10.90% |
| WJ Interests, LLC | 220,195 | $11,108,829 | 9.22% |
| Waypoint Wealth Partners Inc. | 415,001 | $20,936,787 | 8.23% |
| Flagstone Financial Management | 229,452 | $11,575,857 | 7.05% |
| Ritter Daniher Financial Advisory LLC / DE | 265,053 | $13,371,924 | 6.37% |
| Versant Capital Management, Inc | 333,312 | $16,815,592 | 6.09% |
| Beaird Harris Wealth Management, LLC | 592,414 | $29,887,280 | 5.59% |
| Quantum Financial Advisors, LLC | 238,405 | $12,027,509 | 5.42% |
| Henrickson Nauta Wealth Advisors, Inc. | 119,673 | $6,037,482 | 4.79% |
| Highland Financial Advisors, LLC | 150,781 | $7,607 | 4.48% |