AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 78 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,683,338 | -23.5% | 71,828 | -17.9% | 0.20% | -20.4% |
| Q2 2023 | $4,816,999 | +9.3% | 87,439 | +4.1% | 0.25% | -2.7% |
| Q1 2023 | $4,408,423 | +3.5% | 84,034 | +6.4% | 0.26% | -1.5% |
| Q4 2022 | $4,260,880 | +43.9% | 78,964 | +28.1% | 0.26% | +23.7% |
| Q3 2022 | $2,960,000 | +78.2% | 61,635 | +92.7% | 0.21% | +75.8% |
| Q2 2022 | $1,661,000 | +17.1% | 31,991 | +20.7% | 0.12% | +11.1% |
| Q1 2022 | $1,418,000 | +6.4% | 26,496 | +24.5% | 0.11% | +14.9% |
| Q4 2021 | $1,333,000 | +121.8% | 21,287 | +133.4% | 0.09% | +123.8% |
| Q3 2021 | $601,000 | -43.8% | 9,121 | -43.8% | 0.04% | +5.0% |
| Q2 2021 | $1,070,000 | +98.1% | 16,242 | +105.3% | 0.04% | -11.1% |
| Q1 2021 | $540,000 | +27.1% | 7,913 | +23.5% | 0.04% | +12.5% |
| Q4 2020 | $425,000 | +23.5% | 6,407 | -0.9% | 0.04% | -2.4% |
| Q3 2020 | $344,000 | – | 6,467 | – | 0.04% | – |
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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% |