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 | $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 ↓ |
|---|---|---|---|
| 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% |