AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 254 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 20.75 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $576,117 | +50.3% | 10,913 | +53.2% | 0.02% | +50.0% |
| Q2 2023 | $383,396 | +32.0% | 7,125 | +29.8% | 0.01% | +25.0% |
| Q1 2023 | $290,366 | +4.8% | 5,490 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $276,971 | +9.9% | 5,490 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $252,000 | -10.0% | 5,490 | +2.2% | 0.01% | -10.0% |
| Q2 2022 | $280,000 | – | 5,374 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 235,451 | $13,062,831 | 8.61% |
| Savant Capital, LLC | 10,192,843 | $548,476,859 | 8.58% |
| Aprio Wealth Management, LLC | 528,742 | $28,451,618 | 7.81% |
| Waypoint Wealth Partners Inc. | 414,938 | $22,327,805 | 7.64% |
| Ritter Daniher Financial Advisory LLC / DE | 309,009 | $16,627,759 | 6.89% |
| Versant Capital Management, Inc | 339,192 | $18,251,930 | 5.84% |
| Flagstone Financial Management | 194,193 | $10,449,543 | 4.91% |
| Echo Wealth Management, LLC | 79,980 | $4,464,458 | 4.82% |
| Annex Advisory Services, LLC | 1,538,542 | $82,788,973 | 4.60% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 194,639 | $10,473,553 | 4.56% |