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 | $23,493,345 | -3.4% | 445,034 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $24,314,802 | +41.4% | 451,864 | +39.0% | 0.01% | +14.3% |
| Q1 2023 | $17,193,164 | -49.1% | 325,074 | -51.4% | 0.01% | -56.2% |
| Q4 2022 | $33,749,133 | +1891.1% | 668,962 | +1712.9% | 0.02% | +1500.0% |
| Q3 2022 | $1,695,000 | -92.6% | 36,900 | -90.5% | 0.00% | -85.7% |
| Q1 2022 | $22,934,000 | +432.0% | 386,874 | +524.2% | 0.01% | +250.0% |
| Q2 2021 | $4,311,000 | +104.1% | 61,980 | +92.9% | 0.00% | +100.0% |
| Q1 2021 | $2,112,000 | -0.7% | 32,133 | -6.6% | 0.00% | 0.0% |
| Q4 2020 | $2,126,000 | +556.2% | 34,421 | +449.4% | 0.00% | – |
| Q3 2020 | $324,000 | -77.1% | 6,265 | -79.1% | 0.00% | -100.0% |
| Q2 2020 | $1,415,000 | -75.0% | 29,906 | -79.0% | 0.00% | -83.3% |
| Q1 2020 | $5,667,000 | +411.9% | 142,683 | +608.4% | 0.01% | +200.0% |
| Q4 2019 | $1,107,000 | – | 20,143 | – | 0.00% | – |
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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% |