AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 284 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,382,242 | +255.8% | 253,500 | +262.7% | 2.77% | +279.2% |
| Q2 2023 | $3,761,134 | +1869.2% | 69,897 | +2064.7% | 0.73% | +1774.4% |
| Q1 2022 | $191,000 | -6.4% | 3,229 | 0.0% | 0.04% | +11.4% |
| Q4 2021 | $204,000 | -1.9% | 3,229 | 0.0% | 0.04% | -7.9% |
| Q3 2021 | $208,000 | -7.6% | 3,229 | 0.0% | 0.04% | -5.0% |
| Q2 2021 | $225,000 | +6.1% | 3,229 | 0.0% | 0.04% | -4.8% |
| Q1 2021 | $212,000 | +6.5% | 3,229 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $199,000 | +19.2% | 3,229 | 0.0% | 0.04% | +2.4% |
| Q3 2020 | $167,000 | -30.4% | 3,229 | -36.4% | 0.04% | -33.9% |
| Q2 2020 | $240,000 | – | 5,079 | – | 0.06% | – |
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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% |