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 | $7,053,333 | +8.2% | 133,611 | +10.2% | 2.54% | +7.4% |
| Q2 2023 | $6,521,700 | +5.3% | 121,199 | +3.5% | 2.36% | 0.0% |
| Q1 2023 | $6,195,179 | +10.1% | 117,133 | +5.1% | 2.36% | -1.7% |
| Q4 2022 | $5,624,331 | +91.1% | 111,483 | +74.0% | 2.41% | +85.2% |
| Q3 2022 | $2,943,000 | -1.0% | 64,066 | +12.1% | 1.30% | +0.9% |
| Q2 2022 | $2,973,000 | +3.5% | 57,149 | +18.0% | 1.29% | -8.4% |
| Q1 2022 | $2,872,000 | +21.6% | 48,441 | +29.9% | 1.41% | +28.1% |
| Q4 2021 | $2,362,000 | +34.3% | 37,304 | +36.8% | 1.10% | +25.8% |
| Q3 2021 | $1,759,000 | +34.0% | 27,268 | +44.5% | 0.87% | +25.6% |
| Q2 2021 | $1,313,000 | +48.7% | 18,872 | +40.4% | 0.70% | +25.5% |
| Q1 2021 | $883,000 | +81.7% | 13,438 | +70.7% | 0.55% | +65.4% |
| Q4 2020 | $486,000 | – | 7,871 | – | 0.34% | – |
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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% |