AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 267 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,615,158 | +9.5% | 271,978 | +3.9% | 8.27% | +3.4% |
| Q1 2024 | $15,170,798 | +7.1% | 261,746 | +4.2% | 8.00% | -10.4% |
| Q4 2023 | $14,169,961 | +12.6% | 251,285 | +5.4% | 8.94% | +2.1% |
| Q3 2023 | $12,587,099 | -3.6% | 238,437 | +1.3% | 8.76% | +1.7% |
| Q2 2023 | $13,062,831 | +2.9% | 235,451 | -1.1% | 8.61% | -1.9% |
| Q1 2023 | $12,700,047 | +14.3% | 238,141 | +8.2% | 8.78% | -4.7% |
| Q4 2022 | $11,108,829 | +9.5% | 220,195 | -0.3% | 9.22% | +1.9% |
| Q3 2022 | $10,142,000 | +46.3% | 220,811 | +65.7% | 9.04% | +69.0% |
| Q2 2022 | $6,934,000 | – | 133,277 | – | 5.35% | – |
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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% |