AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 95 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $19,861,813 | +9.0% | 352,222 | +2.0% | 5.92% | +2.2% |
| Q3 2023 | $18,227,841 | -0.1% | 345,290 | +1.8% | 5.79% | -0.7% |
| Q2 2023 | $18,251,930 | +3.8% | 339,192 | +2.0% | 5.84% | -1.3% |
| Q1 2023 | $17,588,773 | +4.6% | 332,554 | -0.2% | 5.91% | -2.9% |
| Q4 2022 | $16,815,592 | +3.4% | 333,312 | -5.9% | 6.09% | -4.5% |
| Q3 2022 | $16,264,000 | -7.6% | 354,107 | +4.7% | 6.38% | -1.1% |
| Q2 2022 | $17,595,000 | -11.2% | 338,174 | +1.1% | 6.45% | +2.0% |
| Q1 2022 | $19,824,000 | -7.1% | 334,419 | -0.7% | 6.32% | -9.1% |
| Q4 2021 | $21,331,000 | -0.5% | 336,877 | +1.4% | 6.96% | -8.2% |
| Q3 2021 | $21,436,000 | -6.8% | 332,286 | +0.5% | 7.58% | -11.0% |
| Q2 2021 | $22,988,000 | +4.8% | 330,504 | -0.9% | 8.51% | +6.5% |
| Q1 2021 | $21,925,000 | +9.0% | 333,636 | +2.5% | 7.99% | +0.8% |
| Q4 2020 | $20,111,000 | +21.2% | 325,556 | +1.4% | 7.93% | +7.1% |
| Q3 2020 | $16,600,000 | +7.3% | 320,914 | -1.9% | 7.40% | +4.3% |
| Q2 2020 | $15,473,000 | +8.4% | 327,124 | -9.0% | 7.10% | -5.6% |
| Q1 2020 | $14,275,000 | – | 359,431 | – | 7.52% | – |
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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% |