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 | $336,167 | -90.3% | 6,368 | -90.1% | 0.12% | -89.6% |
| Q2 2023 | $3,470,584 | +2.9% | 64,497 | +1.1% | 1.20% | +4.8% |
| Q1 2023 | $3,372,848 | +5.6% | 63,771 | +0.7% | 1.14% | +43.2% |
| Q4 2022 | $3,194,393 | +473.5% | 63,318 | +421.8% | 0.80% | +284.1% |
| Q3 2022 | $557,000 | -9.3% | 12,134 | +2.7% | 0.21% | -20.3% |
| Q2 2022 | $614,000 | -7.0% | 11,815 | +6.1% | 0.26% | +24.3% |
| Q1 2022 | $660,000 | +16.4% | 11,139 | +24.3% | 0.21% | +12.9% |
| Q4 2021 | $567,000 | -91.1% | 8,962 | -90.9% | 0.19% | -92.4% |
| Q3 2021 | $6,356,000 | +1049.4% | 98,531 | +1138.3% | 2.45% | +894.7% |
| Q2 2021 | $553,000 | – | 7,957 | – | 0.25% | – |
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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% |