AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 60 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,429,870 | -18.1% | 27,086 | -16.5% | 0.40% | -17.3% |
| Q2 2023 | $1,745,381 | -14.9% | 32,436 | -16.4% | 0.49% | -18.7% |
| Q1 2023 | $2,051,392 | +9.6% | 38,786 | +4.5% | 0.60% | +0.5% |
| Q4 2022 | $1,871,998 | +7.9% | 37,106 | -1.8% | 0.60% | -14.6% |
| Q3 2022 | $1,735,000 | -11.9% | 37,783 | -0.2% | 0.70% | -7.4% |
| Q2 2022 | $1,970,000 | -41.1% | 37,871 | -32.9% | 0.75% | -25.8% |
| Q1 2022 | $3,347,000 | +3.8% | 56,460 | +10.9% | 1.02% | +12.4% |
| Q4 2021 | $3,223,000 | +15.4% | 50,904 | +17.5% | 0.90% | +6.4% |
| Q3 2021 | $2,794,000 | +15.0% | 43,307 | +24.0% | 0.85% | +18.2% |
| Q2 2021 | $2,430,000 | +48.8% | 34,930 | +40.5% | 0.72% | +33.7% |
| Q1 2021 | $1,633,000 | +197.4% | 24,855 | +179.9% | 0.54% | +147.5% |
| Q4 2020 | $549,000 | +56.0% | 8,880 | +30.5% | 0.22% | +27.6% |
| Q3 2020 | $352,000 | +58.6% | 6,806 | +44.8% | 0.17% | +45.3% |
| Q2 2020 | $222,000 | – | 4,700 | – | 0.12% | – |
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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% |