AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 143 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,713 | -17.4% | 9,754 | -15.0% | 0.20% | -11.7% |
| Q2 2023 | $629,314 | +5.1% | 11,473 | +1.1% | 0.23% | -2.5% |
| Q1 2023 | $598,861 | +8.0% | 11,346 | +11.5% | 0.24% | -18.8% |
| Q4 2022 | $554,321 | +27.4% | 10,180 | +7.9% | 0.29% | +19.7% |
| Q3 2022 | $435,000 | -4.6% | 9,435 | +7.3% | 0.24% | +1.2% |
| Q2 2022 | $456,000 | +13.4% | 8,796 | +22.3% | 0.24% | +7.6% |
| Q1 2022 | $402,000 | -8.6% | 7,195 | +3.9% | 0.22% | -45.8% |
| Q4 2021 | $440,000 | +13.1% | 6,927 | +16.5% | 0.41% | +16.0% |
| Q3 2021 | $389,000 | -32.8% | 5,946 | -33.5% | 0.36% | +180.3% |
| Q2 2021 | $579,000 | +17.9% | 8,947 | +24.7% | 0.13% | -12.4% |
| Q1 2021 | $491,000 | +62.6% | 7,176 | +54.1% | 0.14% | +57.6% |
| Q4 2020 | $302,000 | – | 4,657 | – | 0.09% | – |
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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% |