AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 284 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,446,408 | +0.5% | 425,202 | +2.5% | 7.79% | +1.9% |
| Q2 2023 | $22,327,805 | +0.8% | 414,938 | -0.9% | 7.64% | -3.2% |
| Q1 2023 | $22,145,082 | +5.8% | 418,701 | +0.9% | 7.90% | -4.0% |
| Q4 2022 | $20,936,787 | +10.0% | 415,001 | +0.2% | 8.23% | +2.6% |
| Q3 2022 | $19,031,000 | -1.1% | 414,357 | +12.1% | 8.02% | +8.8% |
| Q2 2022 | $19,237,000 | -9.1% | 369,729 | +3.5% | 7.38% | -4.7% |
| Q1 2022 | $21,171,000 | +3.0% | 357,129 | +10.0% | 7.74% | +10.0% |
| Q4 2021 | $20,562,000 | -18.6% | 324,727 | -17.0% | 7.04% | -25.5% |
| Q3 2021 | $25,249,000 | +16.1% | 391,393 | +25.2% | 9.45% | +12.1% |
| Q2 2021 | $21,742,000 | +22.6% | 312,585 | +15.8% | 8.43% | -34.8% |
| Q1 2021 | $17,739,000 | +4.6% | 269,939 | -1.7% | 12.92% | -2.9% |
| Q4 2020 | $16,963,000 | – | 274,597 | – | 13.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Interests, LLC | 238,437 | $12,587,099 | 8.76% |
| Savant Capital, LLC | 11,084,365 | $585,143,632 | 8.73% |
| Waypoint Wealth Partners Inc. | 425,202 | $22,446,408 | 7.79% |
| Morton Brown Family Wealth, LLC | 282,208 | $14,897,760 | 7.62% |
| Ritter Daniher Financial Advisory LLC / DE | 320,468 | $16,917,491 | 7.14% |
| GREENUP STREET WEALTH MANAGEMENT LLC | 350,354 | $18,495,192 | 6.04% |
| Annex Advisory Services, LLC | 1,825,048 | $96,344,324 | 5.83% |
| Versant Capital Management, Inc | 345,290 | $18,227,841 | 5.79% |
| Echo Wealth Management, LLC | 85,158 | $4,495,467 | 4.84% |
| Waypoint Capital Advisors, LLC | 260,316 | $13,742,082 | 4.61% |