AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 125 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $568,602 | -7.1% | 10,771 | -5.3% | 0.36% | -4.0% |
| Q2 2023 | $612,090 | +1.2% | 11,375 | -0.5% | 0.38% | -7.6% |
| Q1 2023 | $604,762 | +0.3% | 11,434 | -4.4% | 0.41% | -11.1% |
| Q4 2022 | $603,248 | -19.8% | 11,957 | +2.6% | 0.46% | -38.8% |
| Q3 2022 | $752,000 | 0.0% | 11,657 | 0.0% | 0.75% | 0.0% |
| Q2 2022 | $752,000 | +8.5% | 11,657 | -0.3% | 0.75% | +31.7% |
| Q1 2022 | $693,000 | -7.0% | 11,696 | -0.6% | 0.57% | -7.5% |
| Q4 2021 | $745,000 | -0.9% | 11,766 | +0.9% | 0.61% | -17.9% |
| Q3 2021 | $752,000 | -6.7% | 11,657 | +0.5% | 0.75% | -5.0% |
| Q2 2021 | $806,000 | +6.2% | 11,594 | +1.8% | 0.79% | +4.4% |
| Q1 2021 | $759,000 | +24.6% | 11,391 | +15.6% | 0.75% | +29.6% |
| Q4 2020 | $609,000 | – | 9,856 | – | 0.58% | – |
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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% |