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 | $954,744 | -18.5% | 18,085 | -16.9% | 0.63% | -13.9% |
| Q2 2023 | $1,171,174 | +4.9% | 21,765 | +3.1% | 0.73% | +3.0% |
| Q1 2023 | $1,116,993 | +24.3% | 21,119 | +18.5% | 0.71% | +24.1% |
| Q4 2022 | $898,779 | -45.8% | 17,815 | -50.8% | 0.57% | -3.7% |
| Q3 2022 | $1,657,000 | +75.7% | 36,216 | +99.8% | 0.59% | -12.2% |
| Q2 2022 | $943,000 | – | 18,126 | – | 0.67% | – |
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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% |