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 | $10,090,753 | +3.8% | 191,149 | +5.8% | 3.36% | +4.5% |
| Q2 2023 | $9,719,090 | +11.1% | 180,619 | +9.2% | 3.21% | +0.7% |
| Q1 2023 | $8,749,484 | +24.3% | 165,428 | +18.6% | 3.19% | +9.4% |
| Q4 2022 | $7,036,685 | +18.1% | 139,478 | +7.5% | 2.92% | -2.1% |
| Q3 2022 | $5,960,000 | +30.6% | 129,763 | +48.0% | 2.98% | +40.0% |
| Q2 2022 | $4,563,000 | +11.0% | 87,705 | +26.5% | 2.13% | +8.9% |
| Q1 2022 | $4,109,000 | +25.7% | 69,321 | +34.3% | 1.95% | +8.3% |
| Q4 2021 | $3,270,000 | – | 51,635 | – | 1.80% | – |
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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% |