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 | $4,734,543 | +4.9% | 89,686 | +6.9% | 2.53% | +4.4% |
| Q2 2023 | $4,512,795 | +7.3% | 83,865 | +5.4% | 2.43% | -1.7% |
| Q1 2023 | $4,206,414 | +13.4% | 79,531 | +8.1% | 2.47% | +4.4% |
| Q4 2022 | $3,710,616 | +15.8% | 73,550 | +5.4% | 2.36% | +5.7% |
| Q3 2022 | $3,205,000 | -12.3% | 69,787 | -0.7% | 2.24% | -13.8% |
| Q2 2022 | $3,656,000 | -7.4% | 70,263 | +5.5% | 2.59% | -6.9% |
| Q1 2022 | $3,948,000 | +7.9% | 66,600 | +15.3% | 2.79% | +4.3% |
| Q4 2021 | $3,659,000 | – | 57,780 | – | 2.67% | – |
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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% |