AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 143 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,013,388 | -3.2% | 38,140 | -1.4% | 1.19% | -5.6% |
| Q2 2023 | $2,080,452 | -5.9% | 38,663 | -7.5% | 1.26% | -12.4% |
| Q1 2023 | $2,210,682 | -6.3% | 41,798 | -10.6% | 1.44% | -10.1% |
| Q4 2022 | $2,358,551 | +78.3% | 46,750 | +62.3% | 1.60% | +43.7% |
| Q3 2022 | $1,323,000 | -15.7% | 28,804 | -4.5% | 1.11% | -15.6% |
| Q2 2022 | $1,569,000 | -3.4% | 30,148 | +10.0% | 1.32% | +0.8% |
| Q1 2022 | $1,625,000 | +166.8% | 27,415 | +212.9% | 1.30% | +141.2% |
| Q4 2021 | $609,000 | – | 8,761 | – | 0.54% | – |
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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% |