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 | $9,023,923 | -2.3% | 170,940 | -0.4% | 1.50% | -9.9% |
| Q2 2023 | $9,238,424 | +1.0% | 171,686 | -0.8% | 1.66% | -7.4% |
| Q1 2023 | $9,150,658 | +4.7% | 173,013 | -0.1% | 1.80% | -14.9% |
| Q4 2022 | $8,739,302 | +99.7% | 173,227 | +81.8% | 2.12% | +67.7% |
| Q3 2022 | $4,376,073 | +348.7% | 95,277 | +408.3% | 1.26% | +363.6% |
| Q2 2022 | $975,250 | -82.2% | 18,744 | -79.7% | 0.27% | -84.8% |
| Q1 2022 | $5,465,497 | +167.5% | 92,198 | +185.7% | 1.79% | +49.9% |
| Q4 2021 | $2,043,273 | – | 32,269 | – | 1.19% | – |
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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% |