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 | $67,692,881 | -6.8% | 1,282,305 | -5.0% | 0.05% | -5.5% |
| Q2 2023 | $72,617,940 | -7.6% | 1,349,525 | -9.2% | 0.06% | -11.3% |
| Q1 2023 | $78,568,201 | +17.3% | 1,485,502 | +11.8% | 0.06% | +12.7% |
| Q4 2022 | $67,008,598 | +5.8% | 1,328,218 | -3.6% | 0.06% | -1.8% |
| Q3 2022 | $63,314,000 | -10.4% | 1,378,497 | +1.6% | 0.06% | -3.4% |
| Q2 2022 | $70,624,000 | -15.3% | 1,357,375 | -3.5% | 0.06% | +1.8% |
| Q1 2022 | $83,385,000 | +4.4% | 1,406,624 | +11.5% | 0.06% | +11.8% |
| Q4 2021 | $79,866,000 | +53.5% | 1,261,301 | +56.4% | 0.05% | +41.7% |
| Q3 2021 | $52,021,000 | +2.0% | 806,402 | +10.0% | 0.04% | +2.9% |
| Q2 2021 | $50,981,000 | -39.2% | 732,954 | -42.5% | 0.04% | -43.5% |
| Q1 2021 | $83,840,000 | -4.4% | 1,275,808 | -10.2% | 0.06% | -8.8% |
| Q4 2020 | $87,718,000 | +14.7% | 1,419,950 | -4.0% | 0.07% | 0.0% |
| Q3 2020 | $76,484,000 | +7.5% | 1,478,531 | -1.7% | 0.07% | +1.5% |
| Q2 2020 | $71,162,000 | +22.8% | 1,504,477 | +3.1% | 0.07% | -2.9% |
| Q1 2020 | $57,955,000 | -25.1% | 1,459,194 | +3.7% | 0.07% | -6.8% |
| Q4 2019 | $77,333,000 | – | 1,406,716 | – | 0.07% | – |
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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% |