AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 43 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.6%.
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 ↓ |
|---|---|---|---|
| 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% |