AMERICAN CENTY ETF TR's ticker is KORP and the CUSIP is 025072109.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,029,000 | +10.3% | 157,987 | +13.1% | 0.00% | 0.0% |
Q2 2023 | $6,372,000 | -13.6% | 139,686 | -12.1% | 0.00% | 0.0% |
Q1 2023 | $7,372,000 | +2407.5% | 158,957 | +2352.7% | 0.00% | – |
Q4 2022 | $294,000 | +1.4% | 6,481 | -0.2% | 0.00% | – |
Q3 2022 | $290,000 | -5.2% | 6,491 | -1.5% | 0.00% | – |
Q2 2022 | $306,000 | +1.3% | 6,588 | +6.5% | 0.00% | – |
Q1 2022 | $302,000 | -2.6% | 6,187 | +3.5% | 0.00% | – |
Q4 2021 | $310,000 | -0.6% | 5,976 | +0.2% | 0.00% | – |
Q3 2021 | $312,000 | +4.0% | 5,962 | +4.4% | 0.00% | – |
Q2 2021 | $300,000 | +5.3% | 5,709 | +3.7% | 0.00% | – |
Q1 2021 | $285,000 | +5.6% | 5,507 | +8.2% | 0.00% | – |
Q4 2020 | $270,000 | +1.1% | 5,089 | +0.3% | 0.00% | – |
Q3 2020 | $267,000 | +21.9% | 5,073 | +21.1% | 0.00% | – |
Q2 2020 | $219,000 | +12.9% | 4,189 | +4.9% | 0.00% | – |
Q1 2020 | $194,000 | -2.5% | 3,995 | +3.1% | 0.00% | – |
Q4 2019 | $199,000 | -17.8% | 3,874 | -17.7% | 0.00% | – |
Q3 2019 | $242,000 | +18.6% | 4,707 | +17.4% | 0.00% | – |
Q2 2019 | $204,000 | +17.2% | 4,008 | +14.6% | 0.00% | – |
Q1 2019 | $174,000 | – | 3,496 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stewardship Advisors, LLC | 81,090 | $4,157,000 | 2.61% |
Flaharty Asset Management, LLC | 36,810 | $1,887,000 | 0.67% |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 10,924 | $560,000 | 0.22% |
Claraphi Advisory Network, LLC | 6,145 | $315,000 | 0.19% |
Laurel Wealth Advisors, Inc. | 22,480 | $1,152,000 | 0.19% |
AMERICAN CENTURY COMPANIES INC | 1,218,516 | $62,460,000 | 0.06% |
FLAGSHIP HARBOR ADVISORS, LLC | 6,000 | $308,000 | 0.05% |
CALTON & ASSOCIATES, INC. | 4,381 | $225,000 | 0.04% |
ENVESTNET ASSET MANAGEMENT INC | 332,615 | $17,050,000 | 0.02% |
Advisor Group, Inc. | 51,580 | $2,644,000 | 0.02% |