AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 77 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,353,842 | +4.6% | 132,509 | +9.1% | 0.78% | +7.0% |
| Q2 2023 | $6,072,200 | +105.7% | 121,444 | +107.1% | 0.73% | +96.8% |
| Q1 2023 | $2,951,869 | +47.3% | 58,627 | +43.1% | 0.37% | +48.0% |
| Q4 2022 | $2,004,271 | +123.4% | 40,962 | +117.6% | 0.25% | +113.7% |
| Q3 2022 | $897,000 | -69.1% | 18,826 | -66.6% | 0.12% | -63.9% |
| Q1 2022 | $2,907,000 | -5.4% | 56,301 | +1.3% | 0.32% | -1.5% |
| Q4 2021 | $3,072,000 | +40.2% | 55,594 | +39.8% | 0.33% | +41.2% |
| Q3 2021 | $2,191,000 | +63.5% | 39,768 | +64.9% | 0.23% | +57.4% |
| Q2 2021 | $1,340,000 | – | 24,123 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ERn Financial, LLC | 148,819 | $7,417,000 | 1.81% |
| OneDigital Investment Advisors LLC | 783,659 | $39,058,000 | 1.68% |
| CX Institutional | 345,482 | $17,219,000 | 1.30% |
| CNB Bank | 38,195 | $1,904,000 | 1.23% |
| SFG Wealth Management, LLC. | 19,342 | $964,000 | 1.12% |
| Fortitude Advisory Group L.L.C. | 23,267 | $1,160,000 | 1.06% |
| First Affirmative Financial Network | 15,926 | $794,000 | 0.90% |
| Fortune 45 LLC | 10,731 | $534,000 | 0.61% |
| 3D/L Capital Management, LLC | 41,837 | $2,085,000 | 0.58% |
| Stewardship Advisors, LLC | 27,165 | $1,354,000 | 0.57% |