AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072349. A total of 184 filers reported holding AMERICAN CENTY ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,490,188 | -8.0% | 23,714 | -5.9% | 0.02% | -11.1% |
| Q1 2024 | $1,619,159 | +7.6% | 25,197 | -3.3% | 0.02% | -5.3% |
| Q4 2023 | $1,504,665 | +10.8% | 26,050 | +1.1% | 0.02% | 0.0% |
| Q3 2023 | $1,357,722 | +6.1% | 25,773 | +7.5% | 0.02% | +5.6% |
| Q2 2023 | $1,279,546 | +12.6% | 23,984 | +7.9% | 0.02% | 0.0% |
| Q1 2023 | $1,136,329 | +1.0% | 22,233 | -0.8% | 0.02% | -10.0% |
| Q4 2022 | $1,125,410 | +248.4% | 22,423 | +208.3% | 0.02% | +233.3% |
| Q3 2022 | $323,000 | – | 7,272 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INTEGRATED CAPITAL MANAGEMENT, INC. | 291,321 | $18,306,616 | 14.61% |
| Oceanside Advisors LLC | 224,164 | $14,086,438 | 11.38% |
| Shotwell Rutter Baer Inc | 196,222 | $12,322,737 | 10.92% |
| Fortress Wealth Management, Inc. | 322,069 | $20,238,807 | 10.35% |
| Allegiance Financial Group Advisory Services LLC | 407,239 | $25,590,887 | 9.80% |
| JRM Investment Counsel, LLC | 454,425 | $28,556,061 | 9.63% |
| Heritage Wealth Management, Inc. /CA/ | 195,442 | $12,281,556 | 9.01% |
| Northland Capital Management LLC | 190,362 | $11,962,368 | 8.37% |
| Moisand Fitzgerald Tamayo, LLC | 797,302 | $50,102,428 | 7.50% |
| Bridgewater Advisors Inc. | 922,082 | $58,155,686 | 7.20% |