AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072349. A total of 105 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 0.81 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,878 | +21.4% | 73,608 | +22.9% | 0.60% | +24.2% |
| Q2 2023 | $3,194 | -99.9% | 59,875 | +4.4% | 0.48% | +0.8% |
| Q1 2023 | $2,930,903 | +9.8% | 57,345 | +7.8% | 0.48% | +1.7% |
| Q4 2022 | $2,669,255 | +31.9% | 53,183 | +16.7% | 0.47% | +12.1% |
| Q3 2022 | $2,024,000 | +10.6% | 45,573 | +14.8% | 0.42% | +13.5% |
| Q2 2022 | $1,830,000 | +16.2% | 39,698 | +36.3% | 0.37% | +30.2% |
| Q1 2022 | $1,575,000 | +125.3% | 29,128 | +125.8% | 0.28% | +126.2% |
| Q4 2021 | $699,000 | – | 12,900 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bridgewater Advisors Inc. | 818,532 | $36,359,000 | 10.06% |
| Fortress Wealth Management, Inc. | 172,273 | $7,652,000 | 7.77% |
| Pure Financial Advisors, LLC | 1,873,790 | $83,234,000 | 4.84% |
| Merriman Wealth Management, LLC | 1,654,559 | $73,496,000 | 4.82% |
| JRM Investment Counsel, LLC | 238,772 | $10,606,000 | 4.52% |
| BSW Wealth Partners | 381,134 | $16,930,000 | 4.16% |
| Nova R Wealth, Inc. | 95,602 | $4,247,000 | 3.46% |
| Strategic Blueprint, LLC | 255,053 | $11,329,000 | 1.36% |
| Beaird Harris Wealth Management, LLC | 139,425 | $6,193,000 | 1.36% |
| Waypoint Capital Advisors, LLC | 58,942 | $2,617,000 | 1.14% |