AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072349. A total of 137 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,753 | -12.4% | 7,949 | -11.3% | 0.00% | -50.0% |
| Q2 2023 | $478,069 | -85.2% | 8,961 | -85.8% | 0.00% | -71.4% |
| Q1 2023 | $3,232,656 | +13.2% | 63,249 | +11.1% | 0.01% | +16.7% |
| Q4 2022 | $2,856,162 | +54.9% | 56,907 | +37.1% | 0.01% | +20.0% |
| Q3 2022 | $1,844,000 | +146.9% | 41,520 | +156.1% | 0.01% | +150.0% |
| Q2 2022 | $747,000 | -9.0% | 16,213 | +6.7% | 0.00% | 0.0% |
| Q1 2022 | $821,000 | +34.4% | 15,192 | +34.8% | 0.00% | +100.0% |
| Q4 2021 | $611,000 | – | 11,271 | – | 0.00% | – |
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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% |