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 | $11,996,268 | -5.3% | 234,394 | +2.1% | 0.65% | -1.8% |
| Q2 2023 | $12,669,325 | +14.7% | 229,475 | +7.1% | 0.66% | +2.3% |
| Q1 2023 | $11,043,629 | +4.1% | 214,231 | +9.9% | 0.64% | -0.9% |
| Q4 2022 | $10,613,479 | +36.0% | 194,957 | +26.9% | 0.65% | +16.7% |
| Q3 2022 | $7,802,000 | +86.5% | 153,638 | +83.0% | 0.56% | +83.8% |
| Q2 2022 | $4,184,000 | +121.6% | 83,954 | +121.0% | 0.30% | +110.4% |
| Q1 2022 | $1,888,000 | +95.4% | 37,982 | +104.9% | 0.14% | +111.8% |
| Q4 2021 | $966,000 | – | 18,533 | – | 0.07% | – |
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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% |