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 | $58,155,686 | +0.5% | 922,082 | +2.4% | 7.20% | -16.9% |
| Q1 2024 | $57,841,681 | +12.1% | 900,120 | +0.8% | 8.66% | +10.8% |
| Q4 2023 | $51,592,984 | +14.3% | 893,230 | +4.2% | 7.82% | +8.0% |
| Q3 2023 | $45,139,354 | -2.7% | 856,859 | -1.4% | 7.24% | -22.2% |
| Q2 2023 | $46,378,354 | +4.4% | 869,322 | +0.0% | 9.30% | -4.1% |
| Q1 2023 | $44,421,029 | +2.9% | 869,126 | +1.1% | 9.70% | -7.1% |
| Q4 2022 | $43,157,431 | +18.7% | 859,881 | +5.1% | 10.44% | +3.8% |
| Q3 2022 | $36,359,000 | -2.2% | 818,532 | +1.5% | 10.06% | +30.5% |
| Q2 2022 | $37,193,000 | – | 806,780 | – | 7.71% | – |
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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% |