AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 68 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,858,629 | +0.4% | 59,617 | +4.6% | 0.14% | -2.0% |
| Q2 2023 | $2,848,531 | -2.0% | 56,971 | -1.3% | 0.15% | -10.8% |
| Q1 2023 | $2,906,154 | -0.3% | 57,719 | -3.1% | 0.17% | -9.3% |
| Q4 2022 | $2,914,391 | +21.2% | 59,562 | +18.0% | 0.18% | 0.0% |
| Q3 2022 | $2,405,000 | -1.5% | 50,457 | +3.0% | 0.18% | -14.9% |
| Q2 2022 | $2,441,000 | +670.0% | 48,982 | +697.5% | 0.22% | +795.8% |
| Q1 2022 | $317,000 | +32.1% | 6,142 | +41.6% | 0.02% | +33.3% |
| Q4 2021 | $240,000 | +0.8% | 4,337 | +0.3% | 0.02% | -5.3% |
| Q3 2021 | $238,000 | – | 4,322 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ERn Financial, LLC | 148,819 | $7,417,000 | 1.81% |
| OneDigital Investment Advisors LLC | 783,659 | $39,058,000 | 1.68% |
| CX Institutional | 345,482 | $17,219,000 | 1.30% |
| CNB Bank | 38,195 | $1,904,000 | 1.23% |
| SFG Wealth Management, LLC. | 19,342 | $964,000 | 1.12% |
| Fortitude Advisory Group L.L.C. | 23,267 | $1,160,000 | 1.06% |
| First Affirmative Financial Network | 15,926 | $794,000 | 0.90% |
| Fortune 45 LLC | 10,731 | $534,000 | 0.61% |
| 3D/L Capital Management, LLC | 41,837 | $2,085,000 | 0.58% |
| Stewardship Advisors, LLC | 27,165 | $1,354,000 | 0.57% |