AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072349. A total of 131 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 1.88 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,699,113 | +4.4% | 202,086 | +6.8% | 6.32% | -1.5% |
| Q1 2024 | $12,163,113 | +16.0% | 189,280 | +4.3% | 6.42% | -2.9% |
| Q4 2023 | $10,482,480 | +26.3% | 181,483 | +15.2% | 6.61% | +14.5% |
| Q3 2023 | $8,299,518 | -3.3% | 157,546 | +0.2% | 5.77% | +2.0% |
| Q2 2023 | $8,584,549 | +4.7% | 157,255 | -1.2% | 5.66% | -0.2% |
| Q1 2023 | $8,198,628 | +8.9% | 159,104 | +6.1% | 5.67% | -9.3% |
| Q4 2022 | $7,528,956 | – | 150,009 | – | 6.25% | – |
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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% |