AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 38 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,583,300 | -16.2% | 33,200 | -12.2% | 0.08% | -13.0% |
| Q2 2023 | $1,889,591 | -0.2% | 37,792 | -0.0% | 0.09% | -8.9% |
| Q1 2023 | $1,893,851 | +23.9% | 37,794 | +20.9% | 0.10% | -3.8% |
| Q4 2022 | $1,529,046 | +6.0% | 31,250 | +2.5% | 0.10% | -3.7% |
| Q3 2022 | $1,442,000 | +1187.5% | 30,483 | +1254.2% | 0.11% | +1111.1% |
| Q2 2022 | $112,000 | -65.6% | 2,251 | -65.6% | 0.01% | -65.4% |
| Q1 2022 | $326,000 | +9.8% | 6,544 | +21.6% | 0.03% | -10.3% |
| Q3 2021 | $297,000 | +1.4% | 5,381 | +1.9% | 0.03% | -3.3% |
| Q2 2021 | $293,000 | – | 5,279 | – | 0.03% | – |
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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% |