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 | $1,508,171 | -10.9% | 31,453 | -7.1% | 0.33% | -7.6% |
| Q2 2023 | $1,693,150 | -4.9% | 33,863 | -4.2% | 0.35% | -9.5% |
| Q1 2023 | $1,780,074 | +8.3% | 35,354 | +5.2% | 0.39% | +4.3% |
| Q4 2022 | $1,643,754 | -78.4% | 33,594 | -78.9% | 0.38% | -80.7% |
| Q3 2022 | $7,605,000 | +2.5% | 159,540 | +7.2% | 1.94% | +7.6% |
| Q2 2022 | $7,417,000 | +950.6% | 148,819 | +1063.8% | 1.81% | +1044.3% |
| Q4 2021 | $706,000 | +33.0% | 12,787 | +32.7% | 0.16% | +16.2% |
| Q3 2021 | $531,000 | +76.4% | 9,635 | +77.8% | 0.14% | +27.1% |
| Q2 2021 | $301,000 | – | 5,418 | – | 0.11% | – |
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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% |