AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 76 filers reported holding AMERICAN CENTY ETF TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $405,851 | -0.4% | 8,059 | 0.0% | 0.11% | -0.9% |
| Q1 2024 | $407,382 | -11.4% | 8,059 | -10.7% | 0.11% | -28.3% |
| Q4 2023 | $459,863 | +6.3% | 9,024 | 0.0% | 0.16% | -5.4% |
| Q3 2023 | $432,701 | -4.1% | 9,024 | 0.0% | 0.17% | -12.5% |
| Q2 2023 | $451,200 | -0.7% | 9,024 | 0.0% | 0.19% | -10.7% |
| Q1 2023 | $454,358 | – | 9,024 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OneDigital Investment Advisors LLC | 520,733 | $28,455,000 | 1.48% |
| CNB Bank | 28,005 | $1,530,000 | 1.16% |
| CGN Advisors LLC | 22,654 | $1,238,000 | 0.50% |
| FAS Wealth Partners, Inc. | 31,593 | $1,726,000 | 0.20% |
| Stewardship Advisors, LLC | 8,239 | $450,000 | 0.18% |
| FLAGSHIP HARBOR ADVISORS, LLC | 12,450 | $680,000 | 0.08% |
| SYNOVUS FINANCIAL CORP | 73,187 | $3,997,000 | 0.05% |
| CALTON & ASSOCIATES, INC. | 4,223 | $231,000 | 0.04% |
| Merit Financial Group, LLC | 6,118 | $334,000 | 0.03% |
| J.W. COLE ADVISORS, INC. | 4,549 | $249,000 | 0.03% |