AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072299. A total of 29 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $83,970 | -2.4% | 1,512 | 0.0% | 0.04% | 0.0% |
| Q1 2024 | $86,075 | +52.9% | 1,512 | +44.7% | 0.04% | +45.8% |
| Q4 2023 | $56,309 | +9.9% | 1,045 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $51,249 | -1.5% | 1,045 | +2.9% | 0.02% | 0.0% |
| Q2 2023 | $52,024 | +1.3% | 1,016 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $51,374 | +7.4% | 1,016 | 0.0% | 0.02% | +4.2% |
| Q4 2022 | $47,823 | – | 1,016 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clarity Asset Management, Inc. | 267,707 | $14,868,446 | 10.56% |
| Northland Capital Management LLC | 35,254 | $1,957,858 | 1.37% |
| MB Generational Wealth, LLC | 21,917 | $1,217,178 | 0.94% |
| Trademark Financial Management, LLC | 20,713 | $1,150,313 | 0.94% |
| Trellis Wealth Advisors LLC | 26,495 | $1,471,431 | 0.81% |
| Highland Financial Advisors, LLC | 30,021 | $1,667 | 0.62% |
| Wealthstream Advisors, Inc. | 26,840 | $1,490,586 | 0.54% |
| Henrickson Nauta Wealth Advisors, Inc. | 17,521 | $973,043 | 0.42% |
| Team Hewins, LLC | 10,240 | $568,676 | 0.24% |
| Merriman Wealth Management, LLC | 68,914 | $3,827,208 | 0.17% |