AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072349. A total of 106 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 0.81 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $895,904 | -6.5% | 14,257 | -4.4% | 0.42% | -11.3% |
| Q1 2024 | $957,856 | +15.6% | 14,906 | -5.2% | 0.48% | -3.8% |
| Q4 2023 | $828,545 | 0.0% | 15,728 | 0.0% | 0.50% | -30.6% |
| Q3 2023 | $828,545 | -1.0% | 15,728 | +0.3% | 0.72% | +1.6% |
| Q2 2023 | $836,628 | +4.7% | 15,682 | +0.3% | 0.70% | -3.7% |
| Q1 2023 | $799,204 | – | 15,637 | – | 0.73% | – |
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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% |