AMERICAN CENTY ETF TR shareholder history

Current and past AMERICAN CENTY ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.00%0.00%0.00%Q4 2020Q2 202415
JANE STREET GROUP, LLC 14140.00%0.00%0.00%Q4 2020Q1 202414
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.00%0.01%Q1 2021Q2 202414
Plancorp, LLC 13130.14%0.18%0.22%Q2 2021Q2 202413
B&D White Capital Company, LLC 12120.10%0.21%0.36%Q3 2021Q2 202412
PARK AVENUE SECURITIES LLC 12120.00%0.04%0.07%Q3 2021Q2 202412
Integrated Advisors Network LLC 12120.03%0.13%0.17%Q3 2021Q2 202412
MORRIS FINANCIAL CONCEPTS, INC. 11110.06%0.16%0.20%Q4 2021Q2 202411
Tortoise Investment Management, LLC 11110.01%0.03%0.06%Q4 2021Q2 202411
Strategic Blueprint, LLC 11110.03%0.48%0.64%Q4 2021Q2 202411
CARDIFF PARK ADVISORS, LLC 11110.03%0.11%0.17%Q4 2021Q2 202411
EverSource Wealth Advisors, LLC 11110.00%0.22%0.41%Q4 2021Q2 202411
Allworth Financial LP 10100.00%0.02%0.09%Q1 2022Q2 202410
SC&H Financial Advisors, Inc. 990.20%0.36%0.49%Q2 2022Q2 20249
Verus Financial Partners, Inc. 990.15%6.06%7.54%Q2 2022Q2 20249
NWAM LLC 880.03%0.04%0.12%Q3 2022Q2 20248
Austin Asset Management Co Inc 880.08%0.10%0.10%Q4 2021Q3 20238
Index Fund Advisors, Inc. 880.01%0.04%0.04%Q3 2022Q2 20248
Citadel Advisors 310.00%0.00%0.00%Q1 2021Q2 20248
Tillman Hartley LLC 770.27%0.44%0.62%Q4 2022Q2 20247
LAM GROUP, INC. 770.00%0.00%0.01%Q4 2022Q2 20247
Pacific Life Fund Advisors LLC 770.66%3.00%6.93%Q4 2022Q2 20247
Bridge Advisory, LLC 770.15%0.19%0.24%Q4 2022Q2 20247
LPL Financial LLC 770.00%0.00%0.00%Q4 2022Q2 20247
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 770.02%0.02%0.02%Q4 2022Q2 20247
Mariner, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Cambridge Investment Research Advisors, Inc. 770.00%0.00%0.00%Q4 2022Q2 20247
AMERICAN CENTURY COMPANIES INC 420.00%0.00%0.01%Q4 2020Q2 20246
BUCKINGHAM STRATEGIC PARTNERS, LLC 660.07%0.13%0.18%Q1 2023Q2 20246
Corient Private Wealth LLC 510.01%0.01%0.01%Q4 2022Q2 20246
COMMONWEALTH EQUITY SERVICES, LLC 550.00%0.00%0.00%Q2 2023Q2 20245
Equius Partners, Inc. 550.10%0.12%0.15%Q4 2021Q4 20225
WEBSTERROGERS FINANCIAL ADVISORS, LLC 320.12%0.40%1.38%Q1 2022Q2 20245
OSAIC HOLDINGS, INC. 410.00%0.00%0.00%Q2 2022Q2 20245
Creative Planning 310.00%0.01%0.02%Q1 2023Q2 20244
Lion Street Advisors, LLC 440.07%0.14%0.18%Q3 2023Q2 20244
INNEALTA CAPITAL, LLC 440.66%0.94%1.13%Q2 2022Q1 20234
MML INVESTORS SERVICES, LLC 440.00%0.01%0.01%Q3 2023Q2 20244
TFB Advisors LLC 310.12%0.22%0.42%Q2 2023Q2 20244
PrairieView Partners, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
WMG Financial Advisors, LLC 440.19%0.61%1.06%Q3 2022Q2 20234
WorthPointe, LLC 440.39%0.45%0.52%Q1 2022Q4 20224
UBS Group AG 310.00%0.00%0.00%Q1 2022Q2 20234
Waypoint Capital Advisors, LLC 440.10%0.12%0.13%Q1 2023Q4 20234
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Mattern Wealth Management LLC 440.46%1.33%1.74%Q3 2023Q2 20244
Eaton-Cambridge Inc. 330.12%0.14%0.16%Q4 2023Q2 20243
Oceanside Advisors LLC 330.22%0.24%0.28%Q4 2023Q2 20243
Ironwood Financial, llc 330.01%0.02%0.02%Q1 2021Q3 20213
Valued Wealth Advisors LLC 330.21%0.48%0.94%Q4 2023Q2 20243
Elwood & Goetz Wealth Advisory Group, LLC 330.45%0.52%0.57%Q3 2023Q1 20243
Apella Capital, LLC 330.02%0.04%0.08%Q4 2023Q2 20243
Beaird Harris Wealth Management, LLC 330.01%0.02%0.03%Q4 2023Q2 20243
Ameritas Advisory Services, LLC 210.02%0.02%0.02%Q3 2023Q2 20243
Raymond James Financial Services Advisors, Inc. 330.00%0.00%0.00%Q4 2022Q2 20233
GRAND WEALTH MANAGEMENT, LLC 330.34%0.38%0.42%Q3 2023Q1 20243
Global Trust Asset Management, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
WR Wealth Planners, LLC 222.35%2.38%2.41%Q1 2024Q2 20242
CPWM, LLC 220.07%0.12%0.16%Q2 2022Q3 20222
ML & R WEALTH MANAGEMENT LLC 220.09%0.11%0.12%Q2 2022Q3 20222
Trajan Wealth LLC 220.38%0.40%0.43%Q1 2024Q2 20242
Clearwater Capital Advisors, LLC 220.04%0.08%0.13%Q1 2024Q2 20242
Simplicity Wealth,LLC 220.01%0.03%0.06%Q1 2024Q2 20242
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q1 2023Q3 20232
Mills Wealth Advisors LLC 220.15%0.17%0.19%Q4 2023Q1 20242
Parallel Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
ROYAL BANK OF CANADA 220.00%0.00%0.00%Q4 2022Q1 20232
AXXCESS WEALTH MANAGEMENT, LLC 220.01%0.05%0.09%Q1 2024Q2 20242
OneDigital Investment Advisors LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Shira Ridge Wealth Management 110.21%0.21%0.21%Q4 2022Q4 20221
Good Life Advisors, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
MORGAN STANLEY 110.00%0.00%0.00%Q2 2024Q2 20241
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2023Q3 20231
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q1 2024Q1 20241
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2022Q4 20221
Sound Income Strategies, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Kestra Advisory Services, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Hibernia Wealth Partners, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Farther Finance Advisors, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q4 2021Q4 20211
FLOW TRADERS U.S. LLC 110.13%0.13%0.13%Q2 2024Q2 20241
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q1 2023Q1 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q2 2024Q2 20241
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2022Q1 20221
Fort Vancouver Investment Management, LLC 112.08%2.08%2.08%Q2 2024Q2 20241
External links

This page lists all the filers that currently own AMERICAN CENTY ETF TR or have owned AMERICAN CENTY ETF TR in the past.