Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AMERICAN CENTURY COMPANIES INC | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Jaffetilchin Investment Partners, LLC | 14 | 14 | 0.03% | 0.12% | 0.69% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Citadel Advisors | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ERn Financial, LLC | 12 | 12 | 0.42% | 0.69% | 1.04% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Aurora Private Wealth, Inc. | 12 | 12 | 0.14% | 0.23% | 0.42% | Q3 2020 | Q2 2023 | 12 |
Cetera Advisor Networks LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Beacon Financial Advisory LLC | 9 | 2 | 0.12% | 0.22% | 0.30% | Q3 2020 | Q3 2023 | 11 |
Financial Partners Group, Inc | 9 | 9 | 0.06% | 0.51% | 0.99% | Q3 2020 | Q3 2022 | 9 |
HighTower Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.05% | 0.13% | 0.17% | Q2 2021 | Q2 2023 | 8 |
CALTON & ASSOCIATES, INC. | 7 | 7 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q1 2022 | 7 |
B. Riley Wealth Management, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 7 |
Advisory Services Network, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
AE Wealth Management LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
Sigma Planning Corp | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Kovack Advisors, Inc. | 6 | 6 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Concentrum Wealth Management | 6 | 6 | 0.16% | 0.26% | 0.43% | Q4 2020 | Q1 2022 | 6 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Apexium Financial, LP | 5 | 5 | 0.19% | 0.23% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Stewardship Advisors, LLC | 5 | 5 | 0.99% | 3.06% | 4.96% | Q4 2020 | Q4 2021 | 5 |
UBS Group AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 5 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.02% | 1.63% | 6.34% | Q3 2020 | Q4 2021 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Owen LaRue, LLC | 4 | 4 | 0.72% | 2.24% | 3.75% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Global Trust Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
BANK OF AMERICA CORP /DE/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 1.44% | 2.30% | 2.96% | Q2 2020 | Q1 2021 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 0.79% | 0.85% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Aspire Wealth Management Corp | 3 | 3 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q2 2022 | 3 |
FAS Wealth Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.53% | 0.54% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.69% | 0.74% | 0.77% | Q2 2021 | Q4 2021 | 3 |
Objective Capital Management, LLC | 2 | 1 | 0.18% | 0.32% | 0.39% | Q4 2021 | Q2 2023 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
WIN ADVISORS, INC | 3 | 3 | 0.00% | 0.25% | 0.76% | Q1 2022 | Q3 2022 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.12% | 0.13% | 0.16% | Q2 2020 | Q4 2020 | 3 |
Strategic Blueprint, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.68% | 0.75% | 0.82% | Q3 2021 | Q3 2023 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ROYAL BANK OF CANADA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Slagle Financial, LLC | 2 | 2 | 1.77% | 1.81% | 1.86% | Q2 2023 | Q3 2023 | 2 |
Soundwatch Capital LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2022 | Q4 2022 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2020 | Q3 2020 | 1 |
City State Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Empire Financial Management Company, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2020 | Q4 2020 | 1 |
Ledge Wealth Management, Inc. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2022 | Q1 2022 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
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.