AMERICAN CENTY ETF TR shareholder history

Current and past AMERICAN CENTY ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
AMERICAN CENTURY COMPANIES INC 14140.04%0.06%0.10%Q2 2020Q3 202314
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 14140.00%0.00%0.00%Q2 2020Q3 202314
Jaffetilchin Investment Partners, LLC 14140.03%0.12%0.69%Q2 2020Q3 202314
OSAIC HOLDINGS, INC. 13130.00%0.00%0.00%Q2 2020Q2 202313
TRUIST FINANCIAL CORP 13130.01%0.01%0.01%Q3 2020Q3 202313
Citadel Advisors 760.00%0.00%0.01%Q2 2020Q3 202313
Cambridge Investment Research Advisors, Inc. 12120.00%0.01%0.02%Q4 2020Q3 202312
ERn Financial, LLC 12120.42%0.69%1.04%Q4 2020Q3 202312
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.01%0.02%Q4 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
IFP Advisors, Inc 12120.00%0.01%0.02%Q4 2020Q3 202312
Aurora Private Wealth, Inc. 12120.14%0.23%0.42%Q3 2020Q2 202312
Cetera Advisor Networks LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Beacon Financial Advisory LLC 920.12%0.22%0.30%Q3 2020Q3 202311
Financial Partners Group, Inc 990.06%0.51%0.99%Q3 2020Q3 20229
HighTower Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Joseph P. Lucia & Associates, LLC 620.05%0.13%0.17%Q2 2021Q2 20238
CALTON & ASSOCIATES, INC. 770.05%0.08%0.10%Q3 2020Q1 20227
B. Riley Wealth Management, Inc. 770.04%0.05%0.06%Q3 2020Q1 20227
Advisory Services Network, LLC 660.01%0.02%0.02%Q3 2020Q4 20216
AE Wealth Management LLC 420.00%0.01%0.02%Q1 2021Q3 20236
Sigma Planning Corp 660.01%0.02%0.03%Q3 2020Q4 20216
Kovack Advisors, Inc. 660.04%0.06%0.08%Q4 2020Q1 20226
Concentrum Wealth Management 660.16%0.26%0.43%Q4 2020Q1 20226
LINCOLN NATIONAL CORP 660.01%0.02%0.03%Q2 2022Q3 20236
Apexium Financial, LP 550.19%0.23%0.26%Q3 2022Q3 20235
Stewardship Advisors, LLC 550.99%3.06%4.96%Q4 2020Q4 20215
UBS Group AG 210.00%0.00%0.00%Q2 2020Q2 20235
Paragon Wealth Strategies, LLC 210.02%1.63%6.34%Q3 2020Q4 20214
Carroll Financial Associates, Inc. 440.00%0.00%0.01%Q3 2020Q2 20214
Owen LaRue, LLC 440.72%2.24%3.75%Q4 2022Q3 20234
VitalStone Financial, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Global Trust Asset Management, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
BANK OF AMERICA CORP /DE/ 440.00%0.00%0.00%Q4 2022Q3 20234
First Heartland Consultants, Inc. 441.44%2.30%2.96%Q2 2020Q1 20214
Dominguez Wealth Management Solutions, Inc. 440.79%0.85%0.92%Q4 2022Q3 20234
Bank of New York Mellon Corp 330.00%0.00%0.00%Q1 2023Q3 20233
Aspire Wealth Management Corp 330.01%0.06%0.12%Q4 2021Q2 20223
FAS Wealth Partners, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
CREATIVE FINANCIAL DESIGNS INC /ADV 330.53%0.54%0.56%Q1 2023Q3 20233
Avestar Capital, LLC 330.69%0.74%0.77%Q2 2021Q4 20213
Objective Capital Management, LLC 210.18%0.32%0.39%Q4 2021Q2 20233
EVOKE WEALTH, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
WIN ADVISORS, INC 330.00%0.25%0.76%Q1 2022Q3 20223
BECK CAPITAL MANAGEMENT, LLC 330.12%0.13%0.16%Q2 2020Q4 20203
Strategic Blueprint, LLC 220.02%0.03%0.04%Q2 2021Q3 20212
Fortitude Advisory Group L.L.C. 220.11%0.12%0.12%Q4 2021Q1 20222
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q2 2021Q4 20212
GeoWealth Management, LLC 110.68%0.75%0.82%Q3 2021Q3 20232
TCG Advisory Services, LLC 220.06%0.07%0.08%Q3 2021Q4 20212
CAPTRUST FINANCIAL ADVISORS 110.00%0.00%0.00%Q4 2020Q1 20222
Industrial Alliance Investment Management Inc. 220.00%0.00%0.01%Q4 2021Q1 20222
ROYAL BANK OF CANADA 220.00%0.00%0.00%Q3 2020Q4 20202
Slagle Financial, LLC 221.77%1.81%1.86%Q2 2023Q3 20232
Soundwatch Capital LLC 220.02%0.03%0.04%Q3 2021Q4 20212
Wealthcare Advisory Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MML INVESTORS SERVICES, LLC 110.00%0.01%0.01%Q2 2020Q1 20222
Almanack Investment Partners, LLC. 110.02%0.03%0.03%Q3 2021Q1 20222
CIBC WORLD MARKET INC. 220.00%0.00%0.00%Q3 2020Q4 20202
Winslow, Evans & Crocker, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Prosperity Financial Group, Inc. 110.69%0.69%0.69%Q4 2022Q4 20221
Herold Advisors, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
Delta Investment Management, LLC 110.79%0.79%0.79%Q4 2020Q4 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
OLD MISSION CAPITAL LLC 110.01%0.01%0.01%Q4 2022Q4 20221
San Luis Wealth Advisors LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.31%0.31%0.31%Q3 2020Q3 20201
City State Bank 110.04%0.04%0.04%Q4 2021Q4 20211
Empire Financial Management Company, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
Synergy Asset Management, LLC 111.52%1.52%1.52%Q4 2020Q4 20201
Ledge Wealth Management, Inc. 110.85%0.85%0.85%Q1 2022Q1 20221
Cetera Advisors LLC 110.00%0.00%0.00%Q3 2022Q3 20221
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2021Q3 20211
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q2 2022Q2 20221
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Sowell Financial Services LLC 110.08%0.08%0.08%Q3 2020Q3 20201
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.