Institutional Ownership American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 8.48 Million shares, which have been reported (via 13F filing form) to have a value of $411 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,880,368
shares
|
$91.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,080,833
shares
|
$52.4 Million
0.21% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
637,723
shares
|
$30.9 Million
1.19% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
550,930
shares
|
$26.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
431,366
shares
|
$20.9 Million
3.12% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
412,999
shares
|
$20 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
207,785
shares
|
$10.1 Million
0.07% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
186,725
shares
|
$9.05 Million
0.02% of portfolio
|
Q1 2025
Added 74.31%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
184,974
shares
|
$8.97 Million
4.88% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
163,130
shares
|
$7.91 Million
0.78% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
152,577
shares
|
$7.4 Million
0.01% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,668
shares
|
$6.19 Million
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
118,868
shares
|
$5.76 Million
0.08% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
116,538
shares
|
$5.65 Million
0.0% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
111,648
shares
|
$5.41 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
110,654
shares
|
$5.36 Million
0.03% of portfolio
|
Q1 2025
Added 35.43%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
109,737
shares
|
$5.32 Million
0.18% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
108,012
shares
|
$5.24 Million
0.18% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
107,300
shares
|
$5.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
92,448
shares
|
$4.48 Million
0.29% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
85,518
shares
|
$4.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
82,951
shares
|
$4.02 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
73,460
shares
|
$3.56 Million
0.32% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
72,134
shares
|
$3.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
69,522
shares
|
$3.37 Million
0.02% of portfolio
|
Q1 2025
Added 8.67%
|