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 80 institutions that hold shares in the stock, with a total of 6.84 Million shares, which have been reported (via 13F filing form) to have a value of $349 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,935,952
shares
|
$98.9 Million
0.03% of portfolio
|
Q2 2024
Added 8.97%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
766,784
shares
|
$39.2 Million
0.18% of portfolio
|
Q2 2024
Added 4.58%
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
495,770
shares
|
$25.3 Million
1.18% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
400,430
shares
|
$20.5 Million
0.01% of portfolio
|
Q2 2024
Added 0.8%
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 24, 2024 Q2 2024 |
362,794
shares
|
$18.5 Million
3.06% of portfolio
|
Q2 2024
Added 6.11%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
259,760
shares
|
$13.3 Million
0.0% of portfolio
|
Q1 2024
Added 70.16%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
182,995
shares
|
$9.35 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
152,731
shares
|
$7.8 Million
0.1% of portfolio
|
Q2 2024
Reduced 17.54%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
144,239
shares
|
$7.37 Million
0.3% of portfolio
|
Q2 2024
Added 32.17%
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2024 Q2 2024 |
143,806
shares
|
$7.35 Million
0.71% of portfolio
|
Q2 2024
Added 5.15%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
117,791
shares
|
$6.02 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
107,286
shares
|
$5.48 Million
0.07% of portfolio
|
Q2 2024
Added 1.6%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
106,232
shares
|
$5.43 Million
0.01% of portfolio
|
Q2 2024
Added 4.87%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
95,719
shares
|
$4.89 Million
0.02% of portfolio
|
Q2 2024
Added 16.59%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
91,857
shares
|
$4.69 Million
0.01% of portfolio
|
Q2 2024
Added 9.68%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
77,197
shares
|
$3.94 Million
0.26% of portfolio
|
Q2 2024
Added 3.12%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
76,797
shares
|
$3.92 Million
0.15% of portfolio
|
Q2 2024
Added 25.09%
|
|
Gem Asset Management, LLC
Plymouth, MI |
Aug 07, 2024 Q2 2024 |
66,236
shares
|
$3.38 Million
2.08% of portfolio
|
Q2 2024
Added 1.94%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
63,117
shares
|
$3.23 Million
0.02% of portfolio
|
Q2 2024
Added 36.1%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
60,000
shares
|
$3.07 Million
0.02% of portfolio
|
Q2 2024
Added 324.99%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
59,959
shares
|
$3.06 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
55,293
shares
|
$2.83 Million
2.17% of portfolio
|
Q2 2024
Added 10.05%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
51,432
shares
|
$2.63 Million
0.11% of portfolio
|
Q2 2024
Added 44.95%
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 15, 2024 Q2 2024 |
50,602
shares
|
$2.59 Million
0.88% of portfolio
|
Q2 2024
Added 16.72%
|
|
Financial Advisory Service, Inc.
|
Jul 29, 2024 Q2 2024 |
49,844
shares
|
$2.55 Million
0.23% of portfolio
|
Q2 2024
Added 8.39%
|