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 93 institutions that hold shares in the stock, with a total of 8.61 Million shares, which have been reported (via 13F filing form) to have a value of $421 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,133,069
shares
|
$104 Million
0.03% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,122,940
shares
|
$55 Million
0.19% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
667,146
shares
|
$32.7 Million
0.01% of portfolio
|
Q2 2025
Added 21.09%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
412,014
shares
|
$20.2 Million
2.71% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
394,034
shares
|
$19.3 Million
0.02% of portfolio
|
Q2 2025
Added 926.8%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
378,537
shares
|
$18.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
319,153
shares
|
$15.6 Million
0.0% of portfolio
|
Q2 2025
Added 477.37%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
292,028
shares
|
$14.3 Million
0.5% of portfolio
|
Q2 2025
Reduced 54.21%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
193,270
shares
|
$9.46 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
164,077
shares
|
$8.03 Million
0.72% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
136,643
shares
|
$6.69 Million
0.0% of portfolio
|
Q2 2025
Added 17.25%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
131,549
shares
|
$6.44 Million
0.2% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,668
shares
|
$6.25 Million
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
118,840
shares
|
$5.82 Million
0.0% of portfolio
|
Q2 2025
Added 1342.76%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
118,253
shares
|
$5.79 Million
0.03% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
113,495
shares
|
$5.56 Million
0.18% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
97,590
shares
|
$4.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
83,646
shares
|
$4.09 Million
0.13% of portfolio
|
Q2 2025
Added 34.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
82,489
shares
|
$4.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
82,073
shares
|
$4.02 Million
0.22% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
74,340
shares
|
$3.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 60.19%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
72,608
shares
|
$3.55 Million
0.04% of portfolio
|
Q2 2025
Reduced 34.97%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
68,652
shares
|
$3.36 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
68,595
shares
|
$3.36 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
65,091
shares
|
$3.19 Million
1.63% of portfolio
|
Q2 2025
Reduced 1.13%
|