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 8.66 Million shares, which have been reported (via 13F filing form) to have a value of $436 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
|
$107 Million
0.03% of portfolio
|
Q2 2025
Added 13.44%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,338,537
shares
|
$67.4 Million
0.2% of portfolio
|
Q3 2025
Added 19.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
667,146
shares
|
$33.6 Million
0.01% of portfolio
|
Q2 2025
Added 21.09%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
397,729
shares
|
$20 Million
2.43% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
393,705
shares
|
$19.8 Million
0.6% of portfolio
|
Q3 2025
Added 34.82%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
378,537
shares
|
$19.1 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
|
$16.1 Million
0.0% of portfolio
|
Q2 2025
Added 477.37%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
193,270
shares
|
$9.74 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
164,077
shares
|
$8.26 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
|
$6.88 Million
0.0% of portfolio
|
Q2 2025
Added 17.25%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
131,549
shares
|
$6.63 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
|
$6.43 Million
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
120,649
shares
|
$6.08 Million
0.18% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
118,840
shares
|
$5.99 Million
0.0% of portfolio
|
Q2 2025
Added 1342.76%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
118,253
shares
|
$5.96 Million
0.03% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
102,252
shares
|
$5.15 Million
0.15% of portfolio
|
Q3 2025
Added 22.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
97,596
shares
|
$4.92 Million
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
82,489
shares
|
$4.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
82,073
shares
|
$4.13 Million
0.22% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
74,340
shares
|
$3.74 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
|
$3.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 34.97%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
68,652
shares
|
$3.46 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
68,595
shares
|
$3.46 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
65,091
shares
|
$3.28 Million
1.63% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
60,299
shares
|
$3.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.27%
|