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 7.4 Million shares, which have been reported (via 13F filing form) to have a value of $375 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,006,252
shares
|
$102 Million
0.03% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
959,910
shares
|
$48.7 Million
0.21% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
509,397
shares
|
$25.8 Million
1.17% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
504,375
shares
|
$25.6 Million
0.01% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
382,929
shares
|
$19.4 Million
2.99% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
354,405
shares
|
$18 Million
0.0% of portfolio
|
Q3 2024
Added 36.44%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
204,142
shares
|
$10.4 Million
0.07% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
153,432
shares
|
$7.78 Million
0.72% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
144,239
shares
|
$7.32 Million
0.3% of portfolio
|
Q2 2024
Added 32.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
138,806
shares
|
$7.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
133,941
shares
|
$6.79 Million
0.01% of portfolio
|
Q3 2024
Added 26.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,668
shares
|
$6.48 Million
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
111,008
shares
|
$5.63 Million
0.08% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
102,192
shares
|
$5.18 Million
0.01% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
95,339
shares
|
$4.84 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
78,474
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Added 84.8%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
78,059
shares
|
$3.96 Million
0.26% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,641
shares
|
$3.89 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
70,698
shares
|
$3.59 Million
0.02% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
66,934
shares
|
$3.39 Million
1.95% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
60,305
shares
|
$3.06 Million
0.26% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
59,045
shares
|
$2.99 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
55,519
shares
|
$2.82 Million
1.24% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
55,097
shares
|
$2.79 Million
0.32% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
54,658
shares
|
$2.77 Million
0.11% of portfolio
|
Q3 2024
Added 6.27%
|