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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
50,021
shares
|
$2.54 Million
0.08% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
48,783
shares
|
$2.47 Million
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
43,206
shares
|
$2.19 Million
0.14% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
40,564
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 417.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
38,695
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
36,336
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
35,388
shares
|
$1.79 Million
0.1% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
31,802
shares
|
$1.61 Million
0.53% of portfolio
|
Q3 2024
Reduced 37.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
29,078
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
28,360
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2022
Reduced 17.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
23,508
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
22,325
shares
|
$1.13 Million
0.53% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
21,067
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 46.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,868
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 36.39%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
20,728
shares
|
$1.05 Million
0.15% of portfolio
|
Q1 2023
Added 33.53%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
19,956
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 25.21%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
18,454
shares
|
$935,433
0.0% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
18,283
shares
|
$926,765
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,315
shares
|
$877,697
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
16,214
shares
|
$821,887
0.05% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,565
shares
|
$788,989
0.24% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
14,800
shares
|
$750,212
0.16% of portfolio
|
Q4 2023
Added 34.55%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
13,966
shares
|
$707,936
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
13,446
shares
|
$681,577
0.11% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
12,232
shares
|
$620,040
0.35% of portfolio
|
Q3 2024
Added 4.5%
|