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 8.48 Million shares, which have been reported (via 13F filing form) to have a value of $411 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
65,838
shares
|
$3.19 Million
1.83% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
62,063
shares
|
$3.01 Million
0.1% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
58,412
shares
|
$2.83 Million
0.33% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
56,660
shares
|
$2.75 Million
0.08% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
56,403
shares
|
$2.73 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
55,277
shares
|
$2.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 31.49%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
47,817
shares
|
$2.32 Million
0.03% of portfolio
|
Q1 2025
Added 96.62%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
40,427
shares
|
$1.96 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
38,375
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
34,349
shares
|
$1.67 Million
0.11% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
32,973
shares
|
$1.6 Million
0.12% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
29,831
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
29,164
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
28,464
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 19.69%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
28,360
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2022
Reduced 17.47%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
28,034
shares
|
$1.36 Million
0.47% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,879
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,868
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 36.39%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
20,728
shares
|
$1 Million
0.15% of portfolio
|
Q1 2023
Added 33.53%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
19,478
shares
|
$944,293
0.16% of portfolio
|
Q1 2025
Added 42.77%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
18,705
shares
|
$906,818
0.48% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
18,579
shares
|
$900,709
0.66% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
18,340
shares
|
$889,123
0.05% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
17,885
shares
|
$867,064
0.02% of portfolio
|
Q1 2025
Reduced 61.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
17,740
shares
|
$860,035
0.0% of portfolio
|
Q1 2025
Added 3.25%
|