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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
15,562
shares
|
$761,759
0.0% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
15,514
shares
|
$759,410
0.0% of portfolio
|
Q2 2025
Reduced 81.3%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
15,234
shares
|
$745,704
0.46% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
15,209
shares
|
$744,480
0.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
14,040
shares
|
$687,258
0.0% of portfolio
|
Q2 2025
Reduced 20.86%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
13,928
shares
|
$681,775
0.44% of portfolio
|
Q1 2025
Added 17.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
13,693
shares
|
$670,272
0.01% of portfolio
|
Q2 2025
Added 31.45%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
13,513
shares
|
$661,461
0.01% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
13,030
shares
|
$637,818
0.02% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
12,370
shares
|
$605,511
0.19% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
11,050
shares
|
$540,897
0.46% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
10,579
shares
|
$517,842
0.28% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,037
shares
|
$491,311
0.2% of portfolio
|
Q2 2022
Reduced 52.78%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
9,653
shares
|
$472,514
0.01% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
9,457
shares
|
$462,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,171
shares
|
$448,920
0.01% of portfolio
|
Q2 2025
Added 47.82%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
9,011
shares
|
$441,088
0.01% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
8,828
shares
|
$432,130
0.12% of portfolio
|
Q1 2025
Reduced 38.58%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
8,217
shares
|
$402,222
0.18% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
8,059
shares
|
$394,488
0.06% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,574
shares
|
$370,747
0.04% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,418
shares
|
$363,111
0.0% of portfolio
|
Q2 2025
Reduced 41.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,585
shares
|
$322,335
0.01% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,704
shares
|
$279,210
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
5,379
shares
|
$263,302
0.12% of portfolio
|
Q2 2025
Added 4.89%
|