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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,154
shares
|
$616,086
0.03% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
11,914
shares
|
$603,920
0.03% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
11,492
shares
|
$582,529
0.01% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
11,118
shares
|
$563,571
0.18% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
11,104
shares
|
$562,861
0.29% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,037
shares
|
$508,775
0.2% of portfolio
|
Q2 2022
Reduced 52.78%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
8,059
shares
|
$408,510
0.08% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,034
shares
|
$407,243
0.0% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,884
shares
|
$399,639
0.04% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
7,788
shares
|
$394,773
0.01% of portfolio
|
Q3 2024
Reduced 39.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,312
shares
|
$370,645
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
6,865
shares
|
$347,986
0.04% of portfolio
|
Q2 2024
Reduced 9.15%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
6,647
shares
|
$336,936
0.15% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,522
shares
|
$279,910
0.01% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,327
shares
|
$270,025
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
4,976
shares
|
$252,233
0.04% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,923
shares
|
$249,546
0.0% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
4,902
shares
|
$248,482
0.16% of portfolio
|
Q3 2024
Added 42.29%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
4,727
shares
|
$239,611
0.14% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
4,369
shares
|
$221,464
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,189
shares
|
$212,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,687
shares
|
$186,894
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,450
shares
|
$73,500
0.0% of portfolio
|
Q1 2024
Added 517.02%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,175
shares
|
$59,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
999
shares
|
$50,639
0.0% of portfolio
|
Q3 2024
New holding
|