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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,315
shares
|
$839,431
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
16,731
shares
|
$811,118
0.0% of portfolio
|
Q1 2025
Reduced 55.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,957
shares
|
$773,595
0.0% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
15,600
shares
|
$756,288
0.16% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
15,166
shares
|
$735,247
0.03% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
15,078
shares
|
$730,981
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
13,928
shares
|
$675,229
0.44% of portfolio
|
Q1 2025
Added 17.74%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
13,355
shares
|
$647,450
0.03% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
12,777
shares
|
$619,428
0.0% of portfolio
|
Q1 2025
Added 1277600.0%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
12,257
shares
|
$594,219
0.19% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
11,050
shares
|
$535,704
0.46% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
10,977
shares
|
$532,164
0.04% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
10,579
shares
|
$512,869
0.28% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,417
shares
|
$505,016
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
10,315
shares
|
$500,071
0.01% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,037
shares
|
$486,593
0.2% of portfolio
|
Q2 2022
Reduced 52.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,625
shares
|
$466,619
0.0% of portfolio
|
Q1 2025
Reduced 33.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,069
shares
|
$439,665
0.0% of portfolio
|
Q1 2025
Added 50.15%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
8,828
shares
|
$427,981
0.13% of portfolio
|
Q1 2025
Reduced 38.58%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
8,425
shares
|
$408,444
0.01% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
8,291
shares
|
$401,947
0.2% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,237
shares
|
$399,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
8,059
shares
|
$390,700
0.07% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,046
shares
|
$390,070
0.04% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
6,527
shares
|
$316,428
0.01% of portfolio
|
Q1 2025
Reduced 11.73%
|