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 103 institutions that hold shares in the stock, with a total of 8.19 Million shares, which have been reported (via 13F filing form) to have a value of $413 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
16,300
shares
|
$822,335
0.35% of portfolio
|
Q4 2025
Added 83.64%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
15,983
shares
|
$806,342
0.04% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
15,858
shares
|
$800,036
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
15,232
shares
|
$768,454
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
14,647
shares
|
$738,941
0.03% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
14,517
shares
|
$732,382
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
14,373
shares
|
$725,117
0.15% of portfolio
|
Q3 2025
Reduced 28.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
13,093
shares
|
$660,541
0.0% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
12,493
shares
|
$630,271
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
12,488
shares
|
$630,019
0.19% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,450
shares
|
$577,652
0.0% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,336
shares
|
$571,901
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
11,259
shares
|
$568,016
0.32% of portfolio
|
Q3 2025
Reduced 26.09%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,703
shares
|
$539,966
0.01% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
10,461
shares
|
$527,757
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,037
shares
|
$506,366
0.2% of portfolio
|
Q2 2022
Reduced 52.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,012
shares
|
$505,105
0.0% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
9,670
shares
|
$487,851
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
9,547
shares
|
$481,646
0.22% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
9,497
shares
|
$479,123
0.0% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
9,133
shares
|
$460,759
0.19% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
8,059
shares
|
$406,576
0.06% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
7,979
shares
|
$402,540
0.01% of portfolio
|
Q3 2025
Reduced 40.95%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
7,527
shares
|
$379,737
0.1% of portfolio
|
Q3 2025
Reduced 14.74%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,160
shares
|
$310,772
0.0% of portfolio
|
Q3 2025
New holding
|
|