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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,291
shares
|
$258,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
5,136
shares
|
$251,407
0.05% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
5,005
shares
|
$244,994
0.0% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
4,902
shares
|
$239,952
0.13% of portfolio
|
Q3 2024
Added 42.29%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
4,582
shares
|
$224,288
0.03% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
4,160
shares
|
$203,632
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,333
shares
|
$114,200
0.0% of portfolio
|
Q2 2025
Added 1497.95%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,450
shares
|
$70,977
0.0% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
981
shares
|
$48,019
0.0% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
899
shares
|
$44,006
0.0% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
437
shares
|
$21,391
0.0% of portfolio
|
Q2 2025
Reduced 99.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
356
shares
|
$17,426
0.0% of portfolio
|
Q2 2025
Reduced 54.82%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
231
shares
|
$11,307
0.0% of portfolio
|
Q2 2025
Reduced 30.42%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
87
shares
|
$4,258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
14
shares
|
$685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
11
shares
|
$538
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2
shares
|
$97
0.0% of portfolio
|
Q1 2025
Reduced 99.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|