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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,204
shares
|
$300,769
0.01% of portfolio
|
Q1 2025
Added 14.8%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
5,548
shares
|
$268,967
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,278
shares
|
$255,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
5,128
shares
|
$248,605
0.13% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
5,072
shares
|
$245,890
0.0% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
4,902
shares
|
$237,648
0.15% of portfolio
|
Q3 2024
Added 42.29%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
4,869
shares
|
$236,049
0.03% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
4,318
shares
|
$209,336
0.03% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,619
shares
|
$126,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,960
shares
|
$95,020
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,577
shares
|
$76,452
0.0% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
994
shares
|
$48,189
0.0% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
899
shares
|
$43,583
0.0% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
788
shares
|
$38,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
363
shares
|
$17,598
0.0% of portfolio
|
Q1 2025
Reduced 77.88%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
332
shares
|
$16,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
146
shares
|
$7,078
0.0% of portfolio
|
Q1 2025
Reduced 97.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
51
shares
|
$2,472
0.0% of portfolio
|
Q1 2025
Reduced 91.89%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
30
shares
|
$1,454
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
11
shares
|
$533
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2
shares
|
$96
0.0% of portfolio
|
Q1 2025
Reduced 99.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|