Purchases and Sales Made in Q1 2025 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q1 2025. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR DIVERSIF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
83KNew |
$4.08M - $4.22M
|
83K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
79.6K+ 74.31% |
$3.92M - $4.05M
|
187K
$9.05M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
44.6K+ 4.3% |
$2.19M - $2.27M
|
1.08M
$52.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.9K+ 35.43% |
$1.42M - $1.47M
|
111K
$5.36M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.9KNew |
$1.17M - $1.21M
|
23.9K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
23.5K+ 96.62% |
$1.16M - $1.2M
|
47.8K
$2.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
19K+ 3.06% |
$933K - $964K
|
638K
$30.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15.1KNew |
$742K - $767K
|
15.1K
$731K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 10.33% |
$703K - $727K
|
153K
$7.4M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.8K+ 1277600.0% |
$628K - $650K
|
12.8K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.3K+ 11.75% |
$603K - $623K
|
117K
$5.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
11.5K+ 2.75% |
$567K - $586K
|
431K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.24KNew |
$405K - $419K
|
8.24K
$399K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.95K+ 10.46% |
$342K - $354K
|
73.5K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.95K+ 3.79% |
$293K - $303K
|
163K
$7.91M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.84K+ 42.77% |
$287K - $297K
|
19.5K
$944K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.55KNew |
$273K - $282K
|
5.55K
$269K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.55K+ 8.67% |
$273K - $282K
|
69.5K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.28KNew |
$260K - $268K
|
5.28K
$256K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.87KNew |
$240K - $248K
|
4.87K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.71K+ 4.49% |
$232K - $240K
|
110K
$5.32M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.68K+ 19.69% |
$230K - $238K
|
28.5K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.97K+ 6.83% |
$195K - $202K
|
62.1K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.91K+ 13.43% |
$192K - $199K
|
33K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.03K+ 50.15% |
$149K - $154K
|
9.07K
$440K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.78K+ 4.4% |
$137K - $141K
|
65.8K
$3.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.62KNew |
$129K - $133K
|
2.62K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.39K+ 2.66% |
$118K - $122K
|
92.4K
$4.48M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
2.1K+ 17.74% |
$103K - $107K
|
13.9K
$675K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.07K+ 1.96% |
$102K - $105K
|
108K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.97K+ 1.69% |
$97K - $100K
|
119K
$5.76M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.96KNew |
$96.4K - $99.7K
|
1.96K
$95K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.62K+ 9.71% |
$79.8K - $82.5K
|
18.3K
$889K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.46K+ 0.71% |
$71.9K - $74.3K
|
208K
$10.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
800+ 5.41% |
$39.4K - $40.7K
|
15.6K
$756K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
800+ 14.8% |
$39.4K - $40.7K
|
6.2K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
788New |
$38.8K - $40.1K
|
788
$38.2K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
674+ 5.32% |
$33.2K - $34.3K
|
13.4K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
558+ 3.25% |
$27.4K - $28.4K
|
17.7K
$860K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
436+ 1.29% |
$21.4K - $22.2K
|
34.3K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
332New |
$16.3K - $16.9K
|
332
$16.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
204+ 2.6% |
$10K - $10.4K
|
8.05K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
201+ 1.67% |
$9.89K - $10.2K
|
12.3K
$594K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
131+ 0.45% |
$6.44K - $6.66K
|
29.2K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
127+ 8.76% |
$6.25K - $6.46K
|
1.58K
$76.5K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
60+ 6.42% |
$2.95K - $3.05K
|
994
$48.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30New |
$1.48K - $1.53K
|
30
$1.45K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8- 0.01% |
$394 - $407
|
107K
$5.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-25- 0.3% |
$1.23K - $1.27K
|
8.29K
$402K
|