Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
356K+ 926.8% |
$17M - $17.7M
|
394K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
264K+ 477.37% |
$12.6M - $13.1M
|
319K
$16.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
253K+ 13.44% |
$12.1M - $12.6M
|
2.13M
$107M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
116K+ 21.09% |
$5.56M - $5.79M
|
667K
$33.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
111K+ 1342.76% |
$5.29M - $5.51M
|
119K
$5.99M
|
|
|
Aug 18, 2025
Q2 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
59.6KNew |
$2.85M - $2.97M
|
59.6K
$3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
54.1K+ 2063.92% |
$2.58M - $2.69M
|
56.7K
$2.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
42.1K+ 3.9% |
$2.01M - $2.1M
|
1.12M
$56.6M
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
25.2KNew |
$1.2M - $1.25M
|
25.2K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
21.8K+ 19.88% |
$1.04M - $1.09M
|
132K
$6.63M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.6K+ 34.78% |
$1.03M - $1.07M
|
83.6K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.1K+ 17.25% |
$961K - $1M
|
137K
$6.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17.2KNew |
$824K - $858K
|
17.2K
$868K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10K+ 64.25% |
$478K - $498K
|
25.6K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.46KNew |
$452K - $471K
|
9.46K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.43K+ 104.0% |
$451K - $470K
|
18.5K
$932K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.6K+ 6.87% |
$363K - $378K
|
118K
$5.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.18K+ 25.88% |
$295K - $308K
|
30.1K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.7KNew |
$273K - $284K
|
5.7K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.48K+ 5.08% |
$262K - $273K
|
113K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.29KNew |
$253K - $263K
|
5.29K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.16KNew |
$199K - $207K
|
4.16K
$210K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.13KNew |
$197K - $205K
|
4.13K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
3.77K+ 20.56% |
$180K - $188K
|
22.1K
$1.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.28K+ 31.45% |
$157K - $163K
|
13.7K
$690K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.12K+ 10.47% |
$149K - $155K
|
33K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.97K+ 47.82% |
$142K - $148K
|
9.17K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.22K+ 7.6% |
$106K - $110K
|
31.4K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.19K+ 1497.95% |
$105K - $109K
|
2.33K
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1K+ 5.99% |
$47.9K - $49.9K
|
17.7K
$893K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
947+ 0.58% |
$45.3K - $47.2K
|
164K
$8.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
800+ 5.13% |
$38.2K - $39.8K
|
16.4K
$826K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
770New |
$36.8K - $38.3K
|
770
$38.8K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
653+ 3.35% |
$31.2K - $32.5K
|
20.1K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
586+ 6.96% |
$28K - $29.2K
|
9.01K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
268+ 0.46% |
$12.8K - $13.3K
|
58.7K
$2.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
264+ 6.11% |
$12.6K - $13.1K
|
4.58K
$231K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
251+ 4.89% |
$12K - $12.5K
|
5.38K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
231+ 0.81% |
$11K - $11.5K
|
28.7K
$1.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
113+ 0.92% |
$5.4K - $5.63K
|
12.4K
$623K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
87New |
$4.16K - $4.33K
|
87
$4.38K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
58+ 0.89% |
$2.77K - $2.89K
|
6.59K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
43+ 0.28% |
$2.06K - $2.14K
|
15.2K
$766K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14New |
$669 - $697
|
14
$705
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-13- 1.31% |
$621 - $647
|
981
$49.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-21- 0.11% |
$1K - $1.05K
|
18.7K
$941K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-67- 1.32% |
$3.2K - $3.34K
|
5.01K
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-74- 0.89% |
$3.54K - $3.68K
|
8.22K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-101- 30.42% |
$4.83K - $5.03K
|
231
$11.6K
|