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 8.39 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,880,368
shares
|
$91.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,080,833
shares
|
$52.8 Million
0.21% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
637,723
shares
|
$31.2 Million
1.19% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
555,686
shares
|
$27.2 Million
0.01% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
431,366
shares
|
$21.1 Million
3.12% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
413,098
shares
|
$20.2 Million
0.0% of portfolio
|
Q4 2024
Added 16.56%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
206,324
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
197,976
shares
|
$9.68 Million
4.99% of portfolio
|
Q4 2024
Added 1317.56%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
157,178
shares
|
$7.68 Million
0.71% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
138,290
shares
|
$6.76 Million
0.01% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,668
shares
|
$6.24 Million
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
116,896
shares
|
$5.71 Million
0.08% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
111,648
shares
|
$5.46 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.65%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
108,012
shares
|
$5.28 Million
0.18% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
107,308
shares
|
$5.24 Million
0.01% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
107,121
shares
|
$5.24 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
105,026
shares
|
$5.13 Million
0.18% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
104,283
shares
|
$5.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
90,056
shares
|
$4.4 Million
0.28% of portfolio
|
Q4 2024
Added 15.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
85,518
shares
|
$4.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
81,706
shares
|
$3.99 Million
0.02% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
80,682
shares
|
$3.94 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
78,607
shares
|
$3.84 Million
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
78,197
shares
|
$3.82 Million
0.13% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
66,506
shares
|
$3.25 Million
0.3% of portfolio
|
Q4 2024
Added 10.28%
|