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 80 institutions that hold shares in the stock, with a total of 7.61 Million shares, which have been reported (via 13F filing form) to have a value of $383 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,006,252
shares
|
$101 Million
0.03% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
959,910
shares
|
$48.2 Million
0.21% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
618,763
shares
|
$31 Million
1.24% of portfolio
|
Q4 2024
Added 21.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
504,375
shares
|
$25.3 Million
0.01% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
419,839
shares
|
$21.1 Million
3.06% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
354,405
shares
|
$17.8 Million
0.0% of portfolio
|
Q3 2024
Added 36.44%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
204,142
shares
|
$10.2 Million
0.07% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
153,432
shares
|
$7.7 Million
0.72% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
144,239
shares
|
$7.24 Million
0.3% of portfolio
|
Q2 2024
Added 32.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
138,806
shares
|
$6.97 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
133,941
shares
|
$6.72 Million
0.01% of portfolio
|
Q3 2024
Added 26.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,668
shares
|
$6.41 Million
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
111,008
shares
|
$5.57 Million
0.08% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
105,940
shares
|
$5.32 Million
0.23% of portfolio
|
Q4 2024
Added 173.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
102,192
shares
|
$5.13 Million
0.01% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
95,339
shares
|
$4.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
78,474
shares
|
$3.94 Million
0.01% of portfolio
|
Q3 2024
Added 84.8%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
78,059
shares
|
$3.92 Million
0.26% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,641
shares
|
$3.85 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
70,698
shares
|
$3.55 Million
0.02% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
63,062
shares
|
$3.16 Million
1.76% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
60,305
shares
|
$3.03 Million
0.26% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
59,045
shares
|
$2.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
58,412
shares
|
$2.93 Million
0.32% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
58,097
shares
|
$2.92 Million
0.1% of portfolio
|
Q4 2024
Added 6.29%
|