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 81 institutions that hold shares in the stock, with a total of 7.08 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
50,021
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
48,708
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
43,206
shares
|
$2.19 Million
0.14% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
42,464
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2024
Reduced 58.95%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
38,695
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
36,336
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
35,388
shares
|
$1.79 Million
0.1% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
30,771
shares
|
$1.56 Million
0.22% of portfolio
|
Q2 2024
Added 2.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
29,197
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
28,360
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2022
Reduced 17.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
23,609
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Added 97.92%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
22,325
shares
|
$1.13 Million
0.53% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
21,323
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
21,067
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 46.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,868
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 36.39%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
20,728
shares
|
$1.05 Million
0.15% of portfolio
|
Q1 2023
Added 33.53%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
19,956
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 25.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
18,602
shares
|
$940,889
0.0% of portfolio
|
Q2 2024
Added 14.74%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,315
shares
|
$875,792
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
16,214
shares
|
$820,104
0.05% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,565
shares
|
$787,277
0.24% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
14,800
shares
|
$748,584
0.17% of portfolio
|
Q4 2023
Added 34.55%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
13,966
shares
|
$706,400
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
13,446
shares
|
$680,098
0.11% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
12,325
shares
|
$623,398
0.03% of portfolio
|
Q2 2024
Added 0.8%
|