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 82 institutions that hold shares in the stock, with a total of 7.95 Million shares, which have been reported (via 13F filing form) to have a value of $401 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
58,412
shares
|
$2.94 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
|
$2.93 Million
0.1% of portfolio
|
Q4 2024
Added 6.29%
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
57,211
shares
|
$2.88 Million
1.27% of portfolio
|
Q4 2024
Added 3.05%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
56,660
shares
|
$2.85 Million
0.08% of portfolio
|
Q4 2024
Added 13.27%
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
48,783
shares
|
$2.46 Million
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
40,564
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Added 417.2%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
40,427
shares
|
$2.04 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
37,509
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2024
Added 3.23%
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
31,802
shares
|
$1.6 Million
0.53% of portfolio
|
Q3 2024
Reduced 37.15%
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
29,078
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
29,068
shares
|
$1.46 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
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 14, 2024 Q3 2024 |
23,508
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
22,325
shares
|
$1.12 Million
0.52% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
21,067
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Added 46.26%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,868
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 36.39%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
20,728
shares
|
$1.04 Million
0.15% of portfolio
|
Q1 2023
Added 33.53%
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
18,454
shares
|
$929,712
0.0% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
18,283
shares
|
$921,097
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
17,734
shares
|
$893,438
0.07% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,315
shares
|
$872,329
0.04% of portfolio
|
Q3 2022
New holding
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
16,214
shares
|
$816,861
0.05% of portfolio
|
Q3 2024
Added 10.99%
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
14,800
shares
|
$745,624
0.16% of portfolio
|
Q4 2023
Added 34.55%
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,373
shares
|
$724,111
0.21% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
13,643
shares
|
$687,334
0.1% of portfolio
|
Q4 2024
Added 1.47%
|