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 8.53 Million shares, which have been reported (via 13F filing form) to have a value of $412 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,945,071
shares
|
$94 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,036,231
shares
|
$50.1 Million
0.22% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
637,723
shares
|
$30.8 Million
1.19% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
555,686
shares
|
$26.9 Million
0.01% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
419,839
shares
|
$20.3 Million
3.06% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
413,098
shares
|
$20 Million
0.0% of portfolio
|
Q4 2024
Added 16.56%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
206,324
shares
|
$9.98 Million
0.06% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
197,976
shares
|
$9.57 Million
4.99% of portfolio
|
Q4 2024
Added 1317.56%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
157,178
shares
|
$7.6 Million
0.71% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
138,290
shares
|
$6.69 Million
0.01% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
127,819
shares
|
$6.18 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,668
shares
|
$6.17 Million
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
116,896
shares
|
$5.65 Million
0.08% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 11, 2025 Q4 2024 |
114,757
shares
|
$5.55 Million
5.97% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
107,308
shares
|
$5.19 Million
0.01% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
107,121
shares
|
$5.18 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
105,940
shares
|
$5.12 Million
0.23% of portfolio
|
Q4 2024
Added 173.78%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
105,026
shares
|
$5.08 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
|
$5.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
91,425
shares
|
$4.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
90,056
shares
|
$4.35 Million
0.28% of portfolio
|
Q4 2024
Added 15.37%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
81,706
shares
|
$3.95 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
|
$3.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
78,607
shares
|
$3.8 Million
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
78,197
shares
|
$3.78 Million
0.13% of portfolio
|
Q4 2024
Added 2.03%
|