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 94 institutions that hold shares in the stock, with a total of 8.67 Million shares, which have been reported (via 13F filing form) to have a value of $424 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
60,299
shares
|
$2.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
59,609
shares
|
$2.92 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
58,680
shares
|
$2.87 Million
0.3% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
56,673
shares
|
$2.77 Million
0.03% of portfolio
|
Q2 2025
Added 2063.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
53,759
shares
|
$2.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 54.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
50,785
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.72%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
40,427
shares
|
$1.98 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
38,375
shares
|
$1.88 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
33,599
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 29.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
32,953
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
31,381
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
30,058
shares
|
$1.47 Million
0.05% of portfolio
|
Q2 2025
Added 25.88%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
29,820
shares
|
$1.46 Million
0.62% of portfolio
|
Q2 2025
Reduced 47.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
28,695
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
27,024
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
24,664
shares
|
$1.21 Million
0.37% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
22,111
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,868
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 36.39%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
20,728
shares
|
$1.01 Million
0.15% of portfolio
|
Q1 2023
Added 33.53%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
20,131
shares
|
$985,412
0.22% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
18,684
shares
|
$914,581
0.44% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
18,501
shares
|
$905,623
0.0% of portfolio
|
Q2 2025
Added 104.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
17,734
shares
|
$868,079
0.0% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,315
shares
|
$847,569
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
17,235
shares
|
$843,653
0.06% of portfolio
|
Q2 2025
New holding
|