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 7.62 Million shares, which have been reported (via 13F filing form) to have a value of $382 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
11,914
shares
|
$597,963
0.03% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
11,829
shares
|
$593,697
0.35% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
11,492
shares
|
$576,783
0.01% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
11,118
shares
|
$558,012
0.18% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
10,875
shares
|
$545,816
0.27% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,401
shares
|
$522,026
0.01% of portfolio
|
Q4 2024
Added 33.55%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,037
shares
|
$503,757
0.2% of portfolio
|
Q2 2022
Reduced 52.78%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
8,059
shares
|
$404,481
0.08% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,034
shares
|
$403,226
0.0% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,884
shares
|
$395,697
0.04% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,394
shares
|
$371,104
0.01% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
6,647
shares
|
$333,612
0.15% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,404
shares
|
$271,226
0.01% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,327
shares
|
$267,362
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,006
shares
|
$251,251
0.03% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
4,923
shares
|
$247,085
0.0% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
4,903
shares
|
$246,081
0.04% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
4,902
shares
|
$246,031
0.16% of portfolio
|
Q3 2024
Added 42.29%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
4,727
shares
|
$237,248
0.14% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,189
shares
|
$210,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
4,119
shares
|
$206,732
0.01% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,687
shares
|
$185,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,930
shares
|
$96,866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,450
shares
|
$72,775
0.0% of portfolio
|
Q1 2024
Added 517.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
999
shares
|
$50,139
0.0% of portfolio
|
Q3 2024
New holding
|