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 105 institutions that hold shares in the stock, with a total of 8.21 Million shares, which have been reported (via 13F filing form) to have a value of $414 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,160
shares
|
$310,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,062
shares
|
$305,827
0.0% of portfolio
|
Q3 2025
Added 21.12%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,996
shares
|
$302,498
0.03% of portfolio
|
Q3 2025
Reduced 20.83%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
5,500
shares
|
$277,475
0.11% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Finward Bancorp
Munster, IN |
Jan 21, 2026 Q4 2025 |
5,379
shares
|
$271,370
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
5,285
shares
|
$266,628
0.0% of portfolio
|
Q3 2025
Reduced 90.17%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
5,203
shares
|
$262,491
0.13% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,015
shares
|
$253,006
0.01% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
4,719
shares
|
$238,073
0.04% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,621
shares
|
$233,129
0.0% of portfolio
|
Q3 2025
Added 230950.0%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
4,514
shares
|
$227,731
0.03% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Investment Advisory Group, LLC
|
Jan 23, 2026 Q4 2025 |
4,500
shares
|
$227,025
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,150
shares
|
$209,367
0.0% of portfolio
|
Q3 2025
Reduced 21.56%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
4,150
shares
|
$209,367
0.11% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
4,139
shares
|
$208,812
0.01% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,100
shares
|
$206,845
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
4,077
shares
|
$205,684
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,129
shares
|
$157,858
0.0% of portfolio
|
Q3 2025
Added 34.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
2,934
shares
|
$148,020
0.0% of portfolio
|
Q4 2025
Added 1646.43%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,056
shares
|
$103,725
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,450
shares
|
$73,152
0.0% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,446
shares
|
$72,950
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,141
shares
|
$57,563
0.0% of portfolio
|
Q3 2025
Reduced 84.62%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
975
shares
|
$49,188
0.0% of portfolio
|
Q4 2025
Added 11.94%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
899
shares
|
$45,354
0.0% of portfolio
|
Q1 2025
Reduced 10.01%
|
|