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 103 institutions that hold shares in the stock, with a total of 8.18 Million shares, which have been reported (via 13F filing form) to have a value of $413 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,134,813
shares
|
$108 Million
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,338,537
shares
|
$67.5 Million
0.2% of portfolio
|
Q3 2025
Added 19.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
620,306
shares
|
$31.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
397,729
shares
|
$20.1 Million
2.43% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
393,705
shares
|
$19.9 Million
0.6% of portfolio
|
Q3 2025
Added 34.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
361,898
shares
|
$18.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
195,687
shares
|
$9.87 Million
0.05% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
173,658
shares
|
$8.76 Million
0.0% of portfolio
|
Q3 2025
Added 27.09%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
166,418
shares
|
$8.4 Million
0.71% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
128,130
shares
|
$6.46 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,668
shares
|
$6.44 Million
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
125,132
shares
|
$6.31 Million
0.03% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
120,649
shares
|
$6.09 Million
0.18% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
102,252
shares
|
$5.16 Million
0.15% of portfolio
|
Q3 2025
Added 22.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
97,596
shares
|
$4.92 Million
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
80,667
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
72,913
shares
|
$3.68 Million
0.27% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
70,318
shares
|
$3.55 Million
0.18% of portfolio
|
Q3 2025
Reduced 14.32%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
66,302
shares
|
$3.34 Million
1.57% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
64,007
shares
|
$3.23 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
62,368
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
60,291
shares
|
$3.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 16.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
55,411
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
55,273
shares
|
$2.79 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
51,252
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|