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 7.08 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,935,952
shares
|
$97.9 Million
0.03% of portfolio
|
Q2 2024
Added 8.97%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
959,910
shares
|
$48.6 Million
0.21% of portfolio
|
Q3 2024
Added 25.19%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
509,397
shares
|
$25.8 Million
1.17% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
400,430
shares
|
$20.3 Million
0.01% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
382,929
shares
|
$19.4 Million
2.99% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
259,760
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2024
Added 16.53%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
204,142
shares
|
$10.3 Million
0.07% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
144,239
shares
|
$7.3 Million
0.3% of portfolio
|
Q2 2024
Added 32.17%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2024 Q2 2024 |
143,806
shares
|
$7.27 Million
0.71% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
138,806
shares
|
$7.02 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
127,668
shares
|
$6.46 Million
0.01% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
111,008
shares
|
$5.61 Million
0.08% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
106,232
shares
|
$5.37 Million
0.01% of portfolio
|
Q2 2024
Added 4.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
102,192
shares
|
$5.17 Million
0.01% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
95,339
shares
|
$4.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
77,197
shares
|
$3.9 Million
0.26% of portfolio
|
Q2 2024
Added 3.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
76,797
shares
|
$3.88 Million
0.15% of portfolio
|
Q2 2024
Added 25.09%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
66,934
shares
|
$3.39 Million
1.95% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
63,117
shares
|
$3.19 Million
0.02% of portfolio
|
Q2 2024
Added 36.1%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
60,305
shares
|
$3.05 Million
0.26% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
60,000
shares
|
$3.03 Million
0.02% of portfolio
|
Q2 2024
Added 324.99%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
59,959
shares
|
$3.03 Million
0.39% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
55,519
shares
|
$2.81 Million
1.24% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
54,658
shares
|
$2.76 Million
0.11% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 15, 2024 Q2 2024 |
50,602
shares
|
$2.56 Million
0.88% of portfolio
|
Q2 2024
Added 16.72%
|