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 95 institutions that hold shares in the stock, with a total of 8.39 Million shares, which have been reported (via 13F filing form) to have a value of $418 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
63,977
shares
|
$3.18 Million
0.02% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
63,062
shares
|
$3.14 Million
1.76% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
58,412
shares
|
$2.9 Million
0.32% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
58,097
shares
|
$2.89 Million
0.1% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
57,211
shares
|
$2.85 Million
1.27% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
56,660
shares
|
$2.82 Million
0.08% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
46,879
shares
|
$2.33 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
40,427
shares
|
$2.01 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
39,002
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
37,796
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Added 104.81%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
37,509
shares
|
$1.87 Million
0.06% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
33,913
shares
|
$1.69 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
33,168
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
29,893
shares
|
$1.49 Million
0.5% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
29,068
shares
|
$1.45 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
29,033
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
28,360
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2022
Reduced 17.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
24,320
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
23,782
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
22,325
shares
|
$1.11 Million
0.52% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,868
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 36.39%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
20,728
shares
|
$1.03 Million
0.15% of portfolio
|
Q1 2023
Added 33.53%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
19,801
shares
|
$984,703
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
17,734
shares
|
$881,911
0.07% of portfolio
|
Q4 2024
Reduced 11.13%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,315
shares
|
$861,074
0.04% of portfolio
|
Q3 2022
New holding
|