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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
51,204
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.08%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
40,427
shares
|
$2.04 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
38,375
shares
|
$1.94 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
37,296
shares
|
$1.88 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
36,959
shares
|
$1.86 Million
0.86% of portfolio
|
Q3 2025
Added 23.94%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
34,837
shares
|
$1.76 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
34,613
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
34,417
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
32,274
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
31,703
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 90.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
30,249
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
29,950
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Added 17.17%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
25,075
shares
|
$1.27 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
24,795
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.09%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
23,096
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,868
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 36.39%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
20,728
shares
|
$1.05 Million
0.15% of portfolio
|
Q1 2023
Added 33.53%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
19,392
shares
|
$978,326
0.48% of portfolio
|
Q3 2025
Added 39.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
18,936
shares
|
$955,321
0.0% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
18,626
shares
|
$939,681
0.26% of portfolio
|
Q3 2025
Reduced 24.48%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
18,130
shares
|
$914,658
0.0% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
17,729
shares
|
$894,428
0.38% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,315
shares
|
$873,541
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,646
shares
|
$839,790
0.03% of portfolio
|
Q3 2025
Reduced 44.62%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
16,400
shares
|
$827,380
0.13% of portfolio
|
Q2 2025
Added 5.13%
|
|