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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
17,182
shares
|
$854,460
0.0% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
16,733
shares
|
$832,132
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
16,717
shares
|
$831,336
0.05% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
15,694
shares
|
$780,462
0.03% of portfolio
|
Q4 2024
Added 29.13%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
14,800
shares
|
$736,004
0.16% of portfolio
|
Q4 2023
Added 34.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
14,540
shares
|
$723,074
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,373
shares
|
$714,769
0.21% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
13,643
shares
|
$678,466
0.1% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
12,681
shares
|
$630,626
0.03% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
12,056
shares
|
$599,544
0.2% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
11,829
shares
|
$588,256
0.35% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
11,654
shares
|
$579,553
0.01% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
11,595
shares
|
$576,619
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
10,875
shares
|
$540,813
0.27% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
10,565
shares
|
$525,397
0.01% of portfolio
|
Q4 2024
Added 31.5%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
10,401
shares
|
$517,241
0.01% of portfolio
|
Q4 2024
Added 33.55%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,037
shares
|
$499,140
0.2% of portfolio
|
Q2 2022
Reduced 52.78%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
8,316
shares
|
$413,554
0.19% of portfolio
|
Q4 2024
Added 25.11%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
8,059
shares
|
$400,774
0.07% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,842
shares
|
$389,982
0.04% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,394
shares
|
$367,703
0.01% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,577
shares
|
$327,074
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
6,040
shares
|
$300,369
0.0% of portfolio
|
Q4 2024
Added 44.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
5,435
shares
|
$270,282
0.0% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,404
shares
|
$268,740
0.01% of portfolio
|
Q4 2024
Reduced 2.14%
|