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 7.09 Million shares, which have been reported (via 13F filing form) to have a value of $359 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
12,232
shares
|
$618,694
0.35% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
11,660
shares
|
$589,762
0.01% of portfolio
|
Q2 2024
Reduced 10.87%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
11,343
shares
|
$573,728
0.03% of portfolio
|
Q2 2024
Added 1.46%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
11,104
shares
|
$561,640
0.29% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
10,809
shares
|
$546,719
0.19% of portfolio
|
Q2 2024
Added 52.89%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,037
shares
|
$507,671
0.2% of portfolio
|
Q2 2022
Reduced 52.78%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
8,059
shares
|
$407,624
0.08% of portfolio
|
Q1 2024
Reduced 10.69%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
7,851
shares
|
$397,103
0.04% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
7,843
shares
|
$396,698
0.0% of portfolio
|
Q2 2024
Reduced 71.59%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
7,788
shares
|
$393,917
0.01% of portfolio
|
Q3 2024
Reduced 39.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,312
shares
|
$369,840
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
6,865
shares
|
$347,231
0.04% of portfolio
|
Q2 2024
Reduced 9.15%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
6,647
shares
|
$336,205
0.15% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
6,611
shares
|
$334,384
0.0% of portfolio
|
Q2 2024
Reduced 58.4%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,175
shares
|
$312,331
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,522
shares
|
$279,302
0.01% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
5,301
shares
|
$268,124
0.0% of portfolio
|
Q2 2024
Reduced 49.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
5,012
shares
|
$253,506
0.0% of portfolio
|
Q2 2024
Reduced 11.01%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
4,976
shares
|
$251,686
0.04% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
4,874
shares
|
$246,526
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
4,369
shares
|
$220,984
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 13, 2024 Q2 2024 |
4,120
shares
|
$208,389
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
3,445
shares
|
$174,248
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,450
shares
|
$73,341
0.0% of portfolio
|
Q1 2024
Added 517.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
999
shares
|
$50,529
0.0% of portfolio
|
Q3 2024
New holding
|