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 |
|---|---|---|---|---|---|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
5,128
shares
|
$255,015
0.13% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
5,006
shares
|
$248,948
0.03% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
4,903
shares
|
$243,826
0.04% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
4,902
shares
|
$243,776
0.15% of portfolio
|
Q3 2024
Added 42.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
4,370
shares
|
$217,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,282
shares
|
$212,943
0.0% of portfolio
|
Q4 2024
Reduced 19.62%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
4,119
shares
|
$204,837
0.01% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,841
shares
|
$141,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,930
shares
|
$95,978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,641
shares
|
$81,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,450
shares
|
$72,108
0.0% of portfolio
|
Q1 2024
Added 517.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
999
shares
|
$49,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
934
shares
|
$46,447
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
895
shares
|
$44,508
0.0% of portfolio
|
Q4 2024
Reduced 75.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
703
shares
|
$34,960
0.0% of portfolio
|
Q4 2024
Reduced 98.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
629
shares
|
$31,280
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
279
shares
|
$13,874
0.0% of portfolio
|
Q3 2024
Reduced 37.86%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
11
shares
|
$547
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$49
0.0% of portfolio
|
Q3 2024
Reduced 99.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|