Q4 2019 13F Holders as of 31 Dec 2019
-
Type / Class
-
Equity / DIVERSIFIED MU
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
594K
-
Shares change
-
+76.4K
-
Total reported value, excl. options
-
$31.4M
-
Value change
-
+$4.05M
-
Number of buys
-
9
-
Number of sells
-
-2
-
Price
-
$52.89
Significant Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q4 2019
14 filings reported holding TAXF - AMERICAN CENTY ETF TR - DIVERSIFIED MU as of Q4 2019.
AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 594K shares
.
Largest 10 shareholders include AMERICAN CENTURY COMPANIES INC (399K shares), Resources Investment Advisors, LLC. (105K shares), LPL Financial LLC (43.5K shares), D.A. DAVIDSON & CO. (13.8K shares), Livingston Group Asset Management CO (operating as Southport Capital Management) (8.46K shares), FLAGSHIP HARBOR ADVISORS, LLC (5.45K shares), Stewardship Advisors, LLC (5.01K shares), Financial Advisory Service, Inc. (4.69K shares), COMMONWEALTH EQUITY SERVICES, LLC (4.62K shares), and SYNOVUS FINANCIAL CORP (2.27K shares).
This table shows the top 13 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.