Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / DIVERSIFIED MU
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
1.78M
-
Shares change
-
+347K
-
Total reported value, excl. options
-
$99.1M
-
Value change
-
+$19.3M
-
Number of buys
-
25
-
Number of sells
-
-6
-
Price
-
$55.54
Significant Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q2 2021
32 filings reported holding TAXF - AMERICAN CENTY ETF TR - DIVERSIFIED MU as of Q2 2021.
AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.78M shares
.
Largest 10 shareholders include Resources Investment Advisors, LLC. (804K shares), ENVESTNET ASSET MANAGEMENT INC (232K shares), AMERICAN CENTURY COMPANIES INC (197K shares), SYNOVUS FINANCIAL CORP (123K shares), LPL Financial LLC (73.7K shares), CNB Bank (39.2K shares), 3D/L Capital Management, LLC (38.4K shares), Financial Advisory Service, Inc. (37.1K shares), Vista Private Wealth Partners. LLC (33.8K shares), and Garrett Investment Advisors LLC (28.1K shares).
This table shows the top 30 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.