Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / DIVERSIFIED MU
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
2.4M
-
Shares change
-
+611K
-
Total reported value, excl. options
-
$133M
-
Value change
-
+$33.6M
-
Number of buys
-
30
-
Number of sells
-
-5
-
Price
-
$55.11
Significant Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q3 2021
39 filings reported holding TAXF - AMERICAN CENTY ETF TR - DIVERSIFIED MU as of Q3 2021.
AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.4M shares
.
Largest 10 shareholders include Resources Investment Advisors, LLC. (862K shares), CX Institutional (368K shares), ENVESTNET ASSET MANAGEMENT INC (283K shares), AMERICAN CENTURY COMPANIES INC (197K shares), SYNOVUS FINANCIAL CORP (144K shares), LPL Financial LLC (92.9K shares), CNB Bank (40.7K shares), CONDOR CAPITAL MANAGEMENT (39.8K shares), 3D/L Capital Management, LLC (38.6K shares), and Financial Advisory Service, Inc. (37.7K shares).
This table shows the top 36 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.