Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / DIVERSIFIED MU
-
Number of holders
-
70
-
Total 13F shares, excl. options
-
4.78M
-
Shares change
-
+292K
-
Total reported value, excl. options
-
$239M
-
Value change
-
+$14.6M
-
Number of buys
-
38
-
Number of sells
-
-29
-
Price
-
$50.00
Significant Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q2 2023
76 filings reported holding TAXF - AMERICAN CENTY ETF TR - DIVERSIFIED MU as of Q2 2023.
AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) has 70 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.78M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (1.19M shares), CX Institutional (411K shares), OneDigital Investment Advisors LLC (364K shares), LPL Financial LLC (316K shares), Goldstein Advisors, LLC (299K shares), Private Advisor Group, LLC (192K shares), AMERICAN CENTURY COMPANIES INC (170K shares), Stewardship Advisors, LLC (156K shares), TRUIST FINANCIAL CORP (134K shares), and CONDOR CAPITAL MANAGEMENT (121K shares).
This table shows the top 70 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.