Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / DIVERSIFIED MU
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Number of holders
-
76
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Total 13F shares, excl. options
-
5.75M
-
Shares change
-
+912K
-
Total reported value, excl. options
-
$276M
-
Value change
-
+$43.6M
-
Number of buys
-
38
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Number of sells
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-32
-
Price
-
$47.95
Significant Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q3 2023
82 filings reported holding TAXF - AMERICAN CENTY ETF TR - DIVERSIFIED MU as of Q3 2023.
AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.75M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (1.41M shares), CWM, LLC (526K shares), CX Institutional (458K shares), LPL Financial LLC (350K shares), Goldstein Advisors, LLC (320K shares), OneDigital Investment Advisors LLC (320K shares), Private Advisor Group, LLC (201K shares), Stewardship Advisors, LLC (157K shares), OSAIC HOLDINGS, INC. (154K shares), and AMERICAN CENTURY COMPANIES INC (134K shares).
This table shows the top 76 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.