Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DIVERSIFIED MU
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Number of holders
-
77
-
Total 13F shares, excl. options
-
6.09M
-
Shares change
-
+333K
-
Total reported value, excl. options
-
$310M
-
Value change
-
+$17.4M
-
Number of buys
-
41
-
Number of sells
-
-36
-
Price
-
$50.96
Significant Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q4 2023
87 filings reported holding TAXF - AMERICAN CENTY ETF TR - DIVERSIFIED MU as of Q4 2023.
AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) has 77 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.09M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (1.65M shares), CWM, LLC (684K shares), CX Institutional (395K shares), LPL Financial LLC (362K shares), Goldstein Advisors, LLC (328K shares), Private Advisor Group, LLC (196K shares), OneDigital Investment Advisors LLC (194K shares), Stewardship Advisors, LLC (157K shares), Raymond James Financial Services Advisors, Inc. (135K shares), and MORGAN STANLEY (131K shares).
This table shows the top 77 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.