Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / DIVERSIFIED MU
-
Number of holders
-
75
-
Total 13F shares, excl. options
-
6.72M
-
Shares change
-
+547K
-
Total reported value, excl. options
-
$340M
-
Value change
-
+$27.6M
-
Number of buys
-
50
-
Number of sells
-
-26
-
Price
-
$50.55
Significant Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q1 2024
83 filings reported holding TAXF - AMERICAN CENTY ETF TR - DIVERSIFIED MU as of Q1 2024.
AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) has 75 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.72M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (1.78M shares), CWM, LLC (733K shares), CX Institutional (506K shares), LPL Financial LLC (397K shares), Goldstein Advisors, LLC (342K shares), MORGAN STANLEY (223K shares), OneDigital Investment Advisors LLC (185K shares), Private Advisor Group, LLC (185K shares), CONDOR CAPITAL MANAGEMENT (137K shares), and TRUIST FINANCIAL CORP (132K shares).
This table shows the top 75 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.