Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / DIVERSIFIED MU
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Number of holders
-
77
-
Total 13F shares, excl. options
-
6.84M
-
Shares change
-
+36.8K
-
Total reported value, excl. options
-
$345M
-
Value change
-
+$1.8M
-
Number of buys
-
42
-
Number of sells
-
-32
-
Price
-
$50.36
Significant Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q2 2024
84 filings reported holding TAXF - AMERICAN CENTY ETF TR - DIVERSIFIED MU as of Q2 2024.
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 6.84M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (1.94M shares), CWM, LLC (767K shares), CX Institutional (496K shares), LPL Financial LLC (400K shares), Goldstein Advisors, LLC (363K shares), MORGAN STANLEY (260K shares), Private Advisor Group, LLC (183K shares), OneDigital Investment Advisors LLC (153K shares), IFP Advisors, Inc (144K shares), and CONDOR CAPITAL MANAGEMENT (144K 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.