Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / DIVERSIFIED MU
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Number of holders
-
76
-
Total 13F shares, excl. options
-
7.28M
-
Shares change
-
+440K
-
Total reported value, excl. options
-
$375M
-
Value change
-
+$22.9M
-
Number of buys
-
45
-
Number of sells
-
-32
-
Price
-
$51.42
Significant Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q3 2024
83 filings reported holding TAXF - AMERICAN CENTY ETF TR - DIVERSIFIED MU as of Q3 2024.
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 7.28M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (2.01M shares), CWM, LLC (960K shares), CX Institutional (509K shares), LPL Financial LLC (504K shares), Goldstein Advisors, LLC (383K shares), MORGAN STANLEY (354K shares), Private Advisor Group, LLC (204K shares), CONDOR CAPITAL MANAGEMENT (153K shares), OneDigital Investment Advisors LLC (139K shares), and HighTower Advisors, LLC (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.