Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / DIVERSIFIED MU
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Number of holders
-
89
-
Total 13F shares, excl. options
-
8.19M
-
Shares change
-
+36.3K
-
Total reported value, excl. options
-
$405M
-
Value change
-
+$1.68M
-
Number of buys
-
47
-
Number of sells
-
-48
-
Price
-
$49.48
Significant Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q1 2025
100 filings reported holding TAXF - AMERICAN CENTY ETF TR - DIVERSIFIED MU as of Q1 2025.
AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) has 89 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.19M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (1.88M shares), CWM, LLC (1.08M shares), CX Institutional (638K shares), LPL Financial LLC (551K shares), Goldstein Advisors, LLC (431K shares), MORGAN STANLEY (413K shares), Private Advisor Group, LLC (208K shares), MERCER GLOBAL ADVISORS INC /ADV (187K shares), Sunpointe, LLC (185K shares), and CONDOR CAPITAL MANAGEMENT (163K shares).
This table shows the top 89 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.