Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / DIVERSIFIED MU
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Number of holders
-
96
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Total 13F shares, excl. options
-
7.9M
-
Shares change
-
-175K
-
Total reported value, excl. options
-
$397M
-
Value change
-
-$8.48M
-
Number of buys
-
53
-
Number of sells
-
-44
-
Price
-
$50.23
Significant Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) as of Q3 2025
103 filings reported holding TAXF - AMERICAN CENTY ETF TR - DIVERSIFIED MU as of Q3 2025.
AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) has 96 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.9M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (2.13M shares), CWM, LLC (1.34M shares), LPL Financial LLC (620K shares), Goldstein Advisors, LLC (398K shares), CX Institutional (394K shares), MORGAN STANLEY (362K shares), Private Advisor Group, LLC (196K shares), RAYMOND JAMES FINANCIAL INC (174K shares), CONDOR CAPITAL MANAGEMENT (166K shares), and IFP Advisors, Inc (128K shares).
This table shows the top 96 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.