AMERICAN CENTY ETF TR (TAXF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
108
Reporting holders
$420.6M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $124.3M | 2,446,137 | 0.03% | 24q | +6.3%+$7.4M |
| LPL Financial LLC | $35.1M | 690,054 | 0.01% | 28q | +5.6%+$1.9M |
| MORGAN STANLEY | $23.2M | 457,043 | 0.00% | 26q | +18.8%+$3.7M |
| Goldstein Advisors, LLC | $22.2M | 436,469 | 2.03% | 15q | +3.7%+$789.4K |
| AMERIPRISE FINANCIAL INC | $18.0M | 353,825 | 0.00% | 4q | -31.1%-$8.1M |
| Prime Capital Investment Advisors, LLC | $17.8M | 351,005 | 0.17% | 10q | +3.4%+$585.3K |
| RAYMOND JAMES FINANCIAL INC | $14.0M | 276,068 | 0.00% | 7q | +0.7%+$94.8K |
| Private Advisor Group, LLC | $12.2M | 239,548 | 0.06% | 20q | +24.3%+$2.4M |
| CONDOR CAPITAL MANAGEMENT | $9.0M | 177,881 | 0.68% | 16q | HELD |
| IFP Advisors, Inc | $7.5M | 148,181 | 0.14% | 19q | +6.8%+$481.1K |
| Dynamic Advisor Solutions LLC | $6.3M | 123,317 | 0.18% | 15q | -1.1%-$68.4K |
| Arax Advisory Partners | $6.0M | 117,636 | 0.04% | new | NEW |
| NewEdge Advisors, LLC | $5.9M | 116,750 | 0.02% | 13q | +9.1%+$496.8K |
| FAS Wealth Partners, Inc. | $5.3M | 105,053 | 0.28% | 11q | +19.2%+$860.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.9M | 96,954 | 0.00% | 7q | +80.4%+$2.2M |
| Henderson Brothers Financial Partners, LLC | $4.9M | 96,635 | 2.33% | 3q | -47.6%-$4.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 94,628 | 0.01% | 23q | -8.7%-$460.4K |
| Kestra Advisory Services, LLC | $4.5M | 89,298 | 0.01% | 11q | -3.7%-$176.8K |
| GEM Asset Management, LLC | $4.4M | 87,210 | 1.75% | 15q | +21.1%+$771.5K |
| Elequin Capital, LP | $4.2M | 83,501 | 0.13% | 2q | +245.4%+$3.0M |
| JANE STREET GROUP, LLC | $4.2M | 83,147 | 0.00% | 7q | +124.2%+$2.3M |
| Visionary Wealth Advisors | $3.8M | 74,571 | 0.15% | 13q | +7.1%+$251.3K |
| GOLDMAN SACHS GROUP INC | $3.3M | 65,573 | 0.00% | new | NEW |
| ARQ WEALTH ADVISORS, LLC | $3.3M | 65,474 | 0.41% | new | NEW |
| JPMORGAN CHASE & CO | $3.3M | 64,028 | 0.00% | 4q | +24.9%+$649.8K |
| IHT Wealth Management, LLC | $3.2M | 62,424 | 0.07% | 20q | -2.5%-$81.2K |
| HighTower Advisors, LLC | $3.1M | 61,786 | 0.00% | 11q | +6.5%+$192.2K |
| OneDigital Investment Advisors LLC | $3.1M | 60,815 | 0.03% | 30q | +1.2%+$35.6K |
| CARY STREET PARTNERS FINANCIAL LLC | $3.0M | 58,481 | 0.06% | new | NEW |
| Landmark Wealth Management, LLC | $2.9M | 57,033 | 0.69% | 12q | +9.8%+$258.9K |
| OSAIC HOLDINGS, INC. | $2.7M | 52,823 | 0.00% | 24q | +32.0%+$650.8K |
| ROYAL BANK OF CANADA | $2.4M | 47,529 | 0.00% | 14q | +17.4%+$358.9K |
| GWN SECURITIES INC. | $2.2M | 44,151 | 0.38% | 4q | HELD |
| Allied Private Wealth LLC | $2.2M | 43,894 | 1.42% | new | FIRST |
| OneAscent Financial Services LLC | $2.0M | 39,738 | 0.10% | 7q | +2.1%+$41.9K |
| Mutual Advisors, LLC | $1.9M | 38,074 | 0.04% | 22q | +7.1%+$127.5K |
| Cooper Capital Advisors LLC | $1.7M | 34,400 | 0.76% | 2q | +13.2%+$203.3K |
| PNC Financial Services Group, Inc. | $1.7M | 33,846 | 0.00% | 8q | +40.1%+$492.8K |
| Pine Valley Investments Ltd Liability Co | $1.7M | 33,796 | 0.07% | 13q | -0.9%-$15.6K |
| MATHER GROUP, LLC. | $1.5M | 28,833 | 0.01% | 6q | -42.5%-$1.1M |
| Melone Private Wealth, LLC | $1.4M | 27,646 | 0.54% | 4q | +12.9%+$160.2K |
| First Heartland Consultants, Inc. | $1.4M | 27,520 | 0.09% | 2q | -46.0%-$1.2M |
| JONES FINANCIAL COMPANIES LLLP | $1.3M | 25,595 | 0.00% | 6q | +141.5%+$761.3K |
| Foundations Investment Advisors, LLC | $1.3M | 24,958 | 0.01% | 9q | +9.3%+$107.5K |
| Midwestern Financial, LLC /IA | $1.2M | 23,160 | 0.82% | 5q | -0.9%-$11.1K |
| CNB Bank | $1.0M | 20,451 | 0.41% | 24q | +8.0%+$77.2K |
| Concurrent Investment Advisors, LLC | $957.2K | 18,829 | 0.01% | 2q | +318.4%+$728.4K |
| Merit Financial Group, LLC | $913.2K | 17,964 | 0.00% | 26q | +100.2%+$457.2K |
| Equitable Holdings, Inc. | $887.2K | 17,452 | 0.01% | 13q | -26.2%-$315.0K |
| STIFEL FINANCIAL CORP | $876.2K | 17,235 | 0.00% | 15q | +6.3%+$52.1K |
| Aprio Wealth Management, LLC | $876.1K | 17,234 | 0.04% | 3q | -5.5%-$50.8K |
| Equity Wealth Partners, LLC | $846.4K | 16,649 | 0.30% | 4q | +1.9%+$16.1K |
| Westside Investment Management, Inc. | $823.5K | 16,200 | 0.11% | 15q | -3.6%-$30.5K |
| ERn Financial, LLC | $822.0K | 16,170 | 0.14% | 17q | -3.6%-$30.4K |
| REGIMEN WEALTH, LLC | $791.8K | 15,577 | 0.21% | 15q | +0.9%+$7.2K |
| Altus Wealth Group LLC | $774.6K | 15,237 | 0.28% | 15q | +48.7%+$253.7K |
| Prosperity Consulting Group, LLC | $738.0K | 14,517 | 0.03% | 4q | HELD |
| PFG Advisors | $723.5K | 14,232 | 0.04% | 14q | -29.2%-$298.5K |
| Gerber Kawasaki Wealth & Investment Management | $718.8K | 14,140 | 0.02% | 11q | +10.5%+$68.5K |
| SageView Advisory Group, LLC | $680.4K | 13,384 | 0.02% | 13q | HELD |
| marrick wealth, LLC | $674.4K | 13,266 | 0.48% | 3q | +0.6%+$4.0K |
| Core Wealth Advisors, Inc. | $669.0K | 13,160 | 0.13% | 18q | -25.2%-$225.4K |
| Clearview Wealth Management LLC | $660.9K | 13,001 | 0.42% | 2q | -0.7%-$4.7K |
| Portfolio Resources Advisor Group, Inc. | $648.0K | 12,948 | 0.55% | new | NEW |
| FIFTH THIRD BANCORP | $560.2K | 11,021 | 0.00% | 2q | -32.9%-$275.1K |
| CITADEL ADVISORS LLC | $556.4K | 10,945 | 0.00% | new | NEW |
| Cetera Investment Advisers | $543.7K | 10,695 | 0.00% | 4q | HELD |
| Orion Porfolio Solutions, LLC | $511.3K | 10,058 | 0.00% | 17q | -0.7%-$3.7K |
| MML INVESTORS SERVICES, LLC | $506.3K | 9,961 | 0.00% | 5q | +126.8%+$283.1K |
| Palatine Hill Wealth Management, LLC | $483.2K | 9,506 | 0.39% | 3q | -5.7%-$29.0K |
| Trilogy Capital Inc. | $438.5K | 8,625 | 0.02% | new | NEW |
| Pinnacle Financial Partners, Inc. | $423.3K | 8,327 | 0.00% | 3q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $407.9K | 8,024 | 0.00% | 13q | -3.5%-$14.6K |
| Stewardship Advisors, LLC | $402.9K | 7,925 | 0.08% | 27q | -1.2%-$5.0K |
| Lifeworks Advisors, LLC | $378.2K | 7,439 | 0.04% | 14q | -7.7%-$31.5K |
| UNIQUE WEALTH, LLC | $371.6K | 7,310 | 0.04% | 2q | +24.2%+$72.4K |
| Arrowroot Family Office, LLC | $362.0K | 7,121 | 0.10% | 8q | +11.8%+$38.2K |
| Savvy Advisors, Inc. | $338.5K | 6,658 | 0.01% | 5q | -10.8%-$40.9K |
| UBS Group AG | $331.6K | 6,524 | 0.00% | 3q | +6359.4%+$326.5K |
| CASTLE WEALTH MANAGEMENT LLC | $321.9K | 6,332 | 0.10% | new | NEW |
| C M BIDWELL & ASSOCIATES LTD | $314.2K | 6,180 | 0.13% | 17q | +6.8%+$20.0K |
| Creative Planning | $311.0K | 6,117 | 0.00% | 2q | +30.1%+$72.0K |
| PRIVATE TRUST CO NA | $279.5K | 5,498 | 0.02% | 17q | HELD |
| Inspire Advisors, LLC | $273.4K | 5,379 | 0.02% | 2q | -1.8%-$5.1K |
| Bill Few Associates, Inc. | $256.2K | 5,040 | 0.05% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $236.5K | 4,678 | 0.00% | new | NEW |
| Barnes Wealth Management Group, Inc | $232.5K | 4,573 | 0.11% | 5q | +0.9%+$2.2K |
| Investment Advisory Group, LLC | $228.8K | 4,500 | 0.05% | 3q | HELD |
| Fortis Group Advisors, LLC | $214.3K | 4,216 | 0.03% | new | NEW |
| Pure Financial Advisors, LLC | $208.4K | 4,100 | 0.00% | 4q | HELD |
| Frederick Financial Consultants, LLC | $206.3K | 4,058 | 0.09% | 7q | -53.6%-$238.5K |
| PFG Investments, LLC | $203.4K | 4,001 | 0.01% | 4q | -3.8%-$7.9K |
| Avidian Wealth Enterprises, LLC | $202.7K | 3,987 | 0.01% | new | NEW |
| Lodestone Wealth Management LLC | $173.6K | 3,415 | 0.06% | 15q | -62.9%-$293.9K |
| Integrated Wealth Concepts LLC | $168.7K | 3,319 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $45.7K | 899 | 0.00% | 8q | HELD |
| ASSETMARK, INC | $45.1K | 887 | 0.00% | 15q | -13.3%-$6.9K |
| Geneos Wealth Management Inc. | $40.2K | 790 | 0.00% | 14q | -45.5%-$33.6K |
| Caldwell Trust Co | $39.1K | 770 | 0.00% | 21q | HELD |
| Steward Partners Investment Advisory, LLC | $38.1K | 750 | 0.00% | new | NEW |
Showing the largest 100 of 113 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 108 | $420.6M | 8,275,150 | 15 | 44 | 31 | 0.0% |
| Q1 2026 | 101 | $462.7M | 9,245,574 | 14 | 46 | 21 | 0.0% |
| Q4 2025 | 93 | $330.6M | 6,561,718 | 7 | 44 | 21 | 0.0% |
| Q3 2025 | 90 | $301.8M | 6,007,889 | 13 | 31 | 36 | 0.0% |
| Q2 2025 | 80 | $315.0M | 6,437,175 | 8 | 28 | 33 | 0.0% |
| Q1 2025 | 84 | $313.4M | 6,332,953 | 11 | 32 | 32 | 0.0% |
| Q4 2024 | 86 | $347.7M | 6,934,063 | 12 | 36 | 23 | 0.0% |
| Q3 2024 | 74 | $316.8M | 6,161,574 | 5 | 33 | 21 | 0.0% |
| Q2 2024 | 73 | $295.6M | 5,869,292 | 5 | 31 | 26 | 0.0% |
| Q1 2024 | 73 | $317.0M | 6,270,709 | 5 | 41 | 17 | 0.0% |
| Q4 2023 | 73 | $268.9M | 5,275,860 | 9 | 26 | 28 | 0.0% |
| Q3 2023 | 69 | $240.2M | 5,009,649 | 6 | 29 | 23 | 0.0% |
| Q2 2023 | 68 | $232.4M | 4,647,395 | 10 | 22 | 18 | 0.0% |
| Q1 2023 | 63 | $215.6M | 4,283,908 | 10 | 24 | 18 | 0.0% |
| Q4 2022 | 50 | $181.4M | 3,706,282 | 11 | 14 | 17 | 0.0% |
| Q3 2022 | 52 | $232.2M | 4,870,219 | 6 | 23 | 18 | 0.0% |
| Q2 2022 | 57 | $194.1M | 3,893,994 | 14 | 16 | 21 | 0.0% |
| Q1 2022 | 52 | $183.3M | 3,612,202 | 9 | 25 | 13 | 0.0% |
| Q4 2021 | 48 | $163.8M | 2,964,346 | 8 | 26 | 3 | 0.0% |
| Q3 2021 | 37 | $132.6M | 2,405,372 | 8 | 22 | 1 | 0.0% |
| Q2 2021 | 31 | $99.1M | 1,784,707 | 8 | 17 | 4 | 0.0% |
| Q1 2021 | 25 | $78.5M | 1,437,141 | 3 | 15 | 3 | 0.0% |
| Q4 2020 | 23 | $62.6M | 1,146,238 | 4 | 12 | 2 | 0.0% |
| Q3 2020 | 19 | $46.8M | 872,798 | 5 | 6 | 3 | 0.0% |
| Q2 2020 | 19 | $49.9M | 944,928 | 7 | 4 | 4 | 0.0% |
| Q1 2020 | 15 | $43.1M | 837,999 | 6 | 2 | 5 | 0.0% |
| Q4 2019 | 13 | $31.4M | 594,145 | 5 | 4 | 1 | 0.0% |
| Q3 2019 | 8 | $27.1M | 512,692 | 5 | 1 | 1 | 0.0% |
| Q2 2019 | 4 | $24.0M | 459,322 | 1 | 2 | 1 | 0.0% |
| Q1 2019 | 3 | $12.9M | 251,798 | 1 | 1 | 1 | 0.0% |
| Q4 2018 | 2 | $12.5M | 250,000 | 0 | 0 | 0 | 0.0% |