Skip to content
Disclosery

TAXF AMERICAN CENTY ETF TR

Follow

DIVERSIFIED MU (fund)

113 managers (113 13F filers) reported a position in TAXF shares at 2026-06-30, 8,725,895 shares in all. 16 filers opened a position and 9 filers sold out during the quarter.

Managers
113
13F filers
113
New
16
Added
50
Reduced
32
Sold out
9
Shares held by filers
8,725,895

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,446,137$124M0.03%+145,62813F-HRTimelineGroup
LPL Financial LLC690,054$35.1M0.01%+36,48413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY457,043$23.2M<0.01%+72,22013F-HRTimelineGroup
Goldstein Advisors, LLC436,469$22.2M2.03%+15,52913F-HRTimeline
CX Institutional428,304$21.8M0.63%+20,81913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC353,825$18M<0.01%+96,95613F-HRTimelineGroup
Prime Capital Investment Advisors, LLC351,005$17.8M0.17%+11,51313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC276,068$14M<0.01%+1,86513F-HRTimelineGroup
Private Advisor Group, LLC239,548$12.2M0.06%+46,86513F-HRTimeline
CONDOR CAPITAL MANAGEMENT177,881$9.04M0.68%+73913F-HRTimeline
IFP Advisors, Inc148,181$7.53M0.14%+9,46313F-HRTimeline
Dynamic Advisor Solutions LLC123,317$6.27M0.18%-1,34613F-HRTimeline
Arax Advisory Partners117,636$5.98M0.04%new13F-HRTimeline
NewEdge Advisors, LLC116,750$5.93M0.02%+9,77313F-HRTimeline
FAS Wealth Partners, Inc.105,053$5.34M0.28%+8,11913F-HRTimeline
Henderson Brothers Financial Partners, …96,635$4.91M2.33%-87,69613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC94,628$4.81M0.01%-9,05613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC89,298$4.54M0.01%-3,47813F-HRTimelineGroup
GEM Asset Management, LLC87,210$4.43M1.75%+15,17713F-HRTimeline
Elequin Capital, LP83,501$4.24M0.14%+59,32713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC83,147$4.23M<0.01%+46,05613F-HRTimelineGroup
Visionary Wealth Advisors74,571$3.79M0.15%+4,94313F-HRTimeline
Cambridge Investment Research Advisors,…70,928$3.61M0.01%-13613F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC65,573$3.33M<0.01%new13F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC65,474$3.28M0.41%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO64,028$3.26M<0.01%+12,76713F-HRTimelineGroup
IHT Wealth Management, LLC62,424$3.17M0.07%-1,59713F-HRTimeline
HighTower Advisors, LLC61,786$3.14M<0.01%+3,78113F-HRTimeline
OneDigital Investment Advisors LLC60,815$3.09M0.03%+70013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…58,481$2.97M0.06%new13F-HRTimelineGroup
Landmark Wealth Management, LLC57,033$2.9M0.69%+5,09213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,823$2.69M<0.01%+12,80113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV48,477$2.46M<0.01%-5,27513F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,529$2.42M<0.01%+7,06113F-HRTimelineGroup
GWN SECURITIES INC.44,151$2.24M0.38%013F-HRTimeline
Allied Private Wealth LLC43,894$2.21M1.42%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …39,738$2.02M0.1%+82513F-HRTimelineGroup
Mutual Advisors, LLC38,074$1.94M0.04%+2,50913F-HRTimeline
Cooper Capital Advisors LLC34,400$1.75M0.76%+4,00013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…33,846$1.72M<0.01%+9,69413F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co33,796$1.72M0.07%-5913F-HRTimeline
MATHER GROUP, LLC.28,833$1.47M0.01%-21,26813F-HRTimeline
Melone Private Wealth, LLC27,646$1.41M0.54%+3,15213F-HRTimeline
First Heartland Consultants, Inc.27,520$1.4M0.09%-23,40013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,595$1.3M<0.01%+14,99513F-HRTimelineGroup
Foundations Investment Advisors, LLC24,958$1.27M0.01%+2,11513F-HRTimeline
Midwestern Financial, LLC /IA23,160$1.18M0.82%-21913F-HRTimeline
CNB Bank20,451$1.04M0.41%+1,51913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,829$957K0.01%+14,32913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,452$887K0.01%-6,19613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,235$876K<0.01%+1,02513F-HRTimelineGroup
Aprio Wealth Management, LLC17,234$876K0.04%-1,00013F-HRTimeline
Equity Wealth Partners, LLC16,649$846K0.3%+31613F-HRTimeline
Westside Investment Management, Inc.16,200$824K0.11%-60013F-HRTimeline
ERn Financial, LLC16,170$822K0.14%-59813F-HRTimeline
REGIMEN WEALTH, LLC15,577$792K0.21%+14213F-HRTimeline
Altus Wealth Group LLC15,237$775K0.28%+4,99013F-HRTimeline
Prosperity Consulting Group, LLC14,517$738K0.03%013F-HRTimeline
PFG Advisors14,232$723K0.04%-5,87313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…14,140$719K0.02%+1,34813F-HRTimeline
SageView Advisory Group, LLC13,384$680K0.02%+3313F-HRTimeline
marrick wealth, LLC13,266$674K0.48%+7813F-HRTimeline
Core Wealth Advisors, Inc.13,160$669K0.13%-4,43313F-HRTimeline
Clearview Wealth Management LLC13,001$661K0.42%-9313F-HRTimeline
Portfolio Resources Advisor Group, Inc.12,948$648K0.55%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,021$560K<0.01%-5,41213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,945$556K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers10,695$544K<0.01%+1713F-HRTimeline
Orion Porfolio Solutions, LLC10,058$511K<0.01%-7313F-HRTimeline
MML INVESTORS SERVICES, LLC9,961$506K<0.01%+5,56913F-HRTimeline
Palatine Hill Wealth Management, LLC9,506$483K0.39%-57013F-HRTimeline
Merit Financial Group, LLC8,982$457K<0.01%+1113F-HR/ATimeline
Trilogy Capital Inc.8,625$438K0.02%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,327$423K<0.01%+1713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS8,024$408K<0.01%-28813F-HRTimeline
Stewardship Advisors, LLC7,925$403K0.08%-9913F-HRTimeline
Lifeworks Advisors, LLC7,439$378K0.04%-62013F-HRTimeline
UNIQUE WEALTH, LLC7,310$372K0.04%+1,42413F-HRTimeline
Arrowroot Family Office, LLC7,121$362K0.1%+75213F-HRTimeline
Savvy Advisors, Inc.6,658$338K0.01%-80513F-HRTimeline
UBS Group AGin group UBS Group AG6,524$332K<0.01%+6,42313F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC6,332$322K0.1%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD6,180$314K0.13%+39313F-HRTimeline
Janney Montgomery Scott LLC6,140$312K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning6,117$311K<0.01%+1,41713F-HRTimelineGroup
PRIVATE TRUST CO NA5,498$280K0.02%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,379$273K0.02%-10113F-HRTimelineGroup
Bill Few Associates, Inc.5,040$256K0.05%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,678$236K<0.01%new13F-HRTimeline
Barnes Wealth Management Group, Inc4,573$233K0.11%+4313F-HRTimeline
Investment Advisory Group, LLC4,500$229K0.05%013F-HRTimeline
Fortis Group Advisors, LLC4,216$214K0.03%new13F-HRTimeline
Pure Financial Advisors, LLC4,100$208K<0.01%013F-HRTimeline
Frederick Financial Consultants, LLC4,058$206K0.09%-4,69213F-HRTimeline
PFG Investments, LLC4,001$203K0.01%-15613F-HRTimeline
Avidian Wealth Enterprises, LLC3,987$203K0.01%new13F-HRTimeline
Lodestone Wealth Management LLC3,415$174K0.06%-5,78213F-HRTimeline
Integrated Wealth Concepts LLC3,319$169K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,446$74K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,386$70K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.899$45.7K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC887$45.1K<0.01%-13613F-HRTimelineGroup
Geneos Wealth Management Inc.790$40.2K<0.01%-66013F-HRTimeline
Caldwell Trust Co770$39.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…750$38.1K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC461$23.4K<0.01%-2,37013F-HRTimeline
IFG Advisory, LLC424$21.6K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC423$21.5K<0.01%13F-HRTimeline
Financial Management Professionals, Inc.65$3.29K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC12$603<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$44<0.01%+113F-HRTimelineGroup
Larson Financial Group LLC1$35<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$35<0.01%013F-HRTimelineGroup