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Disclosery

TAXF AMERICAN CENTY ETF TR

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DIVERSIFIED MU (fund)

92 managers (92 13F filers) reported a position in TAXF shares at 2025-03-31, 8,318,379 shares in all. 12 filers opened a position and 11 filers sold out during the quarter.

Managers
92
13F filers
92
New
12
Added
35
Reduced
38
Sold out
11
Shares held by filers
8,318,379

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC1,880,368$93M0.03%-64,70313F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,080,833$53.5M0.21%+44,60213F-HRTimelineGroup
CX Institutional637,723$31.6M1.19%+18,96013F-HRTimeline
LPL Financial LLC550,930$27.3M0.01%-4,75613F-HRTimeline
Goldstein Advisors, LLC431,366$21.3M3.12%+11,52713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY412,999$20.4M<0.01%-9913F-HRTimelineGroup
Private Advisor Group, LLC207,785$10.3M0.06%+1,46113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV186,725$9.24M0.02%+79,60413F-HRTimeline
Sunpointe, LLC184,974$9.15M4.88%-13,00213F-HRTimeline
CONDOR CAPITAL MANAGEMENT163,130$8.07M0.75%+5,95213F-HRTimeline
HighTower Advisors, LLC152,577$7.55M0.01%+14,28713F-HRTimeline
Atria Investments, Inc118,868$5.88M0.08%+1,97213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC116,538$5.77M<0.01%+12,25513F-HRTimelineGroup
OneDigital Investment Advisors LLC111,648$5.52M0.07%-16,17113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC110,654$5.48M0.03%+28,94813F-HRTimelineGroup
IFP Advisors, Inc109,737$5.43M0.17%+4,71113F-HRTimeline
Dynamic Advisor Solutions LLC108,012$5.34M0.18%+2,07213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC107,300$5.31M0.01%-813F-HRTimeline
Visionary Wealth Advisors92,448$4.57M0.27%+2,39213F-HRTimeline
Henderson Brothers Financial Partners, …85,214$4.29M2.15%13F-HRTimeline
Cambridge Investment Research Advisors,…85,518$4.23M0.01%-5,90713F-HRTimeline
OLD MISSION CAPITAL LLC82,951$4.1M0.08%new13F-HRTimeline
FAS Wealth Partners, Inc.73,460$3.63M0.3%+6,95413F-HRTimeline
IHT Wealth Management, LLC72,134$3.57M0.11%-6,06313F-HRTimeline
NewEdge Advisors, LLC69,522$3.44M0.02%+5,54513F-HRTimeline
GEM Asset Management, LLC65,838$3.27M1.83%+2,77613F-HRTimeline
U.S. Capital Wealth Advisors, LLC62,063$3.07M0.09%+3,96613F-HRTimeline
Certified Advisory Corp58,412$2.89M0.33%013F-HRTimeline
Landmark Wealth Management, LLC56,403$2.79M1.23%-80813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC55,277$2.74M<0.01%-25,40513F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC47,817$2.37M0.03%+23,49713F-HRTimeline
Pine Valley Investments Ltd Liability Co38,957$1.93M0.12%-1,47013F-HRTimeline
Orion Porfolio Solutions, LLC38,375$1.9M0.02%-62713F-HRTimeline
Orion Portfolio Solutions, LLC38,375$1.9M0.02%-62713F-HR/ATimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …34,349$1.7M0.11%+43613F-HRTimelineGroup
Financial Advocates Investment Manageme…32,973$1.63M0.11%+3,90513F-HRTimeline
Mutual Advisors, LLC29,831$1.45M0.04%-7,67813F-HRTimeline
Mariner, LLCin group Mariner, LLC29,164$1.44M<0.01%+13113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,464$1.41M<0.01%+4,68213F-HR/ATimelineGroup
Core Wealth Advisors, Inc.28,034$1.39M0.44%-1,85913F-HRTimeline
FLOW TRADERS U.S. LLC23,879$1.18M0.05%new13F-HRTimeline
ERn Financial, LLC19,478$964K0.15%+5,83513F-HRTimeline
CNB Bank18,705$926K0.47%-3,62013F-HRTimeline
Frederick Financial Consultants, LLC18,579$919K0.66%-1,22213F-HRTimeline
PFG Advisors18,340$907K0.05%+1,62313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,885$885K0.02%-28,99413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS17,740$878K<0.01%+55813F-HRTimeline
COMERICA BANK16,731$828K<0.01%-21,06513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,957$790K<0.01%-74713F-HRTimelineGroup
Westside Investment Management, Inc.15,600$772K0.16%+80013F-HRTimeline
SageView Advisory Group, LLC15,166$750K0.03%-52813F-HRTimeline
Crossmark Global Holdings, Inc.15,078$749K0.01%new13F-HRTimeline
First Affirmative Financial Network13,928$689K0.42%+2,09913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…13,355$661K0.03%+67413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,777$632K<0.01%+12,77613F-HRTimelineGroup
REGIMEN WEALTH, LLC12,257$606K0.19%+20113F-HRTimeline
Three Magnolias Financial Advisors, LLC11,050$547K0.46%-54513F-HRTimeline
Good Life Advisors, LLC10,977$543K0.04%-6,75713F-HRTimeline
Lodestone Wealth Management LLC10,579$523K0.28%-29613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,417$515K<0.01%-14813F-HRTimelineGroup
SYNOVUS FINANCIAL CORP10,315$510K0.01%-1,33913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,625$476K<0.01%-4,91513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,069$449K<0.01%+3,02913F-HRTimelineGroup
Stewardship Advisors, LLC8,828$437K0.12%-5,54513F-HRTimeline
Merit Financial Group, LLC8,425$417K0.01%-1,97613F-HRTimeline
Altus Wealth Group LLC8,291$410K0.19%-2513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,237$408K<0.01%new13F-HRTimelineGroup
Lifeworks Advisors, LLC8,059$399K0.07%013F-HRTimeline
PRIVATE TRUST CO NA8,046$398K0.04%+20413F-HRTimeline
Sigma Planning Corp6,527$323K0.01%-86713F-HRTimeline
Foundations Investment Advisors, LLC6,204$307K0.01%+80013F-HRTimeline
Fortis Group Advisors, LLC5,548$275K0.05%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,278$261K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,072$251K<0.01%-36313F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD4,902$243K0.15%013F-HRTimeline
CGN Advisors LLC4,869$241K0.02%-13713F-HRTimeline
Financial Partners Group, Inc4,318$214K0.03%-58513F-HRTimeline
MATHER GROUP, LLC.2,619$130K<0.01%new13F-HRTimeline
AlphaCore Capital LLC1,960$97K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,577$78K<0.01%+12713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC994$49.2K<0.01%+6013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.899$44.5K<0.01%-10013F-HRTimeline
Farther Finance Advisors, LLC788$39.1K<0.01%new13F-HRTimeline
Caldwell Trust Co770$38.1K<0.01%013F-HRTimeline
AE Wealth Management LLC363$18K<0.01%-1,27813F-HRTimeline
Larson Financial Group LLC332$16.4K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP146$7.22K<0.01%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…51$2.52K<0.01%-57813F-HRTimeline
Rossby Financial, LCC30$1.46K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC11$560<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2$99<0.01%-70113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.