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Disclosery

TAXF AMERICAN CENTY ETF TR

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DIVERSIFIED MU (fund)

89 managers (89 13F filers) reported a position in TAXF shares at 2025-06-30, 8,099,886 shares in all. 9 filers opened a position and 13 filers sold out during the quarter.

Managers
89
13F filers
89
New
9
Added
31
Reduced
39
Sold out
13
Shares held by filers
8,099,886

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC2,133,069$104M0.03%+252,70113F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,122,940$54.9M0.19%+42,10713F-HRTimelineGroup
LPL Financial LLC667,146$32.6M0.01%+116,21613F-HRTimeline
Goldstein Advisors, LLC412,014$20.2M2.71%-19,35213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY378,537$18.5M<0.01%-34,46213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC319,153$15.6M0.03%+263,87613F-HRTimelineGroup
CX Institutional292,028$14.3M0.5%-345,69513F-HR/ATimeline
Private Advisor Group, LLC193,270$9.46M0.05%-14,51513F-HRTimeline
CONDOR CAPITAL MANAGEMENT164,077$8.03M0.7%+94713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC136,643$6.69M<0.01%+20,10513F-HRTimelineGroup
IFP Advisors, Inc131,549$6.44M0.18%+21,81213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…118,840$5.81M0.01%+110,60313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC118,253$5.79M0.03%+7,59913F-HRTimelineGroup
Dynamic Advisor Solutions LLC113,495$5.55M0.17%+5,48313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC97,590$4.78M0.01%-9,71013F-HRTimeline
U.S. Capital Wealth Advisors, LLC83,646$4.09M0.12%+21,58313F-HRTimeline
Cambridge Investment Research Advisors,…82,489$4.04M0.01%-3,02913F-HRTimeline
Visionary Wealth Advisors82,073$4.02M0.21%-10,37513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV74,340$3.64M0.01%-112,38513F-HRTimeline
OneDigital Investment Advisors LLC72,608$3.55M0.04%-39,04013F-HRTimeline
IHT Wealth Management, LLC68,652$3.36M0.09%-3,48213F-HRTimeline
FAS Wealth Partners, Inc.68,595$3.36M0.25%-4,86513F-HRTimeline
GEM Asset Management, LLC65,091$3.18M1.63%-74713F-HRTimeline
NewEdge Advisors, LLC60,299$2.95M0.02%-9,22313F-HRTimeline
ARQ WEALTH ADVISORS, LLC59,609$2.95M1.01%new13F-HRTimeline
Certified Advisory Corp58,680$2.87M0.3%+26813F-HRTimeline
MATHER GROUP, LLC.56,673$2.77M0.03%+54,05413F-HRTimeline
Atria Investments, Inc53,759$2.63M0.03%-65,10913F-HRTimeline
HighTower Advisors, LLC50,785$2.48M<0.01%-101,79213F-HRTimeline
Pine Valley Investments Ltd Liability Co37,906$1.85M0.11%-1,05113F-HRTimeline
Prime Capital Investment Advisors, LLC33,599$1.64M0.02%-14,21813F-HRTimeline
Orion Porfolio Solutions, LLC33,546$1.64M0.01%-4,82913F-HR/ATimeline
Mutual Advisors, LLC32,953$1.6M0.04%+3,12213F-HRTimeline
Mariner, LLCin group Mariner, LLC31,381$1.54M<0.01%+2,21713F-HRTimelineGroup
FLOW TRADERS U.S. LLC30,058$1.47M0.05%+6,17913F-HRTimeline
Landmark Wealth Management, LLC29,820$1.46M0.62%-26,58313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,695$1.4M<0.01%+23113F-HR/ATimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …27,024$1.32M0.09%-7,32513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,561$1.25M<0.01%+9,60413F-HR/ATimelineGroup
Midwestern Financial, LLC /IA25,155$1.23M1.15%13F-HRTimeline
Core Wealth Advisors, Inc.24,664$1.21M0.35%-3,37013F-HRTimeline
PFG Advisors22,111$1.08M0.05%+3,77113F-HRTimeline
ERn Financial, LLC20,131$985K0.21%+65313F-HRTimeline
CNB Bank18,684$914K0.43%-2113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,501$905K<0.01%+9,43213F-HRTimelineGroup
COMERICA BANK17,734$868K<0.01%+1,00313F-HRTimeline
Savvy Advisors, Inc.17,235$843K0.06%new13F-HRTimeline
Westside Investment Management, Inc.16,400$802K0.15%+80013F-HRTimeline
OLD MISSION CAPITAL LLC15,514$759K0.02%-67,43713F-HRTimeline
Frederick Financial Consultants, LLC15,234$745K0.46%-3,34513F-HRTimeline
SageView Advisory Group, LLC15,209$739K0.03%+4313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,040$687K<0.01%-3,70013F-HRTimeline
First Affirmative Financial Network13,904$680K0.35%-2413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,693$670K0.01%+3,27613F-HRTimelineGroup
Crossmark Global Holdings, Inc.13,513$665K0.01%-1,56513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…13,030$638K0.02%-32513F-HRTimeline
REGIMEN WEALTH, LLC12,370$605K0.19%+11313F-HRTimeline
Lodestone Wealth Management LLC10,490$513K0.25%-8913F-HRTimeline
SYNOVUS FINANCIAL CORP9,653$472K0.01%-66213F-HRTimeline
MML INVESTORS SERVICES, LLC9,457$463K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC9,171$449K0.01%+2,96713F-HRTimeline
Merit Financial Group, LLC9,011$441K<0.01%+58613F-HRTimeline
Stewardship Advisors, LLC8,828$432K0.11%013F-HRTimeline
Altus Wealth Group LLC8,217$402K0.18%-7413F-HRTimeline
Lifeworks Advisors, LLC8,059$394K0.06%013F-HRTimeline
PRIVATE TRUST CO NA7,574$371K0.04%-47213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,418$363K<0.01%-5,35913F-HRTimelineGroup
Sigma Planning Corp6,585$322K0.01%+5813F-HRTimeline
Compound Planning, Inc.5,704$279K0.01%new13F-HRTimeline
Arrowroot Family Office, LLC5,379$263K0.12%13F-HRTimeline
Integrated Wealth Concepts LLC5,291$259K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC5,136$250K0.05%-41213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,005$245K<0.01%-6713F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD4,902$240K0.12%013F-HRTimeline
Financial Partners Group, Inc4,582$224K0.03%+26413F-HRTimeline
McAdam, LLC4,160$204K0.01%new13F-HRTimeline
Barnes Wealth Management Group, Inc4,127$202K0.12%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,333$114K<0.01%+2,18713F-HRTimelineGroup
Geneos Wealth Management Inc.1,450$70.9K<0.01%-12713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC981$48K<0.01%-1313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.899$44K<0.01%013F-HRTimeline
Caldwell Trust Co770$37.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC437$21.4K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC356$17.4K<0.01%-43213F-HRTimeline
Larson Financial Group LLC231$11.3K<0.01%-10113F-HRTimeline
UBS Group AGin group UBS Group AG87$4.26K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14$685<0.01%new13F-HRTimeline
SIGNATUREFD, LLC11$559<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.