Skip to content
Disclosery

TAXF AMERICAN CENTY ETF TR

Follow

DIVERSIFIED MU (fund)

97 managers (97 13F filers) reported a position in TAXF shares at 2025-09-30, 7,938,025 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
97
13F filers
97
New
15
Added
38
Reduced
38
Sold out
7
Shares held by filers
7,938,025

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC2,134,813$107M0.03%+1,74413F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,338,537$67.2M0.2%+215,59713F-HRTimelineGroup
LPL Financial LLC620,306$31.2M0.01%-46,84013F-HRTimeline
Goldstein Advisors, LLC397,729$20M2.43%-14,28513F-HRTimeline
CX Institutional393,705$19.8M0.6%+101,67713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY361,898$18.2M<0.01%-16,63913F-HR/ATimelineGroup
Private Advisor Group, LLC195,687$9.83M0.05%+2,41713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC173,658$8.72M<0.01%+37,01513F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT166,418$8.36M0.69%+2,34113F-HRTimeline
IFP Advisors, Inc128,121$6.44M0.17%-3,42813F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC125,132$6.29M0.03%+6,87913F-HRTimelineGroup
Dynamic Advisor Solutions LLC120,649$6.06M0.18%+7,15413F-HRTimeline
U.S. Capital Wealth Advisors, LLC102,252$5.14M0.14%+18,60613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC97,596$4.9M0.01%+613F-HRTimeline
Cambridge Investment Research Advisors,…80,667$4.05M0.01%-1,82213F-HRTimeline
FAS Wealth Partners, Inc.72,913$3.66M0.25%+4,31813F-HRTimeline
Visionary Wealth Advisors70,318$3.53M0.16%-11,75513F-HRTimeline
GEM Asset Management, LLC66,302$3.32M1.57%+1,21113F-HRTimeline
IHT Wealth Management, LLC64,007$3.22M0.08%-4,64513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV62,368$3.13M0.01%-11,97213F-HRTimeline
OneDigital Investment Advisors LLC60,291$3.03M0.03%-12,31713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC55,411$2.78M<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.55,273$2.78M0.03%-1,40013F-HRTimeline
HighTower Advisors, LLC51,252$2.57M<0.01%+46713F-HRTimeline
NewEdge Advisors, LLC51,204$2.57M0.01%-9,09513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …37,296$1.87M0.23%+10,27213F-HR/ATimelineGroup
Landmark Wealth Management, LLC36,959$1.86M0.74%+7,13913F-HRTimeline
Pine Valley Investments Ltd Liability Co35,054$1.76M0.09%-2,85213F-HRTimeline
Mutual Advisors, LLC34,613$1.75M0.04%+1,66013F-HRTimeline
GWN SECURITIES INC.34,837$1.75M0.41%new13F-HRTimeline
Prime Capital Investment Advisors, LLC34,417$1.73M0.02%+81813F-HRTimeline
Mariner, LLCin group Mariner, LLC32,274$1.62M<0.01%+89313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,703$1.59M<0.01%-287,45013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,249$1.52M<0.01%+1,55413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,950$1.48M<0.01%+4,38913F-HRTimelineGroup
Midwestern Financial, LLC /IA25,075$1.26M1.08%-8013F-HRTimeline
Orion Porfolio Solutions, LLC24,795$1.25M0.01%-8,75113F-HRTimeline
PFG Advisors23,096$1.16M0.05%+98513F-HRTimeline
First Affirmative Financial Network19,392$974K0.46%+5,48813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,936$951K<0.01%+43513F-HRTimelineGroup
Core Wealth Advisors, Inc.18,626$936K0.24%-6,03813F-HRTimeline
COMERICA BANK18,130$911K<0.01%+39613F-HRTimeline
CNB Bank17,729$891K0.37%-95513F-HRTimeline
FLOW TRADERS U.S. LLC16,646$836K0.03%-13,41213F-HRTimeline
Westside Investment Management, Inc.16,400$824K0.13%013F-HRTimeline
Savvy Advisors, Inc.15,983$803K0.04%-1,25213F-HRTimeline
Equity Wealth Partners, LLC15,858$797K0.65%13F-HRTimeline
SageView Advisory Group, LLC15,232$765K0.03%+2313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…14,647$736K0.03%+1,61713F-HRTimeline
Prosperity Consulting Group, LLC14,517$729K0.04%new13F-HRTimeline
ERn Financial, LLC14,373$722K0.14%-5,75813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,093$658K<0.01%-94713F-HRTimeline
Strategic Wealth Partners, Ltd.12,493$628K0.05%new13F-HRTimeline
REGIMEN WEALTH, LLC12,488$627K0.19%+11813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,450$575K<0.01%-2,24313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP11,336$569K<0.01%new13F-HRTimelineGroup
Frederick Financial Consultants, LLC11,259$566K0.32%-3,97513F-HRTimeline
Foundations Investment Advisors, LLC10,703$538K0.01%+1,53213F-HRTimeline
Cetera Investment Advisers10,461$525K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC10,012$503K<0.01%+55513F-HRTimeline
SYNOVUS FINANCIAL CORP9,670$486K0.01%+1713F-HRTimeline
Lodestone Wealth Management LLC9,547$480K0.22%-94313F-HRTimeline
Merit Financial Group, LLC9,497$477K<0.01%+48613F-HR/ATimeline
Altus Wealth Group LLC9,133$459K0.19%+91613F-HRTimeline
Melone Private Wealth, LLC8,876$446K0.2%new13F-HRTimeline
Lifeworks Advisors, LLC8,059$405K0.05%013F-HRTimeline
Crossmark Global Holdings, Inc.7,979$400K0.01%-5,53413F-HRTimeline
Stewardship Advisors, LLC7,527$378K0.09%-1,30113F-HRTimeline
Janney Montgomery Scott LLC6,160$309K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,062$305K<0.01%+1,05713F-HRTimelineGroup
PRIVATE TRUST CO NA5,996$301K0.03%-1,57813F-HRTimeline
Arrowroot Family Office, LLC5,500$276K0.11%+12113F-HRTimeline
Atria Investments, Inc5,285$265K<0.01%-48,47413F-HRTimeline
C M BIDWELL & ASSOCIATES LTD5,203$261K0.13%+30113F-HRTimeline
Legacy Financial Strategies, LLC5,090$256K0.05%new13F-HRTimeline
Compound Planning, Inc.5,015$252K0.01%-68913F-HRTimeline
Fortis Group Advisors, LLC4,719$239K0.04%-41713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,621$232K<0.01%new13F-HR/ATimelineGroup
Financial Partners Group, Inc4,514$227K0.03%-6813F-HRTimeline
Integrated Wealth Concepts LLC4,150$208K<0.01%-1,14113F-HRTimeline
Barnes Wealth Management Group, Inc4,150$208K0.11%+2313F-HRTimeline
McAdam, LLC4,139$208K0.01%-2113F-HRTimeline
Pure Financial Advisors, LLC4,100$206K<0.01%new13F-HRTimeline
PFG Investments, LLC4,077$205K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,129$157K<0.01%+79613F-HRTimelineGroup
Advisory Services Network, LLC2,056$103K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,446$73K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,450$72.8K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,141$57.3K<0.01%-6,27713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.899$45.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC871$43.8K<0.01%-11013F-HRTimelineGroup
Caldwell Trust Co770$38.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC423$21.2K<0.01%-1413F-HRTimeline
Farther Finance Advisors, LLC168$8.44K<0.01%-18813F-HRTimeline
SIGNATUREFD, LLC12$579<0.01%+113F-HRTimeline
Larson Financial Group LLC1$34<0.01%-23013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$31<0.01%new13F-HRTimelineGroup