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Disclosery

TAXF AMERICAN CENTY ETF TR

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DIVERSIFIED MU (fund)

99 managers (99 13F filers) reported a position in TAXF shares at 2025-12-31, 8,521,286 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
99
13F filers
99
New
7
Added
51
Reduced
24
Sold out
7
Shares held by filers
8,521,286

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC2,194,673$111M0.03%+59,86013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,389,743$70M0.19%+51,20613F-HRTimelineGroup
LPL Financial LLC649,182$32.7M0.01%+28,87613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY422,323$21.3M<0.01%+60,42513F-HR/ATimelineGroup
Goldstein Advisors, LLC412,111$20.8M2.37%+14,38213F-HRTimeline
CX Institutional400,348$20.2M0.6%+6,64313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC214,163$10.8M<0.01%+40,50513F-HRTimelineGroup
Private Advisor Group, LLC195,850$9.87M0.05%+16313F-HRTimeline
CONDOR CAPITAL MANAGEMENT168,085$8.47M0.69%+1,66713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC147,814$7.45M<0.01%+92,40313F-HRTimelineGroup
Dynamic Advisor Solutions LLC127,063$6.4M0.21%+6,41413F-HRTimeline
IFP Advisors, Inc126,385$6.37M0.14%-1,73613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC120,255$6.06M0.02%-4,87713F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC108,572$5.47M0.14%+6,32013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC100,529$5.06M0.01%+2,93313F-HRTimeline
FLOW TRADERS U.S. LLC91,444$4.61M0.15%+74,79813F-HRTimeline
FAS Wealth Partners, Inc.88,133$4.44M0.29%+15,22013F-HRTimeline
Pursuit Wealth Management LLC81,546$4.11M3.53%13F-HRTimeline
Cambridge Investment Research Advisors,…70,447$3.55M0.01%-10,22013F-HRTimeline
Visionary Wealth Advisors69,798$3.52M0.16%-52013F-HRTimeline
GEM Asset Management, LLC67,754$3.43M1.53%+1,45213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV63,532$3.2M<0.01%+1,16413F-HRTimeline
IHT Wealth Management, LLC63,114$3.18M0.08%-89313F-HRTimeline
OneDigital Investment Advisors LLC55,263$2.78M0.03%-5,02813F-HRTimeline
NewEdge Advisors, LLC55,178$2.78M0.01%+3,97413F-HRTimeline
HighTower Advisors, LLC53,802$2.71M<0.01%+2,55013F-HRTimeline
MATHER GROUP, LLC.49,185$2.48M0.03%-6,08813F-HRTimeline
GWN SECURITIES INC.43,201$2.18M0.44%+8,36413F-HRTimeline
Landmark Wealth Management, LLC42,192$2.13M0.81%+5,23313F-HRTimeline
Mariner, LLCin group Mariner, LLC41,204$2.08M<0.01%+8,93013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,027$1.86M<0.01%+6,77813F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …36,667$1.85M0.17%-62913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,898$1.76M<0.01%+4,94813F-HRTimelineGroup
Mutual Advisors, LLC34,739$1.75M0.04%+12613F-HRTimeline
Pine Valley Investments Ltd Liability Co34,102$1.72M0.09%-95213F-HRTimeline
Prime Capital Investment Advisors, LLC32,090$1.62M0.02%-2,32713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO30,348$1.53M<0.01%+25,72713F-HRTimelineGroup
Midwestern Financial, LLC /IA25,203$1.27M1.05%+12813F-HRTimeline
PFG Advisors23,763$1.2M0.06%+66713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,943$1.11M<0.01%+3,00713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,235$1.02M0.01%+8,78513F-HRTimelineGroup
Savvy Advisors, Inc.19,743$995K0.03%+3,76013F-HRTimeline
CNB Bank18,932$954K0.39%+1,20313F-HRTimeline
Foundations Investment Advisors, LLC18,835$949K0.01%+8,13213F-HRTimeline
Core Wealth Advisors, Inc.18,626$938K0.24%013F-HRTimeline
Aprio Wealth Management, LLC18,234$919K0.05%new13F-HRTimeline
COMERICA BANK17,328$873K<0.01%-80213F-HRTimeline
Equity Wealth Partners, LLC16,875$850K0.55%+1,01713F-HRTimeline
Westside Investment Management, Inc.16,800$846K0.14%+40013F-HRTimeline
Melone Private Wealth, LLC16,300$821K0.35%+7,42413F-HRTimeline
ERn Financial, LLC15,900$801K0.15%+1,52713F-HRTimeline
Prosperity Consulting Group, LLC14,517$731K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,157$713K<0.01%-17,54613F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…14,040$707K0.02%-60713F-HRTimeline
Orion Porfolio Solutions, LLC13,436$677K<0.01%-11,35913F-HRTimeline
SageView Advisory Group, LLC13,326$671K0.02%-1,90613F-HRTimeline
REGIMEN WEALTH, LLC12,645$637K0.19%+15713F-HRTimeline
marrick wealth, LLC12,283$619K0.51%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,240$566K<0.01%-1,85313F-HRTimeline
Cetera Investment Advisers10,484$528K<0.01%+2313F-HRTimeline
MML INVESTORS SERVICES, LLC10,206$514K<0.01%+19413F-HRTimeline
Frederick Financial Consultants, LLC9,976$503K0.28%-1,28313F-HRTimeline
Altus Wealth Group LLC9,712$489K0.2%+57913F-HRTimeline
Merit Financial Group, LLC9,512$479K<0.01%+1513F-HRTimeline
Lodestone Wealth Management LLC9,384$473K0.19%-16313F-HRTimeline
Palatine Hill Wealth Management, LLC9,354$471K0.38%13F-HRTimeline
Lifeworks Advisors, LLC8,059$406K0.05%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,037$405K<0.01%13F-HR/ATimelineGroup
Stewardship Advisors, LLC8,024$404K0.09%+49713F-HRTimeline
Legacy Financial Strategies, LLC7,086$357K0.06%+1,99613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,898$348K<0.01%+3,76913F-HRTimelineGroup
Arrowroot Family Office, LLC6,200$312K0.11%+70013F-HRTimeline
Janney Montgomery Scott LLC6,140$309K<0.01%-2013F-HRTimeline
PRIVATE TRUST CO NA5,994$302K0.03%-213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,802$292K<0.01%-26013F-HRTimelineGroup
Finward Bancorp5,379$271K0.21%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD5,315$268K0.13%+11213F-HRTimeline
Atria Investments, Inc5,285$266K<0.01%013F-HRTimeline
Investment Advisory Group, LLC4,500$227K0.06%new13F-HRTimeline
HighPoint Advisor Group LLC4,435$223K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,410$222K<0.01%new13F-HRTimelineGroup
Barnes Wealth Management Group, Inc4,383$221K0.12%+23313F-HRTimeline
Shade Tree Advisors LLC4,238$214K0.16%new13F-HRTimeline
Compound Planning, Inc.4,133$208K0.01%-88213F-HRTimeline
PFG Investments, LLC4,128$208K0.01%+5113F-HRTimeline
Pure Financial Advisors, LLC4,100$207K<0.01%013F-HRTimeline
McAdam, LLC4,028$203K0.01%-11113F-HRTimeline
Farther Finance Advisors, LLC2,934$148K<0.01%+2,76613F-HRTimeline
Geneos Wealth Management Inc.1,450$73.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,446$73K<0.01%013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC975$49.1K<0.01%+10413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.899$45.3K<0.01%013F-HRTimeline
Caldwell Trust Co770$38.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC423$21.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG52$2.62K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC12$588<0.01%013F-HRTimeline
Larson Financial Group LLC1$34<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$31<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$22<0.01%-1,14113F-HRTimelineGroupAmount filed as zero, left out of ratios.