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Disclosery

TAXF AMERICAN CENTY ETF TR

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DIVERSIFIED MU (fund)

107 managers (107 13F filers) reported a position in TAXF shares at 2026-03-31, 9,712,106 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
107
13F filers
107
New
13
Added
49
Reduced
23
Sold out
5
Shares held by filers
9,712,106

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC2,300,509$115M0.03%+105,83613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,552,913$77.7M0.2%+163,17013F-HRTimelineGroup
LPL Financial LLC653,570$32.7M0.01%+4,38813F-HRTimeline
Goldstein Advisors, LLC420,940$21.1M2.34%+8,82913F-HRTimeline
CX Institutional407,485$20.4M0.62%+7,13713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY384,823$19.3M<0.01%-37,50013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC339,492$17M0.2%+307,40213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC274,203$13.7M<0.01%+60,04013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC256,869$12.9M<0.01%+109,05513F-HR/ATimelineGroup
Private Advisor Group, LLC192,683$9.64M0.05%-3,16713F-HRTimeline
Henderson Brothers Financial Partners, …184,331$9.23M2.34%13F-HRTimeline
CONDOR CAPITAL MANAGEMENT177,142$8.87M0.74%+9,05713F-HRTimeline
IFP Advisors, Inc138,718$6.94M0.14%+12,33313F-HRTimeline
Dynamic Advisor Solutions LLC124,663$6.24M0.2%-2,40013F-HRTimeline
First Affirmative Financial Network117,918$5.9M2.29%13F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC114,131$5.71M0.14%+5,55913F-HRTimeline
NewEdge Advisors, LLC106,977$5.35M0.02%+51,79913F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC103,684$5.19M0.01%+3,15513F-HRTimeline
FAS Wealth Partners, Inc.96,934$4.85M0.3%+8,80113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC92,776$4.64M0.02%-27,47913F-HRTimelineGroup
GEM Asset Management, LLC72,033$3.61M1.59%+4,27913F-HRTimeline
Cambridge Investment Research Advisors,…71,064$3.56M0.01%+61713F-HRTimeline
Visionary Wealth Advisors69,628$3.48M0.15%-17013F-HRTimeline
IHT Wealth Management, LLC64,021$3.2M0.07%+90713F-HRTimeline
OneDigital Investment Advisors LLC60,115$3.01M0.03%+4,85213F-HRTimeline
HighTower Advisors, LLC58,005$2.9M<0.01%+4,20313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV53,752$2.69M<0.01%-9,78013F-HRTimeline
Landmark Wealth Management, LLC51,941$2.6M0.7%+9,74913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO51,261$2.56M<0.01%+20,91313F-HR/ATimelineGroup
First Heartland Consultants, Inc.50,920$2.55M0.2%new13F-HRTimeline
MATHER GROUP, LLC.50,101$2.51M0.03%+91613F-HRTimeline
GWN SECURITIES INC.44,151$2.21M0.42%+95013F-HRTimeline
Independent Advisor Alliance41,546$2.08M0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40,468$2.02M<0.01%+3,44113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,022$2M<0.01%+5,12413F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …38,913$1.95M0.11%+2,24613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,091$1.86M<0.01%+22,93413F-HRTimelineGroup
Mutual Advisors, LLC35,565$1.78M0.04%+82613F-HRTimeline
Pine Valley Investments Ltd Liability Co33,855$1.69M0.08%-24713F-HRTimeline
Mariner, LLCin group Mariner, LLC30,701$1.54M<0.01%-10,50313F-HRTimelineGroup
Cooper Capital Advisors LLC30,400$1.52M1.06%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC28,436$1.42M<0.01%new13F-HRTimelineGroup
Melone Private Wealth, LLC24,494$1.23M0.5%+8,19413F-HRTimeline
Elequin Capital, LP24,174$1.21M0.11%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,152$1.21M<0.01%+2,20913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,648$1.19M0.01%+3,41313F-HRTimelineGroup
Midwestern Financial, LLC /IA23,379$1.17M0.92%-1,82413F-HRTimeline
Foundations Investment Advisors, LLC22,843$1.14M0.01%+4,00813F-HRTimeline
PFG Advisors20,105$1.01M0.05%-3,65813F-HRTimeline
CNB Bank18,932$948K0.4%013F-HRTimeline
Aprio Wealth Management, LLC18,234$913K0.05%013F-HRTimeline
Core Wealth Advisors, Inc.17,593$881K0.21%-1,03313F-HRTimeline
Westside Investment Management, Inc.16,800$841K0.13%013F-HRTimeline
ERn Financial, LLC16,768$839K0.16%+86813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16,433$822K<0.01%new13F-HRTimelineGroup
Equity Wealth Partners, LLC16,333$817K0.53%-54213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,210$811K<0.01%+10,40813F-HRTimelineGroup
REGIMEN WEALTH, LLC15,435$773K0.23%+2,79013F-HRTimeline
Prosperity Consulting Group, LLC14,517$727K0.03%013F-HRTimeline
SageView Advisory Group, LLC13,351$668K0.02%+2513F-HRTimeline
marrick wealth, LLC13,188$660K0.56%+90513F-HRTimeline
Clearview Wealth Management LLC13,094$655K0.46%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…12,792$640K0.02%-1,24813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,245$563K<0.01%+6,83513F-HRTimelineGroup
Cetera Investment Advisers10,678$534K<0.01%+19413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,600$529K<0.01%+3,70213F-HRTimelineGroup
Altus Wealth Group LLC10,247$513K0.21%+53513F-HRTimeline
Orion Porfolio Solutions, LLC10,131$507K<0.01%-3,30513F-HRTimeline
Palatine Hill Wealth Management, LLC10,076$504K0.44%+72213F-HRTimeline
Lodestone Wealth Management LLC9,197$460K0.18%-18713F-HR/ATimeline
Merit Financial Group, LLC8,971$449K<0.01%-54113F-HRTimeline
Frederick Financial Consultants, LLC8,750$438K0.22%-1,22613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,312$416K<0.01%-2,92813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,310$416K<0.01%+27313F-HRTimelineGroup
Lifeworks Advisors, LLC8,059$403K0.05%013F-HRTimeline
Stewardship Advisors, LLC8,024$402K0.09%013F-HRTimeline
Savvy Advisors, Inc.7,463$374K0.01%-12,28013F-HRTimeline
Legacy Financial Strategies, LLC7,086$355K0.06%013F-HRTimeline
Arrowroot Family Office, LLC6,369$319K0.11%+16913F-HR/ATimeline
OLD MISSION CAPITAL LLC6,185$310K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC6,140$307K<0.01%013F-HRTimeline
UNIQUE WEALTH, LLC5,886$295K0.04%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD5,787$290K0.14%+47213F-HRTimeline
PRIVATE TRUST CO NA5,498$275K0.02%-49613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,480$274K0.02%new13F-HRTimelineGroup
Finward Bancorp5,379$269K0.22%013F-HRTimeline
Bill Few Associates, Inc.5,040$252K0.06%new13F-HRTimeline
Creative Planningin group Creative Planning4,700$235K<0.01%new13F-HRTimelineGroup
Barnes Wealth Management Group, Inc4,530$227K0.12%+14713F-HRTimeline
Investment Advisory Group, LLC4,500$225K0.06%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,500$225K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,392$220K<0.01%-5,81413F-HRTimeline
HighPoint Advisor Group LLC4,285$214K0.01%-15013F-HRTimeline
PFG Investments, LLC4,157$208K0.01%+2913F-HRTimeline
Pure Financial Advisors, LLC4,100$205K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,831$142K<0.01%-10313F-HRTimeline
Advisory Services Network, LLC2,270$114K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,450$72.6K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,446$72K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,023$51.2K<0.01%+4813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.899$45K<0.01%013F-HRTimeline
Caldwell Trust Co770$38.5K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG101$5.05K<0.01%+4913F-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$6<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.