Home › TAXF

Who holds TAXF

AMERICAN CENTY ETF TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
ENVESTNET ASSET MANAGEMENT INC2.4M$124.3M0.0%
LPL Financial LLC690.1K$35.1M0.0%
MORGAN STANLEY457.0K$23.2M0.0%
Goldstein Advisors, LLC436.5K$22.2M2.0%
AMERIPRISE FINANCIAL INC353.8K$18.0M0.0%
Prime Capital Investment Advisors, LLC351.0K$17.8M0.2%
CX Institutional358.3K$17.0M0.5%
RAYMOND JAMES FINANCIAL INC276.1K$14.0M0.0%
Private Advisor Group, LLC239.5K$12.2M0.1%
CONDOR CAPITAL MANAGEMENT177.9K$9.0M0.7%
IFP Advisors, Inc148.2K$7.5M0.1%
Dynamic Advisor Solutions LLC123.3K$6.3M0.2%
Arax Advisory Partners117.6K$6.0M0.0%
NewEdge Advisors, LLC116.8K$5.9M0.0%
FAS Wealth Partners, Inc.105.1K$5.3M0.3%
Henderson Brothers Financial Partners, LLC96.6K$4.9M2.3%
COMMONWEALTH EQUITY SERVICES, LLC94.6K$4.8M0.0%
Kestra Advisory Services, LLC89.3K$4.5M0.0%
GEM Asset Management, LLC87.2K$4.4M1.7%
Elequin Capital, LP83.5K$4.2M0.1%
JANE STREET GROUP, LLC83.1K$4.2M0.0%
Visionary Wealth Advisors74.6K$3.8M0.1%
Cambridge Investment Research Advisors, Inc.70.9K$3.6M0.0%
GOLDMAN SACHS GROUP INC65.6K$3.3M0.0%
ARQ WEALTH ADVISORS, LLC65.5K$3.3M0.4%
JPMORGAN CHASE & CO64.0K$3.3M0.0%
IHT Wealth Management, LLC62.4K$3.2M0.1%
OneDigital Investment Advisors LLC60.8K$3.1M0.0%
CARY STREET PARTNERS FINANCIAL LLC58.5K$3.0M0.1%
Landmark Wealth Management, LLC57.0K$2.9M0.7%
OSAIC HOLDINGS, INC.52.8K$2.7M0.0%
MERCER GLOBAL ADVISORS INC /ADV48.5K$2.5M0.0%
ROYAL BANK OF CANADA47.5K$2.4M0.0%
GWN SECURITIES INC.44.2K$2.2M0.4%
Allied Private Wealth LLC43.9K$2.2M1.4%
OneAscent Financial Services LLC39.7K$2.0M0.1%
Mutual Advisors, LLC38.1K$1.9M0.0%
Cooper Capital Advisors LLC34.4K$1.7M0.8%
PNC FINANCIAL SERVICES GROUP, INC.33.8K$1.7M0.0%
Pine Valley Investments Ltd Liability Co33.8K$1.7M0.1%
MATHER GROUP, LLC.28.8K$1.5M0.0%
Melone Private Wealth, LLC27.6K$1.4M0.5%
First Heartland Consultants, Inc.27.5K$1.4M0.1%
JONES FINANCIAL COMPANIES LLLP25.6K$1.3M0.0%
FOUNDATIONS INVESTMENT ADVISORS, LLC25.0K$1.3M0.0%
Midwestern Financial, LLC /IA23.2K$1.2M0.8%
CNB Bank20.5K$1.0M0.4%
Concurrent Investment Advisors, LLC18.8K$957,1720.0%
Equitable Holdings, Inc.17.5K$887,1780.0%
STIFEL FINANCIAL CORP17.2K$876,1510.0%
Aprio Wealth Management, LLC17.2K$876,0900.0%
Equity Wealth Partners, LLC16.6K$846,3750.3%
Westside Investment Management, Inc.16.2K$823,5270.1%
ERn Financial, LLC16.2K$822,0020.1%
REGIMEN WEALTH, LLC15.6K$791,8410.2%
Altus Wealth Group LLC15.2K$774,5860.3%
Prosperity Consulting Group, LLC14.5K$737,9720.0%
PFG Advisors14.2K$723,4730.0%
Gerber Kawasaki Wealth & Investment Management14.1K$718,8170.0%
SageView Advisory Group, LLC13.4K$680,3780.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}