AMERICAN CENTY ETF TR

Watch

Share

TAXF·025072505·US·etf·Unknown - Unknown

DIVERSIFIED MU

TAXF (AMERICAN CENTY ETF TR) is held by 37 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($115.1M), LPL Financial LLC ($32.7M), MORGAN STANLEY ($19.3M). Net institutional sentiment: Bullish.

37

Holders

Avg rating(9 Elite)

$243.9M

Total Value

71% (37)

Fund Consensus

25 buying - 10 selling

Smart Money Verdict

View all

61Mixed MomentumSingle Source

Institutional (13F)61

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how TAXF's score breaks down across 4 SEC sources

Holder Quality

9

★★★★★

Elite

13

★★★★

Strong

11

★★★

Solid

3

★★

Below

1

★

Weak

Held by 37 funds

9 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (37)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	2.3M(+4.8%)	$115.1M	0.0%	+7.82%	32
LPL Financial LLC	Increased	653,570(+0.7%)	$32.7M	0.0%	+7.05%	29
MORGAN STANLEY	Decreased	384,823(-8.9%)	$19.3M	0.0%	+3.93%	0
RAYMOND JAMES FINANCIAL INC	Increased	274,203(+28.0%)	$13.7M	0.0%	+1.73%	35
AMERIPRISE FINANCIAL INC	Increased	256,869(+73.8%)	$12.9M	0.0%	-0.58%	42
Private Advisor Group, LLC	Decreased	192,683(-1.6%)	$9.6M	0.0%	+11.84%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	103,684(+3.1%)	$5.2M	0.0%	+9.66%	28
Kestra Advisory Services, LLC	Decreased	92,776(-22.9%)	$4.6M	0.0%	+4.94%	0
OneDigital Investment Advisors LLC	Increased	60,115(+8.8%)	$3M	0.0%	+5.93%	29
HighTower Advisors, LLC	Increased	58,005(+7.8%)	$2.9M	0.0%	+4.44%	28
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	53,752(-15.4%)	$2.7M	0.0%	+4.16%	0
JPMORGAN CHASE & CO	Increased	51,261(+68.9%)	$2.6M	0.0%	-0.76%	39
MAMATHER GROUP, LLC.	Increased	50,101(+1.9%)	$2.5M	0.0%	+4.96%	27
ROYAL BANK OF CANADA	Increased	40,468(+9.3%)	$2M	0.0%	+2.62%	28
OSAIC HOLDINGS, INC.	Increased	40,022(+14.7%)	$2M	0.0%	+3.97%	30
JANE STREET GROUP, LLC	Increased	37,091(+162.0%)	$1.9M	0.0%	+0.69%	42
Mariner, LLC	Decreased	30,701(-25.5%)	$1.5M	0.0%	+8.66%	0
AMERICAN CENTURY COMPANIES INC	New	28,436	$1.4M	0.0%	-1.73%	35
PNC FINANCIAL SERVICES GROUP, INC.	Increased	24,152(+10.1%)	$1.2M	0.0%	+3.11%	28
Equitable Holdings, Inc.	Increased	23,648(+16.9%)	$1.2M	0.0%	+2.74%	29

Showing 1-20 of 37

Per page:

1 / 2

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

343 holders · $19.6B

SPYSTATE STR SPDR S&P 500 ETF T

293 holders · $272.3B

IVVISHARES TR

265 holders · $436.1B

IWMISHARES TR

243 holders · $61.1B

VOOVANGUARD INDEX FDS

243 holders · $198.5B

QQQINVESCO QQQ TR

240 holders · $91.1B

GLDSPDR GOLD TR

240 holders · $39B

XLFSELECT SECTOR SPDR TR

223 holders · $30.1B

EFAISHARES TR

222 holders · $43.9B

XLVSELECT SECTOR SPDR TR

216 holders · $20.8B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer