AMERICAN CENTY ETF TR

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TAXF·025072505·US·ETF

TAXF (AMERICAN CENTY ETF TR) is held by 38 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($124.3M), LPL Financial LLC ($35.1M), MORGAN STANLEY ($23.2M). Net institutional sentiment: Bullish.

38

Holders

(4 Elite)

$278M

Total Value

68% (40)

Consensus

27 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)42

Insider (Form 4)71

Activist (13D/13G)37

Congressional (STOCK Act)46

Holder Quality

78

★★★★★

Elite

16

★★★★

Strong

86

★★★

Solid

44

★★

Below

17

★

Weak

Held by 38 funds

4 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for TAXF.

Top Holders

Top Holders (38)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	2.4M(+6.3%)	$124.3M	0.0%	+3.28%	32
LPL Financial LLC	Increased	690,054(+5.6%)	$35.1M	0.0%	+2.54%	31
MORGAN STANLEY	Increased	457,043(+18.8%)	$23.2M	0.0%	-0.88%	34
AMERIPRISE FINANCIAL INC	Increased	353,825(+37.8%)	$18M	0.0%	-4.31%	37
RAYMOND JAMES FINANCIAL INC	Increased	276,068(+0.7%)	$14M	0.0%	-1.59%	28
Private Advisor Group, LLC	Increased	239,548(+24.3%)	$12.2M	0.1%	+4.80%	34
NewEdge Advisors, LLC	Increased	116,750(+9.1%)	$5.9M	0.0%	-1.52%	30
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	94,628(-8.7%)	$4.8M	0.0%	+5.61%	0
Kestra Advisory Services, LLC	Decreased	89,298(-3.8%)	$4.5M	0.0%	+1.13%	0
JANE STREET GROUP, LLC	Increased	83,147(+124.2%)	$4.2M	0.0%	-4.43%	43
GOLDMAN SACHS GROUP INC	New	65,573	$3.3M	0.0%	-6.25%	37
JPMORGAN CHASE & CO	Increased	64,028(+24.9%)	$3.3M	0.0%	-3.63%	32
HighTower Advisors, LLC	Increased	61,786(+6.5%)	$3.1M	0.0%	+0.31%	28
OneDigital Investment Advisors LLC	Increased	60,815(+1.2%)	$3.1M	0.0%	+2.14%	27
OSAIC HOLDINGS, INC.	Increased	52,823(+32.0%)	$2.7M	0.0%	-1.33%	33
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	48,477(-9.8%)	$2.5M	0.0%	+0.49%	0
ROYAL BANK OF CANADA	Increased	47,529(+17.4%)	$2.4M	0.0%	-1.34%	30
PNC FINANCIAL SERVICES GROUP, INC.	Increased	33,846(+40.1%)	$1.7M	0.0%	-2.22%	34
MAMATHER GROUP, LLC.	Decreased	28,833(-42.5%)	$1.5M	0.0%	+1.08%	0
JONES FINANCIAL COMPANIES LLLP	Increased	25,595(+141.5%)	$1.3M	0.0%	-4.81%	41

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TAXFAMERICAN CENTY ETF TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer