AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2018 to Q4 2025

Type / Class
Equity / DIVERSIFIED MU
Symbol
TAXF
Price per share
$50.38
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
7,902,979
Total reported value
$396,944,070
% of total 13F portfolios
0%
Share change
-174,859
Value change
-$8,482,356
Number of holders
96
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 96 institutional investors reported holding 7,902,979 shares of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF).

Institutional Holders of AMERICAN CENTY ETF TR - DIVERSIFIED MU (TAXF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 350,834 $17,695,014 +$901,071 $50.38 11
2025 Q3 7,902,979 $396,944,070 -$8,482,356 $50.23 96
2025 Q2 8,061,980 $394,481,047 -$8,968,762 $48.93 87
2025 Q1 8,194,208 $405,438,616 +$1,679,863 $49.48 89
2024 Q4 8,260,151 $414,159,226 +$41,326,661 $50.14 91
2024 Q3 7,333,969 $377,099,998 +$22,856,802 $51.42 78
2024 Q2 6,894,215 $347,176,116 +$1,676,256 $50.36 79
2024 Q1 6,776,480 $342,555,256 +$32,815,145 $50.55 77
2023 Q4 6,126,836 $312,243,105 +$17,472,850 $50.96 80
2023 Q3 5,793,697 $277,803,057 +$44,555,234 $47.95 78
2023 Q2 4,856,843 $242,839,844 +$15,772,620 $50.00 72
2023 Q1 4,559,295 $229,502,313 +$11,569,883 $50.35 68
2022 Q4 4,285,413 $209,705,154 -$44,281,207 $48.93 61
2022 Q3 4,870,219 $232,161,706 +$46,805,630 $47.67 52
2022 Q2 3,893,994 $194,077,377 +$14,961,048 $49.84 57
2022 Q1 3,556,212 $183,589,759 +$29,696,390 $51.63 52
2021 Q4 2,958,384 $163,440,543 +$26,274,531 $55.25 48
2021 Q3 2,405,372 $132,569,431 +$33,649,260 $55.11 37
2021 Q2 1,784,707 $99,124,769 +$19,318,734 $55.54 31
2021 Q1 1,437,141 $78,480,000 +$15,510,234 $54.61 25
2020 Q4 1,116,325 $60,999,000 +$14,144,069 $54.64 23
2020 Q3 872,798 $46,759,000 -$3,853,169 $53.57 19
2020 Q2 944,899 $49,936,000 +$5,666,634 $52.83 18
2020 Q1 837,999 $43,131,000 +$12,502,669 $51.48 15
2019 Q4 594,145 $31,440,000 +$4,046,373 $52.89 13
2019 Q3 512,692 $27,108,000 +$2,835,377 $52.86 8
2019 Q2 459,322 $23,978,000 +$10,832,896 $52.21 4
2019 Q1 251,798 $12,883,000 +$92,008 $51.17 3
2018 Q4 250,000 $12,497,000 -$3 $49.99 2
2018 Q3 250,000 $12,468,000 +$12,468,000 $49.88 2