Who Owns AMERICAN CENTY ETF TR (TAXF)? -- Institutional Holders (2026-06-30)

122 institutions reported holding $443.5M of AMERICAN CENTY ETF TR (TAXF) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($124.3M), LPL Financial LLC ($35.1M), MORGAN STANLEY ($23.2M), Goldstein Advisors, LLC ($22.2M), CX Institutional ($21.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$124.3M2.4MAdded
2LPL Financial LLC$35.1M690,054Added
3MORGAN STANLEY$23.2M457,043Added
4Goldstein Advisors, LLC$22.2M436,469Added
5CX Institutional$21.8M428,304Added
6AMERIPRISE FINANCIAL INC$18.0M353,825Added
7Prime Capital Investment Advisors, LLC$17.8M351,005Added
8RAYMOND JAMES FINANCIAL INC$14.0M276,068Added
9Private Advisor Group, LLC$12.2M239,548Added
10CONDOR CAPITAL MANAGEMENT$9.0M177,881Added
11IFP Advisors, Inc$7.5M148,181Added
12Dynamic Advisor Solutions LLC$6.3M123,317Trimmed
13Arax Advisory Partners$6.0M117,636New
14NewEdge Advisors, LLC$5.9M116,750Added
15FAS Wealth Partners, Inc.$5.3M105,053Added
16Henderson Brothers Financial Partners, LLC$4.9M96,635Trimmed
17COMMONWEALTH EQUITY SERVICES, LLC$4.8M94,628Trimmed
18Kestra Advisory Services, LLC$4.5M89,298Trimmed
19GEM Asset Management, LLC$4.4M87,210Added
20Elequin Capital, LP$4.2M83,501Added
21JANE STREET GROUP, LLC$4.2M83,147Added
22Visionary Wealth Advisors$3.8M74,571Added
23Cambridge Investment Research Advisors, Inc.$3.6M70,928Trimmed
24GOLDMAN SACHS GROUP INC$3.3M65,573New
25ARQ WEALTH ADVISORS, LLC$3.3M65,474New

Source: SEC Form 13F filings · as of 2026-06-30