Who Owns AMERICAN CENTY ETF TR (TAXF)? -- Institutional Holders (2026-03-31)

109 institutions reported holding $473.7M of AMERICAN CENTY ETF TR (TAXF) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($115.1M), CWM, LLC ($77.7M), LPL Financial LLC ($32.7M), Goldstein Advisors, LLC ($21.1M), CX Institutional ($20.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$115.1M2.3MAdded
2CWM, LLC$77.7M1.6MAdded
3LPL Financial LLC$32.7M653,570Added
4Goldstein Advisors, LLC$21.1M420,940Added
5CX Institutional$20.4M407,485Added
6MORGAN STANLEY$19.3M384,823Trimmed
7Prime Capital Investment Advisors, LLC$17.0M339,492Added
8RAYMOND JAMES FINANCIAL INC$13.7M274,203Added
9AMERIPRISE FINANCIAL INC$12.9M256,869Added
10Private Advisor Group, LLC$9.6M192,683Trimmed
11Henderson Brothers Financial Partners, LLC$9.2M184,331Added
12CONDOR CAPITAL MANAGEMENT$8.9M177,142Added
13IFP Advisors, Inc$6.9M138,718Added
14Dynamic Advisor Solutions LLC$6.2M124,663Trimmed
15First Affirmative Financial Network$5.9M117,918Added
16U.S. Capital Wealth Advisors, LLC$5.7M114,131Added
17COMMONWEALTH EQUITY SERVICES, LLC$5.2M103,684Added
18Kestra Advisory Services, LLC$4.6M92,776Trimmed
19GEM Asset Management, LLC$3.6M72,033Added
20Cambridge Investment Research Advisors, Inc.$3.6M71,064Added
21Visionary Wealth Advisors$3.5M69,628Trimmed
22IHT Wealth Management, LLC$3.2M64,021Added
23OneDigital Investment Advisors LLC$3.0M60,115Added
24HighTower Advisors, LLC$2.9M58,005Added
25MERCER GLOBAL ADVISORS INC /ADV$2.7M53,752Trimmed

Source: SEC Form 13F filings · as of 2026-03-31