13F Insight
DOSSIER · 13F Holders · Q2 2026
TAXF

AMERICAN CENTY ETF TR

120 institutions still hold AMERICAN CENTY ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 025072505·120 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$428M
visible holders
Holders
120
filers reporting
Concentration
29.07%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

120 institutions reported TAXF in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 29.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$124M2.4M0.03%Q2 202602
CWM, LLC
CIK 0001535847
$78M1.6M0.20%Q1 202603
LPL Financial LLC
CIK 0001403438
$35M690K0.01%Q2 202604
MORGAN STANLEY
CIK 0000895421
$23M457K0.00%Q2 202605
Goldstein Advisors, LLC
CIK 0001963807
$22M436K2.03%Q2 202606
CX Institutional
CIK 0001737089
$22M428K0.63%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$18M354K0.00%Q2 202608
Prime Capital Investment Advisors, LLC
CIK 0001731446
$18M351K0.17%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M276K0.00%Q2 202610
Private Advisor Group, LLC
CIK 0001567755
$12M240K0.06%Q2 202611
CONDOR CAPITAL MANAGEMENT
CIK 0001082491
$9M178K0.68%Q2 202612
IFP Advisors, Inc
CIK 0001641866
$8M148K0.14%Q2 202613
Dynamic Advisor Solutions LLC
CIK 0001599747
$6M123K0.18%Q2 202614
Arax Advisory Partners
CIK 0001586767
$6M118K0.04%Q2 202615
NewEdge Advisors, LLC
CIK 0001633516
$6M117K0.02%Q2 202616
First Affirmative Financial Network
CIK 0001656282
$6M118K2.29%Q1 202617
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$6M114K0.14%Q1 202618
FAS Wealth Partners, Inc.
CIK 0001596957
$5M105K0.28%Q2 202619
Henderson Brothers Financial Partners, LLC
CIK 0002064329
$5M97K2.33%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M95K0.01%Q2 2026
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