Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (TAXF)

90 + Investors. Track Smart Money conviction in TAXF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
66%

Smart Money Signals — TAXF

Based on 90 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
90 hedge funds hold TAXF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

61 buying31 selling
Last quarter: 61 funds were net buyers (11 opened a brand new position + 50 added to an existing one). Only 31 were sellers (20 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 12 → 16 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 20% new
56 out of 90 hedge funds have held TAXF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~11 new funds/quarter

14 → 14 → 12 → 16 → 11 new funds/Q
New funds entering each quarter: 14 → 12 → 16 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 8% 1-2yr ■ 27% new
Of 90 current holders: 59 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
10 of 90 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in TAXF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TAXF

How many hedge funds hold TAXF — quarterly history vs. share price
Quarterly hedge fund ownership of TAXF vs. share price

Market Analysis: TAXF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TAXF

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: TAXF
2026 Q1 Stats Unlock in 17 days 90 + Investors

Track Smart Money conviction in TAXF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 90 90 -
13F Shares 8M 8M 8.38%
Total Value $427M $393M 8.71%
New Positions 11 16 -5
Increased Positions 50 35 +15
Closed Positions 11 8 +3
Reduced Positions 20 35 -15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TAXF

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

90 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TAXF. Verified SEC 13F-HR filings.

Top 25 institutional holders of TAXF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Goldstein Advisors, LLC 2.34% 420,940 $21.1M
2 GEM Asset Management, LLC 1.59% 72,033 $3.6M
3 Landmark Wealth Management, LLC 0.70% 51,941 $2.6M
4 CX Institutional 0.62% 407,485 $20K
5 marrick wealth, LLC 0.56% 13,188 $660K
6 Melone Private Wealth, LLC 0.50% 24,494 $1.2M
7 Finward Bancorp 0.22% 5,379 $269K
8 Altus Wealth Group LLC 0.21% 10,247 $513K
9 Dynamic Advisor Solutions LLC 0.20% 124,663 $6.2M
10 First Heartland Consultants, Inc. 0.20% 50,920 $2.5M
11 Lodestone Wealth Management LLC 0.18% 9,197 $460K
12 ERn Financial, LLC 0.16% 16,768 $839K
13 IFP Advisors, Inc 0.14% 138,718 $6.9M
14 U.S. Capital Wealth Advisors, LLC 0.14% 114,131 $5.7M
15 OneAscent Financial Services LLC 0.11% 38,913 $1.9M
16 Stewardship Advisors, LLC 0.09% 8,024 $402K
17 Legacy Financial Strategies, LLC 0.06% 7,086 $355K
18 Bill Few Associates, Inc. 0.06% 5,040 $252K
19 Investment Advisory Group, LLC 0.06% 4,500 $225K
20 Private Advisor Group, LLC 0.05% 192,683 $9.6M
21 UNIQUE WEALTH, LLC 0.04% 5,886 $295K
22 MATHER GROUP, LLC. 0.03% 50,101 $2.5M
23 PRIVATE TRUST CO NA 0.02% 5,498 $275K
24 Kestra Advisory Services, LLC 0.02% 92,776 $4.6M
25 PFG Investments, LLC 0.01% 4,157 $208K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AMERICAN CENTY ETF TR (TAXF)

What does the Smart Money Trend signal show for TAXF?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for TAXF?

More buyers than sellers — 66% buying: Last quarter: 61 funds were net buyers (11 opened a brand new position + 50 added to an existing one). Only 31 were sellers (20 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TAXF holders?

Elite ownership — 41% AUM from top-100 funds: 10 of 90 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in TAXF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TAXF?

62% of holders stayed for 2+ years: 56 out of 90 hedge funds have held TAXF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.