Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (TAXF)

104 + 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
↑ +10
Streak
3Q ▲
Buyers last Q
68%

Smart Money Signals — TAXF

Based on 104 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added TAXF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
104 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 — +20% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

65 buying30 selling
Last quarter: 65 funds were net buyers (19 opened a brand new position + 46 added to an existing one). Only 30 were sellers (21 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new TAXF position: 13 → 17 → 12 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 17% medium ■ 28% new
57 out of 104 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 — ~19 new funds/quarter

14 → 13 → 17 → 12 → 19 new funds/Q
New funds entering each quarter: 13 → 17 → 12 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 9% 1-2yr ■ 35% new
Of 104 current holders: 59 (57%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
13 of 104 holders are among the 100 largest funds by AUM, controlling 43% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — TAXF

In 2026 Q1, 65 hedge funds were net buyers of TAXF (19 opened a new position, 46 added to an existing one), while 30 reduced or exited (21 trimmed, 9 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in TAXF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 104.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy American Centy ETF Tr (TAXF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TAXF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
TAXF
+0.9%
SPY
+13.9%

TAXF outperformed SPY by -13.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
TAXF
+0.9%
SPY
+0.2%

Since the filing became public, TAXF outperformed SPY by +0.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: TAXF
104 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 104 94 10.64%
13F Shares 9M 9M 10.78%
Total Value $442M $428M 3.16%
New Positions 19 12 +7
Increased Positions 46 51 -5
Closed Positions 9 11 -2
Reduced Positions 21 21 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TAXF

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Institutional Holders (2026 Q1)

104 + investors

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

QUARTER:
Top 25 TAXF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Goldstein Advisors, LLC 2.34% 420,940 $21.1M
2 Henderson Brothers Financial Partners, LLC 2.34% 184,331 $9.2M
3 GEM Asset Management, LLC 1.59% 72,033 $3.6M
4 Cooper Capital Advisors LLC 1.06% 30,400 $1.5M
5 Midwestern Financial, LLC /IA 0.92% 23,379 $1.2M
6 Condor Capital Management 0.74% 177,142 $8.9M
7 Landmark Wealth Management, LLC 0.70% 51,941 $2.6M
8 marrick wealth, LLC 0.56% 13,188 $660K
9 Equity Wealth Partners, LLC 0.53% 16,333 $817K
10 Melone Private Wealth, LLC 0.50% 24,494 $1.2M
11 Clearview Wealth Management LLC 0.46% 13,094 $655K
12 First Affirmative Financial Network 0.46% 19,392 $974K
13 Palatine Hill Wealth Management, LLC 0.44% 10,076 $504K
14 Gwn Securities INC. 0.42% 44,151 $2.2M
15 CNB Bank 0.40% 18,932 $948K
16 FAS Wealth Partners, Inc. 0.30% 96,934 $4.9M
17 Regimen Wealth, LLC 0.23% 15,435 $773K
18 Frederick Financial Consultants, LLC 0.22% 8,750 $438K
19 Finward Bancorp 0.22% 5,379 $269K
20 Core Wealth Advisors, Inc. 0.21% 17,593 $881K
21 Altus Wealth Group LLC 0.21% 10,247 $513K
22 Cwm, LLC 0.20% 1,552,913 $77.7M
23 Dynamic Advisor Solutions LLC 0.20% 124,663 $6.2M
24 Prime Capital Investment Advisors, LLC 0.20% 339,492 $17.0M
25 First Heartland Consultants, Inc. 0.20% 50,920 $2.5M
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?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TAXF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TAXF?

More buyers than sellers — 68% buying: Last quarter: 65 funds were net buyers (19 opened a brand new position + 46 added to an existing one). Only 30 were sellers (21 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TAXF holders?

Elite ownership — 43% AUM from top-100 funds: 13 of 104 holders are among the 100 largest funds by AUM, controlling 43% 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?

55% of holders stayed for 2+ years: 57 out of 104 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.

Is it too late to buy American Centy ETF Tr (TAXF) following the 2026 Q1 hedge fund 13F filings?

As of today, TAXF has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), TAXF has gained +0.9% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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