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American Century Diversified Municipal Bond ETF (TAXF) Institutional Ownership

$50.11 +0.09 (+0.18%)
As of 01/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for American Century Diversified Municipal Bond ETF (NYSEARCA:TAXF)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$75.04M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$10.11M
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TAXF Institutional Buying and Selling by Quarter

American Century Diversified Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Goldstein Advisors LLC419,839$21.05M3.1%+9.6%4.826%
1/17/2025 Mutual Advisors LLC37,509$1.88M0.1%+3.2%0.431%
1/15/2025 CGN Advisors LLC5,006$251K0.0%-27.1%0.058%
1/15/2025 Merit Financial Group LLC10,401$521K0.0%+33.6%0.120%
1/15/2025 Certified Advisory Corp58,412$2.93M0.3%+6.0%0.671%
12/26/2024JPMorgan Chase & Co.40,564$2.09M0.0%+417.2%0.466%
11/25/2024Pine Valley Investments Ltd Liability Co41,529$2.14M0.1%-3.9%0.477%
11/15/2024HighTower Advisors LLC133,941$6.89M0.0%+26.1%1.540%
11/15/2024Arrowroot Family Office LLC4,727$243K0.1%+14.7%0.054%
11/14/2024Captrust Financial Advisors18,283$940K0.0%-1.7%0.210%
11/12/2024 Certified Advisory Corp55,097$2.83M0.3%-8.1%0.633%
11/8/2024First Horizon Advisors Inc.1,175$60K0.0%N/A0.014%
11/6/2024OneDigital Investment Advisors LLC138,806$7.14M0.1%-9.1%1.595%
11/5/2024Prime Capital Investment Advisors LLC21,067$1.08M0.0%+46.3%0.242%
11/1/2024Atria Investments Inc111,008$5.71M0.1%+3.5%1.276%
10/30/2024Landmark Wealth Management LLC55,519$2.86M1.2%+0.4%0.638%
10/25/2024Financial Advocates Investment Management35,388$1.87M0.1%+9.5%0.407%
10/25/2024 Mutual Advisors LLC36,336$1.83M0.1%-4.9%0.418%
10/24/2024 Goldstein Advisors LLC382,929$19.69M3.0%+5.5%4.401%
10/22/2024Altus Wealth Group LLC6,647$342K0.1%-4.8%0.076%
10/22/2024Private Advisor Group LLC204,142$10.50M0.1%+11.6%2.346%
10/21/2024Foundations Investment Advisors LLC5,522$284K0.0%+12.2%0.063%
10/19/2024 CNB Bank22,325$1.15M0.5%-23.9%0.257%
10/16/2024Global Retirement Partners LLC50,021$2.57M0.1%+2.6%0.575%
10/16/2024Good Life Advisors LLC19,956$1.03M0.1%-25.2%0.229%
10/16/2024Sunpointe LLC13,966$718K0.6%N/A0.161%
10/16/2024 ERn Financial LLC13,446$691K0.1%-2.8%0.155%
10/11/2024CX Institutional509,397$26.19M1.2%+2.7%5.855%
10/10/2024First Affirmative Financial Network12,232$629K0.3%+4.5%0.141%
10/9/2024GEM Asset Management LLC66,934$3.41M2.0%+1.1%0.769%
10/8/2024CWM LLC959,910$49.36M0.2%+25.2%11.033%
10/8/2024Dynamic Advisor Solutions LLC38,695$1.99M0.1%+8.6%0.445%
9/5/2024Sanctuary Advisors LLC82,650$4.13M0.0%N/A0.950%
8/14/2024 Certified Advisory Corp59,959$3.02M0.4%-0.8%0.689%
8/8/2024Envestnet Asset Management Inc.1,935,952$97.50M0.0%+9.0%22.252%
8/8/2024PFG Advisors14,608$736K0.0%+31.0%0.168%
8/7/2024GEM Asset Management LLC66,236$3.34M2.1%+1.9%0.761%
8/2/2024Foundations Investment Advisors LLC4,920$248K0.0%N/A0.057%
7/31/2024Commonwealth Equity Services LLC91,857$4.63M0.0%+9.7%1.056%
7/30/2024Pine Valley Investments Ltd Liability Co43,206$2.18M0.1%+2.8%0.497%
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7/29/2024FAS Wealth Partners Inc.49,844$2.51M0.2%+8.4%0.573%
7/29/2024Financial Advocates Investment Management32,313$1.63M0.1%+11.3%0.371%
7/26/2024Cambridge Investment Research Advisors Inc.95,719$4.82M0.0%+16.6%1.100%
7/24/2024 Goldstein Advisors LLC362,794$18.27M3.1%+6.1%4.170%
7/17/2024 ERn Financial LLC13,833$697K0.1%-3.6%0.159%
7/16/2024Lodestone Wealth Management LLC11,020$555K0.3%-18.4%0.127%
7/15/2024Dynamic Advisor Solutions LLC35,630$1.79M0.1%+39.0%0.410%
7/11/2024U.S. Capital Wealth Advisors LLC51,432$2.59M0.1%+44.9%0.591%
7/11/2024CX Institutional495,770$24.97M1.2%-2.1%5.699%
7/10/2024 CGN Advisors LLC6,865$346K0.0%-9.1%0.079%
7/10/2024Stewardship Advisors LLC15,626$787K0.3%-44.8%0.180%
7/10/2024CWM LLC766,784$38.62M0.2%+4.6%8.814%
5/23/2024ARQ Wealth Advisors LLC40,797$2.06M0.9%N/A0.469%
5/21/2024Atria Investments Inc105,592$5.34M0.1%-0.6%1.214%
5/16/2024Jane Street Group LLC109,004$5.51M0.0%+391.1%1.253%
5/9/2024Orion Portfolio Solutions LLC51,072$2.58M0.0%+26.5%0.587%
5/9/2024Condor Capital Management136,759$6.91M0.7%+122.0%1.572%
5/7/2024PFG Advisors11,155$564K0.0%-2.2%0.128%
5/4/2024Geneos Wealth Management Inc.1,450$73K0.0%+517.0%0.017%
5/2/2024 Mutual Advisors LLC46,832$2.37M0.1%+13.6%0.538%
4/30/2024Private Advisor Group LLC185,021$9.35M0.1%-5.8%2.127%
4/30/2024J.W. Cole Advisors Inc.14,274$722K0.0%+3.9%0.164%
4/29/2024Commonwealth Equity Services LLC83,752$4.23M0.0%+0.9%0.963%
4/29/2024FAS Wealth Partners Inc.45,985$2.33M0.2%+7.9%0.529%
4/25/2024Cambridge Investment Research Advisors Inc.82,101$4.15M0.0%-0.4%0.944%
4/24/2024Landmark Wealth Management LLC50,243$2.54M1.2%+4.8%0.578%
4/23/2024Global Retirement Partners LLC40,401$2.04M0.1%+16.6%0.464%
4/23/2024McAdam LLC4,494$227K0.0%-4.8%0.052%
4/23/2024Raymond James Financial Services Advisors Inc.119,709$6.05M0.0%-11.5%1.376%
4/16/2024 ERn Financial LLC14,353$726K0.1%+2.0%0.165%
4/12/2024Dynamic Advisor Solutions LLC25,631$1.30M0.0%-2.5%0.371%
4/12/2024 CGN Advisors LLC7,556$382K0.0%-8.8%0.110%
4/11/2024First Affirmative Financial Network11,807$597K0.4%+7.9%0.171%
3/6/2024SageView Advisory Group LLC12,165$617K0.0%-2.7%0.176%
2/15/2024Comerica Bank20,835$1.06M0.0%+2.2%0.302%
2/14/2024Visionary Wealth Advisors73,419$3.74M0.3%+158.3%1.064%
2/14/2024Core Wealth Advisors Inc.39,300$2.00M0.7%+16.3%0.570%
2/13/2024Envestnet Asset Management Inc.1,646,484$83.91M0.0%+16.5%23.862%
2/12/2024Condor Capital Management61,599$3.14M0.3%-53.5%0.893%
2/12/2024 Goldstein Advisors LLC327,683$16.70M2.8%+2.2%4.749%
2/12/2024Pine Valley Investments Ltd Liability Co38,422$1.96M0.1%-21.5%0.557%
2/9/2024Orion Portfolio Solutions LLC40,388$2.06M0.0%-9.2%0.585%
2/9/2024SageView Advisory Group LLC12,165$617K0.0%-2.7%0.176%
2/9/2024Cambridge Investment Research Advisors Inc.82,407$4.20M0.0%+4.3%1.194%
2/9/2024 Certified Advisory Corp58,204$2.97M0.4%+3.7%0.844%
2/8/2024Financial Advocates Investment Management21,302$1.12M0.1%+18.9%0.309%
2/6/2024Private Advisor Group LLC196,449$10.01M0.1%-2.3%2.847%
2/6/2024U.S. Capital Wealth Advisors LLC25,969$1.32M0.1%+291.9%0.376%
2/2/2024Truist Financial Corp129,658$6.61M0.0%-2.6%1.879%
2/1/2024CWM LLC684,060$34.86M0.2%+30.2%9.914%
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2/1/2024CRA Financial Services LLC6,171$314K0.1%-3.3%0.089%
1/31/2024 CNB Bank33,825$1.72M0.9%-1.3%0.490%
1/31/2024J.W. Cole Advisors Inc.13,735$700K0.0%-20.1%0.199%
1/24/2024Private Trust Co. NA7,530$384K0.0%-10.4%0.109%
1/23/2024FAS Wealth Partners Inc.42,609$2.17M0.2%-7.3%0.618%
1/22/2024Landmark Wealth Management LLC47,963$2.44M1.2%+39.4%0.695%
1/19/2024 SFG Wealth Management LLC.14,916$760K0.5%+21.3%0.216%
1/19/2024PFG Advisors11,406$581K0.0%-7.0%0.165%
1/19/2024 ERn Financial LLC14,077$711K0.1%-55.2%0.204%
1/18/2024Global Retirement Partners LLC34,660$1.76M0.1%+4.4%0.502%
(Data available from 1/1/2016 forward)

TAXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TAXF shares?

During the previous two years, 80 institutional investors and hedge funds held shares of American Century Diversified Municipal Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($97.50M), CWM LLC ($49.36M), CX Institutional ($26.19M), Resources Investment Advisors LLC. ($21.44M), Goldstein Advisors LLC ($21.05M), LPL Financial LLC ($16.80M), and Private Advisor Group LLC ($10.50M).Learn more on TAXF's institutional investors.

Which institutional investors have been buying American Century Diversified Municipal Bond ETF stock?

Of the 68 institutional investors that purchased American Century Diversified Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($1.08M), CWM LLC ($912.18K), Goldstein Advisors LLC ($405.62K), Private Advisor Group LLC ($222.13K), Raymond James Financial Services Advisors Inc. ($135.27K), Condor Capital Management ($114.96K), and Stewardship Advisors LLC ($114.63K).

How much institutional buying is happening at American Century Diversified Municipal Bond ETF?

Institutional investors have bought a total of 4,320,045 shares in the last 24 months. This purchase volume represents approximately $214.73M in transactions.

Which American Century Diversified Municipal Bond ETF major shareholders have been selling company stock?

Of the 44 institutional investors that sold American Century Diversified Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Resources Investment Advisors LLC. ($314.10K), CX Institutional ($73.50K), Condor Capital Management ($70.91K), Great Valley Advisor Group Inc. ($46.16K), Synovus Financial Corp ($39.47K), American Century Companies Inc. ($36.00K), and Orion Portfolio Solutions LLC ($33.11K).

How much institutional selling is happening at American Century Diversified Municipal Bond ETF?

Institutional investors have sold a total of 884,193 shares in the last 24 months. This volume of shares sold represents approximately $43.92M in transactions.


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This page (NYSEARCA:TAXF) was last updated on 1/21/2025 by MarketBeat.com Staff
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