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American Century Diversified Municipal Bond ETF (TAXF) Institutional Ownership

$48.40 -0.01 (-0.02%)
As of 04/17/2025 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)
59
Total
Institutional Inflows
(last 12 months)
$105.43M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$12.52M
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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
4/17/2025 GEM Asset Management LLC65,838$3.27M1.8%+4.4%0.633%
4/17/2025 Stewardship Advisors LLC8,828$437K0.1%-38.6%0.085%
4/17/2025 Dynamic Advisor Solutions LLC108,012$5.34M0.2%+2.0%1.039%
4/16/2025 Wealth Enhancement Advisory Services LLC9,625$476K0.0%-33.8%0.093%
4/15/2025 CX Institutional637,723$31.56M1.2%+3.1%6.132%
4/14/2025 Farther Finance Advisors LLC788$39K0.0%N/A0.008%
4/11/2025 First Affirmative Financial Network13,928$689K0.4%+17.7%0.134%
4/9/2025 Merit Financial Group LLC8,425$417K0.0%-19.0%0.081%
3/17/2025 Wealth Enhancement Advisory Services LLC14,540$729K0.0%N/A0.140%
2/24/2025Great Valley Advisor Group Inc.46,879$2.35M0.1%N/A0.451%
2/19/2025WCG Wealth Advisors LLC16,733$839K0.1%N/A0.192%
2/17/2025Visionary Wealth Advisors90,056$4.52M0.3%+15.4%1.035%
2/17/2025Cetera Investment Advisers4,282$215K0.0%-19.6%0.049%
2/17/2025Captrust Financial Advisors17,182$862K0.0%-6.0%0.197%
2/17/2025Arrowroot Family Office LLC5,128$257K0.1%+8.5%0.059%
2/14/2025Blue Rock Wealth Management LLC11,595$581K0.6%N/A0.133%
2/14/2025Mercer Global Advisors Inc. ADV107,121$5.37M0.0%N/A1.231%
2/14/2025FAS Wealth Partners Inc.66,506$3.34M0.3%+10.3%0.764%
2/14/2025Jane Street Group LLC80,682$4.05M0.0%N/A0.927%
2/14/2025Comerica Bank37,796$1.90M0.0%+104.8%0.434%
2/14/2025Gerber Kawasaki Wealth & Investment Management12,681$636K0.0%+6.4%0.146%
2/14/2025Core Wealth Advisors Inc.29,893$1.50M0.5%-6.0%0.344%
2/14/2025Two Sigma Securities LLC6,577$330K0.0%N/A0.076%
2/14/2025IHT Wealth Management LLC78,197$3.92M0.1%+2.0%0.899%
2/14/2025Stifel Financial Corp5,435$272K0.0%+10.4%0.062%
2/14/2025OneDigital Investment Advisors LLC127,819$6.41M0.1%-7.9%1.469%
2/14/2025Frederick Financial Consultants LLC19,801$993K0.8%N/A0.228%
2/13/2025NewEdge Advisors LLC63,977$3.21M0.0%+8.4%0.735%
2/13/2025SageView Advisory Group LLC15,694$787K0.0%+29.1%0.180%
2/13/2025Raymond James Financial Inc.104,283$5.23M0.0%N/A1.199%
2/13/2025Envestnet Asset Management Inc.1,945,071$97.53M0.0%-3.0%22.357%
2/12/2025OneAscent Financial Services LLC33,913$1.70M0.1%N/A0.390%
2/12/2025Orion Portfolio Solutions LLC39,002$1.96M0.0%-20.1%0.448%
2/12/2025JPMorgan Chase & Co.703$35K0.0%-98.3%0.008%
2/11/2025LPL Financial LLC555,686$27.86M0.0%+10.2%6.387%
2/11/2025Condor Capital Management157,178$7.88M0.7%+2.4%1.807%
2/10/2025Altus Wealth Group LLC8,316$417K0.2%+25.1%0.096%
2/10/2025Commonwealth Equity Services LLC107,308$5.38M0.0%+5.0%1.233%
2/7/2025PFG Advisors16,717$838K0.1%+3.1%0.192%
2/7/2025HighTower Advisors LLC138,290$6.93M0.0%+3.2%1.590%
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2/7/2025Independent Advisor Alliance33,168$1.66M0.0%N/A0.381%
2/7/2025PNC Financial Services Group Inc.6,040$303K0.0%+44.2%0.069%
2/6/2025Raymond James Financial Inc.104,283$5.23M0.0%N/A1.199%
2/6/2025Atria Investments Inc116,896$5.86M0.1%+5.3%1.344%
2/6/2025Steward Partners Investment Advisory LLC629$32K0.0%N/A0.007%
2/4/2025Pine Valley Investments Ltd Liability Co40,427$2.03M0.1%-2.7%0.465%
2/4/2025IFP Advisors Inc105,026$5.27M0.2%+0.5%1.207%
2/3/2025Sunpointe LLC197,976$9.93M5.0%+1,317.6%2.276%
2/3/2025Private Advisor Group LLC206,324$10.35M0.1%+1.1%2.372%
2/3/2025 Good Life Advisors LLC17,734$889K0.1%-11.1%0.204%
1/31/2025Global Retirement Partners LLC56,660$2.84M0.1%+13.3%0.651%
1/30/2025Lodestone Wealth Management LLC10,875$545K0.3%-2.1%0.125%
1/30/2025Blue Trust Inc.1,930$97K0.0%N/A0.022%
1/29/2025 GEM Asset Management LLC63,062$3.16M1.8%-5.8%0.725%
1/27/2025Financial Advocates Investment Management29,068$1.46M0.1%-17.9%0.334%
1/24/2025McAdam LLC4,119$207K0.0%-5.7%0.047%
1/24/2025U.S. Capital Wealth Advisors LLC58,097$2.91M0.1%+6.3%0.668%
1/23/2025 First Affirmative Financial Network11,829$593K0.3%-3.3%0.136%
1/22/2025Landmark Wealth Management LLC57,211$2.87M1.3%+3.0%0.658%
1/21/2025 Stewardship Advisors LLC14,373$721K0.2%-7.7%0.165%
1/21/2025 Dynamic Advisor Solutions LLC105,940$5.31M0.2%+173.8%1.218%
1/21/2025 CX Institutional618,763$31.03M1.2%+21.5%7.112%
1/17/2025Goldstein Advisors LLC419,839$21.05M3.1%+9.6%4.826%
1/17/2025Mutual 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%
1/15/2025Certified 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%
11/12/2024Certified 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%
10/25/2024Mutual Advisors LLC36,336$1.83M0.1%-4.9%0.418%
10/24/2024Goldstein 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%
10/19/2024CNB Bank22,325$1.15M0.5%-23.9%0.257%
10/16/2024Global Retirement Partners LLC50,021$2.57M0.1%+2.6%0.575%
10/16/2024 Good Life Advisors LLC19,956$1.03M0.1%-25.2%0.229%
10/16/2024Sunpointe LLC13,966$718K0.6%N/A0.161%
10/16/2024ERn Financial LLC13,446$691K0.1%-2.8%0.155%
10/11/2024 CX Institutional509,397$26.19M1.2%+2.7%5.855%
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10/10/2024 First Affirmative Financial Network12,232$629K0.3%+4.5%0.141%
10/9/2024 GEM Asset Management LLC66,934$3.41M2.0%+1.1%0.769%
10/8/2024CWM LLC959,910$49.36M0.2%+25.2%11.033%
10/8/2024 Dynamic Advisor Solutions LLC38,695$1.99M0.1%+8.6%0.445%
9/5/2024Sanctuary Advisors LLC82,650$4.13M0.0%N/A0.950%
8/14/2024Certified 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%
8/7/2024 GEM Asset Management LLC66,236$3.34M2.1%+1.9%0.761%
8/2/2024Foundations Investment Advisors LLC4,920$248K0.0%N/A0.057%
(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, 90 institutional investors and hedge funds held shares of American Century Diversified Municipal Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($97.53M), CWM LLC ($49.36M), CX Institutional ($31.56M), LPL Financial LLC ($27.86M), Resources Investment Advisors LLC. ($21.44M), Goldstein Advisors LLC ($21.05M), and Private Advisor Group LLC ($10.35M).Learn more on TAXF's institutional investors.

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

Of the 78 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: CWM LLC ($910.77K), Envestnet Asset Management Inc. ($860.15K), Private Advisor Group LLC ($224.31K), Raymond James Financial Inc. ($208.57K), Sunpointe LLC ($197.98K), CX Institutional ($197.56K), and Jane Street Group LLC ($167.49K).

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

Institutional investors have bought a total of 4,631,800 shares in the last 24 months. This purchase volume represents approximately $231.14M in transactions.

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

Of the 47 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: CX Institutional ($73.50K), Condor Capital Management ($70.91K), Envestnet Asset Management Inc. ($61.18K), Great Valley Advisor Group Inc. ($46.16K), Orion Portfolio Solutions LLC ($42.58K), JPMorgan Chase & Co. ($39.86K), and American Century Companies Inc. ($36.00K).

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

Institutional investors have sold a total of 668,492 shares in the last 24 months. This volume of shares sold represents approximately $33.53M in transactions.


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This page (NYSEARCA:TAXF) was last updated on 4/20/2025 by MarketBeat.com Staff
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