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American Century Diversified Municipal Bond ETF (TAXF) Institutional Ownership

$48.92 +0.20 (+0.41%)
Closing price 08/1/2025 04:10 PM Eastern
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$48.92 +0.00 (+0.01%)
As of 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for American Century Diversified Municipal Bond ETF (NYSEARCA:TAXF)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$122.30M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$38.08M
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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
8/1/2025Envestnet Asset Management Inc.2,133,069$104.37M0.0%+13.4%21.990%
7/29/2025 Goldstein Advisors LLC412,014$20.16M2.7%-4.5%4.248%
7/29/2025 Private Trust Co. NA7,574$371K0.0%-5.9%0.078%
7/28/2025 Mutual Advisors LLC32,953$1.60M0.0%+10.5%0.340%
7/25/2025 Landmark Wealth Management LLC29,820$1.46M0.6%-47.1%0.307%
7/25/2025 CWM LLC1,122,940$54.95M0.2%+3.9%11.577%
7/24/2025 IFP Advisors Inc131,549$6.44M0.2%+19.9%1.356%
7/23/2025 Prime Capital Investment Advisors LLC33,599$1.64M0.0%-29.7%0.346%
7/17/2025 ERn Financial LLC20,131$985K0.2%+3.4%0.206%
7/15/2025 McAdam LLC4,160$204K0.0%N/A0.043%
7/15/2025 Mather Group LLC.56,673$2.77M0.0%+2,063.9%0.581%
7/15/2025 Financial Partners Group Inc4,582$224K0.0%+6.1%0.047%
7/14/2025 U.S. Capital Wealth Advisors LLC83,646$4.09M0.1%+34.8%0.858%
7/11/2025 CX Institutional292,028$14.29M0.5%-54.2%2.995%
7/9/2025 Dynamic Advisor Solutions LLC113,495$5.55M0.2%+5.1%1.152%
7/9/2025 GEM Asset Management LLC65,091$3.18M1.6%-1.1%0.661%
5/20/2025Blue Rock Wealth Management LLC11,050$547K0.5%-4.7%0.108%
5/19/2025Jane Street Group LLC55,277$2.74M0.0%-31.5%0.539%
5/19/2025SageView Advisory Group LLC15,166$750K0.0%-3.4%0.148%
5/16/2025Jones Financial Companies Lllp4,871$241K0.0%N/A0.048%
5/16/2025NewEdge Advisors LLC69,522$3.44M0.0%+8.7%0.678%
5/15/2025Core Wealth Advisors Inc.28,034$1.39M0.4%-6.2%0.274%
5/15/2025Royal Bank of Canada28,464$1.41M0.0%+19.7%0.278%
5/15/2025OLD Mission Capital LLC82,951$4.10M0.1%N/A0.809%
5/15/2025Gerber Kawasaki Wealth & Investment Management13,355$661K0.0%+5.3%0.130%
5/14/2025Comerica Bank16,731$828K0.0%-55.7%0.163%
5/14/2025Synovus Financial Corp10,315$510K0.0%-11.5%0.101%
5/14/2025Kestra Advisory Services LLC110,654$5.48M0.0%+35.4%1.080%
5/14/2025Flow Traders U.S. LLC23,879$1.18M0.0%N/A0.233%
5/13/2025Raymond James Financial Inc.116,538$5.77M0.0%+11.8%1.137%
5/13/2025HighTower Advisors LLC152,577$7.55M0.0%+10.3%1.489%
5/12/2025Condor Capital Management163,130$8.07M0.8%+3.8%1.592%
5/12/2025AlphaCore Capital LLC1,960$97K0.0%N/A0.019%
5/9/2025PNC Financial Services Group Inc.9,069$449K0.0%+50.1%0.087%
5/7/2025Foundations Investment Advisors LLC6,204$307K0.0%+14.8%0.060%
5/7/2025 Sunpointe LLC184,974$9.15M4.9%-6.6%1.779%
5/7/2025LPL Financial LLC550,930$27.26M0.0%-0.9%5.297%
5/6/2025 Financial Partners Group Inc4,318$214K0.0%-11.9%0.042%
5/6/2025PFG Advisors18,340$907K0.1%+9.7%0.176%
5/5/2025 IFP Advisors Inc109,737$5.43M0.2%+4.5%1.055%
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5/5/2025OneAscent Financial Services LLC34,349$1.70M0.1%+1.3%0.330%
5/5/2025FAS Wealth Partners Inc.73,460$3.64M0.3%+10.5%0.706%
5/5/2025Private Advisor Group LLC207,785$10.28M0.1%+0.7%1.998%
5/2/2025Fortis Group Advisors LLC5,548$275K0.1%N/A0.053%
5/2/2025Frederick Financial Consultants LLC18,579$919K0.7%-6.2%0.179%
5/2/2025 Landmark Wealth Management LLC56,403$2.79M1.2%-1.4%0.542%
5/2/2025Sigma Planning Corp6,527$323K0.0%-11.7%0.063%
5/1/2025 CWM LLC1,080,833$53.48M0.2%+4.3%10.393%
4/30/2025Crossmark Global Holdings Inc.15,078$749K0.0%N/A0.145%
4/29/2025 U.S. Capital Wealth Advisors LLC62,063$3.07M0.1%+6.8%0.597%
4/29/2025Envestnet Asset Management Inc.1,880,368$93.04M0.0%-3.3%18.080%
4/29/2025OneDigital Investment Advisors LLC111,648$5.52M0.1%-12.7%1.074%
4/28/2025 Mutual Advisors LLC29,831$1.45M0.0%-20.5%0.287%
4/28/2025Lodestone Wealth Management LLC10,579$523K0.3%-2.7%0.102%
4/25/2025 Mather Group LLC.2,619$130K0.0%N/A0.025%
4/25/2025Westside Investment Management Inc.15,600$772K0.2%+5.4%0.150%
4/24/2025 CNB Bank18,705$926K0.5%-16.2%0.180%
4/23/2025 Goldstein Advisors LLC431,366$21.34M3.1%+2.7%4.148%
4/22/2025 Cambridge Investment Research Advisors Inc.85,518$4.23M0.0%-6.5%0.822%
4/21/2025 ERn Financial LLC19,478$964K0.2%+42.8%0.187%
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%
4/11/2025First 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%
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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%
2/10/2025 Altus 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%
(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, 94 institutional investors and hedge funds held shares of American Century Diversified Municipal Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($104.37M), CWM LLC ($54.95M), LPL Financial LLC ($27.26M), Goldstein Advisors LLC ($20.16M), CX Institutional ($14.29M), Private Advisor Group LLC ($10.28M), and Sunpointe LLC ($9.15M).Learn more on American Century Diversified Municipal Bond ETF's institutional investors.

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

Of the 83 institutional investors that purchased American Century Diversified Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($1.02M), CWM LLC ($997.48K), Raymond James Financial Inc. ($220.82K), Sunpointe LLC ($197.98K), CX Institutional ($189.26K), Jane Street Group LLC ($167.49K), and Raymond James Financial Services Advisors Inc. ($135.27K).

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

Institutional investors have bought a total of 2,443,415 shares in the last 24 months. This purchase volume represents approximately $122.30M in transactions.

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

Of the 39 institutional investors that sold American Century Diversified Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CX Institutional ($345.70K), Envestnet Asset Management Inc. ($125.88K), OneDigital Investment Advisors LLC ($41.08K), JPMorgan Chase & Co. ($39.86K), Landmark Wealth Management LLC ($27.39K), Jane Street Group LLC ($25.41K), and Comerica Bank ($21.07K).

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

Institutional investors have sold a total of 770,789 shares in the last 24 months. This volume of shares sold represents approximately $38.08M in transactions.


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This page (NYSEARCA:TAXF) was last updated on 8/2/2025 by MarketBeat.com Staff
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