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American Century Diversified Municipal Bond ETF (TAXF) Institutional Ownership

$50.53 +0.26 (+0.52%)
As of 02/21/2025 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)
57
Total
Institutional Inflows
(last 12 months)
$101.09M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$11.99M
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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
2/19/2025 WCG Wealth Advisors LLC16,733$839K0.1%N/A0.192%
2/17/2025 Visionary Wealth Advisors90,056$4.52M0.3%+15.4%1.035%
2/17/2025 Cetera Investment Advisers4,282$215K0.0%-19.6%0.049%
2/17/2025 Captrust Financial Advisors17,182$862K0.0%-6.0%0.197%
2/17/2025 Arrowroot Family Office LLC5,128$257K0.1%+8.5%0.059%
2/14/2025 Blue Rock Wealth Management LLC11,595$581K0.6%N/A0.133%
2/14/2025 Mercer Global Advisors Inc. ADV107,121$5.37M0.0%N/A1.231%
2/14/2025 FAS Wealth Partners Inc.66,506$3.34M0.3%+10.3%0.764%
2/14/2025 Jane Street Group LLC80,682$4.05M0.0%N/A0.927%
2/14/2025 Comerica Bank37,796$1.90M0.0%+104.8%0.434%
2/14/2025 Gerber Kawasaki Wealth & Investment Management12,681$636K0.0%+6.4%0.146%
2/14/2025 Core Wealth Advisors Inc.29,893$1.50M0.5%-6.0%0.344%
2/14/2025 Two Sigma Securities LLC6,577$330K0.0%N/A0.076%
2/14/2025 IHT Wealth Management LLC78,197$3.92M0.1%+2.0%0.899%
2/14/2025 Stifel Financial Corp5,435$272K0.0%+10.4%0.062%
2/14/2025 OneDigital Investment Advisors LLC127,819$6.41M0.1%-7.9%1.469%
2/14/2025 Frederick Financial Consultants LLC19,801$993K0.8%N/A0.228%
2/13/2025 NewEdge Advisors LLC63,977$3.21M0.0%+8.4%0.735%
2/13/2025 SageView Advisory Group LLC15,694$787K0.0%+29.1%0.180%
2/13/2025 Raymond James Financial Inc.104,283$5.23M0.0%N/A1.199%
2/13/2025 Envestnet Asset Management Inc.1,945,071$97.53M0.0%-3.0%22.357%
2/12/2025 OneAscent Financial Services LLC33,913$1.70M0.1%N/A0.390%
2/12/2025 Orion Portfolio Solutions LLC39,002$1.96M0.0%-20.1%0.448%
2/12/2025 JPMorgan Chase & Co.703$35K0.0%-98.3%0.008%
2/11/2025 LPL Financial LLC555,686$27.86M0.0%+10.2%6.387%
2/11/2025 Condor Capital Management157,178$7.88M0.7%+2.4%1.807%
2/10/2025 Altus Wealth Group LLC8,316$417K0.2%+25.1%0.096%
2/10/2025 Commonwealth Equity Services LLC107,308$5.38M0.0%+5.0%1.233%
2/7/2025 PFG Advisors16,717$838K0.1%+3.1%0.192%
2/7/2025 HighTower Advisors LLC138,290$6.93M0.0%+3.2%1.590%
2/7/2025 Independent Advisor Alliance33,168$1.66M0.0%N/A0.381%
2/7/2025 PNC Financial Services Group Inc.6,040$303K0.0%+44.2%0.069%
2/6/2025 Raymond James Financial Inc.104,283$5.23M0.0%N/A1.199%
2/6/2025 Atria Investments Inc116,896$5.86M0.1%+5.3%1.344%
2/6/2025 Steward Partners Investment Advisory LLC629$32K0.0%N/A0.007%
2/4/2025 Pine Valley Investments Ltd Liability Co40,427$2.03M0.1%-2.7%0.465%
2/4/2025 IFP Advisors Inc105,026$5.27M0.2%+0.5%1.207%
2/3/2025 Sunpointe LLC197,976$9.93M5.0%+1,317.6%2.276%
2/3/2025 Private 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%
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1/31/2025 Global Retirement Partners LLC56,660$2.84M0.1%+13.3%0.651%
1/30/2025 Lodestone Wealth Management LLC10,875$545K0.3%-2.1%0.125%
1/30/2025 Blue Trust Inc.1,930$97K0.0%N/A0.022%
1/29/2025 GEM Asset Management LLC63,062$3.16M1.8%-5.8%0.725%
1/27/2025 Financial Advocates Investment Management29,068$1.46M0.1%-17.9%0.334%
1/24/2025 McAdam LLC4,119$207K0.0%-5.7%0.047%
1/24/2025 U.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%
1/22/2025 Landmark 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%
1/17/2025 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%
12/26/2024 JPMorgan Chase & Co.40,564$2.09M0.0%+417.2%0.466%
11/25/2024 Pine Valley Investments Ltd Liability Co41,529$2.14M0.1%-3.9%0.477%
11/15/2024 HighTower Advisors LLC133,941$6.89M0.0%+26.1%1.540%
11/15/2024 Arrowroot Family Office LLC4,727$243K0.1%+14.7%0.054%
11/14/2024 Captrust Financial Advisors18,283$940K0.0%-1.7%0.210%
11/12/2024 Certified Advisory Corp55,097$2.83M0.3%-8.1%0.633%
11/8/2024 First Horizon Advisors Inc.1,175$60K0.0%N/A0.014%
11/6/2024 OneDigital Investment Advisors LLC138,806$7.14M0.1%-9.1%1.595%
11/5/2024 Prime Capital Investment Advisors LLC21,067$1.08M0.0%+46.3%0.242%
11/1/2024 Atria Investments Inc111,008$5.71M0.1%+3.5%1.276%
10/30/2024 Landmark Wealth Management LLC55,519$2.86M1.2%+0.4%0.638%
10/25/2024 Financial 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%
10/22/2024 Altus Wealth Group LLC6,647$342K0.1%-4.8%0.076%
10/22/2024 Private Advisor Group LLC204,142$10.50M0.1%+11.6%2.346%
10/21/2024 Foundations Investment Advisors LLC5,522$284K0.0%+12.2%0.063%
10/19/2024 CNB Bank22,325$1.15M0.5%-23.9%0.257%
10/16/2024 Global 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%
10/16/2024 Sunpointe LLC13,966$718K0.6%N/A0.161%
10/16/2024 ERn Financial LLC13,446$691K0.1%-2.8%0.155%
10/11/2024 CX Institutional509,397$26.19M1.2%+2.7%5.855%
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%
10/8/2024 CWM LLC959,910$49.36M0.2%+25.2%11.033%
10/8/2024 Dynamic Advisor Solutions LLC38,695$1.99M0.1%+8.6%0.445%
9/5/2024 Sanctuary Advisors LLC82,650$4.13M0.0%N/A0.950%
8/14/2024 Certified Advisory Corp59,959$3.02M0.4%-0.8%0.689%
8/8/2024 Envestnet Asset Management Inc.1,935,952$97.50M0.0%+9.0%22.252%
8/8/2024 PFG Advisors14,608$736K0.0%+31.0%0.168%
8/7/2024 GEM Asset Management LLC66,236$3.34M2.1%+1.9%0.761%
8/2/2024 Foundations Investment Advisors LLC4,920$248K0.0%N/A0.057%
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7/31/2024 Commonwealth Equity Services LLC91,857$4.63M0.0%+9.7%1.056%
7/30/2024 Pine Valley Investments Ltd Liability Co43,206$2.18M0.1%+2.8%0.497%
7/29/2024 FAS Wealth Partners Inc.49,844$2.51M0.2%+8.4%0.573%
7/29/2024 Financial Advocates Investment Management32,313$1.63M0.1%+11.3%0.371%
7/26/2024 Cambridge 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%
7/16/2024 Lodestone Wealth Management LLC11,020$555K0.3%-18.4%0.127%
7/15/2024 Dynamic Advisor Solutions LLC35,630$1.79M0.1%+39.0%0.410%
7/11/2024 U.S. Capital Wealth Advisors LLC51,432$2.59M0.1%+44.9%0.591%
(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, 89 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 ($31.03M), 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 76 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 ($178.60K), 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 4,664,804 shares in the last 24 months. This purchase volume represents approximately $232.84M 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 665,311 shares in the last 24 months. This volume of shares sold represents approximately $33.38M in transactions.


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This page (NYSEARCA:TAXF) was last updated on 2/22/2025 by MarketBeat.com Staff
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