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American Century Diversified Municipal Bond ETF (TAXF) Institutional Ownership

American Century Diversified Municipal Bond ETF logo
$50.07 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$107.56M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$34.10M
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TAXF Institutional Buying and Selling by Quarter

American Century Diversified Municipal Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC500$25K0.0%N/A0.004%
5/18/2026 Core Wealth Advisors Inc.17,593$881K0.2%-5.5%0.142%
5/18/2026 Royal Bank of Canada40,468$2.03M0.0%+9.3%0.328%
5/8/2026 PNC Financial Services Group Inc.24,152$1.21M0.0%+10.1%0.196%
5/7/2026 Regimen Wealth LLC15,435$773K0.2%+22.1%0.125%
5/1/2026 Fifth Third Bancorp16,433$822K0.0%N/A0.133%
4/30/2026 Kestra Advisory Services LLC92,776$4.64M0.0%-22.9%0.751%
4/27/2026 Altus Wealth Group LLC10,247$513K0.2%+5.5%0.084%
4/27/2026 Private Advisor Group LLC192,683$9.64M0.0%-1.6%1.573%
4/21/2026 Unique Wealth LLC5,886$295K0.0%N/A0.048%
2/24/2026 Barnes Wealth Management Group Inc4,383$221K0.1%+5.6%0.040%
2/19/2026 Compound Planning Inc.4,133$208K0.0%-17.6%0.037%
2/18/2026 Mercer Global Advisors Inc. ADV63,532$3.20M0.0%+1.9%0.575%
2/18/2026FAS Wealth Partners Inc.88,133$4.44M0.3%+20.9%0.798%
2/18/2026 NewEdge Advisors LLC55,178$2.78M0.0%+7.8%0.499%
2/18/2026 IHT Wealth Management LLC63,114$3.18M0.1%-1.4%0.571%
2/17/2026 Equitable Holdings Inc.20,235$1.02M0.0%+76.7%0.183%
2/17/2026 Osaic Holdings Inc.34,898$1.76M0.0%+16.5%0.316%
2/17/2026 Captrust Financial Advisors11,240$566K0.0%-14.2%0.102%
2/17/2026 Royal Bank of Canada37,027$1.87M0.0%+22.4%0.335%
2/16/2026 Mariner LLC41,204$2.08M0.0%+27.7%0.373%
2/13/2026 Kestra Advisory Services LLC120,255$6.06M0.0%-3.9%1.088%
2/13/2026 Altus Wealth Group LLC9,712$489K0.2%+6.3%0.088%
2/13/2026 Visionary Wealth Advisors69,798$3.52M0.2%-0.7%0.632%
2/13/2026 Stifel Financial Corp5,802$292K0.0%-4.3%0.053%
2/13/2026 marrick wealth LLC12,283$619K0.5%N/A0.111%
2/13/2026 Gerber Kawasaki Wealth & Investment Management14,040$707K0.0%-4.1%0.127%
2/12/2026 Jane Street Group LLC14,157$713K0.0%-55.3%0.128%
2/12/2026 Orion Porfolio Solutions LLC13,436$677K0.0%-45.8%0.122%
2/12/2026 Commonwealth Equity Services LLC100,529$5.07M0.0%+3.0%0.910%
2/11/2026 GWN Securities Inc.43,201$2.18M0.4%+24.0%0.391%
2/11/2026 LPL Financial LLC649,182$32.71M0.0%+4.7%5.875%
2/11/2026 CNB Bank18,932$954K0.4%+6.8%0.171%
2/11/2026 Arrowroot Family Office LLC6,200$312K0.1%+12.7%0.056%
2/11/2026 OneAscent Financial Services LLC36,667$1.85M0.2%-1.7%0.332%
2/10/2026 Goldstein Advisors LLC412,111$20.76M2.4%+3.6%3.730%
2/10/2026 Palatine Hill Wealth Management LLC9,354$471K0.4%N/A0.085%
2/10/2026 Frederick Financial Consultants LLC9,976$503K0.3%-11.4%0.090%
2/10/2026 Foundations Investment Advisors LLC18,835$949K0.0%+76.0%0.170%
2/6/2026 Condor Capital Management168,085$8.47M0.7%+1.0%1.521%
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2/6/2026 IFP Advisors Inc126,385$6.37M0.1%-1.4%1.144%
2/6/2026 PNC Financial Services Group Inc.21,943$1.11M0.0%+15.9%0.199%
2/6/2026 HighTower Advisors LLC53,802$2.71M0.0%+5.0%0.487%
2/5/2026 Landmark Wealth Management LLC42,192$2.13M0.8%+14.2%0.382%
2/4/2026 Shade Tree Advisors LLC4,238$214K0.2%N/A0.038%
2/2/2026 CX Institutional400,348$20.17M0.6%+1.7%3.623%
1/29/2026Comerica Bank17,328$873K0.0%-4.4%0.158%
1/29/2026 Aprio Wealth Management LLC18,234$919K0.1%N/A0.166%
1/27/2026 PFG Advisors23,763$1.20M0.1%+2.9%0.216%
1/26/2026Pursuit Wealth Management LLC81,546$4.11M3.5%N/A0.741%
1/26/2026 CWM LLC1,389,743$70.02M0.2%+3.8%12.634%
1/26/2026 Equity Wealth Partners LLC16,875$850K0.6%+6.4%0.153%
1/23/2026 Farther Finance Advisors LLC2,934$148K0.0%+1,646.4%0.027%
1/23/2026 Investment Advisory Group LLC4,500$227K0.1%N/A0.041%
1/23/2026 Westside Investment Management Inc.16,800$846K0.1%+2.4%0.153%
1/23/2026 Legacy Financial Strategies LLC7,086$357K0.1%+39.2%0.064%
1/23/2026 U.S. Capital Wealth Advisors LLC108,572$5.47M0.1%+6.2%0.987%
1/21/2026 Prime Capital Investment Advisors LLC32,090$1.62M0.0%-6.8%0.292%
1/21/2026 Finward Bancorp5,379$271K0.2%N/A0.049%
1/20/2026 Savvy Advisors Inc.19,743$995K0.0%+23.5%0.179%
1/15/2026 ERn Financial LLC15,900$801K0.2%+10.6%0.145%
1/15/2026 Stewardship Advisors LLC8,024$404K0.1%+6.6%0.073%
1/13/2026 Mather Group LLC.49,185$2.48M0.0%-11.0%0.447%
1/9/2026 GEM Asset Management LLC67,754$3.43M1.5%+2.2%0.619%
1/9/2026 Dynamic Advisor Solutions LLC127,063$6.40M0.2%+5.3%1.160%
1/7/2026 Melone Private Wealth LLC16,300$821K0.3%+83.6%0.149%
1/1/2026 JPMorgan Chase & Co.4,621$232K0.0%N/A0.045%
12/2/2025 IFP Advisors Inc128,130$6.44M0.2%-2.6%1.238%
11/20/2025 First Affirmative Financial Network19,392$974K0.5%+39.5%0.187%
11/18/2025 Advisory Services Network LLC2,056$103K0.0%N/A0.020%
11/17/2025 NewEdge Advisors LLC51,204$2.57M0.0%-15.1%0.495%
11/17/2025 Equity Wealth Partners LLC15,858$797K0.6%N/A0.153%
11/17/2025 Strategic Wealth Partners Ltd.12,493$628K0.0%N/A0.121%
11/17/2025 Prosperity Consulting Group LLC14,517$729K0.0%N/A0.140%
11/17/2025 Mariner LLC32,274$1.62M0.0%+2.8%0.312%
11/17/2025 Mercer Global Advisors Inc. ADV62,368$3.13M0.0%-16.1%0.603%
11/17/2025 Integrated Wealth Concepts LLC4,150$208K0.0%-21.6%0.040%
11/17/2025 Flow Traders U.S. LLC16,646$836K0.0%-44.6%0.161%
11/17/2025 Ameriprise Financial Inc.55,411$2.78M0.0%N/A0.535%
11/14/2025 Raymond James Financial Inc.173,658$8.72M0.0%+27.1%1.678%
11/14/2025 Equitable Holdings Inc.11,450$575K0.0%-16.4%0.111%
11/14/2025Comerica Bank18,130$911K0.0%+2.2%0.175%
11/13/2025 Gerber Kawasaki Wealth & Investment Management14,647$736K0.0%+12.4%0.142%
11/13/2025 Private Advisor Group LLC195,687$9.83M0.0%+1.3%1.891%
11/13/2025 PFG Advisors23,096$1.16M0.0%+4.5%0.223%
11/12/2025 Crossmark Global Holdings Inc.7,979$400K0.0%-41.0%0.077%
11/12/2025 Orion Porfolio Solutions LLC24,795$1.25M0.0%-26.1%0.240%
11/10/2025 Compound Planning Inc.5,015$252K0.0%-12.1%0.048%
11/10/2025 OneDigital Investment Advisors LLC60,291$3.03M0.0%-17.0%0.583%
11/7/2025 Condor Capital Management166,418$8.36M0.7%+1.4%1.608%
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11/7/2025 Fortis Group Advisors LLC4,719$239K0.0%-8.1%0.046%
11/7/2025 JPMorgan Chase & Co.4,621$232K0.0%N/A0.045%
11/7/2025 PNC Financial Services Group Inc.18,936$951K0.0%+2.4%0.183%
11/7/2025 HighTower Advisors LLC51,252$2.57M0.0%+0.9%0.495%
11/6/2025 Savvy Advisors Inc.15,983$803K0.0%-7.3%0.154%
11/6/2025 Legacy Financial Strategies LLC5,090$256K0.0%N/A0.049%
11/5/2025 Prime Capital Investment Advisors LLC34,417$1.73M0.0%+2.4%0.333%
11/5/2025 Envestnet Asset Management Inc.2,134,813$107.23M0.0%+0.1%20.626%
11/4/2025 Jones Financial Companies Lllp3,129$157K0.0%+34.1%0.030%
11/4/2025 Mutual Advisors LLC34,613$1.75M0.0%+5.0%0.334%


TAXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 113 institutional investors and hedge funds held shares of American Century Diversified Municipal Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($107.23M), CWM LLC ($70.02M), LPL Financial LLC ($32.71M), Goldstein Advisors LLC ($20.76M), CX Institutional ($20.17M), Private Advisor Group LLC ($9.64M), and Sunpointe LLC ($9.15M).Learn more on American Century Diversified Municipal Bond ETF's institutional investors.

Of the 100 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: CWM LLC ($580.22K), Envestnet Asset Management Inc. ($413.86K), Orion Porfolio Solutions LLC ($355.66K), Jane Street Group LLC ($344.56K), Raymond James Financial Inc. ($277.94K), CX Institutional ($250.27K), and Sunpointe LLC ($197.98K).

Institutional investors have bought a total of 2,171,166 shares in the last 24 months. This purchase volume represents approximately $107.56M in transactions.

Of the 37 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), Atria Investments Inc ($65.11K), Goldstein Advisors LLC ($33.64K), Kestra Advisory Services LLC ($32.36K), Landmark Wealth Management LLC ($26.58K), Orion Porfolio Solutions LLC ($24.94K), and NewEdge Advisors LLC ($18.32K).

Institutional investors have sold a total of 692,123 shares in the last 24 months. This volume of shares sold represents approximately $34.10M in transactions.



This page (NYSEARCA:TAXF) was last updated on 5/25/2026 by MarketBeat.com Staff.
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