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American Century Diversified Municipal Bond ETF (TAXF) Institutional Ownership

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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)
44
Total
Institutional Inflows
(last 12 months)
$127.97M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$20.09M
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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
5/9/2024 Orion Portfolio Solutions LLC51,072$2.58M0.0%+26.5%0.587%
5/9/2024 Condor Capital Management136,759$6.91M0.7%+122.0%1.572%
5/7/2024 PFG Advisors11,155$564K0.0%-2.2%0.128%
5/4/2024 Geneos 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%
4/30/2024 Private Advisor Group LLC185,021$9.35M0.1%-5.8%2.127%
4/30/2024 J.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%
4/29/2024 FAS Wealth Partners Inc.45,985$2.33M0.2%+7.9%0.529%
4/25/2024 Cambridge Investment Research Advisors Inc.82,101$4.15M0.0%-0.4%0.944%
4/24/2024 Landmark Wealth Management LLC50,243$2.54M1.2%+4.8%0.578%
4/23/2024 Global Retirement Partners LLC40,401$2.04M0.1%+16.6%0.464%
4/23/2024 McAdam LLC4,494$227K0.0%-4.8%0.052%
4/23/2024 Raymond 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%
4/12/2024 Dynamic Advisor Solutions LLC25,631$1.30M0.0%-2.5%0.371%
4/12/2024 CGN Advisors LLC7,556$382K0.0%-8.8%0.110%
4/11/2024 First Affirmative Financial Network11,807$597K0.4%+7.9%0.171%
3/6/2024 SageView 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%
2/12/2024 Condor Capital Management61,599$3.14M0.3%-53.5%0.893%
2/12/2024Goldstein Advisors LLC327,683$16.70M2.8%+2.2%4.749%
2/12/2024 Pine Valley Investments Ltd Liability Co38,422$1.96M0.1%-21.5%0.557%
2/9/2024 Orion Portfolio Solutions LLC40,388$2.06M0.0%-9.2%0.585%
2/9/2024 SageView Advisory Group LLC12,165$617K0.0%-2.7%0.176%
2/9/2024 Cambridge Investment Research Advisors Inc.82,407$4.20M0.0%+4.3%1.194%
2/9/2024Certified Advisory Corp58,204$2.97M0.4%+3.7%0.844%
2/8/2024 Financial Advocates Investment Management21,302$1.12M0.1%+18.9%0.309%
2/6/2024 Private 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%
2/1/2024 CWM LLC684,060$34.86M0.2%+30.2%9.914%
2/1/2024 CRA Financial Services LLC6,171$314K0.1%-3.3%0.089%
1/31/2024 CNB Bank33,825$1.72M0.9%-1.3%0.490%
1/31/2024 J.W. Cole Advisors Inc.13,735$700K0.0%-20.1%0.199%
1/24/2024 Private Trust Co. NA7,530$384K0.0%-10.4%0.109%
1/23/2024 FAS Wealth Partners Inc.42,609$2.17M0.2%-7.3%0.618%
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1/22/2024 Landmark 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%
1/19/2024 PFG Advisors11,406$581K0.0%-7.0%0.165%
1/19/2024 ERn Financial LLC14,077$711K0.1%-55.2%0.204%
1/18/2024 Global Retirement Partners LLC34,660$1.76M0.1%+4.4%0.502%
1/18/2024 Good Life Advisors LLC21,136$1.08M0.1%+8.2%0.306%
1/16/2024 Raymond James Financial Services Advisors Inc.135,271$6.89M0.0%N/A1.960%
1/16/2024 Raymond James & Associates6,572$335K0.0%N/A0.095%
1/12/2024 Mutual Advisors LLC41,223$2.10M0.1%+210.8%0.597%
1/12/2024 CX Institutional395,400$20.15M1.1%-13.8%5.730%
1/12/2024 Westside Investment Management Inc.14,800$754K0.2%+34.5%0.214%
1/11/2024 Brookstone Capital Management4,646$237K0.0%N/A0.067%
1/11/2024 OneAscent Financial Services LLC29,751$1.52M0.2%+26.7%0.431%
1/11/2024 Dynamic Advisor Solutions LLC26,277$1.34M0.0%-13.7%0.381%
1/9/2024IFP Advisors Inc94,994$4.84M0.2%+155.0%1.377%
1/8/2024 First Affirmative Financial Network10,944$558K0.4%+3.1%0.159%
1/5/2024 CGN Advisors LLC8,287$422K0.1%-38.7%0.120%
11/30/2023American Century Companies Inc.133,688$6.41M0.0%-21.2%1.938%
11/15/2023KPP Advisory Services LLC5,027$241K0.1%N/A0.073%
11/14/2023Synovus Financial Corp23,114$1.11M0.0%-1.8%0.335%
11/14/2023 Mutual Advisors LLC13,264$636K0.0%+44.8%0.192%
11/13/2023Certified Advisory Corp56,149$2.69M0.3%-5.8%0.814%
11/13/2023Mariner LLC28,378$1.36M0.0%+2.7%0.411%
11/13/2023Visionary Wealth Advisors28,427$1.36M0.1%+273.3%0.412%
11/13/2023LPL Financial LLC350,276$16.80M0.0%+11.0%5.076%
11/13/2023Core Wealth Advisors Inc.33,784$1.62M0.7%+10.5%0.490%
11/13/2023Envestnet Asset Management Inc.1,412,987$67.75M0.0%+18.9%20.478%
11/8/2023 Pine Valley Investments Ltd Liability Co48,963$2.35M0.2%-1.0%0.710%
11/7/2023 Merit Financial Group LLC12,784$613K0.0%-5.4%0.185%
11/7/2023Atria Investments Inc76,304$3.66M0.1%+34.7%1.106%
11/3/2023 SageView Advisory Group LLC12,505$600K0.0%-5.2%0.181%
11/3/2023 Private Advisor Group LLC200,981$9.64M0.1%+4.7%2.913%
11/2/2023 CNB Bank34,265$1.64M1.0%-2.7%0.497%
11/1/2023 Orion Portfolio Solutions LLC44,496$2.13M0.0%-39.2%0.645%
10/27/2023 Financial Advocates Investment Management17,921$861K0.1%+32.6%0.260%
10/24/2023 Cambridge Investment Research Advisors Inc.79,005$3.79M0.0%-4.2%1.145%
10/23/2023 FAS Wealth Partners Inc.45,957$2.20M0.2%N/A0.666%
10/23/2023Commonwealth Equity Services LLC82,339$3.95M0.0%-9.2%1.193%
10/20/2023 Lodestone Wealth Management LLC13,328$639K0.4%-1.7%0.193%
10/20/2023 SFG Wealth Management LLC.12,295$590K0.5%-31.8%0.178%
10/20/2023U.S. Capital Wealth Advisors LLC6,626$318K0.0%N/A0.096%
10/18/2023Goldstein Advisors LLC320,484$15.37M3.2%+7.3%4.645%
10/18/2023 CX Institutional458,460$21.98M1.2%+11.5%6.644%
10/18/2023 Private Trust Co. NA8,403$403K0.1%+8.3%0.122%
10/17/2023 GEM Asset Management LLC57,457$2.76M2.2%+17.8%0.833%
10/16/2023 First Affirmative Financial Network10,617$509K0.5%-3.4%0.154%
10/13/2023 Landmark Wealth Management LLC34,409$1.65M0.9%N/A0.499%
10/13/2023 OneAscent Financial Services LLC23,481$1.13M0.3%N/A0.340%
10/13/2023 PFG Advisors12,270$588K0.1%+6.8%0.178%
10/13/2023 CRA Financial Services LLC6,381$306K0.1%-11.1%0.092%
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10/13/2023 CGN Advisors LLC13,515$648K0.1%-20.0%0.196%
10/13/2023 Global Retirement Partners LLC33,200$1.58M0.1%-12.2%0.481%
10/12/2023IFP Advisors Inc37,252$1.79M0.1%+302.6%0.540%
10/11/2023 CWM LLC525,582$25.20M0.2%N/A7.617%
10/11/2023 Stewardship Advisors LLC157,077$7.53M2.9%+0.8%2.276%
10/11/2023 Dynamic Advisor Solutions LLC30,445$1.46M0.1%+8.1%0.441%
8/14/2023Certified Advisory Corp59,588$2.98M0.5%+2.4%0.969%
8/11/2023 SageView Advisory Group LLC13,185$659K0.0%N/A0.214%
8/11/2023Visionary Wealth Advisors7,615$381K0.0%N/A0.124%
8/10/2023Osaic Holdings Inc.94,932$4.75M0.0%+5.1%1.544%
(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, 85 institutional investors and hedge funds held shares of American Century Diversified Municipal Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($83.91M), Jane Street Group LLC ($40.54M), CWM LLC ($34.86M), Resources Investment Advisors LLC. ($21.44M), CX Institutional ($20.15M), LPL Financial LLC ($16.80M), and Goldstein Advisors LLC ($16.70M).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: Envestnet Asset Management Inc. ($1.22M), CWM LLC ($685.47K), Jane Street Group LLC ($625.83K), Private Advisor Group LLC ($345.21K), Goldstein Advisors LLC ($327.68K), LPL Financial LLC ($256.65K), and HighTower Advisors LLC ($212.45K).

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

Institutional investors have bought a total of 6,194,168 shares in the last 24 months. This purchase volume represents approximately $305.11M in transactions.

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

Of the 53 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. ($510.10K), Brinker Capital Investments LLC ($163.60K), CX Institutional ($134.70K), Synovus Financial Corp ($97.38K), Condor Capital Management ($70.91K), Great Valley Advisor Group Inc. ($68.90K), and Fortitude Advisory Group L.L.C. ($67.32K).

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

Institutional investors have sold a total of 1,698,730 shares in the last 24 months. This volume of shares sold represents approximately $83.81M in transactions.


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This page (NYSEARCA:TAXF) was last updated on 5/10/2024 by MarketBeat.com Staff

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