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American Century Diversified Municipal Bond ETF (TAXF) Institutional Ownership

American Century Diversified Municipal Bond ETF logo
$50.47 +0.04 (+0.08%)
As of 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)
74
Total
Institutional Inflows
(last 12 months)
$116.58M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$37.47M
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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
5/1/2026 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%
2/24/2026Barnes Wealth Management Group Inc4,383$221K0.1%+5.6%0.040%
2/19/2026Compound Planning Inc.4,133$208K0.0%-17.6%0.037%
2/18/2026Mercer 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%
2/18/2026NewEdge Advisors LLC55,178$2.78M0.0%+7.8%0.499%
2/18/2026IHT Wealth Management LLC63,114$3.18M0.1%-1.4%0.571%
2/17/2026Equitable Holdings Inc.20,235$1.02M0.0%+76.7%0.183%
2/17/2026Osaic Holdings Inc.34,898$1.76M0.0%+16.5%0.316%
2/17/2026Captrust Financial Advisors11,240$566K0.0%-14.2%0.102%
2/17/2026Royal Bank of Canada37,027$1.87M0.0%+22.4%0.335%
2/16/2026Mariner 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%
2/13/2026Visionary Wealth Advisors69,798$3.52M0.2%-0.7%0.632%
2/13/2026Stifel Financial Corp5,802$292K0.0%-4.3%0.053%
2/13/2026 marrick wealth LLC12,283$619K0.5%N/A0.111%
2/13/2026Gerber Kawasaki Wealth & Investment Management14,040$707K0.0%-4.1%0.127%
2/12/2026Jane Street Group LLC14,157$713K0.0%-55.3%0.128%
2/12/2026Orion 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%
2/11/2026GWN Securities Inc.43,201$2.18M0.4%+24.0%0.391%
2/11/2026LPL Financial LLC649,182$32.71M0.0%+4.7%5.875%
2/11/2026CNB Bank18,932$954K0.4%+6.8%0.171%
2/11/2026Arrowroot 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%
2/10/2026Palatine Hill Wealth Management LLC9,354$471K0.4%N/A0.085%
2/10/2026Frederick Financial Consultants LLC9,976$503K0.3%-11.4%0.090%
2/10/2026Foundations Investment Advisors LLC18,835$949K0.0%+76.0%0.170%
2/6/2026Condor Capital Management168,085$8.47M0.7%+1.0%1.521%
2/6/2026 IFP Advisors Inc126,385$6.37M0.1%-1.4%1.144%
2/6/2026PNC Financial Services Group Inc.21,943$1.11M0.0%+15.9%0.199%
2/6/2026HighTower 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%
2/4/2026Shade 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%
1/29/2026Aprio Wealth Management LLC18,234$919K0.1%N/A0.166%
1/27/2026PFG Advisors23,763$1.20M0.1%+2.9%0.216%
1/26/2026Pursuit Wealth Management LLC81,546$4.11M3.5%N/A0.741%
1/26/2026CWM LLC1,389,743$70.02M0.2%+3.8%12.634%
1/26/2026Equity 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%
1/21/2026Prime Capital Investment Advisors LLC32,090$1.62M0.0%-6.8%0.292%
1/21/2026 Finward Bancorp5,379$271K0.2%N/A0.049%
1/20/2026Savvy 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%
1/1/2026JPMorgan Chase & Co.4,621$232K0.0%N/A0.045%
12/2/2025 IFP Advisors Inc128,130$6.44M0.2%-2.6%1.238%
11/20/2025First Affirmative Financial Network19,392$974K0.5%+39.5%0.187%
11/18/2025Advisory Services Network LLC2,056$103K0.0%N/A0.020%
11/17/2025NewEdge Advisors LLC51,204$2.57M0.0%-15.1%0.495%
11/17/2025Equity Wealth Partners LLC15,858$797K0.6%N/A0.153%
11/17/2025Strategic Wealth Partners Ltd.12,493$628K0.0%N/A0.121%
11/17/2025Prosperity Consulting Group LLC14,517$729K0.0%N/A0.140%
11/17/2025Mariner LLC32,274$1.62M0.0%+2.8%0.312%
11/17/2025Mercer Global Advisors Inc. ADV62,368$3.13M0.0%-16.1%0.603%
11/17/2025Integrated Wealth Concepts LLC4,150$208K0.0%-21.6%0.040%
11/17/2025Flow Traders U.S. LLC16,646$836K0.0%-44.6%0.161%
11/17/2025Ameriprise Financial Inc.55,411$2.78M0.0%N/A0.535%
11/14/2025Raymond James Financial Inc.173,658$8.72M0.0%+27.1%1.678%
11/14/2025Equitable Holdings Inc.11,450$575K0.0%-16.4%0.111%
11/14/2025Comerica Bank18,130$911K0.0%+2.2%0.175%
11/13/2025Gerber 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%
11/13/2025PFG Advisors23,096$1.16M0.0%+4.5%0.223%
11/12/2025Crossmark Global Holdings Inc.7,979$400K0.0%-41.0%0.077%
11/12/2025Orion Porfolio Solutions LLC24,795$1.25M0.0%-26.1%0.240%
11/10/2025Compound Planning Inc.5,015$252K0.0%-12.1%0.048%
11/10/2025OneDigital Investment Advisors LLC60,291$3.03M0.0%-17.0%0.583%
11/7/2025Condor Capital Management166,418$8.36M0.7%+1.4%1.608%
11/7/2025Fortis Group Advisors LLC4,719$239K0.0%-8.1%0.046%
11/7/2025JPMorgan Chase & Co.4,621$232K0.0%N/A0.045%
11/7/2025PNC Financial Services Group Inc.18,936$951K0.0%+2.4%0.183%
11/7/2025HighTower Advisors LLC51,252$2.57M0.0%+0.9%0.495%
11/6/2025Savvy Advisors Inc.15,983$803K0.0%-7.3%0.154%
11/6/2025 Legacy Financial Strategies LLC5,090$256K0.0%N/A0.049%
11/5/2025Prime 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%
11/4/2025Jones Financial Companies Lllp3,129$157K0.0%+34.1%0.030%
11/4/2025 Mutual Advisors LLC34,613$1.75M0.0%+5.0%0.334%
11/3/2025Foundations Investment Advisors LLC10,703$538K0.0%+16.7%0.103%
10/31/2025 OneAscent Financial Services LLC37,296$1.87M0.2%+38.0%0.360%
10/31/2025 PFG Investments LLC4,077$205K0.0%N/A0.039%
10/30/2025 GEM Asset Management LLC66,302$3.32M1.6%+1.9%0.644%
10/30/2025 ERn Financial LLC14,373$722K0.1%-28.6%0.140%


TAXF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TAXF shares?

During the previous two years, 111 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.

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

Of the 99 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), Jane Street Group LLC ($431.37K), Envestnet Asset Management Inc. ($413.86K), Orion Porfolio Solutions LLC ($355.66K), Raymond James Financial Inc. ($277.94K), CX Institutional ($250.27K), and Sunpointe LLC ($197.98K).

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

Institutional investors have bought a total of 2,353,682 shares in the last 24 months. This purchase volume represents approximately $116.58M in transactions.

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

Of the 43 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), Jane Street Group LLC ($42.95K), Goldstein Advisors LLC ($33.64K), Kestra Advisory Services LLC ($32.36K), Landmark Wealth Management LLC ($26.58K), and Orion Porfolio Solutions LLC ($24.94K).

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

Institutional investors have sold a total of 760,174 shares in the last 24 months. This volume of shares sold represents approximately $37.47M in transactions.


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