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American Century Diversified Municipal Bond ETF (TAXF) Institutional Ownership

American Century Diversified Municipal Bond ETF logo
$49.78 +0.12 (+0.24%)
As of 07/24/2026 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)
71
Total
Institutional Inflows
(last 12 months)
$107.13M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$16.42M
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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
7/9/2026 Melone Private Wealth LLC27,646$1.41M0.5%+12.9%0.206%
7/9/2026 Allied Private Wealth LLC43,894$2.21M1.4%N/A0.328%
7/8/2026 First Heartland Consultants Inc.27,520$1.40M0.1%-46.0%0.205%
7/7/2026 Dynamic Advisor Solutions LLC123,317$6.27M0.2%-1.1%0.920%
7/6/2026 Trilogy Capital Inc.8,625$438K0.0%N/A0.064%
7/2/2026 CX Institutional428,304$21.77M0.6%+5.1%3.196%
6/10/2026FAS Wealth Partners Inc.96,934$4.85M0.3%+10.0%0.785%
6/8/2026Pine Valley Investments Ltd Liability Co33,855$1.69M0.1%-0.7%0.274%
6/3/2026NewEdge Advisors LLC106,977$5.35M0.0%+93.9%0.866%
5/19/2026Western Wealth Management LLC500$25K0.0%N/A0.004%
5/18/2026Core Wealth Advisors Inc.17,593$881K0.2%-5.5%0.142%
5/18/2026Royal Bank of Canada40,468$2.03M0.0%+9.3%0.328%
5/8/2026PNC Financial Services Group Inc.24,152$1.21M0.0%+10.1%0.196%
5/7/2026Regimen Wealth LLC15,435$773K0.2%+22.1%0.125%
5/1/2026Fifth Third Bancorp16,433$822K0.0%N/A0.133%
4/30/2026Kestra 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%
4/27/2026Private 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
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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%
2/11/2026OneAscent 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%
2/5/2026Landmark 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%
1/27/2026 PFG Advisors23,763$1.20M0.1%+2.9%0.216%
1/26/2026Pursuit Wealth Management LLC81,546$4.11M3.5%N/A0.741%
1/26/2026CWM 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%
1/23/2026Investment Advisory Group LLC4,500$227K0.1%N/A0.041%
1/23/2026Westside 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%
1/23/2026U.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%
1/13/2026Mather 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%
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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%
11/13/2025Private 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%
11/12/2025Orion 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%


TAXF Institutional Ownership - Frequently Asked Questions

During the previous two years, 116 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), CX Institutional ($21.77M), Goldstein Advisors LLC ($20.76M), 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 102 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 ($546.64K), 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 ($271.09K), and Sunpointe LLC ($197.98K).

Institutional investors have bought a total of 2,158,140 shares in the last 24 months. This purchase volume represents approximately $107.13M 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: Atria Investments Inc ($65.11K), Goldstein Advisors LLC ($33.64K), Kestra Advisory Services LLC ($32.36K), Orion Porfolio Solutions LLC ($24.94K), First Heartland Consultants Inc. ($23.40K), NewEdge Advisors LLC ($18.32K), and Jane Street Group LLC ($17.55K).

Institutional investors have sold a total of 329,873 shares in the last 24 months. This volume of shares sold represents approximately $16.42M in transactions.


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This page (NYSEARCA:TAXF) was last updated on 7/25/2026 by MarketBeat.com Staff.
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