American Century Ca Muni ETFCATFETF
13F holders, Q4 2024 (December 31)5holders +1
2new positions
1sold out
$49.88avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding American Century Ca Muni ETF (CATF) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were American Century Companies Inc. ($20.5M), San Luis Wealth Advisors LLC ($7.7M) and Weaver Consulting Group ($1.7M).
- Company
- American Century Ca Muni ETF
- CUSIP
- 025072117
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $8.2M |
| Exits | 1 | $281K |
All 13F filers, Q3 2024 → Q4 2024: 183,849 shares bought and 87,614 shares sold, net +96,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| American Century Companies Inc. | 0.01% | Reduce -16.6% | 411,500 | $20.5M |
| San Luis Wealth Advisors LLC | 1.45% | New | 153,456 | $7.7M |
| Weaver Consulting Group | 0.52% | Add +139.9% | 33,982 | $1.7M |
| Ehrlich Financial Group | 0.37% | New | 10,576 | $527K |
| UBS Group AG | 0.00% | Reduce -60.4% | 136 | $7K |
"% of holder's portfolio" is CATF's weight in each manager's 13F, not the share of American Century Ca Muni ETF the manager owns.