American Century Ca Muni ETFCATFETF
13F holders, Q1 2025 (March 31)5holders
1new positions
1sold out
$49.39avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding American Century Ca Muni ETF (CATF) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were American Century Companies Inc. ($14.6M), San Luis Wealth Advisors LLC ($9.4M) and Weaver Consulting Group ($1.8M).
- Company
- American Century Ca Muni ETF
- CUSIP
- 025072117
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $831K |
| Exits | 1 | $7K |
All 13F filers, Q4 2024 → Q1 2025: 57,537 shares bought and 115,136 shares sold, net −57,599 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| American Century Companies Inc. | 0.01% | Reduce -27.9% | 296,500 | $14.6M |
| San Luis Wealth Advisors LLC | 2.13% | Add +24.3% | 190,796 | $9.4M |
| Weaver Consulting Group | 0.55% | Add +7.8% | 36,650 | $1.8M |
| Cooper Capital Advisors LLC | 0.89% | New | 16,828 | $831K |
| Ehrlich Financial Group | 0.41% | Add +6.6% | 11,277 | $557K |
"% 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.