American Century Ca Muni ETFCATFETF

13F holders, Q1 2026 (March 31)
16holders +4
5new positions
1sold out
$49.82avg. 13F price*

At the end of Q1 2026, 16 institutions reported holding American Century Ca Muni ETF (CATF) in their 13F filings, up 4 from Q4 2025. 5 opened new positions and 1 sold out. The largest holders were Composition Wealth, LLC ($20.5M), American Century Companies Inc. ($18.3M) and San Luis Wealth Advisors LLC ($6.8M).

Company
American Century Ca Muni ETF
CUSIP
025072117
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q3 2024: 4Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 10Q2 2025Q3 2025: 11Q3 2025Q4 2025: 12Q4 2025Q1 2026: 16Q1 2026Q2 2026: 23Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions5$4.0M
Exits1$123K

All 13F filers, Q4 2025 → Q1 2026: 155,381 shares bought and 23,835 shares sold, net +131,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Composition Wealth, LLC 0.28% Add +9.4% 411,846 $20.5M
American Century Companies Inc. 0.01% No change 366,900 $18.3M
San Luis Wealth Advisors LLC 1.13% Reduce -4.0% 137,456 $6.8M
Weaver Consulting Group 0.65% Add +9.4% 54,618 $2.7M
Ballast Rock Private Wealth LLC 1.09% New 39,617 $2.0M
LPL Financial LLC 0.00% New 30,679 $1.5M
Cooper Capital Advisors LLC 0.89% Add +48.5% 25,662 $1.3M
Jane Street Group, LLC 0.00% Reduce -43.6% 20,316 $1.0M
Susquehanna International Group, LLP 0.00% Add +322.8% 18,803 $937K
Wealthgarden F.S. LLC 0.51% Add +19.0% 15,069 $751K
Ehrlich Financial Group 0.41% Add +7.6% 14,372 $716K
Mariner, LLC 0.00% Add +79.8% 13,236 $659K
Farther Finance Advisors, LLC 0.01% Add +32.6% 11,444 $572K
Clifford Swan Investment Counsel LLC 0.01% New 5,500 $274K
Envestnet Asset Management Inc. 0.00% New 4,102 $204K
Morgan Stanley 0.00% New 568 $28K

"% 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.