American Century Diver MuniTAXFETF
13F holders, Q1 2024 (March 31)78holders
$50.55avg. 13F price*
At the end of Q1 2024, 78 institutions reported holding American Century Diver Muni (TAXF) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($89.8M), Cwm, LLC ($37.1M) and CX Institutional ($25.6M).
- Company
- American Century Diver Muni
- CUSIP
- 025072505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.5M |
| Exits | 7 | $4.1M |
Ownership 78 holders
| Envestnet Asset Management Inc. | 0.03% | Add +7.9% | 1,776,542 | $89.8M |
| Cwm, LLC | 0.18% | Add +7.2% | 733,198 | $37.1M |
| CX Institutional | 1.23% | Add +28.0% | 506,208 | $25.6M |
| LPL Financial LLC | 0.01% | Add +9.7% | 397,271 | $20.1M |
| Goldstein Advisors, LLC | 2.95% | Add +4.3% | 341,904 | $17.3M |
| Morgan Stanley | 0.00% | Add +70.2% | 222,903 | $11.3M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -4.4% | 185,210 | $9.4M |
| Private Advisor Group, LLC | 0.07% | Reduce -5.8% | 185,021 | $9.4M |
| Condor Capital Management | 0.68% | Add +122.0% | 136,759 | $6.9M |
| Truist Financial Corp. | 0.01% | Add +1.5% | 131,588 | $6.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -11.5% | 119,709 | $6.1M |
| IFP Advisors, Inc | 0.24% | Add +14.9% | 109,129 | $5.5M |
| Jane Street Group, LLC | 0.01% | Add +391.1% | 109,004 | $5.5M |
| Atria Investments, Inc | 0.07% | Reduce -0.6% | 105,592 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.9% | 103,445 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Add +1716.4% | 101,300 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 83,752 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.4% | 82,101 | $4.2M |
| Visionary Wealth Advisors | 0.26% | Add +2.0% | 74,863 | $3.8M |
| GEM Asset Management, LLC | 2.18% | Add +1.7% | 64,976 | $3.2M |
| IHT Wealth Management, LLC | 0.12% | Reduce -1.1% | 61,392 | $3.1M |
| Certified Advisory Corp | 0.43% | Add +3.9% | 60,472 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +26.4% | 51,072 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +26.4% | 51,072 | $2.6M |
| Landmark Wealth Management, LLC | 1.18% | Add +4.8% | 50,243 | $2.5M |
| Mutual Advisors, LLC | 0.08% | Add +13.6% | 46,832 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +123.2% | 46,727 | $2.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +45.4% | 46,374 | $2.3M |
| FAS Wealth Partners, Inc. | 0.21% | Add +7.9% | 45,985 | $2.3M |
| Core Wealth Advisors, Inc. | 0.74% | Add +10.3% | 43,355 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.17% | Add +9.3% | 42,016 | $2.1M |
| Arq Wealth Advisors, LLC | 0.90% | New | 40,797 | $2.1M |
| Global Retirement Partners, LLC | 0.08% | Add +16.6% | 40,401 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +36.6% | 35,483 | $1.8M |
| CNB Bank | 0.83% | No change | 33,825 | $1.7M |
| Financial Advocates Investment Management | 0.09% | Add +36.3% | 29,039 | $1.5M |
| OneAscent Financial Services LLC | 0.17% | Add +0.5% | 29,889 | $1.5M |
| Mariner, LLC | 0.00% | Add +2.1% | 28,729 | $1.5M |
| Stewardship Advisors, LLC | 0.49% | Reduce -82.0% | 28,294 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +920066.7% | 27,605 | $1.4M |
| Good Life Advisors, LLC | 0.12% | Add +25.8% | 26,594 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -2.5% | 25,631 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | New | 25,431 | $1.3M |
| Comerica Bank | 0.00% | Add +0.5% | 20,937 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -23.4% | 16,213 | $820K |
| Equitable Holdings, Inc. | 0.01% | Add +8.7% | 15,891 | $803K |
| Westside Investment Management, Inc. | 0.18% | No change | 14,800 | $748K |
| ERn Financial, LLC | 0.13% | Add +2.0% | 14,353 | $726K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +3.9% | 14,274 | $722K |
| NewEdge Advisors, LLC | 0.01% | Add +4.4% | 14,118 | $714K |
| Lodestone Wealth Management LLC | 0.36% | Add +0.5% | 13,513 | $683K |
| Synovus Financial Corp. | 0.01% | Add +0.2% | 13,082 | $661K |
| Merit Financial Group, LLC | 0.02% | No change | 12,784 | $641K |
| SageView Advisory Group, LLC | 0.03% | New | 12,227 | $618K |
| First Affirmative Financial Network | 0.44% | Add +7.9% | 11,807 | $597K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +9.5% | 11,180 | $565K |
| PFG Advisors | 0.04% | Reduce -2.2% | 11,155 | $564K |
| Raymond James & Associates | 0.00% | Add +60.3% | 10,533 | $532K |
| Cetera Investment Advisers | 0.00% | New | 10,481 | $530K |
| Lifeworks Advisors, LLC | 0.11% | Reduce -10.7% | 8,059 | $407K |
| Private Trust Co. NA | 0.04% | Add +4.8% | 7,895 | $399K |
| Altus Wealth Group LLC | 0.19% | Reduce -56.7% | 7,626 | $385K |
| CGN Advisors LLC | 0.05% | Reduce -8.8% | 7,556 | $382K |
| Regimen Wealth, LLC | 0.12% | Add +29.4% | 7,070 | $357K |
| CRA Financial Services, LLC | 0.07% | Add +1.2% | 6,246 | $316K |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 5,632 | $285K |
| Financial Partners Group, Inc | 0.04% | Add +14.8% | 5,140 | $260K |
| Fortitude Advisory Group L.L.C. | 0.14% | Reduce -21.4% | 4,730 | $239K |
| McAdam, LLC | 0.01% | Reduce -4.8% | 4,494 | $227K |
| C M Bidwell & Associates Ltd. | 0.12% | No change | 3,445 | $174K |
| Geneos Wealth Management Inc. | 0.00% | Add +517.0% | 1,450 | $73K |
| Caldwell Trust Co | 0.00% | No change | 770 | $39K |
| Assetmark, Inc. | 0.00% | Add +6.3% | 475 | $24K |
| Avior Wealth Management, LLC | 0.00% | New | 449 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 346 | $17K |
| Signaturefd, LLC | 0.00% | No change | 11 | $553 |
| Bank of America Corp. | 0.00% | Reduce -99.8% | 5 | $253 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $27 |
"% of holder's portfolio" is TAXF's weight in each manager's 13F, not the share of American Century Diver Muni the manager owns.