American Century Diver MuniTAXFETF

13F holders, Q2 2024 (June 30)
78holders
6new positions
7sold out
$50.36avg. 13F price*

At the end of Q2 2024, 78 institutions reported holding American Century Diver Muni (TAXF) in their 13F filings, unchanged from Q1 2024. 6 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($97.5M), Cwm, LLC ($38.6M) and CX Institutional ($25.0M).

Company
American Century Diver Muni
CUSIP
025072505
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 78Q1 2024Q2 2024: 78Q2 2024Q3 2024: 78Q3 2024Q4 2024: 91Q4 2024Q1 2025: 91Q1 2025Q2 2025: 88Q2 2025Q3 2025: 97Q3 2025Q4 2025: 98Q4 2025Q1 2026: 106Q1 2026Q2 2026: 112Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions6$1.4M
Exits7$14.1M

All 13F filers, Q1 2024 → Q2 2024: 514,722 shares bought and 491,963 shares sold, net +22,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

Envestnet Asset Management Inc. 0.03% Add +9.0% 1,935,952 $97.5M
Cwm, LLC 0.18% Add +4.6% 766,784 $38.6M
CX Institutional 1.17% Reduce -2.1% 495,770 $25.0M
LPL Financial LLC 0.01% Add +0.8% 400,430 $20.2M
Goldstein Advisors, LLC 3.06% Add +6.1% 362,794 $18.3M
Morgan Stanley 0.00% Add +16.5% 259,760 $13.1M
Private Advisor Group, LLC 0.06% Reduce -1.1% 182,995 $9.2M
OneDigital Investment Advisors LLC 0.10% Reduce -17.5% 152,731 $7.7M
IFP Advisors, Inc 0.29% Add +32.2% 144,239 $7.3M
Condor Capital Management 0.69% Add +5.2% 143,806 $7.2M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -1.6% 117,791 $5.9M
Atria Investments, Inc 0.07% Add +1.6% 107,286 $5.4M
HighTower Advisors, LLC 0.01% Add +4.9% 106,232 $5.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +16.6% 95,719 $4.8M
Commonwealth Equity Services, LLC 0.01% Add +9.7% 91,857 $4.6M
Sanctuary Advisors, LLC 0.03% — 82,650 $4.1M
Visionary Wealth Advisors 0.25% Add +3.1% 77,197 $3.9M
IHT Wealth Management, LLC 0.14% Add +25.1% 76,797 $3.9M
GEM Asset Management, LLC 2.08% Add +1.9% 66,236 $3.3M
Kestra Advisory Services, LLC 0.02% Add +36.1% 63,117 $3.2M
NewEdge Advisors, LLC 0.02% Add +325.0% 60,000 $3.0M
Certified Advisory Corp 0.38% Reduce -0.8% 59,959 $3.0M
Landmark Wealth Management, LLC 2.17% Add +10.1% 55,293 $2.8M
U.S. Capital Wealth Advisors, LLC 0.10% Add +45.0% 51,432 $2.6M
Core Wealth Advisors, Inc. 0.87% Add +16.7% 50,602 $2.5M
FAS Wealth Partners, Inc. 0.22% Add +8.4% 49,844 $2.5M
Arq Wealth Advisors, LLC 1.08% Add +22.1% 49,792 $2.5M
Global Retirement Partners, LLC 0.08% Add +20.7% 48,765 $2.5M
Orion Porfolio Solutions, LLC 0.03% Reduce -4.6% 48,708 $2.5M
Orion Portfolio Solutions, LLC 0.03% Reduce -4.6% 48,708 $2.5M
Pine Valley Investments Ltd Liability Co 0.16% Add +2.8% 43,206 $2.2M
Osaic Holdings, Inc. 0.01% Reduce -59.0% 42,464 $2.1M
Mutual Advisors, LLC 0.06% Reduce -18.4% 38,207 $1.9M
Dynamic Advisor Solutions LLC 0.06% Add +39.0% 35,630 $1.8M
Financial Advocates Investment Management 0.10% Add +11.3% 32,313 $1.6M
OneAscent Financial Services LLC 0.22% Add +3.0% 30,771 $1.6M
CNB Bank 0.71% Reduce -13.3% 29,325 $1.5M
Mariner, LLC 0.00% Add +1.6% 29,197 $1.5M
Good Life Advisors, LLC 0.11% Add +0.3% 26,682 $1.3M
Royal Bank of Canada 0.00% Reduce -49.5% 23,609 $1.2M
Comerica Bank 0.00% Add +1.8% 21,323 $1.1M
Captrust Financial Advisors 0.00% Add +14.7% 18,602 $937K
Stewardship Advisors, LLC 0.26% Reduce -44.8% 15,626 $787K
Raymond James & Associates 0.00% Add +45.3% 15,300 $771K
Westside Investment Management, Inc. 0.17% No change 14,800 $745K
PFG Advisors 0.05% Add +30.9% 14,608 $736K
Prime Capital Investment Advisors, LLC 0.01% Reduce -43.4% 14,404 $725K
ERn Financial, LLC 0.12% Reduce -3.6% 13,833 $697K
Merit Financial Group, LLC 0.01% No change 12,784 $644K
First Affirmative Financial Network 0.41% Reduce -0.9% 11,705 $589K
Synovus Financial Corp. 0.01% Reduce -10.9% 11,660 $587K
Gerber Kawasaki Wealth & Investment Management 0.03% Add +1.5% 11,343 $571K
Lodestone Wealth Management LLC 0.29% Reduce -18.4% 11,020 $555K
Regimen Wealth, LLC 0.19% Add +52.9% 10,809 $544K
Lifeworks Advisors, LLC 0.11% No change 8,059 $406K
Private Trust Co. NA 0.04% Reduce -0.6% 7,851 $395K
JPMorgan Chase & Co. 0.00% Reduce -71.6% 7,843 $395K
Sigma Planning Corp 0.01% New 7,251 $365K
Altus Wealth Group LLC 0.18% Reduce -8.4% 6,983 $352K
CGN Advisors LLC 0.04% Reduce -9.2% 6,865 $346K
Equitable Holdings, Inc. 0.00% Reduce -58.4% 6,611 $333K
Flow Traders U.S. LLC 0.02% New 6,175 $311K
Cetera Investment Advisers 0.00% Reduce -49.4% 5,301 $267K
Financial Partners Group, Inc 0.04% Reduce -1.5% 5,061 $255K
Stifel Financial Corp. 0.00% Reduce -11.0% 5,012 $252K
Foundations Investment Advisors, LLC 0.01% New 4,920 $248K
Susquehanna International Group, LLP 0.00% New 4,874 $245K
McAdam, LLC 0.01% Reduce -0.7% 4,462 $225K
Arrowroot Family Office, LLC 0.13% New 4,120 $207K
C M Bidwell & Associates Ltd. 0.12% No change 3,445 $173K
Geneos Wealth Management Inc. 0.00% No change 1,450 $73K
Assetmark, Inc. 0.00% Add +89.3% 899 $45K
Caldwell Trust Co 0.00% No change 770 $39K
Wells Fargo & Company 0.00% Add +66300.0% 664 $33K
Avior Wealth Management, LLC 0.00% No change 449 $23K
Northwestern Mutual Wealth Management Co. 0.00% No change 346 $17K
Signaturefd, LLC 0.00% No change 11 $555
FMR LLC 0.00% New 1 $50

"% of holder's portfolio" is TAXF's weight in each manager's 13F, not the share of American Century Diver Muni the manager owns.