American Century Diver MuniTAXFETF
13F holders, Q3 2024 (September 30)78holders
6new positions
6sold out
$51.42avg. 13F price*
At the end of Q3 2024, 78 institutions reported holding American Century Diver Muni (TAXF) in their 13F filings, unchanged from Q2 2024. 6 opened new positions and 6 sold out. The largest holders were Envestnet Asset Management Inc. ($103.2M), Cwm, LLC ($49.4M) and CX Institutional ($26.2M).
- Company
- American Century Diver Muni
- CUSIP
- 025072505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.9M |
| Exits | 6 | $8.8M |
All 13F filers, Q2 2024 → Q3 2024: 733,278 shares bought and 281,198 shares sold, net +452,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Envestnet Asset Management Inc. | 0.03% | Add +3.6% | 2,006,252 | $103.2M |
| Cwm, LLC | 0.21% | Add +25.2% | 959,910 | $49.4M |
| CX Institutional | 1.16% | Add +2.8% | 509,397 | $26.2M |
| LPL Financial LLC | 0.01% | Add +26.0% | 504,375 | $25.9M |
| Goldstein Advisors, LLC | 2.99% | Add +5.5% | 382,929 | $19.7M |
| Morgan Stanley | 0.00% | Add +36.4% | 354,405 | $18.2M |
| Private Advisor Group, LLC | 0.07% | Add +11.6% | 204,142 | $10.5M |
| Condor Capital Management | 0.71% | Add +6.7% | 153,432 | $7.9M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -9.1% | 138,806 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Add +26.1% | 133,941 | $6.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +8.4% | 127,668 | $6.6M |
| Atria Investments, Inc | 0.07% | Add +3.5% | 111,008 | $5.7M |
| IFP Advisors, Inc | 0.19% | Reduce -27.6% | 104,457 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.3% | 102,192 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.4% | 95,339 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Add +84.8% | 78,474 | $4.0M |
| Visionary Wealth Advisors | 0.24% | Add +1.1% | 78,059 | $4.0M |
| IHT Wealth Management, LLC | 0.11% | Reduce -0.2% | 76,641 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +12.0% | 70,698 | $3.6M |
| GEM Asset Management, LLC | 1.95% | Add +1.1% | 66,934 | $3.4M |
| FAS Wealth Partners, Inc. | 0.25% | Add +21.0% | 60,305 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.6% | 59,045 | $3.0M |
| Landmark Wealth Management, LLC | 1.24% | Add +0.4% | 55,519 | $2.9M |
| Certified Advisory Corp | 0.31% | Reduce -8.1% | 55,097 | $2.8M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +6.3% | 54,658 | $2.8M |
| Global Retirement Partners, LLC | 0.08% | Add +2.6% | 50,021 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.1% | 48,783 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +0.1% | 48,783 | $2.5M |
| Pine Valley Investments Ltd Liability Co | 0.15% | Reduce -3.9% | 41,529 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +417.2% | 40,564 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +8.6% | 38,695 | $2.0M |
| Financial Advocates Investment Management | 0.11% | Add +9.5% | 35,388 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Reduce -4.9% | 36,336 | $1.8M |
| Core Wealth Advisors, Inc. | 0.52% | Reduce -37.1% | 31,802 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -0.4% | 29,078 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 23,508 | $1.2M |
| CNB Bank | 0.53% | Reduce -23.9% | 22,325 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +46.3% | 21,067 | $1.1M |
| Raymond James & Associates | 0.00% | Add +36.4% | 20,868 | $1.1M |
| Good Life Advisors, LLC | 0.06% | Reduce -25.2% | 19,956 | $1.0M |
| Comerica Bank | 0.00% | Reduce -13.4% | 18,454 | $949K |
| Captrust Financial Advisors | 0.00% | Reduce -1.7% | 18,283 | $940K |
| PFG Advisors | 0.05% | Add +11.0% | 16,214 | $834K |
| Stewardship Advisors, LLC | 0.23% | Reduce -0.4% | 15,565 | $800K |
| Westside Investment Management, Inc. | 0.16% | No change | 14,800 | $761K |
| Sunpointe, LLC | 0.59% | New | 13,966 | $718K |
| ERn Financial, LLC | 0.11% | Reduce -2.8% | 13,446 | $691K |
| First Affirmative Financial Network | 0.34% | Add +4.5% | 12,232 | $629K |
| SageView Advisory Group, LLC | 0.03% | New | 12,154 | $625K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +5.0% | 11,914 | $613K |
| Synovus Financial Corp. | 0.01% | Reduce -1.4% | 11,492 | $591K |
| Regimen Wealth, LLC | 0.18% | Add +2.9% | 11,118 | $572K |
| Lodestone Wealth Management LLC | 0.29% | Add +0.8% | 11,104 | $571K |
| Lifeworks Advisors, LLC | 0.08% | No change | 8,059 | $414K |
| Equitable Holdings, Inc. | 0.00% | Add +21.5% | 8,034 | $413K |
| Private Trust Co. NA | 0.04% | Add +0.4% | 7,884 | $405K |
| Merit Financial Group, LLC | 0.01% | Reduce -39.1% | 7,788 | $400K |
| Sigma Planning Corp | 0.01% | Add +0.8% | 7,312 | $376K |
| CGN Advisors LLC | 0.04% | No change | 6,865 | $353K |
| Altus Wealth Group LLC | 0.15% | Reduce -4.8% | 6,647 | $342K |
| Foundations Investment Advisors, LLC | 0.01% | Add +12.2% | 5,522 | $284K |
| Cetera Investment Advisers | 0.00% | Add +0.5% | 5,327 | $274K |
| Financial Partners Group, Inc | 0.04% | Reduce -1.7% | 4,976 | $256K |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 4,923 | $253K |
| C M Bidwell & Associates Ltd. | 0.15% | Add +42.3% | 4,902 | $252K |
| Arrowroot Family Office, LLC | 0.14% | Add +14.7% | 4,727 | $243K |
| McAdam, LLC | 0.01% | Reduce -2.1% | 4,369 | $225K |
| PNC Financial Services Group, Inc. | 0.00% | New | 4,189 | $215K |
| UBS Group AG | 0.00% | New | 3,687 | $190K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,450 | $75K |
| First Horizon Advisors, Inc. | 0.00% | New | 1,175 | $60K |
| Harbour Investments, Inc. | 0.00% | New | 999 | $51K |
| Assetmark, Inc. | 0.00% | Add +5.1% | 945 | $49K |
| Caldwell Trust Co | 0.00% | No change | 770 | $40K |
| Avior Wealth Management, LLC | 0.00% | Reduce -37.9% | 279 | $14K |
| Signaturefd, LLC | 0.00% | No change | 11 | $572 |
| FMR LLC | 0.00% | No change | 1 | $51 |
| Wells Fargo & Company | 0.00% | Reduce -99.8% | 1 | $36 |
"% of holder's portfolio" is TAXF's weight in each manager's 13F, not the share of American Century Diver Muni the manager owns.