American Century Diver MuniTAXFETF
13F holders, Q4 2024 (December 31)91holders +13
13new positions
2sold out
1famous investor
$50.14avg. 13F price*
At the end of Q4 2024, 91 institutions reported holding American Century Diver Muni (TAXF) in their 13F filings, up 13 from Q3 2024. 13 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($97.5M), Cwm, LLC ($52.0M) and CX Institutional ($31.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- American Century Diver Muni
- CUSIP
- 025072505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $17.6M |
| Exits | 2 | $60K |
All 13F filers, Q3 2024 → Q4 2024: 1,047,317 shares bought and 223,036 shares sold, net +824,281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.0% | 1,945,071 | $97.5M |
| Cwm, LLC | 0.22% | Add +8.0% | 1,036,231 | $52.0M |
| CX Institutional | 1.23% | Add +21.5% | 618,763 | $31.0M |
| LPL Financial LLC | 0.01% | Add +10.2% | 555,686 | $27.9M |
| Goldstein Advisors, LLC | 3.06% | Add +9.6% | 419,839 | $21.1M |
| Morgan Stanley | 0.00% | Add +16.6% | 413,098 | $20.7M |
| Private Advisor Group, LLC | 0.06% | Add +1.1% | 206,324 | $10.3M |
| Sunpointe, LLC | 4.99% | Add +1317.6% | 197,976 | $9.9M |
| Condor Capital Management | 0.69% | Add +2.4% | 157,178 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Add +3.3% | 138,290 | $6.9M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -7.9% | 127,819 | $6.4M |
| Atria Investments, Inc | 0.07% | Add +5.3% | 116,896 | $5.9M |
| Cooper Capital Advisors LLC | 5.97% | — | 114,757 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.0% | 107,308 | $5.4M |
| Mercer Global Advisors Inc. | 0.01% | New | 107,121 | $5.4M |
| Dynamic Advisor Solutions LLC | 0.23% | Add +173.8% | 105,940 | $5.3M |
| IFP Advisors, Inc | 0.17% | Add +0.5% | 105,026 | $5.3M |
| Raymond James Financial Inc. | 0.00% | — | 104,283 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.1% | 91,425 | $4.6M |
| Visionary Wealth Advisors | 0.26% | Add +15.4% | 90,056 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +15.6% | 81,706 | $4.1M |
| Jane Street Group, LLC | 0.01% | New | 80,682 | $4.0M |
| IHT Wealth Management, LLC | 0.13% | Add +2.0% | 78,197 | $3.9M |
| FAS Wealth Partners, Inc. | 0.28% | Add +10.3% | 66,506 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Add +8.3% | 63,977 | $3.2M |
| GEM Asset Management, LLC | 1.76% | Reduce -5.8% | 63,062 | $3.2M |
| Certified Advisory Corp | 0.32% | Add +6.0% | 58,412 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +6.3% | 58,097 | $2.9M |
| Landmark Wealth Management, LLC | 1.27% | Add +3.0% | 57,211 | $2.9M |
| Global Retirement Partners, LLC | 0.08% | Add +13.3% | 56,660 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.05% | New | 46,879 | $2.4M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Reduce -2.6% | 40,427 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -20.1% | 39,002 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -20.1% | 39,002 | $2.0M |
| Comerica Bank | 0.01% | Add +104.8% | 37,796 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Add +3.2% | 37,509 | $1.9M |
| OneAscent Financial Services LLC | 0.14% | New | 33,913 | $1.7M |
| Independent Advisor Alliance | 0.02% | New | 33,168 | $1.7M |
| Core Wealth Advisors, Inc. | 0.49% | Reduce -6.0% | 29,893 | $1.5M |
| Financial Advocates Investment Management | 0.08% | Reduce -17.9% | 29,068 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -0.1% | 29,033 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +15.4% | 24,320 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 23,782 | $1.2M |
| CNB Bank | 0.52% | No change | 22,325 | $1.1M |
| Frederick Financial Consultants, LLC | 0.79% | — | 19,801 | $993K |
| Good Life Advisors, LLC | 0.06% | Reduce -11.1% | 17,734 | $889K |
| Captrust Financial Advisors | 0.00% | Reduce -6.0% | 17,182 | $862K |
| WCG Wealth Advisors LLC | 0.06% | New | 16,733 | $839K |
| PFG Advisors | 0.05% | Add +3.1% | 16,717 | $838K |
| Osaic Holdings, Inc. | 0.00% | Reduce -78.7% | 16,704 | $838K |
| SageView Advisory Group, LLC | 0.03% | Add +29.1% | 15,694 | $787K |
| Westside Investment Management, Inc. | 0.16% | No change | 14,800 | $742K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 14,540 | $729K |
| Stewardship Advisors, LLC | 0.20% | Reduce -7.7% | 14,373 | $721K |
| ERn Financial, LLC | 0.10% | Add +1.5% | 13,643 | $684K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +6.4% | 12,681 | $636K |
| Regimen Wealth, LLC | 0.20% | Add +8.4% | 12,056 | $605K |
| First Affirmative Financial Network | 0.34% | Reduce -3.3% | 11,829 | $593K |
| Synovus Financial Corp. | 0.01% | Add +1.4% | 11,654 | $584K |
| Three Magnolias Financial Advisors, LLC | 0.61% | — | 11,595 | $581K |
| Lodestone Wealth Management LLC | 0.27% | Reduce -2.1% | 10,875 | $545K |
| Equitable Holdings, Inc. | 0.01% | Add +31.5% | 10,565 | $530K |
| Merit Financial Group, LLC | 0.01% | Add +33.5% | 10,401 | $521K |
| Altus Wealth Group LLC | 0.18% | Add +25.1% | 8,316 | $417K |
| Lifeworks Advisors, LLC | 0.07% | No change | 8,059 | $404K |
| Private Trust Co. NA | 0.04% | Reduce -0.5% | 7,842 | $393K |
| Sigma Planning Corp | 0.01% | Add +1.1% | 7,394 | $371K |
| Two Sigma Securities, LLC | 0.06% | New | 6,577 | $330K |
| PNC Financial Services Group, Inc. | 0.00% | Add +44.2% | 6,040 | $303K |
| Stifel Financial Corp. | 0.00% | Add +10.4% | 5,435 | $272K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -2.1% | 5,404 | $271K |
| Arrowroot Family Office, LLC | 0.13% | Add +8.5% | 5,128 | $257K |
| CGN Advisors LLC | 0.02% | Reduce -27.1% | 5,006 | $251K |
| Financial Partners Group, Inc | 0.04% | Reduce -1.5% | 4,903 | $246K |
| C M Bidwell & Associates Ltd. | 0.15% | No change | 4,902 | $246K |
| AQR Capital Management | 0.00% | New | 4,370 | $219K |
| Cetera Investment Advisers | 0.00% | Reduce -19.6% | 4,282 | $215K |
| McAdam, LLC | 0.01% | Reduce -5.7% | 4,119 | $207K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,841 | $142K |
| Blue Trust, Inc. | 0.00% | New | 1,930 | $97K |
| AE Wealth Management LLC | 0.00% | New | 1,641 | $82K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,450 | $73K |
| Harbour Investments, Inc. | 0.00% | No change | 999 | $50K |
| Assetmark, Inc. | 0.00% | Reduce -1.2% | 934 | $47K |
| UBS Group AG | 0.00% | Reduce -75.7% | 895 | $45K |
| Caldwell Trust Co | 0.00% | No change | 770 | $39K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.3% | 703 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 629 | $32K |
| Avior Wealth Management, LLC | 0.00% | No change | 279 | $14K |
| Signaturefd, LLC | 0.00% | No change | 11 | $564 |
| Wells Fargo & Company | 0.00% | No change | 1 | $46 |
"% of holder's portfolio" is TAXF's weight in each manager's 13F, not the share of American Century Diver Muni the manager owns.