CATF Institutional Ownership
American Century California Municipal Bond ETF
1W: -0.2%
1M: -3.0%
3M: -5.7%
YTD: -5.1%
1Y: -3.9%
$47.38
-0.20 (-0.42%)
Weekly Expected Move ±1.0%
$46
$47
$47
$48
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CATF
25
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
68M
Total Invested
9
New Positions
10
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Composition Wealth, LLC | 413,265 | $20M | +1,419 | +0.3% | 4Q | SEC ↗ |
| 2 | AMERICAN CENTURY COMPANIES INC | 366,900 | $17M | — | +0.0% | 8Q | SEC ↗ |
| 3 | San Luis Wealth Advisors LLC | 194,210 | $9M | +56,754 | +41.3% | 7Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC | 83,281 | $4M | +62,965 | +309.9% | 5Q | SEC ↗ |
| 5 | Weaver Consulting Group | 55,518 | $3M | +900 | +1.6% | 8Q | SEC ↗ |
| 6 | LPL Financial LLC | 54,697 | $3M | +24,018 | +78.3% | 2Q | SEC ↗ |
| 7 | Ballast Rock Private Wealth LLC | 41,452 | $2M | +1,835 | +4.6% | 2Q | SEC ↗ |
| 8 | Cooper Capital Advisors LLC | 32,079 | $2M | +6,417 | +25.0% | 6Q | SEC ↗ |
| 9 | EHRLICH FINANCIAL GROUP | 21,389 | $1M | +7,017 | +48.8% | 7Q | SEC ↗ |
| 10 | WEALTHGARDEN F.S. LLC | 16,390 | $777K | +1,321 | +8.8% | 5Q | SEC ↗ |
| 11 | Mutual Advisors, LLC NEW | 12,461 | $590K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Hennion & Walsh Asset Management, Inc. NEW | 10,120 | $479K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Private Advisor Group, LLC NEW | 9,197 | $436K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors NEW | 7,344 | $348K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Almanack Investment Partners, LLC. NEW | 6,299 | $298K | — | +0.0% | 1Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 5,726 | $271K | +1,624 | +39.6% | 2Q | SEC ↗ |
| 17 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | 5,500 | $261K | — | +0.0% | 2Q | SEC ↗ |
| 18 | MML INVESTORS SERVICES, LLC NEW | 5,415 | $257K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Mariner, LLC | 5,065 | $240K | -8,171 | -61.7% | 3Q | SEC ↗ |
| 20 | Farther Finance Advisors, LLC | 3,100 | $147K | -8,344 | -72.9% | 3Q | SEC ↗ |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 504 | $24K | — | +0.0% | 1Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. NEW | 64 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 23 | UBS Group AG NEW | 55 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 24 | MORGAN STANLEY | 0 | $0K | -568 | -100.0% | 1Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 0 | $0K | -2,469 | -100.0% | 1Q | SEC ↗ |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -18,803 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Mutual Advisors, LLC | 12,461 | $590K |
| Hennion & Walsh Asset Management, I | 10,120 | $479K |
| Private Advisor Group, LLC | 9,197 | $436K |
| Cambridge Investment Research Advis | 7,344 | $348K |
| Almanack Investment Partners, LLC. | 6,299 | $298K |
| MML INVESTORS SERVICES, LLC | 5,415 | $257K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 504 | $24K |
| OSAIC HOLDINGS, INC. | 64 | $3K |
| UBS Group AG | 55 | $3K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 18,803 | $891K |
| Kestra Advisory Services, LLC | 2,469 | $117K |
| MORGAN STANLEY | 568 | $27K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +62,965 | +309.9% | 83,281 |
| San Luis Wealth Advisors LLC | +56,754 | +41.3% | 194,210 |
| LPL Financial LLC | +24,018 | +78.3% | 54,697 |
| EHRLICH FINANCIAL GROUP | +7,017 | +48.8% | 21,389 |
| Cooper Capital Advisors LLC | +6,417 | +25.0% | 32,079 |
| Ballast Rock Private Wealth LLC | +1,835 | +4.6% | 41,452 |
| ENVESTNET ASSET MANAGEMENT INC | +1,624 | +39.6% | 5,726 |
| Composition Wealth, LLC | +1,419 | +0.3% | 413,265 |
| WEALTHGARDEN F.S. LLC | +1,321 | +8.8% | 16,390 |
| Weaver Consulting Group | +900 | +1.6% | 55,518 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Farther Finance Advisors, LLC | -8,344 | -72.9% | 3,100 |
| Mariner, LLC | -8,171 | -61.7% | 5,065 |