TAXF Institutional Ownership
American Century Diversified Municipal Bond ETF
1W: +0.4%
1M: -2.8%
3M: -5.9%
YTD: -5.1%
1Y: -3.8%
3Y: +7.9%
5Y: -2.1%
$47.77
+0.10 (+0.21%)
Weekly Expected Move ±1.0%
$47
$47
$48
$48
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TAXF
123
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
443M
Total Invested
18
New Positions
50
Increased
42
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (131 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2,446,137 | $117M | +145,628 | +6.3% | 24Q | SEC ↗ |
| 2 | CWM, LLC | 1,552,913 | $74M | +163,170 | +11.7% | 11Q | SEC ↗ |
| 3 | LPL Financial LLC | 690,054 | $33M | +36,484 | +5.6% | 28Q | SEC ↗ |
| 4 | MORGAN STANLEY | 457,043 | $22M | +72,220 | +18.8% | 26Q | SEC ↗ |
| 5 | Goldstein Advisors, LLC | 436,469 | $21M | +15,529 | +3.7% | 15Q | SEC ↗ |
| 6 | CX Institutional | 428,304 | $20M | +20,819 | +5.1% | 20Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 353,825 | $17M | +96,956 | +37.7% | 4Q | SEC ↗ |
| 8 | Prime Capital Investment Advisors, LLC | 351,005 | $17M | +11,513 | +3.4% | 10Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 276,068 | $13M | +1,865 | +0.7% | 7Q | SEC ↗ |
| 10 | Private Advisor Group, LLC | 239,548 | $11M | +46,865 | +24.3% | 20Q | SEC ↗ |
| 11 | CONDOR CAPITAL MANAGEMENT | 177,881 | $8M | +739 | +0.4% | 16Q | SEC ↗ |
| 12 | IFP Advisors, Inc | 148,181 | $7M | +9,463 | +6.8% | 19Q | SEC ↗ |
| 13 | Dynamic Advisor Solutions LLC | 123,317 | $6M | -1,346 | -1.1% | 15Q | SEC ↗ |
| 14 | First Affirmative Financial Network NEW | 117,918 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Arax Advisory Partners NEW | 117,636 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 16 | NewEdge Advisors, LLC | 116,750 | $6M | +9,773 | +9.1% | 13Q | SEC ↗ |
| 17 | U.S. Capital Wealth Advisors, LLC | 114,131 | $5M | +5,559 | +5.1% | 11Q | SEC ↗ |
| 18 | FAS Wealth Partners, Inc. | 105,053 | $5M | +8,119 | +8.4% | 12Q | SEC ↗ |
| 19 | Henderson Brothers Financial Partners, | 96,635 | $5M | -87,696 | -47.6% | 2Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 94,628 | $5M | -9,056 | -8.7% | 23Q | SEC ↗ |
| 21 | Kestra Advisory Services, LLC | 89,298 | $4M | -3,478 | -3.7% | 11Q | SEC ↗ |
| 22 | GEM Asset Management, LLC | 87,210 | $4M | +15,177 | +21.1% | 15Q | SEC ↗ |
| 23 | Elequin Capital, LP | 83,501 | $4M | +59,327 | +245.4% | 2Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 83,147 | $4M | +46,056 | +124.2% | 7Q | SEC ↗ |
| 25 | Visionary Wealth Advisors | 74,571 | $4M | +4,943 | +7.1% | 13Q | SEC ↗ |
| 26 | Cambridge Investment Research Advisors | 70,928 | $3M | -136 | -0.2% | 20Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC NEW | 65,573 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 28 | ARQ WEALTH ADVISORS, LLC NEW | 65,474 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 29 | JPMORGAN CHASE & CO | 64,028 | $3M | +12,767 | +24.9% | 4Q | SEC ↗ |
| 30 | IHT Wealth Management, LLC | 62,424 | $3M | -1,597 | -2.5% | 20Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 61,786 | $3M | +3,781 | +6.5% | 11Q | SEC ↗ |
| 32 | OneDigital Investment Advisors LLC | 60,815 | $3M | +700 | +1.2% | 30Q | SEC ↗ |
| 33 | CARY STREET PARTNERS FINANCIAL LLC NEW | 58,481 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Landmark Wealth Management, LLC | 57,033 | $3M | +5,092 | +9.8% | 12Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 52,823 | $3M | +12,801 | +32.0% | 24Q | SEC ↗ |
| 36 | MERCER GLOBAL ADVISORS INC /ADV | 48,477 | $2M | -5,275 | -9.8% | 7Q | SEC ↗ |
| 37 | ROYAL BANK OF CANADA | 47,529 | $2M | +7,061 | +17.4% | 14Q | SEC ↗ |
| 38 | GWN SECURITIES INC. | 44,151 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 39 | Allied Private Wealth LLC NEW | 43,894 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 40 | OneAscent Financial Services LLC | 39,738 | $2M | +825 | +2.1% | 7Q | SEC ↗ |
| 41 | Mutual Advisors, LLC | 38,074 | $2M | +2,509 | +7.1% | 22Q | SEC ↗ |
| 42 | Cooper Capital Advisors LLC | 34,400 | $2M | +4,000 | +13.2% | 2Q | SEC ↗ |
| 43 | PNC Financial Services Group, Inc. | 33,846 | $2M | +9,694 | +40.1% | 8Q | SEC ↗ |
| 44 | Pine Valley Investments Ltd Liability | 33,796 | $2M | -59 | -0.2% | 14Q | SEC ↗ |
| 45 | MATHER GROUP, LLC. | 28,833 | $1M | -21,268 | -42.5% | 6Q | SEC ↗ |
| 46 | Melone Private Wealth, LLC | 27,646 | $1M | +3,152 | +12.9% | 4Q | SEC ↗ |
| 47 | First Heartland Consultants, Inc. | 27,520 | $1M | -23,400 | -46.0% | 2Q | SEC ↗ |
| 48 | JONES FINANCIAL COMPANIES LLLP | 25,595 | $1M | +14,995 | +141.5% | 6Q | SEC ↗ |
| 49 | Foundations Investment Advisors, LLC | 24,958 | $1M | +2,115 | +9.3% | 9Q | SEC ↗ |
| 50 | Midwestern Financial, LLC /IA | 23,160 | $1M | -219 | -0.9% | 5Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| First Affirmative Financial Network | 117,918 | $6M |
| Arax Advisory Partners | 117,636 | $6M |
| GOLDMAN SACHS GROUP INC | 65,573 | $3M |
| ARQ WEALTH ADVISORS, LLC | 65,474 | $3M |
| CARY STREET PARTNERS FINANCIAL LLC | 58,481 | $3M |
| Allied Private Wealth LLC | 43,894 | $2M |
| Portfolio Resources Advisor Group, | 12,948 | $619K |
| CITADEL ADVISORS LLC | 10,945 | $523K |
| Trilogy Capital Inc. | 8,625 | $412K |
| CASTLE WEALTH MANAGEMENT LLC | 6,332 | $302K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 4,678 | $223K |
| Fortis Group Advisors, LLC | 4,216 | $201K |
| Avidian Wealth Enterprises, LLC | 3,987 | $190K |
| Integrated Wealth Concepts LLC | 3,319 | $159K |
| BESSEMER GROUP INC | 1,386 | $66K |
| Steward Partners Investment Advisor | 750 | $36K |
| IFG Advisory, LLC | 424 | $20K |
| Global Retirement Partners, LLC | 423 | $20K |
| Financial Management Professionals, | 65 | $3K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 91,444 | $4M |
| Independent Advisor Alliance | 41,546 | $2M |
| Mariner, LLC | 30,701 | $1M |
| AMERICAN CENTURY COMPANIES INC | 28,436 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,245 | $537K |
| Legacy Financial Strategies, LLC | 7,086 | $338K |
| OLD MISSION CAPITAL LLC | 6,185 | $295K |
| Finward Bancorp | 5,379 | $257K |
| Atria Investments, Inc | 5,285 | $252K |
| HighPoint Advisor Group LLC | 4,285 | $205K |
| Shade Tree Advisors LLC | 4,238 | $202K |
| Compound Planning, Inc. | 4,133 | $197K |
| McAdam, LLC | 4,028 | $192K |
| Advisory Services Network, LLC | 2,270 | $108K |
| Western Wealth Management, LLC | 500 | $24K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | +163,170 | +11.7% | 1,552,913 |
| ENVESTNET ASSET MANAGEMENT INC | +145,628 | +6.3% | 2,446,137 |
| AMERIPRISE FINANCIAL INC | +96,956 | +37.7% | 353,825 |
| MORGAN STANLEY | +72,220 | +18.8% | 457,043 |
| Elequin Capital, LP | +59,327 | +245.4% | 83,501 |
| Private Advisor Group, LLC | +46,865 | +24.3% | 239,548 |
| JANE STREET GROUP, LLC | +46,056 | +124.2% | 83,147 |
| LPL Financial LLC | +36,484 | +5.6% | 690,054 |
| CX Institutional | +20,819 | +5.1% | 428,304 |
| Goldstein Advisors, LLC | +15,529 | +3.7% | 436,469 |
| GEM Asset Management, LLC | +15,177 | +21.1% | 87,210 |
| JONES FINANCIAL COMPANIES LLLP | +14,995 | +141.5% | 25,595 |
| Concurrent Investment Advisors, LLC | +14,329 | +318.4% | 18,829 |
| OSAIC HOLDINGS, INC. | +12,801 | +32.0% | 52,823 |
| JPMORGAN CHASE & CO | +12,767 | +24.9% | 64,028 |
| Prime Capital Investment Advisors, | +11,513 | +3.4% | 351,005 |
| NewEdge Advisors, LLC | +9,773 | +9.1% | 116,750 |
| PNC Financial Services Group, Inc. | +9,694 | +40.1% | 33,846 |
| IFP Advisors, Inc | +9,463 | +6.8% | 148,181 |
| FAS Wealth Partners, Inc. | +8,119 | +8.4% | 105,053 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Henderson Brothers Financial Partne | -87,696 | -47.6% | 96,635 |
| First Heartland Consultants, Inc. | -23,400 | -46.0% | 27,520 |
| MATHER GROUP, LLC. | -21,268 | -42.5% | 28,833 |
| COMMONWEALTH EQUITY SERVICES, LLC | -9,056 | -8.7% | 94,628 |
| Equitable Holdings, Inc. | -6,196 | -26.2% | 17,452 |
| PFG Advisors | -5,873 | -29.2% | 14,232 |
| Lodestone Wealth Management LLC | -5,782 | -62.9% | 3,415 |
| FIFTH THIRD BANCORP | -5,412 | -32.9% | 11,021 |
| MERCER GLOBAL ADVISORS INC /ADV | -5,275 | -9.8% | 48,477 |
| Frederick Financial Consultants, LL | -4,692 | -53.6% | 4,058 |
| Core Wealth Advisors, Inc. | -4,433 | -25.2% | 13,160 |
| Kestra Advisory Services, LLC | -3,478 | -3.7% | 89,298 |
| Farther Finance Advisors, LLC | -2,370 | -83.7% | 461 |
| IHT Wealth Management, LLC | -1,597 | -2.5% | 62,424 |
| Dynamic Advisor Solutions LLC | -1,346 | -1.1% | 123,317 |
| Aprio Wealth Management, LLC | -1,000 | -5.5% | 17,234 |
| Savvy Advisors, Inc. | -805 | -10.8% | 6,658 |
| Geneos Wealth Management Inc. | -660 | -45.5% | 790 |
| Lifeworks Advisors, LLC | -620 | -7.7% | 7,439 |
| Westside Investment Management, Inc | -600 | -3.6% | 16,200 |