Who Owns American Century Diversified Municipal Bond ETF (TAXF)?Hedge Fund & Institutional Holders

$50.52+0.15 (+0.30%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -6

Price History

$47.80$48.72$49.64$50.57$51.49Sep 24Jun 25Mar 26

TAXF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Goldstein Advisors, LLCNew Position+412K+$20.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+101K+$5.0B
FAS Wealth Partners, Inc.New Position+88K+$4.4B
AMERIPRISE FINANCIAL INCIncreased+92K+$4.2B
GEM Asset Management, LLCNew Position+68K+$3.4B
GWN SECURITIES INC.New Position+43K+$2.2B
Mutual Advisors, LLCNew Position+35K+$1.8B
RAYMOND JAMES FINANCIAL INCIncreased+41K+$1.3B
Savvy Advisors, Inc.New Position+20K+$994.0M
Westside Investment Management, Inc.New Position+17K+$846.0M
Melone Private Wealth, LLCNew Position+16K+$821.0M
JPMORGAN CHASE & COIncreased+26K+$769.0M
Altus Wealth Group LLCNew Position+10K+$489.0M
Lodestone Wealth Management LLCNew Position+9K+$472.0M
Equitable Holdings, Inc.Increased+9K+$424.9M

TAXF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
First Affirmative Financial NetworkClosed Position-33K-$1.7B
JANE STREET GROUP, LLCDecreased-18K-$1.6B
Orion Porfolio Solutions, LLCDecreased-11K-$1.2B
OneDigital Investment Advisors LLCDecreased-5K-$1.0B
Gerber Kawasaki Wealth & Investment ManagementDecreased-607-$735.1M
CAPTRUST FINANCIAL ADVISORSDecreased-2K-$657.7M
NORTHERN TRUST CORPClosed Position-11K-$569.4M
SYNOVUS FINANCIAL CORPClosed Position-10K-$485.8M
IFP Advisors, IncDecreased-2K-$436.0M
Crossmark Global Holdings, Inc.Closed Position-8K-$400.1M
Caldwell Trust CoDecreased-8K-$395.7M
STIFEL FINANCIAL CORPDecreased-260-$304.5M
Fortis Group Advisors, LLCClosed Position-5K-$239.1M
IHT Wealth Management, LLCDecreased-893-$215.1M
Integrated Wealth Concepts LLCClosed Position-4K-$208.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Goldstein Advisors, LLC412,111$20.8B2.37%Share
2Private Advisor Group, LLC195,850$9.0B0.04%Share
3CONDOR CAPITAL MANAGEMENT168,085$8.5B0.69%Share
4RAYMOND JAMES FINANCIAL INC165,834$8.0B0.00%Share
5AMERIPRISE FINANCIAL INC147,814$7.0B0.00%Share
6IFP Advisors, Inc126,385$6.0B0.13%Share
7COMMONWEALTH EQUITY SERVICES, LLC100,529$5.0B0.01%Share
8FAS Wealth Partners, Inc.88,133$4.4B0.29%Share
9Visionary Wealth Advisors69,798$3.5B0.16%Share
10GEM Asset Management, LLC67,754$3.4B1.53%Share
11MERCER GLOBAL ADVISORS INC /ADV63,532$3.0B0.00%Share
12IHT Wealth Management, LLC63,114$3.0B0.07%Share
13GWN SECURITIES INC.43,201$2.2B0.44%Share
14RAYMOND JAMES FINANCIAL INC48,329$2.0B0.00%Share
15OneDigital Investment Advisors LLC55,263$2.0B0.02%Share
16Mutual Advisors, LLC34,739$1.8B0.04%Share
17Midwestern Financial, LLC /IA25,203$1.3B1.05%Share
18PFG Advisors23,763$1.2B0.06%Share
19PNC FINANCIAL SERVICES GROUP, INC.21,943$1.0B0.00%Share
20OSAIC HOLDINGS, INC.33,584$1.0B0.00%Share
21Equitable Holdings, Inc.20,235$1.0B0.01%Share
22ROYAL BANK OF CANADA37,027$1.0B0.00%Share
23JPMORGAN CHASE & CO30,348$1.0B0.00%Share
24Savvy Advisors, Inc.19,743$994.0M0.03%Share
25Core Wealth Advisors, Inc.18,626$938.0M0.24%Share
26COMERICA BANK17,328$872.0M0.00%Share
27Westside Investment Management, Inc.16,800$846.0M0.14%Share
28Melone Private Wealth, LLC16,300$821.0M0.35%Share
29Prosperity Consulting Group, LLC14,517$731.0M0.03%Share
30REGIMEN WEALTH, LLC12,645$637.0M0.19%Share
31Frederick Financial Consultants, LLC9,976$502.0M0.27%Share
32Altus Wealth Group LLC9,712$489.0M0.20%Share
33Lodestone Wealth Management LLC9,384$472.0M0.19%Share
34Lifeworks Advisors, LLC8,059$406.0M0.05%Share
35Stewardship Advisors, LLC8,024$404.0M0.09%Share
36Arrowroot Family Office, LLC6,200$312.0M0.11%Share
37PRIVATE TRUST CO NA5,994$301.0M0.03%Share
38Finward Bancorp5,379$271.0M0.21%Share
39C M BIDWELL & ASSOCIATES LTD5,315$267.0M0.13%Share
40Investment Advisory Group, LLC4,500$226.0M0.06%Share
41Shade Tree Advisors LLC4,238$213.0M0.16%Share
42PFG Investments, LLC4,128$207.0M0.01%Share
43Farther Finance Advisors, LLC2,934$147.0M0.00%Share
44Compound Planning, Inc.2,220$111.0M0.00%Share
45ENVESTNET ASSET MANAGEMENT INC2,194,673$110.0M0.03%Share
46Compound Planning, Inc.1,913$96.0M0.00%Share
47Geneos Wealth Management Inc.1,450$73.0M0.00%Share
48CWM, LLC1,389,743$70.0M0.19%Share
49ASSETMARK, INC975$49.0M0.00%Share
50Caldwell Trust Co770$38.0M0.00%Share

TAXF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202596$107.7B+34
Q3 202562$116.3B-19
Q2 202581$315.0B-7
Q1 202588$299.1B+9
Q4 202479$11.3T+21
Q3 202458$138.5T-2
Q2 202460$106.1T+2
Q1 202458$101.8T—

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As of Q4 2025, 50 institutional investors hold TAXF (American Century Diversified Municipal Bond ETF). The largest holder is Goldstein Advisors, LLC with $20.8B in shares. This quarter, 11 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own TAXF?

As of Q4 2025, 50 institutional investors report holding TAXF (American Century Diversified Municipal Bond ETF) in their 13F filings.

Who is the largest institutional holder of TAXF?

The largest institutional holder of TAXF is Goldstein Advisors, LLC with $20.8B in shares.

Is institutional ownership of TAXF increasing or decreasing?

This quarter, 11 institutions opened new positions in TAXF and 6 closed their positions.