Who Owns TAXF?
American Century Diversified Municipal Bond ETF — Institutional Ownership & 13F Holdings
$50.48
-0.04 (-0.07%)
Market Cap
$577.8M
Shares Outstanding
11,967,578
Institutional Holders
87
Total Inst. Value
$195.1M
% of Float Held
—
QoQ Holder Change
+29
Institutional data as of Q1 2025
New Positions
21
Closed Positions
13
Increased
32
Decreased
29
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CX InstitutionalNew | $31.6M | 637,723 |
| 2 | Goldstein Advisors, LLC | $21.3M | 431,366 |
| 3 | MORGAN STANLEY | $20.4M | 412,999 |
| 4 | Private Advisor Group, LLC | $10.3M | 207,785 |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $9.2M | 186,725 |
| 6 | Sunpointe, LLCNew | $9.2M | 184,974 |
| 7 | CONDOR CAPITAL MANAGEMENT | $8.1M | 163,130 |
| 8 | HighTower Advisors, LLC | $7.5M | 152,577 |
| 9 | RAYMOND JAMES FINANCIAL INC | $5.8M | 116,538 |
| 10 | IFP Advisors, Inc | $5.4M | 109,737 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CX InstitutionalNew | +638K | $31.6M |
| Goldstein Advisors, LLC | +12K | $21.3M |
| Private Advisor Group, LLC | +1K | $10.3M |
| MERCER GLOBAL ADVISORS INC /ADV | +80K | $9.2M |
| Sunpointe, LLCNew | +185K | $9.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -65K | $93K |
| OSAIC HOLDINGS, INC. | -63K | $790K |
| GREAT VALLEY ADVISOR GROUP, INC. | -29K | $885K |
| JANE STREET GROUP, LLC | -25K | $2.7M |
| COMERICA BANK | -21K | $828K |
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Frequently Asked Questions
How many institutional investors hold TAXF?
As of Q1 2025, 87 institutional investors report holding TAXF (American Century Diversified Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most TAXF?
The largest institutional holder of TAXF is CX Institutional with $31.6M in shares.
Are institutions buying or selling TAXF?
This quarter, 21 institutions opened new positions in TAXF and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.