Who owns TAXF?
American Century Diversified Municipal Bond ETF · American Century
113 institutions reported holding TAXF, worth $447.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TAXF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $124.3M | 2,446,137 | +145,628 shares |
| LPL Financial LLC | Fort Mill, SC | $35.1M | 690,054 | +36,484 shares |
| Morgan Stanley | New York, NY | $23.2M | 457,043 | +72,220 shares |
| Goldstein Advisors, LLC | Madison, WI | $22.2M | 436,469 | +15,529 shares |
| CX Institutional | Auburn, IN | $21.8M | 428,304 | +20,819 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $18.0M | 353,825 | +96,956 shares |
| Prime Capital Investment Advisors, LLC | Overland Park, KS | $17.8M | 351,005 | +11,513 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $14.0M | 276,068 | +1,865 shares |
| Private Advisor Group, LLC | Morristown, NJ | $12.2M | 239,548 | +46,865 shares |
| Condor Capital Management | Martinsville, NJ | $9.0M | 177,881 | +739 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TAXF?
113 institutional managers reported holding TAXF in Form 13F filings for June 30, 2026, worth $447.1M in total. The largest reported position was held by Envestnet Asset Management Inc., at $124.3M.
Did institutions buy or sell TAXF last quarter?
Reported 13F value rose 16.3% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TAXF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.