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Who owns TAXFWhat TAXF owns — n/a

Who owns American Century Diversified Municipal Bond ETF?

Institutional ownership of TAXF from SEC Form 13F filings across 78 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

78

13F holders

$357.9M

value, 2026 filers

52.6%

of shares outstanding (7.2M sh)

16

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TAXF's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ENVESTNET ASSET MANAGEMENT INC2.4M$124.3M0.0%17.9%+6.3%
2LPL Financial LLC690,054$35.1M0.0%5%+5.6%
3MORGAN STANLEY457,043$23.2M0.0%3.3%+18.8%
4Goldstein Advisors, LLC436,469$22.2M2.0%3.2%+3.7%
5AMERIPRISE FINANCIAL INC353,825$18.0M0.0%2.6%+37.7%
6Prime Capital Investment Advisors, LLC351,005$17.8M0.2%2.6%+3.4%
7RAYMOND JAMES FINANCIAL INC276,068$14.0M0.0%2%+0.7%
8IFP Advisors, Inc148,181$7.5M0.1%1.1%+6.8%
9Cambridge Investment Research Advisors, Inc.141,856$7,2120.0%1%+99.6%
10Dynamic Advisor Solutions LLC123,317$6.3M0.2%0.9%-1.1%
11Arax Advisory PartnersNEW117,636$6.0M0.0%0.9%new
12NewEdge Advisors, LLC116,750$5.9M0.0%0.9%+9.1%
13COMMONWEALTH EQUITY SERVICES, LLC94,628$4.8M0.0%0.7%-8.7%
14Kestra Advisory Services, LLC89,298$4.5M0.0%0.7%-3.7%
15Elequin Capital, LP83,501$4.2M0.1%0.6%+245.4%
16JANE STREET GROUP, LLC83,147$4.2M0.0%0.6%+124.2%
17GOLDMAN SACHS GROUP INCNEW65,573$3.3M0.0%0.5%new
18JPMORGAN CHASE & CO64,028$3.3M0.0%0.5%+24.9%
19IHT Wealth Management, LLC62,424$3.2M0.1%0.5%-2.5%
20HighTower Advisors, LLC61,786$3.1M0.0%0.5%+6.5%
21OneDigital Investment Advisors LLC60,815$3.1M0.0%0.4%+1.2%
22CARY STREET PARTNERS FINANCIAL LLCNEW58,481$3.0M0.1%0.4%new
23OSAIC HOLDINGS, INC.52,823$2.7M0.0%0.4%+32.0%
24MERCER GLOBAL ADVISORS INC /ADV48,477$2.5M0.0%0.4%-9.8%
25ROYAL BANK OF CANADA47,529$2.4M0.0%0.3%+17.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.