13FBOX
AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF

TAXF
Institutions
112
Combined AUM (Q2 2026)
$443.5M
Combined Shares (Q2 2026)
8.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.2M
68 · 20 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.1M
44 · 12 Exit · ≈
⚖️ Net
-949,063
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$443.5M
Institutions
112
New Buys
20
Adds
48
Reduces
32
Exits
12
Unchanged
12
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#52$124.3M2.4M$115.1M2.3M+145,628+6.33%Add
LPL Financial LLC
0.01%0.01%#66$35.1M690,054$32.7M653,570+36,484+5.58%Add
MORGAN STANLEY
<0.01%<0.01%#83$23.2M457,043$18.2M361,898+95,145+26.29%Add
Goldstein Advisors, LLC
2.03%2.34%#2$22.2M436,469$21.1M420,940+15,529+3.69%Add
CX Institutional
0.63%0.62%#9$21.8M428,304$20.4M407,485+20,819+5.11%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#74$18.0M353,825$12.9M256,869+96,956+37.75%Add
Prime Capital Investment Advisors, LLC
0.17%0.2%#23$17.8M351,005$17.0M339,492+11,513+3.39%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#73$14.0M276,068$13.7M274,203+1,865+0.68%Add
Private Advisor Group, LLC
0.06%0.05%#42$12.2M239,548$9.6M192,683+46,865+24.32%Add
CONDOR CAPITAL MANAGEMENT
0.68%0.74%#8$9.0M177,881$8.9M177,142+739+0.42%Add
IFP Advisors, Inc
0.14%0.14%#26$7.5M148,181$6.9M138,718+9,463+6.82%Add
Dynamic Advisor Solutions LLC
0.18%0.2%#22$6.3M123,317$6.2M124,663-1,346-1.08%Reduce
Arax Advisory Partners
0.04%#47$6.0M117,636$00+117,636New Buy
NewEdge Advisors, LLC
0.02%0.02%#59$5.9M116,750$5.4M106,977+9,773+9.14%Add
FAS Wealth Partners, Inc.
0.28%0.3%#20$5.3M105,053$4.9M96,934+8,119+8.38%Add
Henderson Brothers Financial Partners, LLC
2.33%2.34%#1$4.9M96,635$9.2M184,331-87,696-47.58%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#69$4.8M94,628$5.2M103,684-9,056-8.73%Reduce
Kestra Advisory Services, LLC
0.01%0.02%#61$4.5M89,298$4.6M92,776-3,478-3.75%Reduce
GEM Asset Management, LLC
1.75%1.59%#3$4.4M87,210$3.6M72,033+15,177+21.07%Add
Elequin Capital, LP
0.13%0.1%#29$4.2M83,501$1.2M24,174+59,327+245.42%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#97$4.2M83,147$1.9M37,091+46,056+124.17%Add
Visionary Wealth Advisors
0.15%0.15%#24$3.8M74,571$3.5M69,628+4,943+7.10%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#64$3.6M70,928$3.6M71,064-136-0.19%Reduce
GOLDMAN SACHS GROUP INC
<0.01%#100$3.3M65,573$00+65,573New Buy
ARQ WEALTH ADVISORS, LLC
0.41%#14$3.3M65,474$00+65,474New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#104$3.3M64,028$2.6M51,261+12,767+24.91%Add
IHT Wealth Management, LLC
0.07%0.07%#39$3.2M62,424$3.2M64,021-1,597-2.49%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#78$3.1M61,786$2.9M58,005+3,781+6.52%Add
OneDigital Investment Advisors LLC
0.03%0.03%#54$3.1M60,815$3.0M60,115+700+1.16%Add
CARY STREET PARTNERS FINANCIAL LLC
0.06%#40$3.0M58,481$00+58,481New Buy
Landmark Wealth Management, LLC
0.69%0.7%#7$2.9M57,033$2.6M51,941+5,092+9.80%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#76$2.7M52,823$2.0M40,022+12,801+31.98%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#77$2.5M48,477$2.7M53,752-5,275-9.81%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#96$2.4M47,529$2.0M40,468+7,061+17.45%Add
GWN SECURITIES INC.
0.38%0.42%#17$2.2M44,151$2.2M44,15100.00%Unchanged
Allied Private Wealth LLC
1.42%#4$2.2M43,894$00+43,894New Buy
OneAscent Financial Services LLC
0.1%0.11%#33$2.0M39,738$1.9M38,913+825+2.12%Add
Mutual Advisors, LLC
0.04%0.04%#50$1.9M38,074$1.8M35,565+2,509+7.05%Add
Cooper Capital Advisors LLC
0.76%1.06%#6$1.7M34,400$1.5M30,400+4,000+13.16%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#86$1.7M33,846$1.2M24,152+9,694+40.14%Add
Pine Valley Investments Ltd Liability Co
0.07%0.08%#38$1.7M33,796$1.7M33,855-59-0.17%Reduce
MATHER GROUP, LLC.
0.01%0.03%#63$1.5M28,833$2.5M50,101-21,268-42.45%Reduce
Melone Private Wealth, LLC
0.54%0.5%#11$1.4M27,646$1.2M24,494+3,152+12.87%Add
First Heartland Consultants, Inc.
0.09%0.2%#35$1.4M27,520$2.5M50,920-23,400-45.95%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#93$1.3M25,595$528,62210,600+14,995+141.46%Add
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.01%#62$1.3M24,958$1.1M22,843+2,115+9.26%Add
Midwestern Financial, LLC /IA
0.82%0.92%#5$1.2M23,160$1.2M23,379-219-0.94%Reduce
CNB Bank
0.41%0.4%#15$1.0M20,451$947,54718,932+1,519+8.02%Add
Concurrent Investment Advisors, LLC
0.01%<0.01%#65$957,17218,829$225,2254,500+14,329+318.42%Add
Equitable Holdings, Inc.
0.01%0.01%#71$887,17817,452$1.2M23,648-6,196-26.20%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow