American Century Diversified Municipal Bond
TAXF • ARCA
American Century Diversified Municipal Bond is an exchange-traded fund on ARCA. As of Q3 2025, 94 institutional investors hold shares in this ETF, with total holdings valued at $395.6M. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $107.2M.
Overview
Overview of institutional ownership in TAXF as of Q3 2025
All Institutions
- Institutions
- 94
- Value Held
- $395.6M
- Shares Held
- 7.9M
- Avg Position
- $4.2M
- Median Position
- $732.5K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in TAXF as of Q3 2025
| Institution | Position Value |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $107.2M 0.03% of portfolio |
 CWM, LLC RIA/Wealth | $67.2M 0.21% of portfolio |
L LPL Financial LLC Institution | $31.2M 0.01% of portfolio |
G Goldstein Advisors, LLC RIA/Wealth | $20.0M 2.43% of portfolio |
 CX Institutional RIA/Wealth | $19.8M 0.62% of portfolio |
 MORGAN STANLEY RIA/Wealth | $18.2M 0.00% of portfolio |
 Private Advisor Group, LLC RIA/Wealth | $9.8M 0.05% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $8.7M 0.00% of portfolio |
 CONDOR CAPITAL MANAGEMENT RIA/Wealth | $8.4M 0.69% of portfolio |
 IFP Advisors, Inc RIA/Wealth | $6.4M 0.17% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TAXF in Q3 2025
- Traded
- −$7.7M
- Buyers
- 55
- Sellers
- 42
- Total Bought
- +$31.8M
- Total Sold
- −$39.4M
- Avg Position
- $3.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
CWM, LLC RIA/Wealth | +$10.8M +215.6K shares |
CX Institutional RIA/Wealth | +$5.1M +101.7K shares |
 AMERIPRISE FINANCIAL INC Institution | +$2.8M +55.4K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.9M +37.0K shares |
 GWN SECURITIES INC. RIA/Wealth | +$1.7M +34.8K shares |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | +$934.6K +18.6K shares |
E Equity Wealth Partners, LLC RIA/Wealth | +$796.5K +15.9K shares |
 Prosperity Consulting Group, LLC RIA/Wealth | +$729.2K +14.5K shares |
 Strategic Wealth Partners, Ltd. RIA/Wealth | +$627.5K +12.5K shares |
 NORTHERN TRUST CORP Institution | +$569.4K +11.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$14.4M −287.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$5.8M −118.8K shares |
 ARQ WEALTH ADVISORS, LLC RIA/Wealth | −$2.9M −59.6K shares |
C Certified Advisory Corp RIA/Wealth | −$2.9M −58.7K shares |
A ATRIA INVESTMENTS LLC Institution | −$2.4M −48.5K shares |
L LPL Financial LLC Institution | −$2.4M −46.8K shares |
MORGAN STANLEY RIA/Wealth | −$835.8K −16.6K shares |
O OLD MISSION CAPITAL LLC Institution | −$759.1K −15.5K shares |
G Goldstein Advisors, LLC RIA/Wealth | −$717.5K −14.3K shares |
F FLOW TRADERS U.S. LLC Institution | −$673.7K −13.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TAXF in Q3 2025
- New Positions
- 13
- New Value
- $8.7M
- Exited Positions
- 7
- Exited Value
- $12.7M
New Positions
| Institution | Position Value |
|---|---|
AMERIPRISE FINANCIAL INC Institution | $2.8M 55.4K shares |
GWN SECURITIES INC. RIA/Wealth | $1.7M 34.8K shares |
E Equity Wealth Partners, LLC RIA/Wealth | $796.5K 15.9K shares |
Prosperity Consulting Group, LLC RIA/Wealth | $729.2K 14.5K shares |
Strategic Wealth Partners, Ltd. RIA/Wealth | $627.5K 12.5K shares |
NORTHERN TRUST CORP Institution | $569.4K 11.3K shares |
 Melone Private Wealth, LLC RIA/Wealth | $445.8K 8.9K shares |
 Janney Montgomery Scott LLC RIA/Wealth | $309.4K 6.2K shares |
 Legacy Financial Strategies, LLC RIA/Wealth | $255.7K 5.1K shares |
 Pure Financial Advisors, Inc. RIA/Wealth | $205.9K 4.1K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $5.8M 118.8K shares |
ARQ WEALTH ADVISORS, LLC RIA/Wealth | $2.9M 59.6K shares |
C Certified Advisory Corp RIA/Wealth | $2.9M 58.7K shares |
O OLD MISSION CAPITAL LLC Institution | $759.1K 15.5K shares |
 Sigma Planning Corp RIA/Wealth | $322.2K 6.6K shares |
 UBS Group AG Institution | $4.3K 87.0 shares |
 O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager | $685.0 14.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in TAXF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with TAXF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
G Goldstein Advisors, LLC RIA/Wealth | 2.43% $20.0M |
G GEM Asset Management, LLC Institution | 1.58% $3.3M |
 Landmark Wealth Management, LLC RIA/Wealth | 0.74% $1.9M |
CONDOR CAPITAL MANAGEMENT RIA/Wealth | 0.69% $8.4M |
E Equity Wealth Partners, LLC RIA/Wealth | 0.65% $796.5K |
CX Institutional RIA/Wealth | 0.62% $19.8M |
 First Affirmative Financial Network RIA/Wealth | 0.46% $974.1K |
GWN SECURITIES INC. RIA/Wealth | 0.41% $1.7M |
C CNB Bank Institution | 0.37% $890.5K |
 Frederick Financial Consultants, LLC RIA/Wealth | 0.32% $565.5K |