TAXF · American Century Diversified Municipal Bond ETF ETF

Alerts for TAXF

$49.09 -0.16 (-0.32%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $556,443

Total Shares: 10,945

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 1 13F filers · Δ vs Dec 31, 2025

Top Holder

100.0%

+76.6 pts

Top 5

100.0%

+39.0 pts

Top 10

100.0%

+18.2 pts

HHI

10,000

Highly concentrated+8,964

Quarterly Activity

vs Dec 31, 2025

New

1

Increased

0

Decreased

0

Sold Out

31

Unchanged

0

Holder count: -30

Institutional value: -99.4%

Shares held: -99.4%

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	10,945	$556,443

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)	Open
Mega MORGAN STANLEY	422,323	$21,276,632
Mega RAYMOND JAMES FINANCIAL INC	214,163	$10,789,531
Mid Private Advisor Group, LLC	195,850	$9,866,923
Mega AMERIPRISE FINANCIAL INC	147,814	$7,446,869
Large Kestra Advisory Services, LLC	120,255	$6,058,446

Filter: New 1 Increased 0 Reduced 0 Sold out 31 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC TAXF

$556,443

100.00%

10,945

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	10,945	$556,443	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	422,323	$21,276,632	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	48,329	$2,434,815	22.6%	Defined
Raymond James Financial Services Advisors, Inc.	165,834	$8,354,716	77.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	147,814	$7,446,869	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	9,262	$466,619	22.5%	Other
Mariner Independent Advisor Network, LLC	31,942	$1,609,237	77.5%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	37,027	$1,865,420	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	33,584	$1,691,961	96.2%	Defined
Osaic Advisory Services, LLC	1,314	$66,199	3.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	20,235	$1,019,439	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Synovus Securities, Inc.	8,037	$404,904	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	6,898	$347,521	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	1,000	$50,380	17.2%	Defined
1919 Investment Counsel, LLC	4,802	$241,924	82.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	4,410	$222,175	100.0%	Other