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Public ownership evidence

American Century Diversified Municipal Bond ETF (TAXF) Ownership Disclosures

Read TAXF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2048,477$2,464,339None
Pure Financial Advisors, LLC2026-06-302026-08-184,100$208,424None
Equitable Holdings, Inc.2026-06-302026-08-1817,452$887,178None
Frederick Financial Consultants, LLC2026-06-302026-08-154,058$206,290None
Mutual Advisors, LLC2026-06-302026-08-1538,074$1,935,468None
Lifeworks Advisors, LLC2026-06-302026-08-157,439$378,162None
Foundations Investment Advisors, LLC2026-06-302026-08-1524,958$1,268,731None
IFG Advisory, LLC2026-06-302026-08-15424$21,566None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,807$91,881None
OSAIC HOLDINGS, INC.2026-06-302026-08-1551,016$2,593,786None
JANE STREET GROUP, LLC2026-06-302026-08-1583,147$4,226,778None
Orion Porfolio Solutions, LLC2026-06-302026-08-1510,058$511,301None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1525,595$1,299,458None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15353,825$17,976,320None
Pinnacle Financial Partners, Inc.2026-06-302026-08-158,327$423,329None
ROYAL BANK OF CANADA2026-06-302026-08-1547,529$2,416,000None
CITADEL ADVISORS LLC2026-06-302026-08-1510,945$556,389None
Larson Financial Group LLC2026-06-302026-08-151$35None
IHT Wealth Management, LLC2026-06-302026-08-1562,424$3,173,333None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1565,573$3,333,403None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15187,950$9,554,429None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1588,118$4,479,455None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$44None
Henderson Brothers Financial Partners, LLC2026-06-302026-08-1496,635$4,912,457None
Midwestern Financial, LLC /IA2026-06-302026-08-1423,160$1,177,359None
Visionary Wealth Advisors2026-06-302026-08-1474,571$3,790,832None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14750$38,126None
UBS Group AG2026-06-302026-08-14210$10,675None
UBS Group AG2026-06-302026-08-146,314$320,972None
Creative Planning2026-06-302026-08-146,117$310,959None
Prosperity Consulting Group, LLC2026-06-302026-08-1414,517$737,972None
Elequin Capital, LP2026-06-302026-08-1483,501$4,244,773None
Inspire Advisors, LLC2026-06-302026-08-145,379$273,442None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-148,024$407,897None
MORGAN STANLEY2026-06-302026-08-141$64None
MORGAN STANLEY2026-06-302026-08-14457,042$23,233,770None
Integrated Wealth Concepts LLC2026-06-302026-08-133,319$168,720None
Cetera Investment Advisers2026-06-302026-08-1310,695$543,666None
NewEdge Advisors, LLC2026-06-302026-08-13116,750$5,935,000None
CONDOR CAPITAL MANAGEMENT2026-06-302026-08-13177,881$9,042,584None
BESSEMER GROUP INC2026-06-302026-08-131,386$70,000None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13899$45,701None
STIFEL FINANCIAL CORP2026-06-302026-08-134,885$248,339None
STIFEL FINANCIAL CORP2026-06-302026-08-1312,350$627,812None
JPMORGAN CHASE & CO2026-06-302026-08-13475$24,178None
JPMORGAN CHASE & CO2026-06-302026-08-1363,553$3,234,848None
OneAscent Financial Services LLC2026-06-302026-08-1239,738$2,020,081None
Core Wealth Advisors, Inc.2026-06-302026-08-1213,160$668,989None
C M BIDWELL & ASSOCIATES LTD2026-06-302026-08-126,180$314,160None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1248,477$2,464,339None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Pure Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗Frederick Financial Consultants, LLC ↗Mutual Advisors, LLC ↗Lifeworks Advisors, LLC ↗Foundations Investment Advisors, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.