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Get Institutions for : 
American Century Diversified Municipal Bond Etf (TAXF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    1
Total shares held : 
 6,073,513  
% of shares held : 
 67.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 325,082  
% of shares held change : 
   3.61%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 198,268
 3.26%
 
Increased Positions :
33
 684,164
 11.26%
 
Unchanged Positions :
9
 36,954
 0.61%
 
Decreased Positions :
28
-395,732
-6.52%
 
Closed Positions :
8
-161,618
-2.66%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 466 - 2024-03-31 1,776,542 $89,804,000 130,058
   CWM LLC 113 - 2024-03-31 733,198 $37,063,000 49,138
   CX Institutional 18 - 2024-03-31 506,208 $25,583,000 110,808
   LPL FINANCIAL CORP 942 - 2024-03-31 397,271 $20,082,000 35,090
   Goldstein Advisors LLC 11 - 2024-03-31 341,904 $17,283,000 14,221
   MORGAN STANLEY 3215 - 2024-03-31 222,903 $11,268,000 91,909
   Resources Investment Advisors Inc. 133 - 2024-03-31 185,210 $9,362,000 -8,535
   Private Advisor Group LLC 281 - 2024-03-31 185,021 $9,353,000 -11,428
   CONDOR CAPITAL MANAGEMENT 36 - 2024-03-31 136,759 $6,913,000 75,160
   BB&T CORP 773 - 2024-03-31 131,588 $6,652,000 1,930
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1028 - 2024-03-31 119,709 $6,051,000 -15,562
   JANE STREET GROUP LLC 1195 - 2024-03-31 109,004 $5,510,000 86,810
   ATRIA INVESTMENTS LLC 277 - 2023-12-31 106,209 $5,412,000 29,905
   Advisor Group Holdings Inc. 1000 - 2024-03-31 103,445 $5,229,000 -10,085
   HIGHTOWER ADVISORS, LLC 943 - 2024-03-31 101,300 $5,126,000 95,723
   IFP Advisors Inc 92 - 2023-12-31 94,994 $4,841,000 57,742
   COMMONWEALTH EQUITY SERVICES LLC. 1271 - 2024-03-31 83,752 $4,234,000 748
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 846 - 2024-03-31 82,101 $4,150,000 -306
   Visionary Wealth Advisors 106 - 2024-03-31 74,863 $3,784,000 1,444
   GEM Asset Management LLC 12 - 2024-03-31 64,976 $3,249,000 1,085
   IHT Wealth Management LLC 164 - 2024-03-31 61,392 $3,103,000 -689
   Certified Advisory Corp 71 - 2024-03-31 60,472 $3,057,000 2,268
   Orion Portfolio Solutions LLC 534 - 2024-03-31 51,072 $2,582,000 10,684
   Landmark Wealth Management LLC 25 - 2024-03-31 50,243 $2,540,000 2,280
   Mutual Advisors LLC 235 - 2024-03-31 46,832 $2,367,000 5,609
   ROYAL BANK OF CANADA 2402 - 2024-03-31 46,727 $2,362,000 25,794
   Kestra Advisory Services LLC 803 - 2024-03-31 46,374 $2,344,000 14,473
   Financial Advisory Service Inc. 103 - 2024-03-31 45,985 $2,325,000 3,376
   Core Wealth Advisors Inc. 20 - 2024-03-31 43,355 $2,192,000 4,055
   Pine Valley Investments Ltd Liability Co 139 - 2024-03-31 42,016 $2,124,000 3,594
   Global Retirement Partners LLC 234 - 2024-03-31 40,401 $2,042,000 5,741
   U.S. Capital Wealth Advisors LLC 256 - 2024-03-31 35,483 $1,794,000 9,514
   CNB Bank 33 - 2024-03-31 33,825 $1,710,000 0
   Financial Advocates Investment Management 224 - 2024-03-31 29,039 $1,513,000 7,737
   OneAscent Financial Services LLC 86 - 2024-03-31 29,889 $1,511,000 138
   MARINER WEALTH ADVISORS, LLC 1275 - 2024-03-31 28,729 $1,452,000 605
   Stewardship Advisors LLC 40 - 2024-03-31 28,294 $1,430,000 -128,812
   J P MORGAN CHASE & CO 3179 - 2024-03-31 27,605 $1,395,000 27,602
   CLS INVESTMENT FIRM LLC 615 - 2022-12-31 28,360 $1,388,000 -6,005
   Good Life Advisors LLC 136 - 2024-03-31 26,594 $1,344,000 5,458
   Dynamic Advisors Solutions LLC 383 - 2024-03-31 25,631 $1,296,000 -646
   Prime Capital Investment Advisors LLC 422 *New 2024-03-31 25,431 $1,286,000 25,431
   COMERICA BANK 1502 - 2024-03-31 20,937 $1,058,000 102
   QUANTITATIVE ADVANTAGE LLC 82 - 2023-03-31 20,728 $1,044,000 5,205
   CAPTRUST FINANCIAL ADVISORS 1227 - 2024-03-31 16,213 $820,000 -4,953
   Equitable Holdings Inc. 668 - 2024-03-31 15,891 $803,000 1,267
   Westside Investment Management Inc. 122 - 2024-03-31 14,800 $748,000 0
   ERn Financial LLC 111 - 2024-03-31 14,353 $726,000 276
   J.W. COLE ADVISORS INC. 419 - 2024-03-31 14,274 $722,000 539
   Goss Wealth Management LLC 1146 - 2024-03-31 14,118 $714,000 600
   Lodestone Wealth Management LLC 68 - 2024-03-31 13,513 $683,000 61
   SYNOVUS FINANCIAL CORP 558 - 2024-03-31 13,082 $661,000 29
   Merit Financial Group LLC 512 - 2024-03-31 12,784 $641,000 0
   SageView Advisory Group LLC 278 - 2024-03-31 12,227 $618,000 12,227
   First Affirmative Financial Network 53 - 2024-03-31 11,807 $597,000 863
   Gerber Kawasaki Wealth & Investment Management 161 - 2024-03-31 11,180 $565,000 973
   PFG Advisors 369 - 2024-03-31 11,155 $564,000 -251
   RAYMOND JAMES & ASSOCIATES 2990 - 2024-03-31 10,533 $532,000 3,961
   FINANCIAL NETWORK 1949 - 2024-03-31 9,609 $486,000 -23
   Lifeworks Advisors LLC 141 - 2024-03-31 8,059 $407,000 -965
   PRIVATE TRUST CO NA 425 - 2024-03-31 7,895 $399,000 365
   Altus Wealth Group LLC 99 - 2024-03-31 7,626 $385,000 -10,004
   Garrett Investment Advisors LLC 194 - 2024-03-31 7,556 $382,000 -731
   REGIMEN WEALTH LLC 44 - 2024-03-31 7,070 $357,000 1,608
   CRA Financial Services LLC 169 - 2024-03-31 6,246 $316,000 75
   STIFEL FINANCIAL CORP 2928 - 2024-03-31 5,632 $285,000 -30
   Financial Partners Group Inc 152 - 2024-03-31 5,140 $260,000 661
   Fortitude Advisory Group L.L.C. 165 - 2024-03-31 4,730 $239,000 -1,292
   McAdam LLC 270 - 2024-03-31 4,494 $227,000 -227
   BIDWELL C M & ASSOCIATES LTD/ 131 - 2024-03-31 3,445 $174,000 0
   Geneos Wealth Management Inc. 946 - 2024-03-31 1,450 $73,000 1,215
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1265 - 2024-03-31 475 $24,000 28
   Nelson Van Denburg & Campbell Wealth Management Gr 1545 *New 2024-03-31 449 $23,000 449
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2423 *New 2024-03-31 346 $17,000 346
   SIGNATUREFD, LLC 3016 - 2024-03-31 11 $1,000 0
   ADVISORY SERVICES NETWORK, LLC 1537 *Closed 2024-03-31 0 $0 -1,678
   Brookstone Capital Management 910 *Closed 2024-03-31 0 $0 -4,646
   MERCER GLOBAL ADVISORS INC /ADV 1981 *Closed 2024-03-31 0 $0 -26,408
   FLOW TRADERS U.S. LLC 949 *Closed 2024-03-31 0 $0 -28,162
   SFG Wealth Management LLC. 102 *Closed 2024-03-31 0 $0 -14,916
   PROEQUITIES INC. 7345 - 2024-03-31 0 $0 0
   BANK OF AMERICA CORP /DE/ 6708 - 2024-03-31 5 $0 -2,408
   Ronald Blue Trust Inc. 2544 *Closed 2024-03-31 0 $0 -218
   WELLS FARGO & CO/MN 6806 - 2024-03-31 1 $0 1
   Firestone Capital Management 148 *Closed 2024-03-31 0 $0 -5,215
  85 Records found
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