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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 455 - 2023-12-31 1,646,484 $83,905,000 233,497
   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 916 - 2023-12-31 362,181 $18,457,000 11,905
   Goldstein Advisors LLC 10 - 2023-12-31 327,683 $16,699,000 7,199
   Resources Investment Advisors Inc. 122 - 2023-12-31 193,745 $9,873,000 -126,460
   Private Advisor Group LLC - 2024-03-31 185,021 $9,353,000 -11,428
   MORGAN STANLEY 3628 - 2023-12-31 130,994 $6,675,000 4,744
   BB&T CORP 755 - 2023-12-31 129,658 $6,607,000 -3,481
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1028 - 2024-03-31 119,709 $6,051,000 -15,562
   Advisor Group Holdings Inc. 1090 - 2023-12-31 113,530 $5,786,000 -40,041
   ATRIA INVESTMENTS LLC 277 - 2023-12-31 106,209 $5,412,000 29,905
   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 103 - 2023-12-31 73,419 $3,741,000 44,992
   GEM Asset Management LLC 12 - 2024-03-31 64,976 $3,249,000 1,085
   IHT Wealth Management LLC 148 - 2023-12-31 62,081 $3,164,000 2,464
   CONDOR CAPITAL MANAGEMENT 71 - 2023-12-31 61,599 $3,139,000 -70,910
   Certified Advisory Corp 72 - 2023-12-31 58,204 $2,966,000 2,055
   Landmark Wealth Management LLC 25 - 2024-03-31 50,243 $2,540,000 2,280
   Mutual Advisors LLC - 2024-03-31 46,832 $2,367,000 5,609
   Financial Advisory Service Inc. - 2024-03-31 45,985 $2,325,000 3,376
   Orion Portfolio Solutions LLC 609 - 2023-12-31 40,388 $2,059,000 -4,108
   Global Retirement Partners LLC 234 - 2024-03-31 40,401 $2,042,000 5,741
   Core Wealth Advisors Inc. 19 - 2023-12-31 39,300 $2,003,000 5,516
   Pine Valley Investments Ltd Liability Co 148 - 2023-12-31 38,422 $1,958,000 -10,541
   CNB Bank - 2024-03-31 33,825 $1,710,000 0
   Kestra Advisory Services LLC 891 *New 2023-12-31 31,901 $1,626,000 31,901
   Financial Advocates Investment Management - 2024-03-31 29,039 $1,513,000 7,737
   OneAscent Financial Services LLC 86 - 2024-03-31 29,889 $1,511,000 138
   FLOW TRADERS U.S. LLC 272 - 2023-12-31 28,162 $1,435,000 28,162
   MARINER WEALTH ADVISORS, LLC 1213 - 2023-12-31 28,124 $1,433,000 -254
   Stewardship Advisors LLC 40 - 2024-03-31 28,294 $1,430,000 -128,812
   CLS INVESTMENT FIRM LLC 615 - 2022-12-31 28,360 $1,388,000 -6,005
   MERCER GLOBAL ADVISORS INC /ADV 861 - 2023-12-31 26,408 $1,346,000 -3,751
   Good Life Advisors LLC - 2024-03-31 26,594 $1,344,000 5,458
   U.S. Capital Wealth Advisors LLC 287 - 2023-12-31 25,969 $1,323,000 19,343
   Dynamic Advisors Solutions LLC 383 - 2024-03-31 25,631 $1,296,000 -646
   JANE STREET GROUP LLC 3050 - 2023-12-31 22,194 $1,131,000 -12,717
   CAPTRUST FINANCIAL ADVISORS 1206 - 2023-12-31 21,166 $1,079,000 -3,923
   ROYAL BANK OF CANADA 3047 - 2023-12-31 20,933 $1,067,000 1,183
   COMERICA BANK 1507 - 2023-12-31 20,835 $1,062,000 449
   QUANTITATIVE ADVANTAGE LLC 82 - 2023-03-31 20,728 $1,044,000 5,205
   Westside Investment Management Inc. 122 - 2024-03-31 14,800 $748,000 0
   Equitable Holdings Inc. 650 - 2023-12-31 14,624 $745,000 -1,212
   ERn Financial LLC 111 - 2024-03-31 14,353 $726,000 276
   J.W. COLE ADVISORS INC. - 2024-03-31 14,274 $722,000 539
   Goss Wealth Management LLC 1112 - 2023-12-31 13,518 $689,000 3,916
   Lodestone Wealth Management LLC - 2024-03-31 13,513 $683,000 61
   SYNOVUS FINANCIAL CORP 530 - 2023-12-31 13,053 $665,000 -10,061
   Merit Financial Group LLC 425 - 2023-12-31 12,784 $651,000 0
   First Affirmative Financial Network 53 - 2024-03-31 11,807 $597,000 863
   PFG Advisors 343 - 2023-12-31 11,406 $581,000 -864
   RAYMOND JAMES & ASSOCIATES 2990 - 2024-03-31 10,533 $532,000 3,961
   Gerber Kawasaki Wealth & Investment Management 159 *New 2023-12-31 10,207 $520,000 10,207
   FINANCIAL NETWORK 1888 - 2023-12-31 9,632 $491,000 916
   Lifeworks Advisors LLC 121 - 2023-12-31 9,024 $460,000 0
   PRIVATE TRUST CO NA 425 - 2024-03-31 7,895 $399,000 365
   Altus Wealth Group LLC - 2024-03-31 7,626 $385,000 -10,004
   Garrett Investment Advisors LLC 194 - 2024-03-31 7,556 $382,000 -731
   CRA Financial Services LLC 169 - 2024-03-31 6,246 $316,000 75
   STIFEL FINANCIAL CORP 2861 - 2023-12-31 5,662 $289,000 -1,170
   HIGHTOWER ADVISORS, LLC 2683 *New 2023-12-31 5,577 $283,000 5,577
   REGIMEN WEALTH LLC 50 - 2023-12-31 5,462 $278,000 60
   Firestone Capital Management 105 - 2023-12-31 5,215 $266,000 0
   Fortitude Advisory Group L.L.C. - 2024-03-31 4,730 $239,000 -1,292
   Financial Partners Group Inc 154 - 2023-12-31 4,479 $228,000 -3,415
   McAdam LLC 270 - 2024-03-31 4,494 $227,000 -227
   BIDWELL C M & ASSOCIATES LTD/ 118 - 2023-12-31 3,445 $176,000 0
   BANK OF AMERICA CORP /DE/ 5203 *New 2023-12-31 2,413 $123,000 2,413
   ADVISORY SERVICES NETWORK, LLC 1712 *New 2023-12-31 1,678 $86,000 1,678
   Geneos Wealth Management Inc. - 2024-03-31 1,450 $73,000 1,215
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1272 - 2023-12-31 447 $23,000 5
   Nelson Van Denburg & Campbell Wealth Management Gr *New 2024-03-31 449 $23,000 449
   SIGNATUREFD, LLC - 2024-03-31 11 $1,000 0
   KPP Advisory Services LLC 128 *Closed 2023-12-31 0 $0 -5,027
   SageView Advisory Group LLC 620 *Closed 2023-12-31 0 $0 -12,505
   FMR LLC 4689 *Closed 2023-12-31 0 $0 -1
   Impact Partnership Wealth LLC 808 *Closed 2023-12-31 0 $0 -145
   Brookstone Capital Management 910 *Closed 2024-03-31 0 $0 -4,646
   FIRST HEARTLAND CONSULTANTS INC 358 *Closed 2023-12-31 0 $0 -4,531
   SFG Wealth Management LLC. 102 *Closed 2024-03-31 0 $0 -14,916
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   AMERICAN CENTURY COMPANIES INC 2847 *Closed 2023-12-31 0 $0 -133,688
   Ronald Blue Trust Inc. *Closed 2024-03-31 0 $0 -218
   MML INVESTORS SERVICES LLC 2438 *Closed 2023-12-31 0 $0 -4,324
   WELLS FARGO & CO/MN 6960 - 2023-12-31 0 $0 -1
   J P MORGAN CHASE & CO 6542 *New 2023-12-31 3 $0 3
   UBS Group AG 8675 *Closed 2023-12-31 0 $0 -1,397
  90 Records found
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