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American Century CA Muni ETF (CATF)

CUSIP: 025072117 | NYSE | 31 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC389,094
0.0% of portfolio›$18.3M
San Luis Wealth Advisors LLC197,702
1.4% of portfolio›$9.3M
LPL Financial LLC88,575
0.0% of portfolio›$4.2M
Ballast Rock Private Wealth LLC41,818
0.9% of portfolio›$2.0M
Weaver Consulting Group41,812
0.4% of portfolio›$2.0M
Cooper Capital Advisors LLC38,745
0.7% of portfolio›$1.8M
marrick wealth, LLC27,512
0.9% of portfolio›$1.3M
Ehrlich Financial Group23,724
0.6% of portfolio›$1.1M
Hennion & Walsh Asset Management, Inc.14,282
0.0% of portfolio›$674.7K
Cambridge Investment Research Advisors, Inc.7,692
0.0% of portfolio›$363.0K
Clifford Swan Investment Counsel LLC5,500
0.0% of portfolio›$259.8K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
389,094$18.3M0.0%CoreLowPlymouth, MN2026-10-13
San Luis Wealth Advisors LLC
197,702$9.3M1.4%CoreMediumSan Luis Obispo, CA2026-10-27
LPL Financial LLC
88,575$4.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Ballast Rock Private Wealth LLC
41,818$2.0M0.9%ETFMediumCharleston, SC2026-10-26
Weaver Consulting Group
41,812$2.0M0.4%ETFLowHuntington Beach, CA2026-10-07
Cooper Capital Advisors LLC
38,745$1.8M0.7%ETFMediumEncinitas, CA2026-10-29
marrick wealth, LLC
27,512$1.3M0.9%ETFVery LowIrvine, CA2026-10-20
Ehrlich Financial Group
23,724$1.1M0.6%ETFHighLaguna Niguel, CA2026-10-20
Hennion & Walsh Asset Management, Inc.
14,282$674.7K0.0%ValueMediumParsippany, NJ2026-10-13
Cambridge Investment Research Advisors, Inc.
7,692$363.0K0.0%ETFLowFairfield, IA2026-11-02
Clifford Swan Investment Counsel LLC
5,500$259.8K0.0%CoreVery LowPasadena, CA2026-11-05