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American Century CA Muni ETF (CATF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
NEW
Shares389,094
Change+389,094
Value$18.3M
Filed 2026-10-13
San Luis Wealth Advisors LLC
INCREASED
Shares197,702 from 194,210
Change+3,492 (+2%)
Value$9.3M (-$423.3K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares88,575 from 54,697
Change+33,878 (+62%)
Value$4.2M (+$1.4M)
Filed 2026-11-06
Ballast Rock Private Wealth LLC
INCREASED
Shares41,818 from 41,452
Change+366 (+1%)
Value$2.0M (-$108.3K)
Filed 2026-10-26
Weaver Consulting Group
DECREASED
Shares41,812 from 55,518
Change-13,706 (-25%)
Value$2.0M (-$815.6K)
Filed 2026-10-07
Cooper Capital Advisors LLC
INCREASED
Shares38,745 from 32,079
Change+6,666 (+21%)
Value$1.8M (+$217.7K)
Filed 2026-10-29
marrick wealth, LLC
NEW
Shares27,512
Change+27,512
Value$1.3M
Filed 2026-10-20
Ehrlich Financial Group
INCREASED
Shares23,724 from 21,389
Change+2,335 (+11%)
Value$1.1M (+$45.5K)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares14,282 from 10,120
Change+4,162 (+41%)
Value$674.7K (+$166.0K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares7,692 from 7,344
Change+348 (+5%)
Value$363.0K (-$6.0K)
Filed 2026-11-02
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$259.8K (-$16.7K)
Filed 2026-11-05
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 6,299
Change-6,299 (-100%)
Value$0 (-$316.7K)
Filed 2026-11-03
Farther Finance Advisors, LLC
CLOSED
Shares0 from 3,100
Change-3,100 (-100%)
Value$0 (-$155.8K)
Filed 2026-10-08
Composition Wealth, LLC
N/A
Shares— from 413,265
Change-413,265 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 366,900
Change-366,900 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 83,281
Change-83,281 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 16,390
Change-16,390 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,461
Change-12,461 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,197
Change-9,197 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,726
Change-5,726 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,065
Change-5,065 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 504
Change-504 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
UBS Group AG
N/A
Shares— from 55
Change-55 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
NEW389,094—+389,094——$18.3M—2026-10-13
San Luis Wealth Advisors LLC
INCREASED197,702194,210+3,492+2%$9.8M$9.3M-$423.3K2026-10-27
LPL Financial LLC
INCREASED88,57554,697+33,878+62%$2.7M$4.2M+$1.4M2026-11-06
Ballast Rock Private Wealth LLC
INCREASED41,81841,452+366+1%$2.1M$2.0M-$108.3K2026-10-26
Weaver Consulting Group
DECREASED41,81255,518-13,706-25%$2.8M$2.0M-$815.6K2026-10-07
Cooper Capital Advisors LLC
INCREASED38,74532,079+6,666+21%$1.6M$1.8M+$217.7K2026-10-29
marrick wealth, LLC
NEW27,512—+27,512——$1.3M—2026-10-20
Ehrlich Financial Group
INCREASED23,72421,389+2,335+11%$1.1M$1.1M+$45.5K2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED14,28210,120+4,162+41%$508.7K$674.7K+$166.0K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED7,6927,344+348+5%$369.0K$363.0K-$6.0K2026-11-02
Clifford Swan Investment Counsel LLC
UNCHANGED5,5005,50000%$276.5K$259.8K-$16.7K2026-11-05
Almanack Investment Partners, Llc.
CLOSED06,299-6,299-100%$316.7K$0-$316.7K2026-11-03
Farther Finance Advisors, LLC
CLOSED03,100-3,100-100%$155.8K$0-$155.8K2026-10-08
Composition Wealth, LLC
N/A—413,265-413,265-100%$20.8M———
American Century Companies Inc
N/A—366,900-366,900-100%$18.4M———
Jane Street Group, LLC
N/A—83,281-83,281-100%$4.2M———
Wealthgarden F.S. LLC
N/A—16,390-16,390-100%$823.9K———
Mutual Advisors, LLC
N/A—12,461-12,461-100%$626.4K———
Private Advisor Group, LLC
N/A—9,197-9,197-100%$462.3K———
Envestnet Asset Management Inc
N/A—5,726-5,726-100%$287.8K———
MML Investors Services, LLC
N/A—5,415-5,415-100%$272.2K———
Mariner, LLC
N/A—5,065-5,065-100%$254.6K———
Northwestern Mutual Wealth Management Co
N/A—504-504-100%$25.3K———
Osaic Holdings, Inc.
N/A—64-64-100%$3.2K———
UBS Group AG
N/A—55-55-100%$2.8K———
Showing 25 of 25 institutions