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American Century Diver Muni (TAXF)

CUSIP: 025072505 | NYSE | 200 institutional holders

Quarters

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

Goldstein Advisors, LLC439,195
1.8% of portfolio›$20.8M
CX Institutional358,295
0.5% of portfolio›$17.0K
Prime Capital Investment Advisors, LLC340,957
0.2% of portfolio›$16.2M
IFP Advisors, Inc154,511
0.1% of portfolio›$7.3M
First Affirmative Financial Network140,393
1.5% of portfolio›$6.7M
ARQ Wealth Advisors, LLC136,207
0.8% of portfolio›$6.5M
McAdam, LLC125,031
0.2% of portfolio›$5.9M
Dynamic Advisor Solutions LLC124,440
0.2% of portfolio›$5.9M
Henderson Brothers Financial Partners, LLC112,178
1.9% of portfolio›$5.3M
Commonwealth Equity Services, LLC87,057
0.0% of portfolio›$4.1M
GEM Asset Management, LLC84,145
1.6% of portfolio›$4.0M
Kestra Advisory Services, LLC79,594
0.0% of portfolio›$3.8M
Visionary Wealth Advisors74,629
0.1% of portfolio›$3.5M
Cambridge Investment Research Advisors, Inc.69,239
0.0% of portfolio›$3.3M
Mather Group, Llc.44,562
0.0% of portfolio›$2.1M
Landmark Wealth Management, LLC43,853
0.5% of portfolio›$2.1M
Melone Private Wealth, LLC27,792
0.5% of portfolio›$1.3M
Concurrent Investment Advisors, LLC18,851
0.0% of portfolio›$893.2K
Aprio Wealth Management, LLC16,732
0.0% of portfolio›$792.8K
Westside Investment Management, Inc.16,200
0.1% of portfolio›$767.6K
Gerber Kawasaki Wealth & Investment Management15,122
0.0% of portfolio›$716.6K
ERn Financial, LLC15,095
0.1% of portfolio›$715.3K
Clearview Wealth Management LLC14,929
0.5% of portfolio›$708.7K
PFG Advisors14,390
0.0% of portfolio›$681.9K
marrick wealth, LLC13,429
0.4% of portfolio›$636.3K
Portfolio Resources Advisor Group, Inc.12,948
0.5% of portfolio›$658.2K
First Heartland Consultants, Inc.12,404
0.0% of portfolio›$587.8K
Equity Wealth Partners, LLC11,417
0.2% of portfolio›$541.0K
Palatine Hill Wealth Management, LLC9,863
0.3% of portfolio›$467.4K
Trilogy Capital Inc.9,525
0.0% of portfolio›$451.3K
Stewardship Advisors, LLC7,925
0.1% of portfolio›$375.5K
Unique Wealth, LLC7,310
0.0% of portfolio›$346.4K
Creative Planning5,234
0.0% of portfolio›$248.0K
Bill Few Associates, Inc.5,040
0.0% of portfolio›$238.8K
Avidian Wealth Enterprises, LLC4,963
0.0% of portfolio›$235.2K
Private Trust Co NA4,849
0.0% of portfolio›$229.8K
Wealth Enhancement Advisory Services, LLC4,680
0.0% of portfolio›$220.6K
Lodestone Wealth Management LLC3,369
0.1% of portfolio›$159.7K
Assetmark, Inc2,218
0.0% of portfolio›$105.1K
Caldwell Trust Co770
0.0% of portfolio›$36.5K
Eukles Asset Management301
0.0% of portfolio›$14.3K
Farther Finance Advisors, LLC61
0.0% of portfolio›$2.9K
Signaturefd, LLC12
0.0% of portfolio›$567
Larson Financial Group LLC1
0.0% of portfolio›$33
Financial Management Professionals, Inc.0
0.0% of portfolio›$6
StyleTurnoverLocationFiled
Goldstein Advisors, LLC
439,195$20.8M1.8%ETFMediumMadison, WI2026-10-15
CX Institutional
358,295$17.0K0.5%CoreMediumAuburn, IN2026-10-02
Prime Capital Investment Advisors, LLC
340,957$16.2M0.2%ETFLowOverland Park, KS2026-10-20
IFP Advisors, Inc
154,511$7.3M0.1%GrowthLowTampa, FL2026-10-16
First Affirmative Financial Network
140,393$6.7M1.5%CoreN/AColorado Springs, CO2026-10-21
ARQ Wealth Advisors, LLC
136,207$6.5M0.8%ETFLowScottsdale, AZ2026-10-29
McAdam, LLC
125,031$5.9M0.2%ETFLowPhiladelphia, PA2026-10-21
Dynamic Advisor Solutions LLC
124,440$5.9M0.2%ETFLowPhoenix, AZ2026-10-13
Henderson Brothers Financial Partners, LLC
112,178$5.3M1.9%ETFN/APittsburgh, PA2026-11-03
Commonwealth Equity Services, LLC
87,057$4.1M0.0%ETFLowWaltham, MA2026-11-02
GEM Asset Management, LLC
84,145$4.0M1.6%ETFLowPlymouth, MI2026-10-13
Kestra Advisory Services, LLC
79,594$3.8M0.0%CoreLowAustin, TX2026-11-02
Visionary Wealth Advisors
74,629$3.5M0.1%ETFLowO'Fallon, IL2026-11-04
Cambridge Investment Research Advisors, Inc.
69,239$3.3M0.0%ETFLowFairfield, IA2026-11-02
Mather Group, Llc.
44,562$2.1M0.0%ETFMediumChicago, IL2026-10-14
Landmark Wealth Management, LLC
43,853$2.1M0.5%ETFVery LowMelville, NY2026-11-03
Melone Private Wealth, LLC
27,792$1.3M0.5%ETFMediumAuburn Hills, MI2026-10-16
Concurrent Investment Advisors, LLC
18,851$893.2K0.0%GrowthMediumTampa, FL2026-10-16
Aprio Wealth Management, LLC
16,732$792.8K0.0%ETFMediumAtlanta, GA2026-10-28
Westside Investment Management, Inc.
16,200$767.6K0.1%GrowthLowSanta Monica, CA2026-11-02
Gerber Kawasaki Wealth & Investment Management
15,122$716.6K0.0%ETFLowSanta Monica, CA2026-10-29
ERn Financial, LLC
15,095$715.3K0.1%ETFVery LowMiddleton, WI2026-10-28
Clearview Wealth Management LLC
14,929$708.7K0.5%ETFLowIrvine, CA2026-10-16
PFG Advisors
14,390$681.9K0.0%ETFMediumPhoenix, AZ2026-10-16
marrick wealth, LLC
13,429$636.3K0.4%ETFVery LowIrvine, CA2026-10-20
Portfolio Resources Advisor Group, Inc.
12,948$658.2K0.5%ETFMediumCoral Gables, FL2026-10-20
First Heartland Consultants, Inc.
12,404$587.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Equity Wealth Partners, LLC
11,417$541.0K0.2%ETFVery LowIndependence, MO2026-10-26
Palatine Hill Wealth Management, LLC
9,863$467.4K0.3%ETFMediumBirmingham, MI2026-11-03
Trilogy Capital Inc.
9,525$451.3K0.0%ETFMediumIrvine, CA2026-10-20
Stewardship Advisors, LLC
7,925$375.5K0.1%ETFMediumMount Joy, PA2026-10-20
Unique Wealth, LLC
7,310$346.4K0.0%ETFMediumTampa, FL2026-10-16
Creative Planning
5,234$248.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Bill Few Associates, Inc.
5,040$238.8K0.0%CoreVery LowSewickley, PA2026-10-09
Avidian Wealth Enterprises, LLC
4,963$235.2K0.0%ETFLowHouston, TX2026-10-08
Private Trust Co NA
4,849$229.8K0.0%CoreLowCleveland, OH2026-10-20
Wealth Enhancement Advisory Services, LLC
4,680$220.6K0.0%CoreLowPlymouth, MN2026-10-13
Lodestone Wealth Management LLC
3,369$159.7K0.1%CoreLowSpokane, WA2026-10-14
Assetmark, Inc
2,218$105.1K0.0%ETFLowConcord, CA2026-10-21
Caldwell Trust Co
770$36.5K0.0%GrowthLowVenice, FL2026-10-30
Eukles Asset Management
301$14.3K0.0%CoreLowCincinnati, OH2026-11-04
Farther Finance Advisors, LLC
61$2.9K0.0%IndexLowSan Francisco, CA2026-10-08
Signaturefd, LLC
12$5670.0%IndexLowAtlanta, GA2026-10-23
Larson Financial Group LLC
1$330.0%GrowthLowSt Louis, MO2026-11-05
Financial Management Professionals, Inc.
0$60.0%ETFMediumAustin, TX2026-10-23