AMERICAN CENTURY CA MUNI ETF (CATF) Institutional Shareholders
AMERICAN CENTURY CA MUNI ETF (CATF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $67.47M in CATF holdings during the latest filing period.
Composition Wealth, Llc is currently the largest disclosed institutional shareholder of CATF tracked by InsiderSet, reporting ownership valued at approximately $20.77M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $19.89M, representing an estimated loss of -4.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed CATF value among the investors covered in this analysis. Major shareholders include Composition Wealth, Llc, American Century Companies Inc, San Luis Wealth Advisors Llc, and several other long-term asset managers with concentrated positions in AMERICAN CENTURY CA MUNI ETF (CATF).
This page ranks the largest institutional CATF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
22
Total Reported Value
$67.47M
Largest Holder
Composition Wealth, Llc
Largest Position
$20.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Composition Wealth, Llc | 0.24% | 413,265 | $20,774,845 | $19,889,618 | -$885,227 | -4.26% | |
| American Century Companies Inc | 0.01% | 366,900 | $18,444,063 | $17,658,163 | -$785,900 | -4.26% | |
| San Luis Wealth Advisors Llc | 1.47% | 194,210 | $9,762,921 | $9,346,939 | -$415,982 | -4.26% | |
| Jane Street Group, Llc | 0.00% | 83,281 | $4,186,536 | $4,008,148 | -$178,388 | -4.26% | |
| Weaver Consulting Group | 0.57% | 55,518 | $2,790,884 | $2,671,970 | -$118,914 | -4.26% | |
| Lpl Financial Llc | 0.00% | 54,697 | $2,749,618 | $2,632,457 | -$117,161 | -4.26% | |
| Ballast Rock Private Wealth Llc | 0.96% | 41,452 | $2,083,802 | $1,995,002 | -$88,800 | -4.26% | |
| Cooper Capital Advisors Llc | 0.70% | 32,079 | $1,612,636 | $1,543,898 | -$68,738 | -4.26% | |
| Ehrlich Financial Group | 0.55% | 21,389 | $1,075,226 | $1,029,410 | -$45,816 | -4.26% | |
| Wealthgarden F.S. Llc | 0.47% | 16,390 | $823,925 | $788,818 | -$35,107 | -4.26% | |
| Mutual Advisors, Llc | 0.01% | 12,461 | $626,437 | $599,723 | -$26,714 | -4.26% | |
| Hennion & Walsh Asset Management, Inc. | 0.01% | 10,120 | $508,732 | $487,055 | -$21,677 | -4.26% | |
| Private Advisor Group, Llc | 0.00% | 9,197 | $462,333 | $442,633 | -$19,700 | -4.26% | |
| Almanack Investment Partners, Llc. | 0.04% | 6,299 | $316,651 | $303,158 | -$13,493 | -4.26% | |
| Envestnet Asset Management Inc | 0.00% | 5,726 | $287,846 | $275,581 | -$12,265 | -4.26% | |
| Clifford Swan Investment Counsel Llc | 0.01% | 5,500 | $276,485 | $264,704 | -$11,781 | -4.26% | |
| Mml Investors Services, Llc | 0.00% | 5,415 | $272,212 | $260,613 | -$11,599 | -4.26% | |
| Mariner, Llc | 0.00% | 5,065 | $254,639 | $243,768 | -$10,871 | -4.27% | |
| Farther Finance Advisors, Llc | 0.00% | 3,100 | $155,837 | $149,197 | -$6,640 | -4.26% | |
| Osaic Holdings, Inc. | 0.00% | 64 | $3,217 | $3,080 | -$137 | -4.25% | |
| Ubs Group Ag | 0.00% | 55 | $2,765 | $2,647 | -$118 | -4.27% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 7,344 | $369 | $353,452 | +$353,083 | +95686.46% |
Frequently asked questions about CATF
Who owns the most CATF stock?
The largest holders of CATF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AMERICAN CENTURY CA MUNI ETF (CATF).
Is CATF widely held by superinvestors?
Many widely followed stocks like CATF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CATF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.