CATF Institutional Ownership & Shareholders
AMERICAN CENTURY CA MUNI ETF (CATF) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $85.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $20.27M, representing an estimated loss of -2.41% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed CATF value among the investors covered in this analysis. Major shareholders include Composition Wealth, Llc, American Century Companies Inc, Wealth Enhancement Advisory Services, 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
$85.70M
Largest Holder
Composition Wealth, Llc
Largest Position
$20.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
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 | $20,274,781 | -$500,064 | -2.41% | |
| American Century Companies Inc | 0.01% | 366,900 | $18,444,063 | $18,000,114 | -$443,949 | -2.41% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 389,094 | $18,319,038 | $19,088,952 | +$769,914 | +4.20% | |
| San Luis Wealth Advisors Llc | 1.36% | 197,702 | $9,339,576 | $9,699,260 | +$359,684 | +3.85% | |
| Jane Street Group, Llc | 0.00% | 83,281 | $4,186,536 | $4,085,766 | -$100,770 | -2.41% | |
| Lpl Financial Llc | 0.00% | 54,697 | $2,749,618 | $2,683,435 | -$66,183 | -2.41% | |
| Ballast Rock Private Wealth Llc | 0.92% | 41,818 | $1,975,487 | $2,051,591 | +$76,104 | +3.85% | |
| Weaver Consulting Group | 0.38% | 41,812 | $1,975,241 | $2,051,297 | +$76,056 | +3.85% | |
| Cooper Capital Advisors Llc | 0.75% | 38,745 | $1,830,357 | $1,900,830 | +$70,473 | +3.85% | |
| Marrick Wealth, Llc | 0.91% | 27,512 | $1,299,671 | $1,349,739 | +$50,068 | +3.85% | |
| Ehrlich Financial Group | 0.58% | 23,724 | $1,120,731 | $1,163,899 | +$43,168 | +3.85% | |
| Wealthgarden F.S. Llc | 0.47% | 16,390 | $823,925 | $804,093 | -$19,832 | -2.41% | |
| Hennion & Walsh Asset Management, Inc. | 0.02% | 14,282 | $674,690 | $700,675 | +$25,985 | +3.85% | |
| Mutual Advisors, Llc | 0.01% | 12,461 | $626,437 | $611,337 | -$15,100 | -2.41% | |
| Private Advisor Group, Llc | 0.00% | 9,197 | $462,333 | $451,205 | -$11,128 | -2.41% | |
| Envestnet Asset Management Inc | 0.00% | 5,726 | $287,846 | $280,918 | -$6,928 | -2.41% | |
| Clifford Swan Investment Counsel Llc | 0.01% | 5,500 | $276,485 | $269,830 | -$6,655 | -2.41% | |
| Mml Investors Services, Llc | 0.00% | 5,415 | $272,212 | $265,660 | -$6,552 | -2.41% | |
| Mariner, Llc | 0.00% | 5,065 | $254,639 | $248,489 | -$6,150 | -2.42% | |
| Osaic Holdings, Inc. | 0.00% | 64 | $3,217 | $3,140 | -$77 | -2.40% | |
| Ubs Group Ag | 0.00% | 55 | $2,765 | $2,698 | -$67 | -2.41% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 7,692 | $363 | $377,370 | +$377,007 | +103858.55% |
Frequently asked questions about CATF
Who are the largest institutional holders of CATF?
The largest institutional holders of CATF reported in the latest SEC Form 13F filings include Composition Wealth, Llc, American Century Companies Inc, Wealth Enhancement Advisory Services, Llc, San Luis Wealth Advisors Llc, and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported CATF position.
What is CATF institutional ownership?
This page tracks CATF positions reported by institutional investment managers through SEC Form 13F. AMERICAN CENTURY CA MUNI ETF (CATF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CATF?
InsiderSet currently tracks 22 institutional managers reporting CATF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CATF shareholders.
How much CATF stock do institutions own?
Institutional investment managers disclosed approximately $85.70M in CATF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CATF institutional ownership last updated?
The latest CATF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CATF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CATF position after the reporting date.
Are institutions buying or selling CATF?
Institutional buying and selling can be analyzed by comparing CATF positions across consecutive 13F reporting periods. InsiderSet's CATF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CATF ownership changes.
How has CATF institutional ownership changed over time?
InsiderSet tracks CATF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.