AMERICAN CENTURY DIVER MUNI (TAXF) Institutional Shareholders
AMERICAN CENTURY DIVER MUNI (TAXF) 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 $517.77M in TAXF holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of TAXF tracked by InsiderSet, reporting ownership valued at approximately $124.35M 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 $118.52M, representing an estimated loss of -4.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed TAXF value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Cwm, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in AMERICAN CENTURY DIVER MUNI (TAXF).
This page ranks the largest institutional TAXF 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
110
Total Reported Value
$517.77M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$124.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.03% | 2,446,137 | $124,349,373 | $118,515,338 | -$5,834,035 | -4.69% | |
| Cwm, Llc | 0.20% | 1,552,913 | $77,723,291 | $75,238,635 | -$2,484,656 | -3.20% | |
| Lpl Financial Llc | 0.01% | 690,054 | $35,078,911 | $33,433,116 | -$1,645,795 | -4.69% | |
| Morgan Stanley | 0.00% | 457,043 | $23,233,834 | $22,143,733 | -$1,090,101 | -4.69% | |
| Goldstein Advisors, Llc | 2.03% | 436,469 | $22,187,902 | $21,146,923 | -$1,040,979 | -4.69% | |
| Cx Institutional | 0.63% | 428,304 | $21,773,000 | $20,751,329 | -$1,021,671 | -4.69% | |
| Ameriprise Financial Inc | 0.00% | 353,825 | $17,976,320 | $17,142,821 | -$833,499 | -4.64% | |
| Prime Capital Investment Advisors, Llc | 0.17% | 351,005 | $17,843,335 | $17,006,192 | -$837,143 | -4.69% | |
| Raymond James Financial Inc | 0.00% | 276,068 | $14,033,884 | $13,375,495 | -$658,389 | -4.69% | |
| Private Advisor Group, Llc | 0.06% | 239,548 | $12,177,394 | $11,606,101 | -$571,293 | -4.69% | |
| Condor Capital Management | 0.68% | 177,881 | $9,042,584 | $8,618,334 | -$424,250 | -4.69% | |
| Ifp Advisors, Inc | 0.14% | 148,181 | $7,532,781 | $7,179,369 | -$353,412 | -4.69% | |
| Dynamic Advisor Solutions Llc | 0.18% | 123,317 | $6,268,812 | $5,974,709 | -$294,103 | -4.69% | |
| Arax Advisory Partners | 0.04% | 117,636 | $5,980,026 | $5,699,464 | -$280,562 | -4.69% | |
| Newedge Advisors, Llc | 0.02% | 116,750 | $5,935,000 | $5,656,538 | -$278,463 | -4.69% | |
| U.S. Capital Wealth Advisors, Llc | 0.14% | 114,131 | $5,712,257 | $5,529,647 | -$182,610 | -3.20% | |
| Fas Wealth Partners, Inc. | 0.28% | 105,053 | $5,340,352 | $5,089,818 | -$250,534 | -4.69% | |
| Henderson Brothers Financial Partners, Llc | 2.33% | 96,635 | $4,912,457 | $4,681,966 | -$230,491 | -4.69% | |
| Commonwealth Equity Services, Llc | 0.01% | 94,628 | $4,810,431 | $4,584,727 | -$225,704 | -4.69% | |
| Kestra Advisory Services, Llc | 0.01% | 89,298 | $4,539,442 | $4,326,488 | -$212,954 | -4.69% | |
| Gem Asset Management, Llc | 1.75% | 87,210 | $4,433,327 | $4,225,325 | -$208,003 | -4.69% | |
| Elequin Capital, Lp | 0.14% | 83,501 | $4,244,773 | $4,045,623 | -$199,150 | -4.69% | |
| Jane Street Group, Llc | 0.00% | 83,147 | $4,226,778 | $4,028,472 | -$198,306 | -4.69% | |
| Visionary Wealth Advisors | 0.15% | 74,571 | $3,790,832 | $3,612,965 | -$177,867 | -4.69% | |
| Goldman Sachs Group Inc | 0.00% | 65,573 | $3,333,403 | $3,177,012 | -$156,391 | -4.69% | |
| Arq Wealth Advisors, Llc | 0.41% | 65,474 | $3,283,450 | $3,172,215 | -$111,235 | -3.39% | |
| Jpmorgan Chase & Co | 0.00% | 64,028 | $3,259,026 | $3,102,157 | -$156,869 | -4.81% | |
| Iht Wealth Management, Llc | 0.07% | 62,424 | $3,173,333 | $3,024,443 | -$148,890 | -4.69% | |
| Onedigital Investment Advisors Llc | 0.03% | 60,815 | $3,091,533 | $2,946,487 | -$145,046 | -4.69% | |
| Cary Street Partners Financial Llc | 0.06% | 58,481 | $2,972,857 | $2,833,404 | -$139,453 | -4.69% | |
| Landmark Wealth Management, Llc | 0.69% | 57,033 | $2,899,255 | $2,763,249 | -$136,006 | -4.69% | |
| Osaic Holdings, Inc. | 0.00% | 52,823 | $2,685,667 | $2,559,274 | -$126,393 | -4.71% | |
| Mercer Global Advisors Inc | 0.00% | 48,477 | $2,464,339 | $2,348,711 | -$115,628 | -4.69% | |
| Royal Bank Of Canada | 0.00% | 47,529 | $2,416,000 | $2,302,780 | -$113,220 | -4.69% | |
| Gwn Securities Inc. | 0.38% | 44,151 | $2,244,416 | $2,139,116 | -$105,300 | -4.69% | |
| Oneascent Financial Services Llc | 0.10% | 39,738 | $2,020,081 | $1,925,306 | -$94,775 | -4.69% | |
| Mutual Advisors, Llc | 0.04% | 38,074 | $1,935,468 | $1,844,685 | -$90,783 | -4.69% | |
| Cooper Capital Advisors Llc | 0.76% | 34,400 | $1,748,724 | $1,666,680 | -$82,044 | -4.69% | |
| Pnc Financial Services Group, Inc. | 0.00% | 33,846 | $1,720,559 | $1,639,839 | -$80,720 | -4.69% | |
| Pine Valley Investments Ltd Liability Co | 0.07% | 33,796 | $1,718,039 | $1,637,416 | -$80,623 | -4.69% | |
| Mather Group, Llc. | 0.01% | 28,833 | $1,465,719 | $1,396,959 | -$68,760 | -4.69% | |
| Melone Private Wealth, Llc | 0.54% | 27,646 | $1,405,387 | $1,339,449 | -$65,938 | -4.69% | |
| First Heartland Consultants, Inc. | 0.09% | 27,520 | $1,398,979 | $1,333,344 | -$65,635 | -4.69% | |
| Jones Financial Companies Lllp | 0.00% | 25,595 | $1,299,458 | $1,240,078 | -$59,380 | -4.57% | |
| Foundations Investment Advisors, Llc | 0.01% | 24,958 | $1,268,731 | $1,209,215 | -$59,516 | -4.69% | |
| Midwestern Financial, Llc | 0.82% | 23,160 | $1,177,359 | $1,122,102 | -$55,257 | -4.69% | |
| Cnb Bank | 0.41% | 20,451 | $1,039,627 | $990,851 | -$48,776 | -4.69% | |
| First Affirmative Financial Network | 0.46% | 19,392 | $974,082 | $939,542 | -$34,540 | -3.55% | |
| Concurrent Investment Advisors, Llc | 0.01% | 18,829 | $957,172 | $912,265 | -$44,907 | -4.69% | |
| Equitable Holdings, Inc. | 0.01% | 17,452 | $887,178 | $845,549 | -$41,629 | -4.69% |
Frequently asked questions about TAXF
Who owns the most TAXF stock?
The largest holders of TAXF 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 DIVER MUNI (TAXF).
Is TAXF widely held by superinvestors?
Many widely followed stocks like TAXF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TAXF 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.