TAXF Institutional Ownership & Shareholders
AMERICAN CENTURY DIVER MUNI (TAXF) is currently held by 109 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $501.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $119.54M, representing an estimated loss of -3.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
109
Total Reported Value
$501.80M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$124.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
Funds Exiting Positions
1
| 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 | $119,542,715 | -$4,806,658 | -3.87% | |
| Cwm, Llc | 0.20% | 1,552,913 | $77,723,291 | $75,890,858 | -$1,832,433 | -2.36% | |
| Lpl Financial Llc | 0.01% | 690,054 | $35,078,911 | $33,722,939 | -$1,355,972 | -3.87% | |
| Morgan Stanley | 0.00% | 457,043 | $23,233,834 | $22,335,691 | -$898,143 | -3.87% | |
| Goldstein Advisors, Llc | 1.84% | 439,195 | $20,811,255 | $21,463,460 | +$652,205 | +3.13% | |
| Ameriprise Financial Inc | 0.00% | 353,825 | $17,976,320 | $17,291,428 | -$684,892 | -3.81% | |
| Prime Capital Investment Advisors, Llc | 0.16% | 340,957 | $16,156,272 | $16,662,569 | +$506,297 | +3.13% | |
| Raymond James Financial Inc | 0.00% | 276,068 | $14,033,884 | $13,491,443 | -$542,441 | -3.87% | |
| Private Advisor Group, Llc | 0.06% | 239,548 | $12,177,394 | $11,706,711 | -$470,683 | -3.87% | |
| Condor Capital Management | 0.68% | 177,881 | $9,042,584 | $8,693,044 | -$349,540 | -3.87% | |
| Ifp Advisors, Inc | 0.12% | 154,511 | $7,321,504 | $7,550,953 | +$229,449 | +3.13% | |
| First Affirmative Financial Network | 1.46% | 140,393 | $6,652,521 | $6,861,006 | +$208,485 | +3.13% | |
| Arq Wealth Advisors, Llc | 0.77% | 136,207 | $6,454,170 | $6,656,436 | +$202,266 | +3.13% | |
| Arax Advisory Partners | 0.04% | 117,636 | $5,980,026 | $5,748,871 | -$231,155 | -3.87% | |
| Newedge Advisors, Llc | 0.02% | 116,750 | $5,935,000 | $5,705,573 | -$229,428 | -3.87% | |
| Mcadam, Llc | 0.22% | 125,031 | $5,924,595 | $6,110,265 | +$185,670 | +3.13% | |
| Dynamic Advisor Solutions Llc | 0.17% | 124,440 | $5,896,588 | $6,081,383 | +$184,795 | +3.13% | |
| U.S. Capital Wealth Advisors, Llc | 0.14% | 114,131 | $5,712,257 | $5,577,582 | -$134,675 | -2.36% | |
| Fas Wealth Partners, Inc. | 0.28% | 105,053 | $5,340,352 | $5,133,940 | -$206,412 | -3.87% | |
| Henderson Brothers Financial Partners, Llc | 2.33% | 96,635 | $4,912,457 | $4,722,552 | -$189,905 | -3.87% | |
| Elequin Capital, Lp | 0.14% | 83,501 | $4,244,773 | $4,080,694 | -$164,079 | -3.87% | |
| Jane Street Group, Llc | 0.00% | 83,147 | $4,226,778 | $4,063,394 | -$163,384 | -3.87% | |
| Commonwealth Equity Services, Llc | 0.01% | 87,057 | $4,125,203 | $4,254,476 | +$129,273 | +3.13% | |
| Gem Asset Management, Llc | 1.59% | 84,145 | $3,987,234 | $4,112,166 | +$124,932 | +3.13% | |
| Visionary Wealth Advisors | 0.15% | 74,571 | $3,790,832 | $3,644,285 | -$146,547 | -3.87% | |
| Kestra Advisory Services, Llc | 0.01% | 79,594 | $3,771,580 | $3,889,759 | +$118,179 | +3.13% | |
| Goldman Sachs Group Inc | 0.00% | 65,573 | $3,333,403 | $3,204,553 | -$128,850 | -3.87% | |
| Jpmorgan Chase & Co | 0.00% | 64,028 | $3,259,026 | $3,129,048 | -$129,978 | -3.99% | |
| Iht Wealth Management, Llc | 0.07% | 62,424 | $3,173,333 | $3,050,661 | -$122,672 | -3.87% | |
| Onedigital Investment Advisors Llc | 0.03% | 60,815 | $3,091,533 | $2,972,029 | -$119,504 | -3.87% | |
| Cary Street Partners Financial Llc | 0.06% | 58,481 | $2,972,857 | $2,857,966 | -$114,891 | -3.86% | |
| Landmark Wealth Management, Llc | 0.69% | 57,033 | $2,899,255 | $2,787,203 | -$112,052 | -3.86% | |
| Osaic Holdings, Inc. | 0.00% | 52,823 | $2,685,667 | $2,581,460 | -$104,207 | -3.88% | |
| Mercer Global Advisors Inc | 0.00% | 48,477 | $2,464,339 | $2,369,071 | -$95,268 | -3.87% | |
| Royal Bank Of Canada | 0.00% | 47,529 | $2,416,000 | $2,322,742 | -$93,258 | -3.86% | |
| Gwn Securities Inc. | 0.38% | 44,151 | $2,244,416 | $2,157,659 | -$86,757 | -3.87% | |
| Mather Group, Llc. | 0.02% | 44,562 | $2,111,576 | $2,177,745 | +$66,169 | +3.13% | |
| Oneascent Financial Services Llc | 0.10% | 39,738 | $2,020,081 | $1,941,996 | -$78,085 | -3.87% | |
| Mutual Advisors, Llc | 0.04% | 38,074 | $1,935,468 | $1,860,676 | -$74,792 | -3.86% | |
| Pnc Financial Services Group, Inc. | 0.00% | 33,846 | $1,720,559 | $1,654,054 | -$66,505 | -3.87% | |
| Pine Valley Investments Ltd Liability Co | 0.07% | 33,796 | $1,718,039 | $1,651,611 | -$66,428 | -3.87% | |
| Melone Private Wealth, Llc | 0.52% | 27,792 | $1,316,938 | $1,358,195 | +$41,257 | +3.13% | |
| Jones Financial Companies Lllp | 0.00% | 25,595 | $1,299,458 | $1,250,828 | -$48,630 | -3.74% | |
| Foundations Investment Advisors, Llc | 0.01% | 24,958 | $1,268,731 | $1,219,697 | -$49,034 | -3.86% | |
| Midwestern Financial, Llc | 0.82% | 23,160 | $1,177,359 | $1,131,829 | -$45,530 | -3.87% | |
| Cnb Bank | 0.41% | 20,451 | $1,039,627 | $999,440 | -$40,187 | -3.87% | |
| Concurrent Investment Advisors, Llc | 0.01% | 18,851 | $893,232 | $921,248 | +$28,016 | +3.14% | |
| Equitable Holdings, Inc. | 0.01% | 17,452 | $887,178 | $852,879 | -$34,299 | -3.87% | |
| Stifel Financial Corp | 0.00% | 17,235 | $876,151 | $842,274 | -$33,877 | -3.87% | |
| Aprio Wealth Management, Llc | 0.04% | 16,732 | $792,846 | $817,693 | +$24,847 | +3.13% |
Frequently asked questions about TAXF
Who are the largest institutional holders of TAXF?
The largest institutional holders of TAXF reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Cwm, Llc, Lpl Financial Llc, Morgan Stanley, and Goldstein Advisors, Llc. InsiderSet ranks institutional holders by their latest reported TAXF position.
What is TAXF institutional ownership?
This page tracks TAXF positions reported by institutional investment managers through SEC Form 13F. AMERICAN CENTURY DIVER MUNI (TAXF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TAXF?
InsiderSet currently tracks 109 institutional managers reporting TAXF 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 TAXF shareholders.
How much TAXF stock do institutions own?
Institutional investment managers disclosed approximately $501.80M in TAXF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TAXF institutional ownership last updated?
The latest TAXF 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 TAXF 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 TAXF position after the reporting date.
Are institutions buying or selling TAXF?
Institutional buying and selling can be analyzed by comparing TAXF positions across consecutive 13F reporting periods. InsiderSet's TAXF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TAXF ownership changes.
How has TAXF institutional ownership changed over time?
InsiderSet tracks TAXF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.