Public ownership evidence

American Century California Municipal Bond ETF (CATF) Ownership Disclosures

Read CATF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

American Century California Municipal Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
CLIFFORD SWAN INVESTMENT COUNSEL LLC
Report period
2026-06-30
Available
2026-08-21
Reported shares
5,500
Value (USD)
$276,485
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001034642-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CATF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CATF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-215,500$276,485None
Mutual Advisors, LLC2026-06-302026-08-1512,461$626,437None
OSAIC HOLDINGS, INC.2026-06-302026-08-1564$3,217None
JANE STREET GROUP, LLC2026-06-302026-08-1583,281$4,186,536None
UBS Group AG2026-06-302026-08-1455$2,765None
Mariner, LLC2026-06-302026-08-145,065$254,639None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13504$25,336None
AMERICAN CENTURY COMPANIES INC2026-06-302026-08-13366,900$18,444,063None
Ballast Rock Private Wealth LLC2026-06-302026-08-1141,452$2,083,802None
LPL Financial LLC2026-06-302026-08-0854,697$2,749,618None
MML INVESTORS SERVICES, LLC2026-06-302026-08-085,415$272,212None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-045,726$287,846None
WEALTHGARDEN F.S. LLC2026-06-302026-08-0116,390$823,925None
Almanack Investment Partners, LLC.2026-06-302026-07-316,299$316,651None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-317,344$369,000None
Weaver Consulting Group2026-06-302026-07-3055,518$2,790,884None
Private Advisor Group, LLC2026-06-302026-07-289,197$462,333None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-287,344$369,000None
Cooper Capital Advisors LLC2026-06-302026-07-2432,079$1,612,636None
Composition Wealth, LLC2026-06-302026-07-23413,265$20,774,845None
Farther Finance Advisors, LLC2026-06-302026-07-183,100$155,837None
San Luis Wealth Advisors LLC2026-06-302026-07-17194,210$9,762,921None

90-day public filing window, up to 50 source positions.

CLIFFORD SWAN INVESTMENT COUNSEL LLC ↗Mutual Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗UBS Group AG ↗Mariner, LLC ↗NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ↗AMERICAN CENTURY COMPANIES INC ↗Ballast Rock Private Wealth LLC ↗LPL Financial LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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