American Century Focused LarFLVETF

13F holders, Q1 2024 (March 31)
27holders
$64.95avg. 13F price*

At the end of Q1 2024, 27 institutions reported holding American Century Focused Lar (FLV) in their 13F filings. The largest holders were American Century Companies Inc. ($70.0M), Creative Planning ($40.1M) and Envestnet Asset Management Inc. ($34.0M).

Company
American Century Focused Lar
CUSIP
025072794
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 27Q1 2024Q2 2024: 26Q2 2024Q3 2024: 28Q3 2024Q4 2024: 32Q4 2024Q1 2025: 35Q1 2025Q2 2025: 38Q2 2025Q3 2025: 36Q3 2025Q4 2025: 44Q4 2025Q1 2026: 45Q1 2026Q2 2026: 48Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$967K
Exits1$416K

Ownership 27 holders

American Century Companies Inc. 0.04% Reduce -2.2% 1,077,997 $70.0M
Creative Planning 0.04% Reduce -1.2% 617,335 $40.1M
Envestnet Asset Management Inc. 0.01% Add +14.6% 523,071 $34.0M
First Heartland Consultants, Inc. 1.61% Reduce -10.9% 238,578 $15.5M
UBS Group AG 0.00% Add +14.8% 92,027 $6.0M
Bedel Financial Consulting, Inc. 0.66% Add +1.9% 64,857 $4.2M
Commonwealth Equity Services, LLC 0.01% Reduce -0.3% 63,528 $4.1M
Creative Financial Designs Inc. 0.34% Reduce -2.1% 55,160 $3.6M
MML Investors Services, LLC 0.01% Add +183.9% 49,624 $3.2M
Pine Valley Investments Ltd Liability Co 0.21% Reduce -23.8% 42,043 $2.7M
SkyOak Wealth, LLC 0.62% Add +103.2% 39,551 $2.6M
CENTRAL TRUST Co 0.04% Reduce -24.4% 25,163 $1.6M
CPA Asset Management Group, LLC 0.81% Add +10.0% 22,233 $1.4M
Orrstown Financial Services Inc. 0.68% Reduce -12.3% 18,800 $1.2M
Allen Capital Group, LLC 0.16% Add +16.4% 16,755 $1.1M
Bank of America Corp. 0.00% Add +354.4% 13,033 $847K
Dominguez Wealth Management Solutions, Inc. 0.50% Reduce -3.5% 9,707 $631K
J.W. Cole Advisors, Inc. 0.03% New 8,577 $557K
Beacon Financial Advisory LLC 0.18% Add +7.3% 5,734 $373K
Peak Planning Group, LLC 0.22% Add +0.6% 5,322 $346K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.5% 3,777 $245K
Avantax Advisory Services, Inc. 0.00% Reduce -4.7% 3,643 $237K
StrongBox Wealth, LLC 0.12% Reduce -17.3% 3,621 $235K
Aveo Capital Partners, LLC 0.02% New 3,256 $207K
Financial Advocates Investment Management 0.01% New 4,020 $203K
Cwm, LLC 0.00% No change 580 $38K
Royal Bank of Canada 0.00% Reduce -79.6% 278 $18K

"% of holder's portfolio" is FLV's weight in each manager's 13F, not the share of American Century Focused Lar the manager owns.