American Century Focused LarFLVETF

13F holders, Q2 2024 (June 30)
26holders −1
2new positions
3sold out
$62.53avg. 13F price*

At the end of Q2 2024, 26 institutions reported holding American Century Focused Lar (FLV) in their 13F filings, down 1 from Q1 2024. 2 opened new positions and 3 sold out. The largest holders were American Century Companies Inc. ($65.7M), Envestnet Asset Management Inc. ($43.3M) and Creative Planning ($38.0M).

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 → Q2 2024

InstitutionsTotal Value
New Positions2$372K
Exits3$996K

All 13F filers, Q1 2024 → Q2 2024: 192,715 shares bought and 308,283 shares sold, net −115,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

American Century Companies Inc. 0.04% Reduce -2.6% 1,049,942 $65.7M
Envestnet Asset Management Inc. 0.02% Add +32.4% 692,522 $43.3M
Creative Planning 0.04% Reduce -1.6% 607,741 $38.0M
UBS Group AG 0.00% Reduce -0.1% 91,912 $5.7M
Commonwealth Equity Services, LLC 0.01% Add +0.6% 63,898 $4.0M
Bedel Financial Consulting, Inc. 0.55% Reduce -7.1% 60,281 $3.8M
Creative Financial Designs Inc. 0.31% Add +1.6% 56,036 $3.5M
MML Investors Services, LLC 0.01% Add +7.5% 53,333 $3.3M
SkyOak Wealth, LLC 0.61% Add +5.0% 41,533 $2.6M
Pine Valley Investments Ltd Liability Co 0.19% Reduce -1.4% 41,476 $2.6M
CPA Asset Management Group, LLC 0.77% Add +3.8% 23,075 $1.4M
Bank of America Corp. 0.00% Add +58.5% 20,651 $1.3M
Orrstown Financial Services Inc. 0.62% No change 18,800 $1.2M
Allen Capital Group, LLC 0.16% Add +11.4% 18,669 $1.2M
First Heartland Consultants, Inc. 0.06% Reduce -95.7% 10,321 $645K
Dominguez Wealth Management Solutions, Inc. 0.43% Reduce -5.7% 9,156 $573K
Beacon Financial Advisory LLC 0.13% No change 5,734 $359K
CENTRAL TRUST Co 0.01% Reduce -78.8% 5,328 $333K
Peak Planning Group, LLC 0.16% Reduce -2.2% 5,207 $326K
Claro Advisors Inc. 0.04% New 3,661 $229K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.5% 3,645 $228K
Avantax Advisory Services, Inc. 0.00% Reduce -7.0% 3,389 $212K
Aveo Capital Partners, LLC 0.02% Add +0.1% 3,260 $204K
Osaic Holdings, Inc. 0.00% New 2,288 $143K
Cwm, LLC 0.00% No change 580 $36K
Royal Bank of Canada 0.00% Reduce -5.0% 264 $17K

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