American Century Focused LarFLVETF

13F holders, Q1 2025 (March 31)
35holders +3
5new positions
3sold out
$69.81avg. 13F price*

At the end of Q1 2025, 35 institutions reported holding American Century Focused Lar (FLV) in their 13F filings, up 3 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were American Century Companies Inc. ($70.1M), Envestnet Asset Management Inc. ($40.1M) and Creative Planning ($38.8M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$10.1M
Exits3$232K

All 13F filers, Q4 2024 → Q1 2025: 205,220 shares bought and 85,467 shares sold, net +119,753 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

American Century Companies Inc. 0.04% Add +0.0% 1,003,526 $70.1M
Envestnet Asset Management Inc. 0.01% Add +0.4% 574,394 $40.1M
Creative Planning 0.04% Reduce -1.5% 554,678 $38.8M
Core Wealth Advisors, Inc. 2.90% New 130,227 $9.1M
Commonwealth Equity Services, LLC 0.01% Add +0.8% 67,496 $4.7M
Bedel Financial Consulting, Inc. 0.67% Add +14.0% 69,745 $4.6M
CPA Asset Management Group, LLC 1.75% Add +2.9% 56,741 $4.0M
MML Investors Services, LLC 0.01% Reduce -17.9% 55,536 $3.9M
Creative Financial Designs Inc. 0.30% Add +0.7% 54,213 $3.8M
Sunpointe, LLC 1.90% No change 50,895 $3.6M
SkyOak Wealth, LLC 0.64% Add +1.8% 42,018 $2.9M
Wells Fargo & Company 0.00% Add +143.3% 39,098 $2.7M
Pine Valley Investments Ltd Liability Co 0.16% Reduce -7.0% 36,305 $2.5M
Bank of America Corp. 0.00% Add +21.9% 34,013 $2.4M
Allen Capital Group, LLC 0.17% Add +6.3% 20,741 $1.4M
UBS Group AG 0.00% Reduce -80.0% 14,229 $994K
AE Wealth Management LLC 0.01% Add +121.1% 12,863 $899K
Northwestern Mutual Wealth Management Co. 0.00% Add +55.6% 10,603 $741K
Dominguez Wealth Management Solutions, Inc. 0.43% Reduce -2.6% 8,307 $581K
Orrstown Financial Services Inc. 0.13% Reduce -10.4% 7,925 $554K
LPL Financial LLC 0.00% New 6,419 $449K
DAVENPORT & Co LLC 0.00% Add +34.3% 5,685 $397K
Peak Planning Group, LLC 0.15% Reduce -1.1% 4,975 $348K
Osaic Holdings, Inc. 0.00% Add +100.9% 4,640 $324K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.4% 4,553 $318K
Signaturefd, LLC 0.01% Add +27.0% 3,938 $275K
Claro Advisors Inc. 0.04% Add +2.8% 3,774 $264K
Signature Wealth Management Group 0.09% New 3,372 $236K
Investment Advisory Group, LLC 0.07% No change 3,150 $220K
Financial Advocates Investment Management 0.01% New 2,929 $205K
CENTRAL TRUST Co 0.00% Reduce -22.8% 2,451 $171K
Royal Bank of Canada 0.00% Add +254.8% 1,469 $103K
Morgan Stanley 0.00% Add +8.8% 1,208 $84K
Park Square Financial Group, LLC 0.06% New 1,008 $70K
Private Wealth Asset Management, LLC 0.00% — 101 $7K

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