American Century DiversifiedKORPETF
13F holders, Q2 2024 (June 30)38holders +3
7new positions
4sold out
$46.02avg. 13F price*
At the end of Q2 2024, 38 institutions reported holding American Century Diversified (KORP) in their 13F filings, up 3 from Q1 2024. 7 opened new positions and 4 sold out. The largest holders were American Century Companies Inc. ($56.1M), Envestnet Asset Management Inc. ($41.1M) and Flaharty Asset Management, LLC ($18.7M).
- Company
- American Century Diversified
- CUSIP
- 025072109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.5M |
| Exits | 4 | $20.9M |
All 13F filers, Q1 2024 → Q2 2024: 398,204 shares bought and 480,609 shares sold, net −82,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| American Century Companies Inc. | 0.03% | Add +0.0% | 1,218,610 | $56.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.9% | 892,445 | $41.1M |
| Flaharty Asset Management, LLC | 2.76% | Add +3.1% | 405,417 | $18.7M |
| Merit Financial Group, LLC | 0.40% | Add +2.6% | 393,300 | $18.1M |
| Morgan Stanley | 0.00% | Add +1.5% | 351,531 | $16.2M |
| Core Wealth Advisors, Inc. | 4.77% | Add +1.2% | 302,498 | $13.9M |
| LPL Financial LLC | 0.01% | Add +5.1% | 286,100 | $13.2M |
| UBS Group AG | 0.00% | Add +1716.8% | 241,577 | $11.1M |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 142,770 | $6.6M |
| Lindenwold Advisors, INC | 2.35% | Add +7.2% | 95,662 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +41.1% | 91,020 | $4.2M |
| D.A. Davidson & Co. | 0.03% | Add +1.3% | 81,296 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.9% | 64,460 | $3.0M |
| Jane Street Group, LLC | 0.00% | Reduce -23.7% | 42,539 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.9% | 34,961 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.06% | New | 25,771 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Add +4.0% | 20,759 | $955K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.7% | 16,472 | $758K |
| Raymond James & Associates | 0.00% | Reduce -0.7% | 16,072 | $740K |
| Private Advisor Group, LLC | 0.00% | New | 13,524 | $622K |
| Independent Advisor Alliance | 0.02% | Add +19.4% | 11,325 | $521K |
| Southland Equity Partners LLC | 0.13% | Add +1.9% | 9,914 | $456K |
| Investment Advisory Group, LLC | 0.14% | No change | 7,950 | $366K |
| MML Investors Services, LLC | 0.00% | New | 7,559 | $348K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.4% | 7,109 | $327K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -37.8% | 5,996 | $276K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -18.5% | 5,685 | $262K |
| PCG Wealth Advisors, LLC | 0.11% | Add +1.8% | 5,664 | $261K |
| IHT Wealth Management, LLC | 0.01% | New | 5,450 | $251K |
| Principal Securities, Inc. | 0.00% | No change | 739 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | New | 732 | $34K |
| Global Retirement Partners, LLC | 0.00% | No change | 655 | $30K |
| Wells Fargo & Company | 0.00% | New | 587 | $27K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -69.6% | 357 | $16K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -58.8% | 350 | $16K |
| Bank of America Corp. | 0.00% | New | 172 | $8K |
| Tidemark, LLC | 0.00% | No change | 22 | $1K |
| Sunbelt Securities, Inc. | 0.00% | No change | 12 | $559 |
"% of holder's portfolio" is KORP's weight in each manager's 13F, not the share of American Century Diversified the manager owns.