American Century DiversifiedKORPETF

13F holders, Q3 2024 (September 30)
47holders +9
11new positions
2sold out
1famous investor
$48.31avg. 13F price*

At the end of Q3 2024, 47 institutions reported holding American Century Diversified (KORP) in their 13F filings, up 9 from Q2 2024. 11 opened new positions and 2 sold out. The largest holders were American Century Companies Inc. ($58.9M), Envestnet Asset Management Inc. ($47.6M) and Flaharty Asset Management, LLC ($20.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
American Century Diversified
CUSIP
025072109
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 35Q1 2024Q2 2024: 38Q2 2024Q3 2024: 47Q3 2024Q4 2024: 53Q4 2024Q1 2025: 56Q1 2025Q2 2025: 68Q2 2025Q3 2025: 71Q3 2025Q4 2025: 77Q4 2025Q1 2026: 84Q1 2026Q2 2026: 89Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions11$13.5M
Exits2$2.0M

All 13F filers, Q2 2024 → Q3 2024: 854,581 shares bought and 57,707 shares sold, net +796,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

American Century Companies Inc. 0.03% Add +0.0% 1,218,657 $58.9M
Envestnet Asset Management Inc. 0.02% Add +10.3% 984,778 $47.6M
Flaharty Asset Management, LLC 2.84% Add +3.1% 417,870 $20.2M
Morgan Stanley 0.00% Add +18.4% 416,357 $20.1M
Merit Financial Group, LLC 0.42% Reduce -1.5% 387,347 $18.7M
LPL Financial LLC 0.01% Add +25.4% 358,778 $17.3M
Core Wealth Advisors, Inc. 4.88% Add +4.0% 314,730 $15.2M
UBS Group AG 0.00% Reduce -3.6% 232,916 $11.3M
Royal Bank of Canada 0.00% Add +8.7% 155,173 $7.5M
Lindenwold Advisors, INC 2.74% Add +17.9% 112,779 $5.4M
Osaic Holdings, Inc. 0.01% Add +567.1% 109,892 $5.3M
Kestra Advisory Services, LLC 0.03% Add +12.3% 102,168 $4.9M
J.W. Cole Advisors, Inc. 0.19% Add +262.2% 93,350 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% New 93,019 $4.5M
D.A. Davidson & Co. 0.03% Add +1.3% 82,325 $4.0M
Commonwealth Equity Services, LLC 0.01% Add +7.4% 69,257 $3.3M
Raymond James Financial Services Advisors, Inc. 0.00% Add +89.4% 66,220 $3.2M
Citadel Advisors 0.00% New 58,588 $2.8M
Avantax Advisory Services, Inc. 0.02% New 55,952 $2.7M
PNC Financial Services Group, Inc. 0.00% Add +5834.6% 43,441 $2.1M
Mariner, LLC 0.00% New 39,437 $1.9M
Raymond James & Associates 0.00% Add +78.6% 28,707 $1.4M
Private Advisor Group, LLC 0.01% Add +86.2% 25,185 $1.2M
Sowell Financial Services LLC 0.05% Add +0.9% 20,948 $1.0M
Southland Equity Partners LLC 0.22% Add +92.6% 19,097 $923K
Calton & Associates, Inc. 0.32% New 17,407 $841K
Independent Advisor Alliance 0.02% Add +0.5% 11,377 $550K
Thoroughbred Financial Services, LLC 0.03% New 10,419 $503K
Cambridge Investment Research Advisors, Inc. 0.00% Add +21.9% 8,668 $419K
Aveo Capital Partners, LLC 0.04% Add +45.3% 8,259 $399K
Investment Advisory Group, LLC 0.13% No change 7,950 $384K
MML Investors Services, LLC 0.00% Add +3.0% 7,788 $376K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -2.7% 5,835 $281K
PCG Wealth Advisors, LLC 0.11% Add +1.5% 5,751 $278K
IHT Wealth Management, LLC 0.01% Add +0.2% 5,459 $264K
Private Portfolio Partners LLC 0.04% New 4,416 $213K
Principal Securities, Inc. 0.00% Reduce -5.8% 696 $34K
Global Retirement Partners, LLC 0.00% No change 655 $32K
Wells Fargo & Company 0.00% No change 587 $28K
Creative Financial Designs Inc. 0.00% New 502 $24K
Aptus Capital Advisors, LLC 0.00% New 382 $18K
GPS Wealth Strategies Group, LLC 0.00% No change 357 $17K
Comerica Bank 0.00% New 250 $12K
Bank of America Corp. 0.00% No change 172 $8K
Tidemark, LLC 0.00% No change 22 $1K
Sunbelt Securities, Inc. 0.00% No change 12 $594
FMR LLC 0.00% New 1 $48

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