American Century DiversifiedKORPETF
13F holders, Q4 2024 (December 31)53holders +6
7new positions
4sold out
1famous investor
$45.95avg. 13F price*
At the end of Q4 2024, 53 institutions reported holding American Century Diversified (KORP) in their 13F filings, up 6 from Q3 2024. 7 opened new positions and 4 sold out. The largest holders were Envestnet Asset Management Inc. ($57.4M), American Century Companies Inc. ($56.2M) and Morgan Stanley ($46.9M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.2M |
| Exits | 4 | $2.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,351,137 shares bought and 316,797 shares sold, net +1,034,340 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Envestnet Asset Management Inc. | 0.02% | Add +26.9% | 1,249,993 | $57.4M |
| American Century Companies Inc. | 0.03% | Add +0.3% | 1,222,288 | $56.2M |
| Morgan Stanley | 0.00% | Add +145.2% | 1,020,950 | $46.9M |
| Flaharty Asset Management, LLC | 3.00% | Add +7.0% | 446,934 | $20.5M |
| Merit Financial Group, LLC | 0.31% | Reduce -2.1% | 379,023 | $17.4M |
| Core Wealth Advisors, Inc. | 4.82% | Add +1.1% | 318,243 | $14.6M |
| LPL Financial LLC | 0.01% | Reduce -14.0% | 308,389 | $14.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +254.2% | 153,846 | $7.1M |
| Royal Bank of Canada | 0.00% | Reduce -3.8% | 149,283 | $6.9M |
| Lindenwold Advisors, INC | 3.00% | Add +8.5% | 122,385 | $5.6M |
| Citadel Advisors | 0.01% | Add +100.8% | 117,676 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +52.1% | 105,340 | $4.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +3.0% | 105,221 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.8% | 100,315 | $4.6M |
| UBS Group AG | 0.00% | Reduce -56.9% | 100,288 | $4.6M |
| J.W. Cole Advisors, Inc. | 0.16% | Reduce -8.1% | 85,778 | $3.9M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.7% | 81,747 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +13587.0% | 80,343 | $3.7M |
| Raymond James Financial Inc. | 0.00% | — | 69,961 | $3.2M |
| Fifth Third Securities, Inc. | 0.27% | New | 69,260 | $3.2M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -3.2% | 54,147 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -53.6% | 50,973 | $2.3M |
| Mariner, LLC | 0.00% | Add +9.1% | 43,008 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +53.5% | 38,652 | $1.8M |
| Tme Financial, Inc. | 1.26% | — | 27,948 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 25,125 | $1.2M |
| Partners Wealth Management, LLC | 1.11% | — | 21,255 | $976K |
| Independent Advisor Alliance | 0.01% | Add +69.9% | 19,331 | $888K |
| Southland Equity Partners LLC | 0.20% | Reduce -0.3% | 19,033 | $874K |
| Ameriprise Financial Inc. | 0.00% | New | 11,876 | $546K |
| Leigh Baldwin & Co., LLC | 0.41% | — | 10,657 | $490K |
| Cooper Capital Advisors LLC | 0.45% | — | 9,410 | $432K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.1% | 9,281 | $426K |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 7,874 | $362K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -6.5% | 7,726 | $355K |
| Investment Advisory Group, LLC | 0.10% | Reduce -15.7% | 6,700 | $308K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -41.6% | 6,083 | $279K |
| PCG Wealth Advisors, LLC | 0.10% | Add +2.0% | 5,865 | $269K |
| IHT Wealth Management, LLC | 0.01% | Add +0.6% | 5,492 | $252K |
| Joseph P. Lucia & Associates, LLC | 0.09% | New | 4,548 | $209K |
| Private Portfolio Partners LLC | 0.04% | Add +0.1% | 4,421 | $203K |
| AE Wealth Management LLC | 0.00% | New | 2,820 | $130K |
| Principal Securities, Inc. | 0.00% | Reduce -9.6% | 629 | $29K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.9% | 610 | $28K |
| Creative Financial Designs Inc. | 0.00% | Add +1.6% | 510 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 382 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -9.8% | 322 | $15K |
| Comerica Bank | 0.00% | No change | 250 | $11K |
| Westside Investment Management, Inc. | 0.00% | New | 200 | $9K |
| Sound Income Strategies, LLC | 0.00% | New | 151 | $7K |
| Tidemark, LLC | 0.00% | No change | 22 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Add +8.3% | 13 | $576 |
| FMR LLC | 0.00% | Add +200.0% | 3 | $138 |
"% of holder's portfolio" is KORP's weight in each manager's 13F, not the share of American Century Diversified the manager owns.