American Century DiversifiedKORPETF

13F holders, Q1 2025 (March 31)
56holders +3
12new positions
7sold out
$46.74avg. 13F price*

At the end of Q1 2025, 56 institutions reported holding American Century Diversified (KORP) in their 13F filings, up 3 from Q4 2024. 12 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($61.9M), American Century Companies Inc. ($57.1M) and Morgan Stanley ($55.6M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions12$3.4M
Exits7$12.0M

All 13F filers, Q4 2024 → Q1 2025: 903,398 shares bought and 734,769 shares sold, net +168,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 56 holders

Envestnet Asset Management Inc. 0.02% Add +5.9% 1,324,082 $61.9M
American Century Companies Inc. 0.04% Add +0.0% 1,222,330 $57.1M
Morgan Stanley 0.00% Add +16.5% 1,189,659 $55.6M
Flaharty Asset Management, LLC 4.07% Add +35.2% 604,119 $28.2M
LPL Financial LLC 0.01% Add +45.9% 449,879 $21.0M
Core Wealth Advisors, Inc. 4.74% Add +0.2% 318,739 $14.9M
Wells Fargo & Company 0.00% Add +174.1% 220,219 $10.3M
PNC Financial Services Group, Inc. 0.01% Add +40.5% 216,096 $10.1M
Royal Bank of Canada 0.00% Add +0.1% 149,392 $7.0M
Kestra Advisory Services, LLC 0.03% Add +25.0% 131,533 $6.1M
Lindenwold Advisors, INC 3.03% Reduce -4.8% 116,555 $5.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +12.2% 112,555 $5.3M
Merit Financial Group, LLC 0.08% Reduce -70.5% 111,893 $5.2M
D.A. Davidson & Co. 0.03% Add +1.9% 83,343 $3.9M
Raymond James Financial Inc. 0.00% Add +19.0% 83,241 $3.9M
Fifth Third Securities, Inc. 0.29% Add +7.5% 74,468 $3.5M
Osaic Holdings, Inc. 0.01% Add +13.2% 57,710 $2.7M
UBS Group AG 0.00% Reduce -48.3% 51,862 $2.4M
Private Advisor Group, LLC 0.01% Add +13.8% 43,965 $2.1M
Tme Financial, Inc. 1.15% Add +1.2% 28,282 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -79.0% 22,170 $1.0M
Partners Wealth Management, LLC 1.12% Reduce -0.3% 21,180 $990K
Camarda Financial Advisors, LLC 0.43% New 20,421 $954K
Calton & Associates, Inc. 0.21% New 19,435 $908K
Southland Equity Partners LLC 0.21% Add +1.8% 19,383 $906K
Fortis Group Advisors, LLC 0.17% New 18,802 $879K
Avantax Advisory Services, Inc. 0.00% Reduce -68.9% 16,826 $786K
Leigh Baldwin & Co., LLC 0.59% Add +48.4% 15,815 $739K
Independent Advisor Alliance 0.02% Reduce -39.2% 11,753 $549K
Cambridge Investment Research Advisors, Inc. 0.00% Add +10.2% 10,225 $478K
Cooper Capital Advisors LLC 0.47% No change 9,410 $440K
Ameriprise Financial Inc. 0.00% Reduce -21.2% 9,355 $437K
Larson Financial Group LLC 0.02% New 8,819 $412K
AE Wealth Management LLC 0.00% Add +173.3% 7,708 $360K
Joseph P. Lucia & Associates, LLC 0.16% Add +61.2% 7,333 $343K
Investment Advisory Group, LLC 0.10% No change 6,700 $313K
Thoroughbred Financial Services, LLC 0.02% No change 6,083 $284K
MML Investors Services, LLC 0.00% Reduce -24.1% 5,979 $279K
IHT Wealth Management, LLC 0.01% Add +0.3% 5,509 $257K
Jane Street Group, LLC 0.00% Reduce -82.0% 4,509 $211K
Capital Analysts, LLC 0.00% New 2,183 $102K
Harbour Investments, Inc. 0.00% New 1,387 $65K
Jones Financial Companies LLLP 0.00% New 962 $45K
Westside Investment Management, Inc. 0.01% Add +210.0% 620 $29K
Principal Securities, Inc. 0.00% No change 629 $29K
Creative Financial Designs Inc. 0.00% Add +1.0% 515 $24K
Park Square Financial Group, LLC 0.02% New 506 $24K
Aptus Capital Advisors, LLC 0.00% No change 382 $18K
GPS Wealth Strategies Group, LLC 0.00% No change 322 $15K
Cape Investment Advisory, Inc. 0.01% New 300 $14K
Bank of America Corp. 0.00% New 293 $14K
Geneos Wealth Management Inc. 0.00% New 250 $12K
Comerica Bank 0.00% No change 250 $12K
NewEdge Advisors, LLC 0.00% New 207 $10K
Tidemark, LLC 0.00% No change 22 $1K
Sunbelt Securities, Inc. 0.00% No change 13 $589

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