American Century DiversifiedKORPETF
13F holders, Q2 2025 (June 30)68holders +12
14new positions
3sold out
$47.06avg. 13F price*
At the end of Q2 2025, 68 institutions reported holding American Century Diversified (KORP) in their 13F filings, up 12 from Q1 2025. 14 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($70.3M), Morgan Stanley ($57.7M) and American Century Companies Inc. ($57.5M).
- Company
- American Century Diversified
- CUSIP
- 025072109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $138.7M |
| Exits | 3 | $223K |
All 13F filers, Q1 2025 → Q2 2025: 3,584,446 shares bought and 62,481 shares sold, net +3,521,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Envestnet Asset Management Inc. | 0.02% | Add +12.7% | 1,492,628 | $70.3M |
| Morgan Stanley | 0.00% | Add +3.1% | 1,226,055 | $57.7M |
| American Century Companies Inc. | 0.03% | Reduce 0.0% | 1,222,328 | $57.5M |
| Gallagher Fiduciary Advisors, LLC | 1.75% | New | 962,573 | $45.3M |
| Atria Investments, Inc | 0.53% | New | 958,522 | $45.1M |
| Flaharty Asset Management, LLC | 3.99% | Add +2.4% | 618,808 | $29.1M |
| Comprehensive Wealth Management, LLC | 19.82% | New | 522,960 | $24.6M |
| LPL Financial LLC | 0.01% | Add +6.2% | 477,815 | $22.5M |
| Core Wealth Advisors, Inc. | 4.35% | Add +0.8% | 321,271 | $15.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +47.6% | 319,044 | $15.0M |
| Wells Fargo & Company | 0.00% | Add +12.7% | 248,191 | $11.7M |
| Arq Wealth Advisors, LLC | 3.37% | New | 210,116 | $9.8M |
| J.W. Cole Advisors, Inc. | 0.16% | New | 164,187 | $7.7M |
| Royal Bank of Canada | 0.00% | Add +3.6% | 154,777 | $7.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +16.9% | 153,756 | $7.2M |
| UBS Group AG | 0.00% | Add +195.8% | 153,391 | $7.2M |
| Lindenwold Advisors, INC | 3.21% | Add +12.8% | 131,447 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -10.8% | 100,360 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +52.5% | 88,008 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Add +2.9% | 85,625 | $4.0M |
| D.A. Davidson & Co. | 0.03% | Add +1.3% | 84,448 | $4.0M |
| Fifth Third Securities, Inc. | 0.26% | Add +0.1% | 74,551 | $3.5M |
| Merit Financial Group, LLC | 0.04% | Reduce -36.5% | 71,072 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Add +29.8% | 57,052 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | New | 56,706 | $2.7M |
| Tme Financial, Inc. | 1.53% | Add +42.3% | 40,239 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +47.7% | 32,741 | $1.5M |
| Fortis Group Advisors, LLC | 0.27% | Add +66.5% | 31,305 | $1.5M |
| Golden State Wealth Management, LLC | 0.13% | New | 22,741 | $1.1M |
| Leigh Baldwin & Co., LLC | 0.70% | Add +42.6% | 22,555 | $1.1M |
| Camarda Financial Advisors, LLC | 0.39% | Add +3.1% | 21,053 | $991K |
| Partners Wealth Management, LLC | 1.13% | No change | 21,180 | $988K |
| Calton & Associates, Inc. | 0.16% | Add +1.9% | 19,805 | $932K |
| Southland Equity Partners LLC | 0.20% | Add +0.8% | 19,532 | $919K |
| Independent Advisor Alliance | 0.02% | Add +36.6% | 16,051 | $756K |
| Joseph P. Lucia & Associates, LLC | 0.30% | Add +115.8% | 15,822 | $745K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -7.7% | 15,528 | $731K |
| Susquehanna International Group, LLP | 0.00% | New | 12,775 | $601K |
| OneDigital Investment Advisors LLC | 0.01% | New | 11,850 | $558K |
| AE Wealth Management LLC | 0.00% | Add +36.8% | 10,547 | $496K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 10,093 | $475K |
| Cooper Capital Advisors LLC | 0.43% | No change | 9,410 | $443K |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.5% | 8,276 | $390K |
| Mariner, LLC | 0.00% | New | 8,019 | $377K |
| Larson Financial Group LLC | 0.01% | Reduce -10.8% | 7,871 | $370K |
| Compound Planning, Inc. | 0.01% | New | 6,273 | $295K |
| Investment Advisory Group, LLC | 0.09% | Reduce -7.5% | 6,200 | $292K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 6,083 | $286K |
| MML Investors Services, LLC | 0.00% | Reduce -8.0% | 5,501 | $259K |
| Morey & Quinn Wealth Partners, LLC | 0.21% | New | 5,482 | $258K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.2% | 5,280 | $249K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 4,798 | $226K |
| Harbour Investments, Inc. | 0.01% | Add +202.2% | 4,192 | $197K |
| Park Square Financial Group, LLC | 0.11% | Add +521.9% | 3,147 | $148K |
| Capital Analysts, LLC | 0.00% | Add +0.6% | 2,197 | $103K |
| Jones Financial Companies LLLP | 0.00% | Add +67.8% | 1,614 | $76K |
| Nova Wealth Management, Inc. | 0.03% | New | 750 | $35K |
| Westside Investment Management, Inc. | 0.01% | No change | 620 | $29K |
| Principal Securities, Inc. | 0.00% | Reduce -2.9% | 611 | $29K |
| Global Retirement Partners, LLC | 0.00% | — | 610 | $29K |
| Creative Financial Designs Inc. | 0.00% | Add +1.2% | 521 | $25K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 382 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 322 | $15K |
| Bank of America Corp. | 0.00% | Add +7.8% | 316 | $15K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 300 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 250 | $12K |
| NewEdge Advisors, LLC | 0.00% | No change | 207 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $575 |
"% of holder's portfolio" is KORP's weight in each manager's 13F, not the share of American Century Diversified the manager owns.