American Century DiversifiedKORPETF

13F holders, Q4 2025 (December 31)
77holders +6
13new positions
10sold out
$46.97avg. 13F price*

At the end of Q4 2025, 77 institutions reported holding American Century Diversified (KORP) in their 13F filings, up 6 from Q3 2025. 13 opened new positions and 10 sold out. The largest holders were Envestnet Asset Management Inc. ($90.7M), American Century Companies Inc. ($56.0M) and Morgan Stanley ($52.5M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions13$20.2M
Exits10$22.9M

All 13F filers, Q3 2025 → Q4 2025: 1,830,812 shares bought and 3,984,057 shares sold, net −2,153,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Envestnet Asset Management Inc. 0.03% Add +21.9% 1,920,463 $90.7M
American Century Companies Inc. 0.03% No change 1,185,551 $56.0M
Morgan Stanley 0.00% Reduce -2.3% 1,111,463 $52.5M
Atria Investments, Inc 0.49% Reduce -8.2% 904,739 $42.7M
PNC Financial Services Group, Inc. 0.02% Add +52.8% 790,062 $37.3M
Flaharty Asset Management, LLC 3.93% Add +4.3% 666,494 $31.5M
LPL Financial LLC 0.01% Add +12.2% 643,815 $30.4M
Gallagher Fiduciary Advisors, LLC 0.97% Add +7.1% 634,224 $30.0M
Royal Bank of Canada 0.00% Add +1.6% 368,013 $17.4M
Comprehensive Wealth Management, LLC 9.54% Reduce -24.9% 342,391 $16.2M
Wells Fargo & Company 0.00% Add +5.8% 328,068 $15.5M
Cooper Capital Advisors LLC 7.48% Add +2538.4% 251,443 $11.9M
Private Advisor Group, LLC 0.05% Add +5.9% 240,733 $11.4M
Snowden Capital Advisors LLC 0.25% New 202,301 $9.6M
Raymond James Financial Inc. 0.00% Add +79.5% 199,598 $9.4M
Ameriprise Financial Inc. 0.00% Add +42.2% 190,368 $9.0M
Kestra Advisory Services, LLC 0.04% Add +6.3% 182,605 $8.6M
UBS Group AG 0.00% Add +4.6% 177,469 $8.4M
Fifth Third Securities, Inc. 0.51% Add +11.4% 164,614 $7.8M
Osaic Holdings, Inc. 0.01% Add +28.1% 139,082 $6.6M
Dakota Wealth Management 0.11% New 134,875 $6.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +21.1% 133,261 $6.3M
J.W. Cole Advisors, Inc. 0.13% Add +7.4% 187,632 $5.5M
Retirement Planning Group, LLC 0.16% Reduce -11.8% 100,183 $4.7M
D.A. Davidson & Co. 0.03% Add +4.3% 88,354 $4.2M
Networth Advisors, LLC 2.24% — 64,296 $3.0M
Bank of America Corp. 0.00% Add +707.8% 46,398 $2.2M
OneDigital Investment Advisors LLC 0.02% Add +84.8% 37,050 $1.8M
Merit Financial Group, LLC 0.01% Reduce -24.2% 36,239 $1.7M
Prevail Innovative Wealth Advisors, LLC 0.25% New 29,868 $1.4M
Tme Financial, Inc. 0.96% Reduce -37.6% 28,971 $1.4M
Leigh Baldwin & Co., LLC 0.85% New 27,371 $1.3M
Rockefeller Capital Management L.P. 0.00% Add +4947.0% 25,992 $1.2M
AE Wealth Management LLC 0.01% Add +48.2% 25,416 $1.2M
Calton & Associates, Inc. 0.15% Add +2.3% 21,151 $999K
Southland Equity Partners LLC 0.20% Add +0.6% 21,076 $996K
Partners Wealth Management, LLC 1.01% Reduce -0.3% 20,560 $971K
Camarda Financial Advisors, LLC 0.36% Reduce -3.7% 19,951 $943K
Independent Advisor Alliance 0.02% Add +7.5% 19,359 $915K
Golden State Wealth Management, LLC 0.08% Reduce -10.9% 16,721 $790K
Joseph P. Lucia & Associates, LLC 0.28% Add +2.5% 16,212 $766K
Nova Wealth Management, Inc. 0.49% Add +38.9% 15,041 $711K
Western Wealth Management, LLC 0.03% Add +0.2% 14,596 $690K
Creative Financial Designs Inc. 0.04% Add +1.4% 13,745 $649K
Jones Financial Companies LLLP 0.00% Add +313.0% 13,113 $620K
Susquehanna International Group, LLP 0.00% Add +37.5% 12,350 $584K
World Investment Advisors 0.01% New 11,746 $555K
Mariner, LLC 0.00% Add +11.4% 11,019 $521K
Legacy Wealth Partners, LLC 0.13% — 10,909 $515K
Cambridge Investment Research Advisors, Inc. 0.00% Add +23.5% 9,953 $470K
Medallion Wealth Advisors, LLC 0.16% New 9,925 $469K
Fortis Group Advisors, LLC 0.06% Reduce -62.1% 7,318 $347K
First Bank & Trust 0.05% Add +7.6% 6,782 $320K
Thoroughbred Financial Services, LLC 0.02% No change 6,083 $287K
Capital Analysts, LLC 0.01% Reduce -17.6% 5,987 $283K
Morey & Quinn Wealth Partners, LLC 0.20% Add +1.3% 5,843 $276K
Investment Advisory Group, LLC 0.06% Reduce -16.1% 5,200 $246K
IHT Wealth Management, LLC 0.01% Add +3.9% 5,054 $239K
Client 1ST Advisory Group, LLC 0.07% New 4,506 $213K
Steward Partners Investment Advisory, LLC 0.00% New 3,276 $155K
Harbour Investments, Inc. 0.00% Add +0.4% 2,600 $123K
Comerica Bank 0.00% New 2,089 $99K
Larson Financial Group LLC 0.00% Add +1.7% 1,154 $55K
Lloyd Advisory Services, LLC. 0.02% New 1,091 $52K
Westside Investment Management, Inc. 0.01% Add +51.6% 940 $44K
Farther Finance Advisors, LLC 0.00% New 850 $40K
Global Retirement Partners, LLC 0.00% No change 610 $29K
Basepoint Wealth LLC 0.01% New 412 $19K
Aptus Capital Advisors, LLC 0.00% No change 382 $18K
Cape Investment Advisory, Inc. 0.00% No change 300 $14K
Geneos Wealth Management Inc. 0.00% No change 250 $12K
Greenline Wealth Management LLC 0.01% — 218 $10K
NewEdge Advisors, LLC 0.00% No change 207 $10K
Meramec Financial Planners, LLC 0.00% — 184 $9K
Kingdom Financial Group LLC. 0.00% New 142 $7K
Arax Advisory Partners 0.00% Reduce -100.0% 20 $945
Sunbelt Securities, Inc. 0.00% No change 13 $621

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