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Disclosery

FDG AMERICAN CENTY ETF TR

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FOCUSED DYNAMIC (fund)

61 managers (61 13F filers) reported a position in FDG shares at 2026-06-30, 2,284,916 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
61
13F filers
61
New
11
Added
23
Reduced
13
Sold out
5
Shares held by filers
2,284,916

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC709,475$94.4M0.04%+107,21313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC492,734$65.6M0.02%+2,00113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp282,226$37.6M0.01%+34,75813F-HRTimelineGroup
ERn Financial, LLC71,005$9.45M1.56%+5,43313F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.68,166$9.07M0.5%+26913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…53,767$7.16M0.04%+1,33513F-HRTimelineGroup
Sunpointe, LLC49,334$6.57M1.87%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV49,223$6.55M0.31%-2,59813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,959$6.52M0.01%+9,16713F-HRTimeline
Networth Advisors, LLC39,204$5.22M3.03%+89413F-HRTimeline
Farther Finance Advisors, LLC38,666$5.15M0.04%+40513F-HRTimeline
Slagle Financial, LLC36,280$4.83M1.45%+8,46513F-HRTimeline
IFP Advisors, Inc32,678$4.35M0.08%+2,93613F-HRTimeline
AE Wealth Management LLC28,205$3.75M0.02%+4,43613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,389$3.38M<0.01%-1,31013F-HRTimelineGroup
Cambridge Investment Research Advisors,…24,891$3.31M0.01%-1,58313F-HR/ATimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…23,938$3.19M0.99%+10,71613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,914$3.05M<0.01%+19,49413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,183$2.95M<0.01%-48513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP19,200$2.56M<0.01%new13F-HRTimelineGroup
LPL Financial LLC15,998$2.13M<0.01%+66013F-HRTimeline
HighTower Advisors, LLC15,628$2.08M<0.01%-12613F-HRTimeline
Koenig Investment Advisory, LLC15,540$2.07M1.61%-3213F-HRTimeline
Dominguez Wealth Management Solutions, …11,692$1.56M0.86%-49213F-HRTimeline
Kingsview Wealth Management, LLC11,428$1.52M0.02%+8,02113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,950$1.46M<0.01%+4,42913F-HRTimelineGroup
Cetera Investment Advisers6,602$879K<0.01%-32813F-HRTimeline
Strategies Wealth Advisors, LLC6,222$828K0.07%013F-HRTimeline
Owen LaRue, LLC5,824$775K0.27%-3513F-HRTimeline
Geneos Wealth Management Inc.4,858$647K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,390$584K<0.01%+41413F-HRTimeline
Financial Partners Group, Inc4,358$580K0.06%-10413F-HRTimeline
Joseph P. Lucia & Associates, LLC3,292$438K0.13%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,150$419K0.01%013F-HRTimelineGroup
Realta Investment Advisors3,060$407K0.13%+32213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,903$386K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC2,776$369K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,229$297K<0.01%-1,80113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,740$232K<0.01%013F-HRTimelineGroup
Crestwood Advisors Group, LLC1,728$230K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.1,667$222K<0.01%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co1,626$216K0.01%new13F-HRTimeline
FSA Advisors, Inc.1,523$203K0.09%new13F-HR/ATimeline
Lloyd Advisory Services, LLC.1,358$181K0.07%+1,23013F-HRTimeline
FAS Wealth Partners, Inc.1,313$175K0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,273$169K0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY998$133K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC905$120K<0.01%+66813F-HRTimelineGroup
LANARK FINANCIAL, INC.789$105K0.01%+513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO145$19.1K<0.01%-2,05813F-HRTimelineGroup
Kingdom Financial Group LLC.128$17K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.80$10.6K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG63$8.38K<0.01%+1913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN54$7.19K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC51$6.79K<0.01%13F-HRTimeline
Truvestments Capital LLC36$4.79K<0.01%013F-HRTimeline
Key Capital Management, INC34$4.53K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23$3.06K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC19$2.53K<0.01%-713F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.16$2.13K<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.10$1.33K<0.01%new13F-HRTimeline