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Disclosery

FDG AMERICAN CENTY ETF TR

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FOCUSED DYNAMIC (fund)

60 managers (60 13F filers) reported a position in FDG shares at 2025-12-31, 2,262,491 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
60
13F filers
60
New
10
Added
19
Reduced
16
Sold out
6
Shares held by filers
2,262,491

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC601,655$76.3M0.04%-15,32813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC471,136$59.8M0.02%+17,63913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp222,536$28.2M<0.01%+17,14113F-HRTimelineGroup
ERn Financial, LLC64,111$8.13M1.53%+5,79813F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.63,260$8.02M0.39%+1,14813F-HRTimelineGroup
Cambridge Investment Research Advisors,…58,753$7.45M0.02%+16,40513F-HRTimeline
Delta Investment Management, LLC55,062$6.98M1.21%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV52,366$6.64M0.42%-92313F-HRTimeline
Sunpointe, LLC49,334$6.26M2.07%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…47,772$6.05M0.04%new13F-HRTimelineGroup
Networth Advisors, LLC37,220$4.72M3.48%13F-HRTimeline
Farther Finance Advisors, LLC35,383$4.49M0.05%+1,96413F-HRTimeline
IFP Advisors, Inc29,806$3.78M0.08%+9,71013F-HRTimeline
Slagle Financial, LLC28,098$3.56M1.24%+70013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,161$3.19M<0.01%-57613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,375$2.97M<0.01%+53313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,837$2.9M<0.01%-25813F-HRTimelineGroup
AE Wealth Management LLC20,755$2.63M0.02%+8,37013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,303$2.45M<0.01%+2,90613F-HRTimeline
WIN ADVISORS, INC16,870$2.14M0.91%-84,78113F-HRTimeline
LPL Financial LLC15,583$1.98M<0.01%-62613F-HRTimeline
HighTower Advisors, LLC15,521$1.97M<0.01%+85913F-HRTimeline
Koenig Investment Advisory, LLC15,542$1.86M1.51%13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…14,509$1.84M0.66%+98113F-HRTimelineGroup
Dominguez Wealth Management Solutions, …12,820$1.63M0.99%-74813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,839$1.5M<0.01%+74413F-HRTimelineGroup
Hershey Financial Advisers, LLC8,636$1.1M0.93%new13F-HRTimeline
Owen LaRue, LLC6,406$813K0.31%-213F-HRTimeline
Strategies Wealth Advisors, LLC6,222$789K0.08%013F-HRTimeline
Cetera Investment Advisers5,853$742K<0.01%-47013F-HRTimeline
MML INVESTORS SERVICES, LLC5,350$679K<0.01%-14613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,097$650K0.04%+1,24613F-HRTimeline
Financial Partners Group, Inc4,480$567K0.07%+6413F-HRTimeline
Jaffetilchin Investment Partners, LLC3,395$431K0.03%013F-HRTimeline
Joseph P. Lucia & Associates, LLC3,292$418K0.15%-26613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,150$400K0.01%013F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,887$366K0.04%-45713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,845$361K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC2,776$352K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,141$272K<0.01%-5,46913F-HRTimelineGroup
Realta Investment Advisors2,059$261K0.09%new13F-HRTimeline
J.W. COLE ADVISORS, INC.1,988$252K0.01%-48613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,852$235K<0.01%+2513F-HRTimelineGroup
Beacon Financial Advisory LLC1,785$226K0.05%-3513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,740$221K<0.01%013F-HRTimelineGroup
Crestwood Advisors Group, LLC1,728$219K<0.01%013F-HRTimeline
Pine Valley Investments Ltd Liability Co1,596$202K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.1,318$167K0.06%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY998$127K<0.01%013F-HR/ATimelineGroup
BXM Wealth LLC152,545$124K0.1%+149,44013F-HRTimeline
LANARK FINANCIAL, INC.802$102K0.01%+40613F-HRTimeline
AlphaCore Capital LLC275$34.9K<0.01%-2013F-HRTimeline
CWM, LLCin group CWM, LLC150$19K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC133$16.9K<0.01%013F-HRTimelineGroup
Kingdom Financial Group LLC.128$16.2K0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.80$10.8K0.01%13F-HRTimeline
Sunbelt Securities, Inc.67$8.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC51$6.47K<0.01%new13F-HRTimeline
Truvestments Capital LLC36$4.57K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23$2.92K<0.01%013F-HR/ATimelineGroup