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Disclosery

FDG AMERICAN CENTY ETF TR

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FOCUSED DYNAMIC (fund)

57 managers (57 13F filers) reported a position in FDG shares at 2026-03-31, 2,052,528 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
57
13F filers
57
New
9
Added
19
Reduced
15
Sold out
12
Shares held by filers
2,052,528

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC602,262$68.7M0.04%+60713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC490,733$56M0.01%+19,59713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp247,468$28.2M0.01%+24,93213F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.67,897$7.74M0.48%+4,63713F-HRTimelineGroup
ERn Financial, LLC65,572$7.48M1.41%+1,46113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…52,432$5.99M0.04%+4,66013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV51,821$5.91M0.36%-54513F-HRTimeline
Sunpointe, LLC49,334$5.63M1.84%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,792$4.54M0.01%+20,48913F-HRTimeline
Farther Finance Advisors, LLC38,261$4.41M0.04%+2,87813F-HRTimeline
Networth Advisors, LLC38,310$4.37M3.09%+1,09013F-HRTimeline
IFP Advisors, Inc29,742$3.39M0.07%-6413F-HRTimeline
Slagle Financial, LLC27,815$3.17M1.05%-28313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,699$3.05M<0.01%+1,53813F-HRTimelineGroup
Cambridge Investment Research Advisors,…26,474$3.02M0.01%-32,27913F-HRTimeline
AE Wealth Management LLC23,769$2.71M0.01%+3,01413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,668$2.59M<0.01%-16913F-HRTimelineGroup
HighTower Advisors, LLC15,754$1.8M<0.01%+23313F-HRTimeline
Koenig Investment Advisory, LLC15,572$1.78M1.51%+3013F-HRTimeline
LPL Financial LLC15,338$1.75M<0.01%-24513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…13,222$1.51M0.56%-1,28713F-HRTimelineGroup
Dominguez Wealth Management Solutions, …12,184$1.39M0.84%-63613F-HRTimeline
Cetera Investment Advisers6,930$790K<0.01%+1,07713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,521$744K<0.01%-5,31813F-HRTimelineGroup
Strategies Wealth Advisors, LLC6,222$710K0.07%013F-HRTimeline
Owen LaRue, LLC5,859$668K0.26%-54713F-HRTimeline
Geneos Wealth Management Inc.4,858$554K0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,533$517K<0.01%new13F-HRTimelineGroup
Financial Partners Group, Inc4,462$509K0.06%-1813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,030$460K<0.01%+2,17813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,976$453K<0.01%-1,37413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,420$390K<0.01%-19,95513F-HRTimelineGroup
Kingsview Wealth Management, LLC3,407$389K0.01%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC3,395$387K0.02%013F-HRTimeline
Joseph P. Lucia & Associates, LLC3,292$375K0.13%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,150$359K0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC2,776$317K<0.01%013F-HRTimeline
Realta Investment Advisors2,738$312K0.11%+67913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,203$241K<0.01%+6213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,798$205K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,740$198K<0.01%013F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC1,184$135K0.06%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY998$114K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.784$89.4K0.01%-1813F-HRTimeline
FMR LLCin group FMR LLC237$27K<0.01%+10413F-HRTimelineGroup
CWM, LLCin group CWM, LLC150$17.1K<0.01%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.128$14.6K<0.01%-1,19013F-HRTimeline
Kingdom Financial Group LLC.128$14.6K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA113$12.9K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.80$9.12K<0.01%+1313F-HRTimeline
Godfrey Financial Associates, Inc.80$9.12K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC54$6.16K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG44$5.02K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC36$4.11K<0.01%013F-HRTimeline
Key Capital Management, INC34$3.88K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC26$2.96K<0.01%13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…23$2.62K<0.01%013F-HRTimelineGroup