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Disclosery

FLV AMERICAN CENTY ETF TR

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FOCUSED LRG CAP (fund)

36 managers (36 13F filers) reported a position in FLV shares at 2025-03-31, 2,893,225 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
36
13F filers
36
New
5
Added
18
Reduced
9
Sold out
3
Shares held by filers
2,893,225

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC1,003,526$70.1M0.04%+1013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC574,394$40.1M0.01%+2,35413F-HRTimelineGroup
Creative Planningin group Creative Planning554,678$38.8M0.04%-8,47213F-HRTimelineGroup
Core Wealth Advisors, Inc.130,227$9.1M2.9%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC67,496$4.72M0.01%+56013F-HRTimeline
Bedel Financial Consulting, Inc.69,745$4.64M0.67%+8,55513F-HRTimeline
CPA Asset Management Group, LLC56,741$3.97M1.75%+1,61113F-HRTimeline
MML INVESTORS SERVICES, LLC55,536$3.88M0.01%-12,06613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV54,213$3.79M0.3%+38513F-HRTimeline
Sunpointe, LLC50,895$3.56M1.9%013F-HRTimeline
SkyOak Wealth, LLC42,018$2.94M0.64%+72913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,098$2.73M<0.01%+23,02613F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co36,305$2.54M0.16%-2,71213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,013$2.38M<0.01%+6,09913F-HRTimelineGroup
Allen Capital Group, LLC20,741$1.45M0.17%+1,22613F-HRTimeline
UBS Group AGin group UBS Group AG14,229$994K<0.01%-56,75113F-HRTimelineGroup
AE Wealth Management LLC12,863$899K0.01%+7,04613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,603$741K<0.01%+3,79013F-HRTimelineGroup
Dominguez Wealth Management Solutions, …8,307$581K0.43%-22013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC7,925$554K0.13%-92513F-HRTimeline
LPL Financial LLC6,419$449K<0.01%new13F-HRTimeline
DAVENPORT & Co LLC5,685$397K<0.01%+1,45213F-HRTimeline
Peak Planning Group, LLC4,975$348K0.15%-5313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,640$324K<0.01%+2,33013F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,553$318K<0.01%-6413F-HRTimeline
SIGNATUREFD, LLC3,938$275K0.01%+83813F-HRTimeline
Claro Advisors Inc.3,774$264K0.04%+10113F-HRTimeline
Signature Wealth Management Group3,372$236K0.09%new13F-HRTimeline
Investment Advisory Group, LLC3,150$220K0.07%013F-HRTimeline
Financial Advocates Investment Manageme…2,929$205K0.01%new13F-HRTimeline
CENTRAL TRUST Co2,451$171K<0.01%-72313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,469$103K<0.01%+1,05513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,208$84.5K<0.01%+9813F-HRTimelineGroup
Park Square Financial Group, LLC1,008$70.4K0.06%new13F-HRTimeline
Private Wealth Asset Management, LLC101$7.06K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.