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Disclosery

FLV AMERICAN CENTY ETF TR

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FOCUSED LRG CAP (fund)

44 managers (44 13F filers) reported a position in FLV shares at 2025-12-31, 3,364,741 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
44
13F filers
44
New
7
Added
17
Reduced
12
Sold out
2
Shares held by filers
3,364,741

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 INC1,010,679$76.6M0.04%+23,62313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC624,658$47.3M0.01%+51,57113F-HRTimelineGroup
Creative Planningin group Creative Planning532,405$40.3M0.03%-5,77413F-HRTimelineGroup
Koenig Investment Advisory, LLC191,963$15.7M12.75%13F-HRTimeline
Midwestern Financial, LLC /IA111,760$8.47M7.01%+1,25413F-HRTimeline
Networth Advisors, LLC96,943$7.35M5.42%13F-HRTimeline
CPA Asset Management Group, LLC92,566$7.01M2.46%+22,82613F-HRTimeline
Bedel Financial Consulting, Inc.82,767$6.27M0.67%+3,31713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,220$5.02M0.01%+2,29913F-HRTimeline
MML INVESTORS SERVICES, LLC54,494$4.13M0.01%+8,80713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV53,754$4.07M0.26%-20713F-HRTimeline
AE Wealth Management LLC53,495$4.05M0.02%+17,99013F-HRTimeline
NewEdge Advisors, LLC53,400$4.05M0.01%+5,68013F-HRTimeline
Sunpointe, LLC49,825$3.78M1.25%-1,32213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/47,623$3.61M<0.01%+2,16413F-HRTimelineGroup
SkyOak Wealth, LLC41,866$3.17M0.57%-8513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41,798$3.17M<0.01%+1,87913F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co34,606$2.62M0.13%-37313F-HRTimeline
Allen Capital Group, LLC17,931$1.36M0.12%+3413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,470$1.02M<0.01%+1,38413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG12,190$924K<0.01%-28613F-HRTimelineGroup
LPL Financial LLC10,280$779K<0.01%+1,85313F-HRTimeline
Dominguez Wealth Management Solutions, …8,386$635K0.39%-28213F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC7,425$563K0.09%-50013F-HRTimeline
EP Wealth Advisors, LLC7,100$538K<0.01%13F-HRTimeline
DAVENPORT & Co LLC6,112$463K<0.01%+28313F-HRTimeline
Peak Planning Group, LLC4,518$342K0.1%new13F-HRTimeline
SIGNATUREFD, LLC3,938$298K<0.01%013F-HRTimeline
Cetera Investment Advisers3,800$288K<0.01%-3013F-HRTimeline
Legacy Wealth Partners, LLC3,485$264K0.07%13F-HRTimeline
OneDigital Investment Advisors LLC3,419$259K<0.01%new13F-HRTimeline
Signature Wealth Management Group3,419$259K0.11%-7013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,142$238K<0.01%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.3,123$237K0.09%new13F-HRTimeline
Investment Advisory Group, LLC3,100$235K0.06%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,356$179K<0.01%+1413F-HRTimelineGroup
CENTRAL TRUST Co1,957$148K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,587$120K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,223$92.7K<0.01%-113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA570$43K<0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.529$40.1K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC474$35.9K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC282$21.4K<0.01%-1913F-HRTimelineGroup
Private Wealth Asset Management, LLC103$7.78K<0.01%+113F-HRTimeline