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Disclosery

FLV AMERICAN CENTY ETF TR

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FOCUSED LRG CAP (fund)

45 managers (45 13F filers) reported a position in FLV shares at 2026-03-31, 3,732,286 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
45
13F filers
45
New
3
Added
20
Reduced
13
Sold out
3
Shares held by filers
3,732,286

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 INC1,193,432$91.5M0.05%+182,75313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC644,471$49.4M0.01%+19,81313F-HRTimelineGroup
Creative Planningin group Creative Planning526,461$40.4M0.03%-5,94413F-HRTimelineGroup
Koenig Investment Advisory, LLC204,760$15.7M13.34%+12,79713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN128,302$9.84M<0.01%+86,50413F-HR/ATimelineGroup
CPA Asset Management Group, LLC127,283$9.76M3.27%+34,71713F-HRTimeline
Midwestern Financial, LLC /IA123,191$9.45M7.43%+11,43113F-HRTimeline
Networth Advisors, LLC100,255$7.69M5.43%+3,31213F-HRTimeline
Bedel Financial Consulting, Inc.88,099$6.76M0.78%+5,33213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,427$5.09M0.01%+20713F-HRTimeline
AE Wealth Management LLC60,377$4.63M0.03%+6,88213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV53,689$4.12M0.25%-6513F-HRTimeline
Sunpointe, LLC49,825$3.82M1.25%013F-HRTimeline
MML INVESTORS SERVICES, LLC48,655$3.73M0.01%-5,83913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,839$3.36M<0.01%-3,78413F-HRTimelineGroup
SkyOak Wealth, LLC41,744$3.2M0.59%-12213F-HRTimeline
NewEdge Advisors, LLC40,761$3.13M0.01%-12,63913F-HR/ATimeline
Pine Valley Investments Ltd Liability Co31,873$2.44M0.12%-2,73313F-HRTimeline
UBS Group AGin group UBS Group AG31,317$2.4M<0.01%+19,12713F-HRTimelineGroup
Allen Capital Group, LLC18,803$1.44M0.13%+87213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,728$1.44M<0.01%+5,25813F-HRTimelineGroup
LPL Financial LLC11,296$866K<0.01%+1,01613F-HRTimeline
Dominguez Wealth Management Solutions, …8,304$637K0.39%-8213F-HRTimeline
J.W. COLE ADVISORS, INC.7,600$583K0.02%new13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC7,425$569K0.1%013F-HRTimeline
DAVENPORT & Co LLC6,971$535K<0.01%+85913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,487$497K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,005$384K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers4,846$372K<0.01%+1,04613F-HRTimeline
Peak Planning Group, LLC4,473$343K0.1%-4513F-HRTimeline
SIGNATUREFD, LLC3,938$302K<0.01%013F-HRTimeline
Legacy Wealth Partners, LLC3,658$281K0.07%+17313F-HRTimeline
OneDigital Investment Advisors LLC3,463$266K<0.01%+4413F-HRTimeline
Signature Wealth Management Group3,445$264K0.1%+2613F-HRTimeline
Investment Advisory Group, LLC3,100$238K0.06%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,095$237K<0.01%-4713F-HRTimelineGroup
CENTRAL TRUST Co1,919$147K<0.01%-3813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,881$144K<0.01%+1,31113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,223$93.8K<0.01%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.494$37.9K0.01%-2,62913F-HRTimeline
Kingdom Financial Group LLC.494$37.9K0.01%-3513F-HRTimeline
Farther Finance Advisors, LLC474$36.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC282$21.6K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC103$7.89K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC18$1.38K<0.01%13F-HRTimelineGroup