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Disclosery

KORP AMERICAN CENTY ETF TR

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DIVERSIFID CRP (fund)

54 managers (54 13F filers) reported a position in KORP shares at 2024-12-31, 6,682,580 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
54
13F filers
54
New
7
Added
23
Reduced
15
Sold out
4
Shares held by filers
6,682,580

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,249,993$57.4M0.02%+265,21513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,222,288$56.2M0.03%+3,63113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,020,950$46.9M<0.01%+604,59313F-HR/ATimelineGroup
Flaharty Asset Management, LLC446,934$20.5M3%+29,06413F-HRTimeline
Merit Financial Group, LLC379,023$17.4M0.31%-8,32413F-HRTimeline
Core Wealth Advisors, Inc.318,243$14.6M4.82%+3,51313F-HRTimeline
LPL Financial LLC308,389$14.2M0.01%-50,38913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…153,846$7.07M<0.01%+110,40513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,283$6.86M<0.01%-5,89013F-HRTimelineGroup
Lindenwold Advisors, INC122,385$5.62M3%+9,60613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC117,676$5.41M<0.01%+59,08813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC105,340$4.84M0.01%+36,08313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC105,221$4.83M0.03%+3,05313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…100,315$4.61M0.01%+7,29613F-HR/ATimeline
UBS Group AGin group UBS Group AG100,288$4.61M<0.01%-132,62813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.85,778$3.94M0.16%-7,57213F-HRTimeline
D.A. DAVIDSON & CO.81,747$3.76M0.03%-57813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN80,343$3.69M<0.01%+79,75613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,961$3.21M<0.01%13F-HR/ATimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…69,260$3.18M0.27%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.54,147$2.49M0.02%-1,80513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,973$2.34M0.01%-58,91913F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC43,008$1.98M<0.01%+3,57113F-HRTimelineGroup
Private Advisor Group, LLC38,652$1.78M0.01%+13,46713F-HRTimeline
TME FINANCIAL, INC.27,948$1.35M1.26%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,125$1.15M<0.01%new13F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC21,255$976K1.11%13F-HRTimeline
Independent Advisor Alliance19,331$888K0.01%+7,95413F-HRTimeline
Southland Equity Partners LLC19,033$874K0.2%-6413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,876$546K<0.01%new13F-HRTimelineGroup
LEIGH BALDWIN & CO., LLC10,657$490K0.41%13F-HR/ATimeline
Cooper Capital Advisors LLC9,410$432K0.45%13F-HRTimeline
Cambridge Investment Research Advisors,…9,281$426K<0.01%+61313F-HRTimeline
MML INVESTORS SERVICES, LLC7,874$362K<0.01%+8613F-HRTimeline
Aveo Capital Partners, LLC7,726$355K0.04%-53313F-HRTimeline
Investment Advisory Group, LLC6,700$308K0.1%-1,25013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,083$279K0.02%-4,33613F-HRTimeline
PCG Wealth Advisors, LLC5,865$269K0.1%+11413F-HRTimeline
IHT Wealth Management, LLC5,492$252K0.01%+3313F-HRTimeline
Joseph P. Lucia & Associates, LLC4,548$209K0.09%new13F-HRTimeline
Private Portfolio Partners LLC4,421$203K0.04%+513F-HRTimeline
AE Wealth Management LLC2,820$130K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC629$28.9K<0.01%-6713F-HRTimelineGroup
Global Retirement Partners, LLC610$28K<0.01%-4513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV510$23.4K<0.01%+813F-HRTimeline
Aptus Capital Advisors, LLC382$17.5K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC322$14.8K<0.01%-3513F-HRTimeline
COMERICA BANK250$11.5K<0.01%013F-HR/ATimeline
Westside Investment Management, Inc.200$9.19K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC151$6.94K<0.01%new13F-HRTimeline
Tidemark, LLC22$1.01K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.13$576<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC3$138<0.01%+213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.