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Disclosery

KORP AMERICAN CENTY ETF TR

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DIVERSIFID CRP (fund)

57 managers (57 13F filers) reported a position in KORP shares at 2025-03-31, 6,846,178 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
57
13F filers
57
New
12
Added
25
Reduced
10
Sold out
7
Shares held by filers
6,846,178

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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,324,082$61.9M0.02%+74,08913F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,222,330$57.1M0.04%+4213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,189,659$55.6M<0.01%+168,70913F-HRTimelineGroup
Flaharty Asset Management, LLC604,119$28.2M4.07%+157,18513F-HRTimeline
LPL Financial LLC449,879$21M0.01%+141,49013F-HRTimeline
Core Wealth Advisors, Inc.318,739$14.9M4.74%+49613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN220,219$10.3M<0.01%+139,87613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…216,096$10.1M0.01%+62,25013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,392$6.98M<0.01%+10913F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC131,533$6.15M0.03%+26,31213F-HRTimelineGroup
Lindenwold Advisors, INC116,555$5.45M3.03%-5,83013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…112,555$5.26M0.01%+12,24013F-HRTimeline
Merit Financial Group, LLC111,893$5.23M0.08%-267,13013F-HRTimeline
D.A. DAVIDSON & CO.83,343$3.9M0.03%+1,59613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,241$3.89M<0.01%+13,28013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…74,468$3.48M0.29%+5,20813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,710$2.7M0.01%+6,73713F-HRTimelineGroup
UBS Group AGin group UBS Group AG51,862$2.42M<0.01%-48,42613F-HRTimelineGroup
Private Advisor Group, LLC43,965$2.05M0.01%+5,31313F-HRTimeline
TME FINANCIAL, INC.28,282$1.32M1.15%+33413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,170$1.04M<0.01%-83,17013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC21,180$990K1.12%-7513F-HRTimeline
Camarda Financial Advisors, LLC20,421$954K0.43%new13F-HRTimeline
CALTON & ASSOCIATES, INC.19,435$908K0.21%new13F-HR/ATimeline
Southland Equity Partners LLC19,383$906K0.21%+35013F-HRTimeline
Fortis Group Advisors, LLC18,802$879K0.17%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,826$786K<0.01%-37,32113F-HRTimeline
LEIGH BALDWIN & CO., LLC15,815$739K0.59%+5,15813F-HRTimeline
Independent Advisor Alliance11,753$549K0.02%-7,57813F-HRTimeline
Cambridge Investment Research Advisors,…10,225$478K<0.01%+94413F-HRTimeline
Cooper Capital Advisors LLC9,410$440K0.47%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,355$437K<0.01%-2,52113F-HRTimelineGroup
Larson Financial Group LLC8,819$412K0.02%new13F-HRTimeline
AE Wealth Management LLC7,708$360K<0.01%+4,88813F-HRTimeline
Joseph P. Lucia & Associates, LLC7,333$343K0.16%+2,78513F-HRTimeline
Investment Advisory Group, LLC6,700$313K0.1%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,083$284K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,979$279K<0.01%-1,89513F-HRTimeline
IHT Wealth Management, LLC5,509$257K0.01%+1713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,509$211K<0.01%-20,61613F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,183$102K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,387$64.8K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP962$44.9K<0.01%new13F-HR/ATimelineGroup
Westside Investment Management, Inc.620$29K0.01%+42013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC629$28.9K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV515$24.1K<0.01%+513F-HRTimeline
Park Square Financial Group, LLC506$23.6K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC382$17.9K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC322$15K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.300$14K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/293$13.7K<0.01%new13F-HRTimelineGroup
COMERICA BANK250$11.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.250$11.7K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC207$9.68K<0.01%new13F-HRTimeline
Tidemark, LLC22$1.03K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.13$589<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.