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American Century Diversified (KORP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
INCREASED
Shares1,986,501 from 1,757,456
Change+229,045 (+13%)
Value$88.1M (+$5.8M)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares1,076,597 from 1,046,955
Change+29,642 (+3%)
Value$47.8M (-$1.3M)
Filed 2026-10-15
LPL Financial LLC
DECREASED
Shares764,876 from 802,729
Change-37,853 (-5%)
Value$33.9M (-$3.7M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares210,824 from 166,662
Change+44,162 (+27%)
Value$9.4M (+$1.5M)
Filed 2026-11-02
Fifth Third Securities, Inc.
INCREASED
Shares192,054 from 185,522
Change+6,532 (+4%)
Value$8.5M (-$172.2K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares150,990 from 155,964
Change-4,974 (-3%)
Value$6.7M (-$512.6K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares132,402 from 142,098
Change-9,696 (-7%)
Value$5.9M (-$783.9K)
Filed 2026-11-05
Victory Financial Group, LLC
INCREASED
Shares107,624 from 82,332
Change+25,292 (+31%)
Value$4.8M (+$916.9K)
Filed 2026-10-27
D.A. Davidson & Co.
DECREASED
Shares93,634 from 94,697
Change-1,063 (-1%)
Value$4.2M (-$283.0K)
Filed 2026-10-28
Networth Advisors, LLC
INCREASED
Shares79,676 from 76,787
Change+2,889 (+4%)
Value$3.5M (-$63.1K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares73,593 from 26,000
Change+47,593 (+183%)
Value$3.3M (+$2.0M)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
DECREASED
Shares50,863 from 50,989
Change-126 (0%)
Value$2.3M (-$132.6K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares50,600 from 17,404
Change+33,196 (+191%)
Value$2.2M (+$1.4M)
Filed 2026-11-02
TME Financial, Inc.
INCREASED
Shares39,948 from 36,876
Change+3,072 (+8%)
Value$1.8M (+$44.4K)
Filed 2026-10-14
Comprehensive Wealth Management, LLC
INCREASED
Shares22,454 from 20,651
Change+1,803 (+9%)
Value$996.1K (+$28.6K)
Filed 2026-11-02
First Bank & Trust
INCREASED
Shares20,805 from 14,976
Change+5,829 (+39%)
Value$922.9K (+$221.3K)
Filed 2026-10-19
Retirement Planning Group, LLC
DECREASED
Shares20,286 from 36,617
Change-16,331 (-45%)
Value$899.9K (-$815.6K)
Filed 2026-10-19
Joseph P. Lucia & Associates, LLC
INCREASED
Shares19,071 from 18,804
Change+267 (+1%)
Value$846.0K (-$35.0K)
Filed 2026-10-30
Partners Wealth Management, LLC
DECREASED
Shares18,289 from 18,830
Change-541 (-3%)
Value$811.3K (-$70.9K)
Filed 2026-10-28
Legacy Wealth Partners, LLC
INCREASED
Shares12,401 from 11,769
Change+632 (+5%)
Value$550.1K (-$1.2K)
Filed 2026-10-15
Flaharty Asset Management, LLC
DECREASED
Shares11,539 from 55,973
Change-44,434 (-79%)
Value$511.8K (-$2.1M)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares11,105 from 10,235
Change+870 (+9%)
Value$492.6K (+$13.1K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares8,607 from 8,500
Change+107 (+1%)
Value$381.8K (-$16.4K)
Filed 2026-10-30
Merit Financial Group, LLC
DECREASED
Shares7,588 from 10,313
Change-2,725 (-26%)
Value$336.6K (-$146.6K)
Filed 2026-11-06
Stronghold Wealth Management L.L.C.
NEW
Shares7,201
Change+7,201
Value$319.4K
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares7,063 from 6,227
Change+836 (+13%)
Value$313.3K (+$21.6K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares6,288 from 3,294
Change+2,994 (+91%)
Value$278.9K (+$124.6K)
Filed 2026-11-05
Burford Brothers, Inc.
UNCHANGED
Shares6,065 from 6,065
Change0 (0%)
Value$269.0K (-$15.1K)
Filed 2026-10-21
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares4,702 from 4,680
Change+22 (+0%)
Value$208.6K (-$10.7K)
Filed 2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED
Shares4,652 from 4,594
Change+58 (+1%)
Value$206.4K (-$8.9K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares3,049 from 2,303
Change+746 (+32%)
Value$135.2K (+$27.3K)
Filed 2026-10-08
Westside Investment Management, Inc.
UNCHANGED
Shares1,890 from 1,890
Change0 (0%)
Value$83.8K (-$4.7K)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares1,831 from 2,554
Change-723 (-28%)
Value$81.3K (-$38.4K)
Filed 2026-11-02
US Bancorp \de\
NEW
Shares1,597
Change+1,597
Value$70.8K
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares1,188 from 1,173
Change+15 (+1%)
Value$52.7K (-$2.3K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares1,077
Change+1,077
Value$47.8K
Filed 2026-10-21
Lloyd Advisory Services, Llc.
DECREASED
Shares1,032 from 1,188
Change-156 (-13%)
Value$45.8K (-$9.9K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$13.3K (-$747)
Filed 2026-10-13
Kingdom Financial Group Llc.
INCREASED
Shares147 from 145
Change+2 (+1%)
Value$6.5K (-$281)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$5.3K (-$296)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
NEW
Shares66
Change+66
Value$2.9K
Filed 2026-10-30
Southland Equity Partners LLC
CLOSED
Shares0 from 22,410
Change-22,410 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-14
Client 1ST Advisory Group, LLC
CLOSED
Shares0 from 4,506
Change-4,506 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-19
Oppenheimer & Co Inc
CLOSED
Shares0 from 4,435
Change-4,435 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-26
Assetmark, Inc
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$937)
Filed 2026-10-21
Envestnet Asset Management Inc
N/A
Shares— from 2,934,215
Change-2,934,215 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,521,596
Change-1,521,596 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,185,557
Change-1,185,557 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 804,960
Change-804,960 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 776,558
Change-776,558 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 769,891
Change-769,891 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 639,520
Change-639,520 (-100%)
Value—
UBS Group AG
N/A
Shares— from 440,074
Change-440,074 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 299,473
Change-299,473 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 272,209
Change-272,209 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 266,102
Change-266,102 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 231,529
Change-231,529 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 207,687
Change-207,687 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 156,736
Change-156,736 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 119,887
Change-119,887 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 56,005
Change-56,005 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 52,850
Change-52,850 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 50,989
Change-50,989 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 46,242
Change-46,242 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 37,686
Change-37,686 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 35,999
Change-35,999 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 32,849
Change-32,849 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 30,258
Change-30,258 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 25,733
Change-25,733 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 21,495
Change-21,495 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 21,185
Change-21,185 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 14,861
Change-14,861 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 10,594
Change-10,594 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 9,725
Change-9,725 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,216
Change-9,216 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,436
Change-7,436 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,367
Change-7,367 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,614
Change-6,614 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,686
Change-5,686 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,567
Change-4,567 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 610
Change-610 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 562
Change-562 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
PNC Financial Services Group, Inc.
INCREASED1,986,5011,757,456+229,045+13%$82.3M$88.1M+$5.8M2026-11-06
Atria Investments, Inc
INCREASED1,076,5971,046,955+29,642+3%$49.0M$47.8M-$1.3M2026-10-15
LPL Financial LLC
DECREASED764,876802,729-37,853-5%$37.6M$33.9M-$3.7M2026-11-06
Kestra Advisory Services, LLC
INCREASED210,824166,662+44,162+27%$7.8M$9.4M+$1.5M2026-11-02
Fifth Third Securities, Inc.
INCREASED192,054185,522+6,532+4%$8.7M$8.5M-$172.2K2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED150,990155,964-4,974-3%$7.2M$6.7M-$512.6K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED132,402142,098-9,696-7%$6.7M$5.9M-$783.9K2026-11-05
Victory Financial Group, LLC
INCREASED107,62482,332+25,292+31%$3.9M$4.8M+$916.9K2026-10-27
D.A. Davidson & Co.
DECREASED93,63494,697-1,063-1%$4.4M$4.2M-$283.0K2026-10-28
Networth Advisors, LLC
INCREASED79,67676,787+2,889+4%$3.6M$3.5M-$63.1K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED73,59326,000+47,593+183%$1.2M$3.3M+$2.0M2026-11-06
Elevation Point Wealth Partners, LLC
DECREASED50,86350,989-1260%$2.4M$2.3M-$132.6K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED50,60017,404+33,196+191%$815.0K$2.2M+$1.4M2026-11-02
TME Financial, Inc.
INCREASED39,94836,876+3,072+8%$1.7M$1.8M+$44.4K2026-10-14
Comprehensive Wealth Management, LLC
INCREASED22,45420,651+1,803+9%$967.5K$996.1K+$28.6K2026-11-02
First Bank & Trust
INCREASED20,80514,976+5,829+39%$701.6K$922.9K+$221.3K2026-10-19
Retirement Planning Group, LLC
DECREASED20,28636,617-16,331-45%$1.7M$899.9K-$815.6K2026-10-19
Joseph P. Lucia & Associates, LLC
INCREASED19,07118,804+267+1%$881.0K$846.0K-$35.0K2026-10-30
Partners Wealth Management, LLC
DECREASED18,28918,830-541-3%$882.2K$811.3K-$70.9K2026-10-28
Legacy Wealth Partners, LLC
INCREASED12,40111,769+632+5%$551.4K$550.1K-$1.2K2026-10-15
Flaharty Asset Management, LLC
DECREASED11,53955,973-44,434-79%$2.6M$511.8K-$2.1M2026-11-02
Creative Financial Designs Inc
INCREASED11,10510,235+870+9%$479.5K$492.6K+$13.1K2026-11-04
Truist Financial Corp
INCREASED8,6078,500+107+1%$398.2K$381.8K-$16.4K2026-10-30
Merit Financial Group, LLC
DECREASED7,58810,313-2,725-26%$483.1K$336.6K-$146.6K2026-11-06
Stronghold Wealth Management L.L.C.
NEW7,201—+7,201——$319.4K—2026-10-16
IFP Advisors, Inc
INCREASED7,0636,227+836+13%$291.7K$313.3K+$21.6K2026-10-16
Fifth Third Bancorp
INCREASED6,2883,294+2,994+91%$154.3K$278.9K+$124.6K2026-11-05
Burford Brothers, Inc.
UNCHANGED6,0656,06500%$284.1K$269.0K-$15.1K2026-10-21
Morey & Quinn Wealth Partners, LLC
INCREASED4,7024,680+22+0%$219.3K$208.6K-$10.7K2026-10-28
Adamsbrown Wealth Consultants LLC
INCREASED4,6524,594+58+1%$215.2K$206.4K-$8.9K2026-10-20
Farther Finance Advisors, LLC
INCREASED3,0492,303+746+32%$107.9K$135.2K+$27.3K2026-10-08
Westside Investment Management, Inc.
UNCHANGED1,8901,89000%$88.5K$83.8K-$4.7K2026-11-02
Golden State Wealth Management, LLC
DECREASED1,8312,554-723-28%$119.7K$81.3K-$38.4K2026-11-02
US Bancorp \de\
NEW1,597—+1,597——$70.8K—2026-11-05
Larson Financial Group LLC
INCREASED1,1881,173+15+1%$55.0K$52.7K-$2.3K2026-11-05
Root Financial Partners, LLC
NEW1,077—+1,077——$47.8K—2026-10-21
Lloyd Advisory Services, Llc.
DECREASED1,0321,188-156-13%$55.6K$45.8K-$9.9K2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED30030000%$14.1K$13.3K-$7472026-10-13
Kingdom Financial Group Llc.
INCREASED147145+2+1%$6.8K$6.5K-$2812026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED11911900%$5.6K$5.3K-$2962026-11-02
Capital Investment Advisory Services, LLC
NEW66—+66——$2.9K—2026-10-30
Southland Equity Partners LLC
CLOSED022,410-22,410-100%$1.0M$0-$1.0M2026-10-14
Client 1ST Advisory Group, LLC
CLOSED04,506-4,506-100%$211.1K$0-$211.1K2026-10-19
Oppenheimer & Co Inc
CLOSED04,435-4,435-100%$207.8K$0-$207.8K2026-10-26
Assetmark, Inc
CLOSED020-20-100%$937$0-$9372026-10-21
Envestnet Asset Management Inc
N/A—2,934,215-2,934,215-100%$137.5M———
Morgan Stanley
N/A—1,521,596-1,521,596-100%$71.3M———
American Century Companies Inc
N/A—1,185,557-1,185,557-100%$55.5M———
Gallagher Fiduciary Advisors, LLC
N/A—804,960-804,960-100%$37.7M———
Ameriprise Financial Inc
N/A—776,558-776,558-100%$36.4M———
Wells Fargo & Company
N/A—769,891-769,891-100%$36.1M———
Modern Wealth Management, LLC
N/A—639,520-639,520-100%$30.0M———
UBS Group AG
N/A—440,074-440,074-100%$20.6M———
Raymond James Financial Inc
N/A—299,473-299,473-100%$14.0M———
Royal Bank of Canada
N/A—272,209-272,209-100%$12.8M———
Private Advisor Group, LLC
N/A—266,102-266,102-100%$12.5M———
Snowden Capital Advisors LLC
N/A—231,529-231,529-100%$10.8M———
Bank of America Corp
N/A—207,687-207,687-100%$9.7M———
Osaic Holdings, Inc.
N/A—156,736-156,736-100%$7.3M———
Dakota Wealth Management
N/A—119,887-119,887-100%$5.6M———
Pinnacle Financial Partners, Inc.
N/A—56,005-56,005-100%$2.6M———
OneDigital Investment Advisors LLC
N/A—52,850-52,850-100%$2.5M———
Vestmark Advisory Solutions, Inc.
N/A—50,989-50,989-100%$2.4M———
Jones Financial Companies Lllp
N/A—46,242-46,242-100%$2.2M———
Stifel Financial Corp
N/A—37,686-37,686-100%$1.8M———
Citadel Advisors LLC
N/A—35,999-35,999-100%$1.7M———
AE Wealth Management LLC
N/A—32,849-32,849-100%$1.5M———
Rockefeller Capital Management L.P.
N/A—30,258-30,258-100%$1.4M———
Allied Private Wealth LLC
N/A—25,733-25,733-100%$1.2M———
Independent Advisor Alliance
N/A—21,495-21,495-100%$1.0M———
Camarda Financial Advisors, LLC
N/A—21,185-21,185-100%$992.5K———
Nova Wealth Management, Inc.
N/A—14,861-14,861-100%$696.2K———
Western Wealth Management, LLC
N/A—13,723-13,723-100%$642.9K———
Capital Analysts, LLC
N/A—10,594-10,594-100%$496.0K———
Medallion Wealth Advisors, LLC
N/A—9,725-9,725-100%$455.6K———
Calton & Associates, Inc.
N/A—9,216-9,216-100%$431.8K———
Susquehanna International Group, LLP
N/A—7,436-7,436-100%$348.4K———
Goldman Sachs Group Inc
N/A—7,367-7,367-100%$345.1K———
Benjamin Edwards Inc
N/A—6,614-6,614-100%$309.9K———
World Investment Advisors
N/A—6,349-6,349-100%$297.3K———
Thoroughbred Financial Services, LLC
N/A—6,083-6,083-100%$284.0K———
Janney Montgomery Scott LLC
N/A—5,686-5,686-100%$266.0K———
Investment Advisory Group, LLC
N/A—5,200-5,200-100%$243.6K———
Advisory Services Network, LLC
N/A—4,861-4,861-100%$227.7K———
Cetera Investment Advisers
N/A—4,567-4,567-100%$214.0K———
Steward Partners Investment Advisory, LLC
N/A—1,700-1,700-100%$79.6K———
Global Retirement Partners, LLC
N/A—610-610-100%$28.6K———
Harbour Investments, Inc.
N/A—562-562-100%$26.3K———
Basepoint Wealth LLC
N/A—421-421-100%$19.7K———
Aptus Capital Advisors, LLC
N/A—382-382-100%$17.9K———
Geneos Wealth Management Inc.
N/A—250-250-100%$11.7K———
NewEdge Advisors, LLC
N/A—207-207-100%$9.7K———
Arax Advisory Partners
N/A—20-20-100%$937———
Showing 93 of 93 institutions