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American Century Focused LAR (FLV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
DECREASED
Shares522,370 from 523,558
Change-1,188 (0%)
Value$43.0M (+$467.6K)
Filed 2026-11-02
Koenig Investment Advisory, LLC
INCREASED
Shares253,474 from 229,790
Change+23,684 (+10%)
Value$20.9M (+$2.2M)
Filed 2026-10-09
Networth Advisors, LLC
INCREASED
Shares111,001 from 108,238
Change+2,763 (+3%)
Value$9.1M (+$344.5K)
Filed 2026-11-03
Bedel Financial Consulting, Inc.
INCREASED
Shares99,506 from 95,018
Change+4,488 (+5%)
Value$8.2M (+$472.4K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares67,246 from 67,641
Change-395 (-1%)
Value$5.5M (+$40.5K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares49,864 from 50,788
Change-924 (-2%)
Value$4.1M (-$21.2K)
Filed 2026-11-04
Sunpointe, LLC
DECREASED
Shares49,098 from 49,237
Change-139 (0%)
Value$4.0M (+$41.7K)
Filed 2026-10-22
IronOak Wealth Llc.
NEW
Shares46,465
Change+46,465
Value$3.8M
Filed 2026-11-06
SkyOak Wealth, LLC
UNCHANGED
Shares41,744 from 41,744
Change0 (0%)
Value$3.4M (+$45.1K)
Filed 2026-10-28
Allen Capital Group, LLC
DECREASED
Shares17,341 from 17,355
Change-14 (0%)
Value$1.4M (+$17.6K)
Filed 2026-10-27
LPL Financial LLC
DECREASED
Shares10,825 from 11,080
Change-255 (-2%)
Value$891.8K (-$9.0K)
Filed 2026-11-06
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares8,277 from 8,282
Change-5 (0%)
Value$681.9K (+$8.5K)
Filed 2026-10-07
Davenport & Co LLC
DECREASED
Shares7,900 from 8,206
Change-306 (-4%)
Value$650.8K (-$16.3K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
DECREASED
Shares6,350 from 6,950
Change-600 (-9%)
Value$523.1K (-$41.9K)
Filed 2026-11-05
Orrstown Financial Services Inc
DECREASED
Shares5,725 from 7,425
Change-1,700 (-23%)
Value$471.6K (-$132.0K)
Filed 2026-10-14
CPA Asset Management Group, LLC
DECREASED
Shares5,247 from 19,359
Change-14,112 (-73%)
Value$432.2K (-$1.1M)
Filed 2026-10-26
Legacy Wealth Partners, LLC
INCREASED
Shares4,104 from 3,989
Change+115 (+3%)
Value$338.1K (+$13.8K)
Filed 2026-10-15
Signaturefd, LLC
UNCHANGED
Shares3,938 from 3,938
Change0 (0%)
Value$324.4K (+$4.3K)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
DECREASED
Shares2,883 from 3,245
Change-362 (-11%)
Value$237.5K (-$26.3K)
Filed 2026-11-02
StrongBox Wealth, LLC
UNCHANGED
Shares2,094 from 2,094
Change0 (0%)
Value$172.5K (+$2.3K)
Filed 2026-11-02
Central Trust Co
UNCHANGED
Shares1,769 from 1,769
Change0 (0%)
Value$145.7K (+$1.9K)
Filed 2026-11-05
Kingdom Financial Group Llc.
INCREASED
Shares498 from 496
Change+2 (+0%)
Value$41.0K (+$701)
Filed 2026-11-04
Farther Finance Advisors, LLC
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$39.1K (+$512)
Filed 2026-10-08
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$6.1K (+$80)
Filed 2026-11-02
American Century Companies Inc
N/A
Shares— from 1,252,678
Change-1,252,678 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 643,108
Change-643,108 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 128,393
Change-128,393 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 121,793
Change-121,793 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 77,282
Change-77,282 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 56,754
Change-56,754 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 51,645
Change-51,645 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 46,926
Change-46,926 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 42,067
Change-42,067 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 36,145
Change-36,145 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 31,966
Change-31,966 (-100%)
Value—
UBS Group AG
N/A
Shares— from 31,844
Change-31,844 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 21,999
Change-21,999 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
Creative Planning
DECREASED522,370523,558-1,1880%$42.6M$43.0M+$467.6K2026-11-02
Koenig Investment Advisory, LLC
INCREASED253,474229,790+23,684+10%$18.7M$20.9M+$2.2M2026-10-09
Networth Advisors, LLC
INCREASED111,001108,238+2,763+3%$8.8M$9.1M+$344.5K2026-11-03
Bedel Financial Consulting, Inc.
INCREASED99,50695,018+4,488+5%$7.7M$8.2M+$472.4K2026-11-06
Commonwealth Equity Services, LLC
DECREASED67,24667,641-395-1%$5.5M$5.5M+$40.5K2026-11-02
Creative Financial Designs Inc
DECREASED49,86450,788-924-2%$4.1M$4.1M-$21.2K2026-11-04
Sunpointe, LLC
DECREASED49,09849,237-1390%$4.0M$4.0M+$41.7K2026-10-22
IronOak Wealth Llc.
NEW46,465—+46,465——$3.8M—2026-11-06
SkyOak Wealth, LLC
UNCHANGED41,74441,74400%$3.4M$3.4M+$45.1K2026-10-28
Allen Capital Group, LLC
DECREASED17,34117,355-140%$1.4M$1.4M+$17.6K2026-10-27
LPL Financial LLC
DECREASED10,82511,080-255-2%$900.8K$891.8K-$9.0K2026-11-06
Dominguez Wealth Management Solutions, Inc.
DECREASED8,2778,282-50%$673.4K$681.9K+$8.5K2026-10-07
Davenport & Co LLC
DECREASED7,9008,206-306-4%$667.1K$650.8K-$16.3K2026-10-14
J.W. Cole Advisors, Inc.
DECREASED6,3506,950-600-9%$565.0K$523.1K-$41.9K2026-11-05
Orrstown Financial Services Inc
DECREASED5,7257,425-1,700-23%$603.7K$471.6K-$132.0K2026-10-14
CPA Asset Management Group, LLC
DECREASED5,24719,359-14,112-73%$1.6M$432.2K-$1.1M2026-10-26
Legacy Wealth Partners, LLC
INCREASED4,1043,989+115+3%$324.3K$338.1K+$13.8K2026-10-15
Signaturefd, LLC
UNCHANGED3,9383,93800%$320.2K$324.4K+$4.3K2026-10-23
Lloyd Advisory Services, Llc.
DECREASED2,8833,245-362-11%$263.8K$237.5K-$26.3K2026-11-02
StrongBox Wealth, LLC
UNCHANGED2,0942,09400%$170.2K$172.5K+$2.3K2026-11-02
Central Trust Co
UNCHANGED1,7691,76900%$143.8K$145.7K+$1.9K2026-11-05
Kingdom Financial Group Llc.
INCREASED498496+2+0%$40.3K$41.0K+$7012026-11-04
Farther Finance Advisors, LLC
UNCHANGED47447400%$38.5K$39.1K+$5122026-10-08
Quest 10 Wealth Builders, Inc.
UNCHANGED747400%$6.0K$6.1K+$802026-11-02
American Century Companies Inc
N/A—1,252,678-1,252,678-100%$101.8M———
Envestnet Asset Management Inc
N/A—643,108-643,108-100%$52.3M———
Midwestern Financial, LLC
N/A—128,393-128,393-100%$10.4M———
Wells Fargo & Company
N/A—121,793-121,793-100%$9.9M———
AE Wealth Management LLC
N/A—77,282-77,282-100%$6.3M———
MML Investors Services, LLC
N/A—56,754-56,754-100%$4.6M———
Citadel Advisors LLC
N/A—51,645-51,645-100%$4.2M———
Goldman Sachs Group Inc
N/A—46,926-46,926-100%$3.8M———
Bank of America Corp
N/A—42,067-42,067-100%$3.4M———
NewEdge Advisors, LLC
N/A—36,145-36,145-100%$2.9M———
Pine Valley Investments Ltd Liability Co
N/A—31,966-31,966-100%$2.6M———
UBS Group AG
N/A—31,844-31,844-100%$2.6M———
Northwestern Mutual Wealth Management Co
N/A—21,999-21,999-100%$1.8M———
EP Wealth Advisors, LLC
N/A—7,100-7,100-100%$577.2K———
FSA Advisors, Inc.
N/A—5,278-5,278-100%$429.1K———
Cetera Investment Advisers
N/A—4,531-4,531-100%$368.4K———
Peak Planning Group, LLC
N/A—4,493-4,493-100%$365.3K———
Raymond James Financial Inc
N/A—3,095-3,095-100%$251.6K———
Investment Advisory Group, LLC
N/A—2,900-2,900-100%$235.8K———
OneDigital Investment Advisors LLC
N/A—2,616-2,616-100%$212.7K———
Osaic Holdings, Inc.
N/A—2,374-2,374-100%$193.1K———
FAS Wealth Partners, Inc.
N/A—1,315-1,315-100%$106.9K———
FMR LLC
N/A—1,287-1,287-100%$104.7K———
Morgan Stanley
N/A—1,224-1,224-100%$99.5K———
Vanguard Advisers Inc
N/A—18-18-100%$1.5K———
Showing 49 of 49 institutions