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American Century Focused DYN (FDG)

CUSIP: 025072810 | NYSE | 141 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABank of New York Mellon Corp
with BNY Mellon IHC, LLC, MBC Investments Corp, BNY Mellon Advisors, Inc.
282,2269.3%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABank of New York Mellon Corp282,226
9.3% of class · Jun 30, 2026New 5%+ stake
with BNY Mellon IHC, LLC, MBC Investments Corp, BNY Mellon Advisors, Inc.
No 13F filer matched

Institutional Holders — Q3 2026

Bank of New York Mellon Corp312,721
0.0% of portfolio›$41.9M
ERn Financial, LLC110,888
2.4% of portfolio›$14.9M
Sunpointe, LLC49,334
2.0% of portfolio›$6.6M
Creative Financial Designs Inc48,643
0.3% of portfolio›$6.5M
Commonwealth Equity Services, LLC48,421
0.0% of portfolio›$6.5M
Farther Finance Advisors, LLC41,942
0.0% of portfolio›$5.6M
Networth Advisors, LLC39,614
3.1% of portfolio›$5.3M
IFP Advisors, Inc32,509
0.1% of portfolio›$4.4M
Truist Financial Corp23,834
0.0% of portfolio›$3.2M
Prosperity Financial Group, Inc.23,085
0.9% of portfolio›$3.1M
Cambridge Investment Research Advisors, Inc.20,566
0.0% of portfolio›$2.8M
Koenig Investment Advisory, LLC15,545
1.5% of portfolio›$2.1M
Dominguez Wealth Management Solutions, Inc.11,458
0.9% of portfolio›$1.5M
Kestra Advisory Services, LLC4,185
0.0% of portfolio›$561.3K
Financial Partners Group, Inc4,101
0.1% of portfolio›$550.1K
Realta Investment Advisors3,786
0.1% of portfolio›$507.8K
Joseph P. Lucia & Associates, LLC3,290
0.1% of portfolio›$441.2K
Wealthcare Advisory Partners LLC3,150
0.0% of portfolio›$422.5K
Keybank National Association2,591
0.0% of portfolio›$347.5K
Crestwood Advisors Group, LLC1,728
0.0% of portfolio›$231.8K
J.W. Cole Advisors, Inc.1,707
0.0% of portfolio›$228.9K
Lloyd Advisory Services, Llc.1,192
0.1% of portfolio›$159.9K
Lanark Financial, Inc.823
0.0% of portfolio›$110.4K
Kingdom Financial Group Llc.128
0.0% of portfolio›$17.2K
Quest 10 Wealth Builders, Inc.16
0.0% of portfolio›$2.1K
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
312,721$41.9M0.0%CoreLowNew York, NY2026-11-05
ERn Financial, LLC
110,888$14.9M2.4%ETFVery LowMiddleton, WI2026-10-28
Sunpointe, LLC
49,334$6.6M2.0%GrowthMediumSt. Louis, MO2026-10-22
Creative Financial Designs Inc
48,643$6.5M0.3%ETFMediumKokomo, IN2026-11-04
Commonwealth Equity Services, LLC
48,421$6.5M0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
41,942$5.6M0.0%IndexLowSan Francisco, CA2026-10-08
Networth Advisors, LLC
39,614$5.3M3.1%ETFMediumCanonsburg, PA2026-11-03
IFP Advisors, Inc
32,509$4.4M0.1%GrowthLowTampa, FL2026-10-16
Truist Financial Corp
23,834$3.2M0.0%CoreLowCharlotte, NC2026-10-30
Prosperity Financial Group, Inc.
23,085$3.1M0.9%GrowthMediumSan Ramon, CA2026-10-29
Cambridge Investment Research Advisors, Inc.
20,566$2.8M0.0%ETFLowFairfield, IA2026-11-02
Koenig Investment Advisory, LLC
15,545$2.1M1.5%ETFVery LowAshland, OR2026-10-09
Dominguez Wealth Management Solutions, Inc.
11,458$1.5M0.9%CoreVery LowWilliamsburg, VA2026-10-07
Kestra Advisory Services, LLC
4,185$561.3K0.0%CoreLowAustin, TX2026-11-02
Financial Partners Group, Inc
4,101$550.1K0.1%ETFLowOverland Park, KS2026-10-19
Realta Investment Advisors
3,786$507.8K0.1%GrowthMediumWilmington, DE2026-10-14
Joseph P. Lucia & Associates, LLC
3,290$441.2K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Wealthcare Advisory Partners LLC
3,150$422.5K0.0%ETFLowWest Chester, PA2026-10-21
Keybank National Association
2,591$347.5K0.0%CoreLowBrooklyn, OH2026-11-04
Crestwood Advisors Group, LLC
1,728$231.8K0.0%GrowthLowBoston, MA2026-10-27
J.W. Cole Advisors, Inc.
1,707$228.9K0.0%IndexLowTampa, FL2026-11-05
Lloyd Advisory Services, Llc.
1,192$159.9K0.1%ETFVery HighSuwanee, GA2026-11-02
Lanark Financial, Inc.
823$110.4K0.0%CoreMediumBirmingham, AL2026-10-26
Kingdom Financial Group Llc.
128$17.2K0.0%ETFMediumPeoria, AZ2026-11-04
Quest 10 Wealth Builders, Inc.
16$2.1K0.0%ETFLowFuquay-Varina, VA2026-11-02