American Century Focused DYN (FDG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Bank of New York Mellon Corp

INCREASED

Shares312,721 from 282,226

Change+30,495 (+11%)

Value$41.9M (+$4.4M)

Filed 2026-11-05

ERn Financial, LLC

INCREASED

Shares110,888 from 71,005

Change+39,883 (+56%)

Value$14.9M (+$5.4M)

Filed 2026-10-28

Sunpointe, LLC

UNCHANGED

Shares49,334 from 49,334

Change0 (0%)

Value$6.6M (+$50.4K)

Filed 2026-10-22

Creative Financial Designs Inc

DECREASED

Shares48,643 from 49,223

Change-580 (-1%)

Value$6.5M (-$27.5K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares48,421 from 48,959

Change-538 (-1%)

Value$6.5M (-$22.1K)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares41,942 from 38,666

Change+3,276 (+8%)

Value$5.6M (+$478.9K)

Filed 2026-10-08

Networth Advisors, LLC

INCREASED

Shares39,614 from 39,204

Change+410 (+1%)

Value$5.3M (+$95.0K)

Filed 2026-11-03

IFP Advisors, Inc

DECREASED

Shares32,509 from 32,678

Change-169 (-1%)

Value$4.4M (+$10.7K)

Filed 2026-10-16

Truist Financial Corp

DECREASED

Shares23,834 from 25,389

Change-1,555 (-6%)

Value$3.2M (-$182.6K)

Filed 2026-10-30

Prosperity Financial Group, Inc.

DECREASED

Shares23,085 from 23,938

Change-853 (-4%)

Value$3.1M (-$89.9K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares20,566 from 24,891

Change-4,325 (-17%)

Value$2.8M (-$555.0K)

Filed 2026-11-02

Koenig Investment Advisory, LLC

INCREASED

Shares15,545 from 15,540

Change+5 (+0%)

Value$2.1M (+$16.5K)

Filed 2026-10-09

Dominguez Wealth Management Solutions, Inc.

DECREASED

Shares11,458 from 11,692

Change-234 (-2%)

Value$1.5M (-$19.4K)

Filed 2026-10-07

Kestra Advisory Services, LLC

INCREASED

Shares4,185 from 2,229

Change+1,956 (+88%)

Value$561.3K (+$264.6K)

Filed 2026-11-02

Financial Partners Group, Inc

DECREASED

Shares4,101 from 4,358

Change-257 (-6%)

Value$550.1K (-$30.0K)

Filed 2026-10-19

Realta Investment Advisors

INCREASED

Shares3,786 from 3,060

Change+726 (+24%)

Value$507.8K (+$100.5K)

Filed 2026-10-14

Joseph P. Lucia & Associates, LLC

DECREASED

Shares3,290 from 3,292

Change-2 (0%)

Value$441.2K (+$3.1K)

Filed 2026-10-30

Wealthcare Advisory Partners LLC

UNCHANGED

Shares3,150 from 3,150

Change0 (0%)

Value$422.5K (+$3.2K)

Filed 2026-10-21

Keybank National Association

DECREASED

Shares2,591 from 2,903

Change-312 (-11%)

Value$347.5K (-$38.9K)

Filed 2026-11-04

Crestwood Advisors Group, LLC

UNCHANGED

Shares1,728 from 1,728

Change0 (0%)

Value$231.8K (+$1.8K)

Filed 2026-10-27

J.W. Cole Advisors, Inc.

INCREASED

Shares1,707 from 1,667

Change+40 (+2%)

Value$228.9K (+$7.1K)

Filed 2026-11-05

Lloyd Advisory Services, Llc.

DECREASED

Shares1,192 from 1,358

Change-166 (-12%)

Value$159.9K (-$20.9K)

Filed 2026-11-02

Lanark Financial, Inc.

INCREASED

Shares823 from 789

Change+34 (+4%)

Value$110.4K (+$5.4K)

Filed 2026-10-26

Kingdom Financial Group Llc.

UNCHANGED

Shares128 from 128

Change0 (0%)

Value$17.2K (+$130)

Filed 2026-11-04

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$2.1K (+$16)

Filed 2026-11-02

Key Capital Management, Inc

CLOSED

Shares0 from 34

Change-34 (-100%)

Value$0 (-$4.5K)

Filed 2026-11-03

American Century Companies Inc

N/A

Shares— from 709,475

Change-709,475 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 492,734

Change-492,734 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 68,166

Change-68,166 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 53,767

Change-53,767 (-100%)

Value—

Slagle Financial, LLC

N/A

Shares— from 36,280

Change-36,280 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 28,205

Change-28,205 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 22,914

Change-22,914 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 22,183

Change-22,183 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 19,200

Change-19,200 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 15,998

Change-15,998 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 15,628

Change-15,628 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 11,428

Change-11,428 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 10,950

Change-10,950 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,602

Change-6,602 (-100%)

Value—

Strategies Wealth Advisors, LLC

N/A

Shares— from 6,222

Change-6,222 (-100%)

Value—

Owen LaRue, LLC

N/A

Shares— from 5,824

Change-5,824 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 4,858

Change-4,858 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 4,390

Change-4,390 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 3,395

Change-3,395 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 2,776

Change-2,776 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,740

Change-1,740 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 1,626

Change-1,626 (-100%)

Value—

FSA Advisors, Inc.

N/A

Shares— from 1,523

Change-1,523 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 1,313

Change-1,313 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1,273

Change-1,273 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 998

Change-998 (-100%)

Value—

FMR LLC

N/A

Shares— from 905

Change-905 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 145

Change-145 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 80

Change-80 (-100%)

Value—

UBS Group AG

N/A

Shares— from 63

Change-63 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 54

Change-54 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 23

Change-23 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 19

Change-19 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Bank of New York Mellon Corp	INCREASED	312,721	282,226	+30,495	+11%	$37.6M	$41.9M	+$4.4M	2026-11-05
ERn Financial, LLC	INCREASED	110,888	71,005	+39,883	+56%	$9.5M	$14.9M	+$5.4M	2026-10-28
Sunpointe, LLC	UNCHANGED	49,334	49,334	0	0%	$6.6M	$6.6M	+$50.4K	2026-10-22
Creative Financial Designs Inc	DECREASED	48,643	49,223	-580	-1%	$6.6M	$6.5M	-$27.5K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	48,421	48,959	-538	-1%	$6.5M	$6.5M	-$22.1K	2026-11-02
Farther Finance Advisors, LLC	INCREASED	41,942	38,666	+3,276	+8%	$5.1M	$5.6M	+$478.9K	2026-10-08
Networth Advisors, LLC	INCREASED	39,614	39,204	+410	+1%	$5.2M	$5.3M	+$95.0K	2026-11-03
IFP Advisors, Inc	DECREASED	32,509	32,678	-169	-1%	$4.3M	$4.4M	+$10.7K	2026-10-16
Truist Financial Corp	DECREASED	23,834	25,389	-1,555	-6%	$3.4M	$3.2M	-$182.6K	2026-10-30
Prosperity Financial Group, Inc.	DECREASED	23,085	23,938	-853	-4%	$3.2M	$3.1M	-$89.9K	2026-10-29
Cambridge Investment Research Advisors, Inc.	DECREASED	20,566	24,891	-4,325	-17%	$3.3M	$2.8M	-$555.0K	2026-11-02
Koenig Investment Advisory, LLC	INCREASED	15,545	15,540	+5	+0%	$2.1M	$2.1M	+$16.5K	2026-10-09
Dominguez Wealth Management Solutions, Inc.	DECREASED	11,458	11,692	-234	-2%	$1.6M	$1.5M	-$19.4K	2026-10-07
Kestra Advisory Services, LLC	INCREASED	4,185	2,229	+1,956	+88%	$296.7K	$561.3K	+$264.6K	2026-11-02
Financial Partners Group, Inc	DECREASED	4,101	4,358	-257	-6%	$580.1K	$550.1K	-$30.0K	2026-10-19
Realta Investment Advisors	INCREASED	3,786	3,060	+726	+24%	$407.3K	$507.8K	+$100.5K	2026-10-14
Joseph P. Lucia & Associates, LLC	DECREASED	3,290	3,292	-2	0%	$438.2K	$441.2K	+$3.1K	2026-10-30
Wealthcare Advisory Partners LLC	UNCHANGED	3,150	3,150	0	0%	$419.3K	$422.5K	+$3.2K	2026-10-21
Keybank National Association	DECREASED	2,591	2,903	-312	-11%	$386.4K	$347.5K	-$38.9K	2026-11-04
Crestwood Advisors Group, LLC	UNCHANGED	1,728	1,728	0	0%	$230.0K	$231.8K	+$1.8K	2026-10-27
J.W. Cole Advisors, Inc.	INCREASED	1,707	1,667	+40	+2%	$221.9K	$228.9K	+$7.1K	2026-11-05
Lloyd Advisory Services, Llc.	DECREASED	1,192	1,358	-166	-12%	$180.7K	$159.9K	-$20.9K	2026-11-02
Lanark Financial, Inc.	INCREASED	823	789	+34	+4%	$105.0K	$110.4K	+$5.4K	2026-10-26
Kingdom Financial Group Llc.	UNCHANGED	128	128	0	0%	$17.0K	$17.2K	+$130	2026-11-04
Quest 10 Wealth Builders, Inc.	UNCHANGED	16	16	0	0%	$2.1K	$2.1K	+$16	2026-11-02
Key Capital Management, Inc	CLOSED	0	34	-34	-100%	$4.5K	$0	-$4.5K	2026-11-03
American Century Companies Inc	N/A	—	709,475	-709,475	-100%	$94.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	492,734	-492,734	-100%	$65.6M	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	68,166	-68,166	-100%	$9.1M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	53,767	-53,767	-100%	$7.2M	—	—	—
Slagle Financial, LLC	N/A	—	36,280	-36,280	-100%	$4.8M	—	—	—
AE Wealth Management LLC	N/A	—	28,205	-28,205	-100%	$3.8M	—	—	—
Osaic Holdings, Inc.	N/A	—	22,914	-22,914	-100%	$3.0M	—	—	—
Stifel Financial Corp	N/A	—	22,183	-22,183	-100%	$3.0M	—	—	—
Two Sigma Investments, LP	N/A	—	19,200	-19,200	-100%	$2.6M	—	—	—
LPL Financial LLC	N/A	—	15,998	-15,998	-100%	$2.1M	—	—	—
HighTower Advisors, LLC	N/A	—	15,628	-15,628	-100%	$2.1M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	11,428	-11,428	-100%	$1.5M	—	—	—
Bank of America Corp	N/A	—	10,950	-10,950	-100%	$1.5M	—	—	—
Cetera Investment Advisers	N/A	—	6,602	-6,602	-100%	$878.7K	—	—	—
Strategies Wealth Advisors, LLC	N/A	—	6,222	-6,222	-100%	$828.1K	—	—	—
Owen LaRue, LLC	N/A	—	5,824	-5,824	-100%	$775.2K	—	—	—
Geneos Wealth Management Inc.	N/A	—	4,858	-4,858	-100%	$646.6K	—	—	—
MML Investors Services, LLC	N/A	—	4,390	-4,390	-100%	$584.3K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	3,395	-3,395	-100%	$451.9K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	2,776	-2,776	-100%	$369.5K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,740	-1,740	-100%	$231.6K	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	1,626	-1,626	-100%	$216.4K	—	—	—
FSA Advisors, Inc.	N/A	—	1,523	-1,523	-100%	$202.7K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	1,313	-1,313	-100%	$174.8K	—	—	—
Fiduciary Financial Advisors	N/A	—	1,273	-1,273	-100%	$169.4K	—	—	—
Morgan Stanley	N/A	—	998	-998	-100%	$132.8K	—	—	—
FMR LLC	N/A	—	905	-905	-100%	$120.4K	—	—	—
JPMorgan Chase & Co	N/A	—	145	-145	-100%	$19.1K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	80	-80	-100%	$10.6K	—	—	—
UBS Group AG	N/A	—	63	-63	-100%	$8.4K	—	—	—
Wells Fargo & Company	N/A	—	54	-54	-100%	$7.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	51	-51	-100%	$6.8K	—	—	—
Truvestments Capital LLC	N/A	—	36	-36	-100%	$4.8K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	23	-23	-100%	$3.1K	—	—	—
Vanguard Advisers Inc	N/A	—	19	-19	-100%	$2.5K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	10	-10	-100%	$1.3K	—	—	—

Showing 62 of 62 institutions