FLV Institutional Ownership
American Century Focused Large Cap Value ETF
1W: -1.4%
1M: -4.5%
3M: -0.7%
YTD: +8.7%
1Y: +12.9%
3Y: +51.5%
5Y: +57.9%
$82.70
+0.31 (+0.38%)
Weekly Expected Move ±1.2%
$81
$82
$83
$84
$85
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FLV
52
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
312M
Total Invested
8
New Positions
19
Increased
19
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (54 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | 1,252,678 | $104M | +59,246 | +5.0% | 15Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 643,108 | $53M | -1,363 | -0.2% | 22Q | SEC ↗ |
| 3 | Creative Planning | 523,558 | $43M | -2,903 | -0.6% | 25Q | SEC ↗ |
| 4 | Koenig Investment Advisory, LLC | 229,790 | $19M | +25,030 | +12.2% | 3Q | SEC ↗ |
| 5 | Midwestern Financial, LLC /IA | 128,393 | $11M | +5,202 | +4.2% | 5Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 121,793 | $10M | -6,509 | -5.1% | 7Q | SEC ↗ |
| 7 | Networth Advisors, LLC | 108,238 | $9M | +7,983 | +8.0% | 3Q | SEC ↗ |
| 8 | Bedel Financial Consulting, Inc. | 95,018 | $8M | +6,919 | +7.9% | 17Q | SEC ↗ |
| 9 | AE Wealth Management LLC | 77,282 | $6M | +16,905 | +28.0% | 7Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 67,641 | $6M | +1,214 | +1.8% | 24Q | SEC ↗ |
| 11 | MML INVESTORS SERVICES, LLC | 56,754 | $5M | +8,099 | +16.6% | 11Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC | 51,645 | $4M | +46,640 | +931.9% | 2Q | SEC ↗ |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | 50,788 | $4M | -2,901 | -5.4% | 14Q | SEC ↗ |
| 14 | Sunpointe, LLC | 49,237 | $4M | -588 | -1.2% | 8Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC NEW | 46,926 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 42,067 | $3M | -1,772 | -4.0% | 14Q | SEC ↗ |
| 17 | SkyOak Wealth, LLC | 41,744 | $3M | — | +0.0% | 11Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC | 36,145 | $3M | -4,616 | -11.3% | 5Q | SEC ↗ |
| 19 | Pine Valley Investments Ltd Liability | 31,966 | $3M | +93 | +0.3% | 14Q | SEC ↗ |
| 20 | UBS Group AG | 31,844 | $3M | +527 | +1.7% | 19Q | SEC ↗ |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 21,999 | $2M | +3,271 | +17.5% | 7Q | SEC ↗ |
| 22 | CPA Asset Management Group, LLC | 19,359 | $2M | -107,924 | -84.8% | 12Q | SEC ↗ |
| 23 | Allen Capital Group, LLC | 17,355 | $1M | -1,448 | -7.7% | 14Q | SEC ↗ |
| 24 | LPL Financial LLC | 11,080 | $916K | -216 | -1.9% | 6Q | SEC ↗ |
| 25 | Dominguez Wealth Management Solutions, | 8,282 | $685K | -22 | -0.3% | 15Q | SEC ↗ |
| 26 | DAVENPORT & Co LLC | 8,206 | $679K | +1,235 | +17.7% | 8Q | SEC ↗ |
| 27 | ORRSTOWN FINANCIAL SERVICES INC | 7,425 | $614K | — | +0.0% | 11Q | SEC ↗ |
| 28 | EP Wealth Advisors, LLC NEW | 7,100 | $587K | — | +0.0% | 1Q | SEC ↗ |
| 29 | J.W. COLE ADVISORS, INC. | 6,950 | $575K | -650 | -8.6% | 2Q | SEC ↗ |
| 30 | FSA Advisors, Inc. NEW | 5,278 | $436K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Cetera Investment Advisers | 4,531 | $375K | -315 | -6.5% | 4Q | SEC ↗ |
| 32 | Peak Planning Group, LLC | 4,493 | $372K | +20 | +0.4% | 3Q | SEC ↗ |
| 33 | Legacy Wealth Partners, LLC | 3,989 | $330K | +331 | +9.0% | 3Q | SEC ↗ |
| 34 | SIGNATUREFD, LLC | 3,938 | $326K | — | +0.0% | 7Q | SEC ↗ |
| 35 | Signature Wealth Management Group | 3,445 | $285K | +26 | +0.8% | 5Q | SEC ↗ |
| 36 | Lloyd Advisory Services, LLC. | 3,245 | $268K | +2,751 | +556.9% | 3Q | SEC ↗ |
| 37 | RAYMOND JAMES FINANCIAL INC | 3,095 | $256K | — | +0.0% | 5Q | SEC ↗ |
| 38 | Investment Advisory Group, LLC | 2,900 | $240K | -200 | -6.5% | 8Q | SEC ↗ |
| 39 | OneDigital Investment Advisors LLC | 2,616 | $216K | -847 | -24.5% | 3Q | SEC ↗ |
| 40 | OSAIC HOLDINGS, INC. NEW | 2,374 | $196K | — | +0.0% | 1Q | SEC ↗ |
| 41 | StrongBox Wealth, LLC NEW | 2,094 | $173K | — | +0.0% | 1Q | SEC ↗ |
| 42 | CENTRAL TRUST Co | 1,769 | $146K | -150 | -7.8% | 21Q | SEC ↗ |
| 43 | FAS Wealth Partners, Inc. NEW | 1,315 | $109K | — | +0.0% | 1Q | SEC ↗ |
| 44 | FMR LLC | 1,287 | $106K | +1,005 | +356.4% | 5Q | SEC ↗ |
| 45 | MORGAN STANLEY | 1,224 | $101K | +1 | +0.1% | 8Q | SEC ↗ |
| 46 | Kingdom Financial Group LLC. | 496 | $41K | +2 | +0.4% | 3Q | SEC ↗ |
| 47 | Farther Finance Advisors, LLC | 474 | $39K | — | +0.0% | 3Q | SEC ↗ |
| 48 | MERCER GLOBAL ADVISORS INC /ADV NEW | 319 | $26K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Quest 10 Wealth Builders, Inc. NEW | 74 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 50 | VANGUARD ADVISERS INC | 18 | $1K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 46,926 | $4M |
| EP Wealth Advisors, LLC | 7,100 | $587K |
| FSA Advisors, Inc. | 5,278 | $436K |
| OSAIC HOLDINGS, INC. | 2,374 | $196K |
| StrongBox Wealth, LLC | 2,094 | $173K |
| FAS Wealth Partners, Inc. | 1,315 | $109K |
| MERCER GLOBAL ADVISORS INC /ADV | 319 | $26K |
| Quest 10 Wealth Builders, Inc. | 74 | $6K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 6,487 | $536K |
| ROYAL BANK OF CANADA | 1,881 | $156K |
| Kestra Advisory Services, LLC | 1,587 | $131K |
| Private Wealth Asset Management, LL | 103 | $9K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +59,246 | +5.0% | 1,252,678 |
| CITADEL ADVISORS LLC | +46,640 | +931.9% | 51,645 |
| Koenig Investment Advisory, LLC | +25,030 | +12.2% | 229,790 |
| AE Wealth Management LLC | +16,905 | +28.0% | 77,282 |
| MML INVESTORS SERVICES, LLC | +8,099 | +16.6% | 56,754 |
| Networth Advisors, LLC | +7,983 | +8.0% | 108,238 |
| Bedel Financial Consulting, Inc. | +6,919 | +7.9% | 95,018 |
| Midwestern Financial, LLC /IA | +5,202 | +4.2% | 128,393 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +3,271 | +17.5% | 21,999 |
| Lloyd Advisory Services, LLC. | +2,751 | +556.9% | 3,245 |
| DAVENPORT & Co LLC | +1,235 | +17.7% | 8,206 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,214 | +1.8% | 67,641 |
| FMR LLC | +1,005 | +356.4% | 1,287 |
| UBS Group AG | +527 | +1.7% | 31,844 |
| Legacy Wealth Partners, LLC | +331 | +9.0% | 3,989 |
| Pine Valley Investments Ltd Liabili | +93 | +0.3% | 31,966 |
| Signature Wealth Management Group | +26 | +0.8% | 3,445 |
| Peak Planning Group, LLC | +20 | +0.4% | 4,493 |
| Kingdom Financial Group LLC. | +2 | +0.4% | 496 |
| MORGAN STANLEY | +1 | +0.1% | 1,224 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CPA Asset Management Group, LLC | -107,924 | -84.8% | 19,359 |
| WELLS FARGO & COMPANY/MN | -6,509 | -5.1% | 121,793 |
| NewEdge Advisors, LLC | -4,616 | -11.3% | 36,145 |
| Creative Planning | -2,903 | -0.6% | 523,558 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -2,901 | -5.4% | 50,788 |
| BANK OF AMERICA CORP /DE | -1,772 | -4.0% | 42,067 |
| Allen Capital Group, LLC | -1,448 | -7.7% | 17,355 |
| ENVESTNET ASSET MANAGEMENT INC | -1,363 | -0.2% | 643,108 |
| OneDigital Investment Advisors LLC | -847 | -24.5% | 2,616 |
| J.W. COLE ADVISORS, INC. | -650 | -8.6% | 6,950 |
| Sunpointe, LLC | -588 | -1.2% | 49,237 |
| Cetera Investment Advisers | -315 | -6.5% | 4,531 |
| LPL Financial LLC | -216 | -1.9% | 11,080 |
| Investment Advisory Group, LLC | -200 | -6.5% | 2,900 |
| CENTRAL TRUST Co | -150 | -7.8% | 1,769 |
| Dominguez Wealth Management Solutio | -22 | -0.3% | 8,282 |