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American Century Focused Dynamic Growth ETF (FDG) Institutional Ownership

American Century Focused Dynamic Growth ETF logo
$119.62 -0.55 (-0.46%)
As of 09/17/2025
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Institutional Ownership Changes (13F Filings) for American Century Focused Dynamic Growth ETF (BATS:FDG)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$64.72M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$62.91M
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Skip Chart & View Institutional Buying and Selling Data

FDG Institutional Buying and Selling by Quarter

American Century Focused Dynamic Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.23,126$2.53M0.0%-53.3%0.809%
8/18/2025 Hershey Financial Advisers LLC9,122$997K0.9%N/A0.319%
8/15/2025 High Falls Advisors Inc2,768$302K0.1%N/A0.097%
8/15/2025 MML Investors Services LLC5,439$594K0.0%+17.1%0.190%
8/15/2025 Bank of America Corp DE11,103$1.21M0.0%+246.2%0.388%
8/14/2025 Menora Mivtachim Holdings LTD.72,281$7.90M0.0%+55.2%2.527%
8/12/2025 American Century Companies Inc.628,065$68.62M0.0%-1.0%21.960%
8/12/2025 AlphaCore Capital LLC295$32K0.0%N/A0.010%
8/12/2025 JPMorgan Chase & Co.6,645$726K0.0%+304.0%0.232%
8/11/2025 Slagle Financial LLC27,442$3.00M1.2%-71.1%0.960%
8/6/2025 AE Wealth Management LLC8,619$942K0.0%+45.6%0.301%
8/6/2025 Ethos Financial Group LLC7,879$861K0.1%+4.9%0.275%
8/5/2025 Bank of New York Mellon Corp187,453$20.48M0.0%+17.6%6.554%
8/4/2025 Creative Financial Designs Inc. ADV54,890$6.00M0.4%-0.9%1.919%
8/1/2025 Bessemer Group Inc.21,272$2.32M0.0%N/A0.744%
8/1/2025 Envestnet Asset Management Inc.460,477$50.31M0.0%-21.5%16.101%
7/30/2025 Prosperity Financial Group Inc.12,414$1.36M0.6%+8.1%0.434%
7/29/2025 Elevation Capital Advisory LLC74,775$8.17M3.3%N/A2.615%
7/29/2025 Joseph P. Lucia & Associates LLC3,832$419K0.2%-6.7%0.134%
7/29/2025 BXM Wealth LLC5,105$558K0.7%-18.3%0.178%
7/29/2025 Stratos Wealth Advisors LLC62,423$6.82M0.4%+2.2%2.183%
7/24/2025 IFP Advisors Inc19,686$2.15M0.1%+28.5%0.688%
7/22/2025 Apexium Financial LP36,611$4M0.2%+36.2%1.280%
7/21/2025 Synergy Asset Management LLC4,977$544K0.1%+6.2%0.174%
7/18/2025 Truist Financial Corp33,639$3.68M0.0%-42.4%1.176%
7/17/2025 ERn Financial LLC55,526$6.07M1.3%+2.3%1.941%
7/15/2025 Financial Partners Group Inc3,992$436K0.1%+4.6%0.140%
7/11/2025 Farther Finance Advisors LLC21,679$2.37M0.0%+315.0%0.758%
5/14/2025Apexium Financial LP26,881$2.44M0.1%+30.3%0.977%
5/14/2025Joseph P. Lucia & Associates LLC4,109$373K0.2%+7.5%0.149%
5/13/2025Menora Mivtachim Holdings LTD.46,560$4.23M0.0%N/A1.693%
5/13/2025American Century Companies Inc.634,157$57.62M0.0%-0.4%23.060%
5/13/2025HighTower Advisors LLC13,879$1.26M0.0%+13.7%0.505%
5/12/2025Maia Wealth LLC6,595$599K0.1%N/A0.240%
5/9/2025PNC Financial Services Group Inc.1,740$158K0.0%N/A0.063%
5/7/2025Foundations Investment Advisors LLC3,978$361K0.0%N/A0.145%
5/7/2025LPL Financial LLC16,071$1.46M0.0%+17.8%0.584%
5/6/2025AE Wealth Management LLC5,918$538K0.0%+88.2%0.215%
5/6/2025Financial Partners Group Inc3,816$347K0.1%N/A0.139%
5/5/2025IFP Advisors Inc15,314$1.39M0.0%+49.0%0.557%
5/1/2025Park Square Financial Group LLC584$53K0.0%N/A0.021%
4/30/2025Slagle Financial LLC95,087$8.64M3.8%+20.9%3.458%
4/30/2025BXM Wealth LLC6,245$570K0.7%+16.8%0.227%
4/30/2025Stratos Wealth Advisors LLC61,082$5.55M0.3%N/A2.221%
4/29/2025Envestnet Asset Management Inc.586,918$53.33M0.0%+14.3%21.342%
4/29/2025Bank of New York Mellon Corp159,382$14.48M0.0%+9.2%5.796%
4/23/2025Creative Financial Designs Inc. ADV55,364$5.03M0.4%-1.4%2.013%
4/22/2025Cambridge Investment Research Advisors Inc.25,716$2.34M0.0%-42.1%0.935%
4/22/2025Synergy Asset Management LLC4,688$426K0.1%-79.4%0.170%
4/21/2025ERn Financial LLC54,269$4.93M0.8%-5.0%1.973%
4/14/2025Farther Finance Advisors LLC5,224$478K0.0%N/A0.190%
2/17/2025Citadel Advisors LLC4,504$468K0.0%+5.7%0.180%
2/17/2025Bank of America Corp DE3,376$351K0.0%N/A0.135%
2/14/2025Owen LaRue LLC6,455$670K0.4%-14.6%0.258%
2/14/2025Stifel Financial Corp21,552$2.24M0.0%-5.1%0.862%
2/14/2025GeoWealth Management LLC3,219$334K0.0%+860.9%0.129%
2/13/2025Strategies Wealth Advisors LLC6,222$669K0.1%N/A0.249%
2/13/2025Envestnet Asset Management Inc.513,626$53.35M0.0%-17.1%20.545%
2/12/2025Slagle Financial LLC78,661$8.17M3.7%+9.1%3.146%
2/11/2025Hershey Financial Advisers LLC5,168$537K0.5%N/A0.207%
2/11/2025LPL Financial LLC13,642$1.42M0.0%-16.9%0.546%
2/11/2025American Century Companies Inc.636,754$66.13M0.0%-21.2%25.470%
2/10/2025Creative Financial Designs Inc. ADV56,125$5.83M0.5%-8.2%2.245%
2/10/2025Commonwealth Equity Services LLC13,306$1.38M0.0%+5.6%0.532%
2/7/2025HighTower Advisors LLC12,208$1.27M0.0%+91.8%0.488%
2/6/2025Ethos Financial Group LLC7,513$780K0.1%N/A0.301%
2/4/2025Bank of New York Mellon Corp145,931$15.16M0.0%+12.7%5.837%
2/4/2025Pine Valley Investments Ltd Liability Co1,996$207K0.0%N/A0.080%
2/4/2025IFP Advisors Inc10,276$1.07M0.0%+5.8%0.411%
2/3/2025Sunpointe LLC49,275$5.12M2.6%+996.5%1.971%
1/31/2025D.A. Davidson & CO.3,708$385K0.0%N/A0.148%
1/31/2025Truist Financial Corp63,660$6.61M0.0%-2.7%2.546%
1/31/2025J.W. Cole Advisors Inc.2,108$219K0.0%-12.0%0.084%
1/30/2025BXM Wealth LLC5,345$555K0.8%N/A0.214%
1/27/2025Win Advisors Inc.29,033$3.02M1.5%N/A1.161%
1/23/2025Synergy Asset Management LLC22,793$2.36M0.2%N/A0.912%
1/22/2025Joseph P. Lucia & Associates LLC3,821$397K0.2%-4.3%0.153%
1/22/2025Apexium Financial LP20,631$2.14M0.1%-1.3%0.825%
1/14/2025ERn Financial LLC57,132$5.93M0.9%-9.4%2.285%
11/15/2024MML Investors Services LLC4,933$457K0.0%+48.7%0.197%
11/15/2024Stifel Financial Corp22,720$2.11M0.0%+46.8%0.909%
11/15/2024HighTower Advisors LLC6,364$587K0.0%+17.0%0.255%
10/28/2024Creative Financial Designs Inc. ADV61,156$5.67M0.5%-6.1%2.446%
10/16/2024Sunpointe LLC4,494$416K0.3%N/A0.180%
10/16/2024ERn Financial LLC63,066$5.84M0.9%+0.3%2.523%
8/21/2024Truist Financial Corp66,644$5.99M0.0%+60.0%2.666%
8/19/2024Hershey Financial Advisers LLC8,021$721K0.6%N/A0.321%
8/8/2024J.W. Cole Advisors Inc.2,396$215K0.0%-11.1%0.096%
8/8/2024Envestnet Asset Management Inc.641,504$57.68M0.0%+9.1%25.660%
8/8/2024American Century Companies Inc.822,830$73.98M0.0%-1.1%32.913%
8/5/2024Synergy Asset Management LLC28,847$2.59M0.4%-47.4%1.154%
7/26/2024Cambridge Investment Research Advisors Inc.25,118$2.26M0.0%-5.8%1.005%
7/26/2024Bank of New York Mellon Corp122,146$10.98M0.0%+20.9%4.886%
7/24/2024Joseph P. Lucia & Associates LLC3,994$359K0.2%+41.1%0.160%
7/24/2024Slagle Financial LLC65,041$5.85M3.0%+12.4%2.602%
7/17/2024ERn Financial LLC62,847$5.65M0.9%-5.4%2.514%
7/10/2024Simplicity Wealth LLC4,836$435K0.0%N/A0.193%
7/10/2024Dominguez Wealth Management Solutions Inc.13,775$1.24M0.9%-9.5%0.551%
5/16/2024Slagle Financial LLC57,844$4.78M2.6%-46.1%2.314%
5/14/2024Owen LaRue LLC7,736$639K0.4%-19.1%0.309%
(Data available from 1/1/2016 forward)

FDG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDG shares?

During the previous two years, 50 institutional investors and hedge funds held shares of American Century Focused Dynamic Growth ETF. The most heavily invested institutionals were American Century Companies Inc. ($68.62M), Envestnet Asset Management Inc. ($50.31M), Bank of New York Mellon Corp ($20.48M), Elevation Capital Advisory LLC ($8.17M), Menora Mivtachim Holdings LTD. ($7.90M), Stratos Wealth Advisors LLC ($6.82M), and ERn Financial LLC ($6.07M).Learn more on American Century Focused Dynamic Growth ETF's institutional investors.

Which institutional investors have been buying American Century Focused Dynamic Growth ETF's stock?

Of the 46 institutional investors that purchased American Century Focused Dynamic Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($126.91K), Bank of New York Mellon Corp ($91.09K), Synergy Asset Management LLC ($77.89K), Elevation Capital Advisory LLC ($74.78K), Menora Mivtachim Holdings LTD. ($72.28K), Stratos Wealth Advisors LLC ($62.42K), and Sunpointe LLC ($49.28K).

How much institutional buying is happening at American Century Focused Dynamic Growth ETF?

Institutional investors have bought a total of 643,034 shares in the last 24 months. This purchase volume represents approximately $64.72M in transactions.

Which of American Century Focused Dynamic Growth ETF's major shareholders have been selling company stock?

Of the 16 institutional investors that sold American Century Focused Dynamic Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($232.26K), American Century Companies Inc. ($180.21K), Slagle Financial LLC ($67.65K), Truist Financial Corp ($26.54K), Osaic Holdings Inc. ($26.38K), Cambridge Investment Research Advisors Inc. ($18.71K), and Synergy Asset Management LLC ($18.11K).

How much institutional selling is happening at American Century Focused Dynamic Growth ETF?

Institutional investors have sold a total of 596,078 shares in the last 24 months. This volume of shares sold represents approximately $62.91M in transactions.


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This page (BATS:FDG) was last updated on 9/18/2025 by MarketBeat.com Staff
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