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American Century Focused Dynamic Growth ETF (FDG) Institutional Ownership

American Century Focused Dynamic Growth ETF logo
$115.12 +0.87 (+0.76%)
As of 08/8/2025

Institutional Ownership Changes (13F Filings) for American Century Focused Dynamic Growth ETF (BATS:FDG)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$62.07M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$52.01M
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FDG Institutional Buying and Selling by Quarter

American Century Focused Dynamic Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/14/2025 Apexium Financial LP26,881$2.44M0.1%+30.3%0.977%
5/14/2025 Joseph 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%
5/9/2025 PNC Financial Services Group Inc.1,740$158K0.0%N/A0.063%
5/7/2025 Foundations Investment Advisors LLC3,978$361K0.0%N/A0.145%
5/7/2025LPL Financial LLC16,071$1.46M0.0%+17.8%0.584%
5/6/2025 AE Wealth Management LLC5,918$538K0.0%+88.2%0.215%
5/6/2025 Financial Partners Group Inc3,816$347K0.1%N/A0.139%
5/5/2025 IFP 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%
4/30/2025 BXM Wealth LLC6,245$570K0.7%+16.8%0.227%
4/30/2025 Stratos Wealth Advisors LLC61,082$5.55M0.3%N/A2.221%
4/29/2025 Envestnet Asset Management Inc.586,918$53.33M0.0%+14.3%21.342%
4/29/2025 Bank of New York Mellon Corp159,382$14.48M0.0%+9.2%5.796%
4/23/2025 Creative Financial Designs Inc. ADV55,364$5.03M0.4%-1.4%2.013%
4/22/2025 Cambridge Investment Research Advisors Inc.25,716$2.34M0.0%-42.1%0.935%
4/22/2025 Synergy Asset Management LLC4,688$426K0.1%-79.4%0.170%
4/21/2025 ERn Financial LLC54,269$4.93M0.8%-5.0%1.973%
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4/14/2025 Farther 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%
2/14/2025 Owen 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%
2/13/2025 Strategies Wealth Advisors LLC6,222$669K0.1%N/A0.249%
2/13/2025 Envestnet 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%
2/10/2025 Creative Financial Designs Inc. ADV56,125$5.83M0.5%-8.2%2.245%
2/10/2025 Commonwealth Equity Services LLC13,306$1.38M0.0%+5.6%0.532%
2/7/2025HighTower Advisors LLC12,208$1.27M0.0%+91.8%0.488%
2/6/2025 Ethos Financial Group LLC7,513$780K0.1%N/A0.301%
2/4/2025 Bank 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%
2/4/2025 IFP Advisors Inc10,276$1.07M0.0%+5.8%0.411%
2/3/2025 Sunpointe LLC49,275$5.12M2.6%+996.5%1.971%
1/31/2025 D.A. Davidson & CO.3,708$385K0.0%N/A0.148%
1/31/2025 Truist 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%
1/30/2025 BXM Wealth LLC5,345$555K0.8%N/A0.214%
1/27/2025Win Advisors Inc.29,033$3.02M1.5%N/A1.161%
1/23/2025 Synergy Asset Management LLC22,793$2.36M0.2%N/A0.912%
1/22/2025 Joseph P. Lucia & Associates LLC3,821$397K0.2%-4.3%0.153%
1/22/2025 Apexium Financial LP20,631$2.14M0.1%-1.3%0.825%
1/14/2025 ERn 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%
10/28/2024 Creative Financial Designs Inc. ADV61,156$5.67M0.5%-6.1%2.446%
10/16/2024 Sunpointe LLC4,494$416K0.3%N/A0.180%
10/16/2024 ERn Financial LLC63,066$5.84M0.9%+0.3%2.523%
8/21/2024 Truist 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%
8/8/2024 Envestnet 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%
8/5/2024 Synergy Asset Management LLC28,847$2.59M0.4%-47.4%1.154%
7/26/2024 Cambridge Investment Research Advisors Inc.25,118$2.26M0.0%-5.8%1.005%
7/26/2024 Bank of New York Mellon Corp122,146$10.98M0.0%+20.9%4.886%
7/24/2024 Joseph P. Lucia & Associates LLC3,994$359K0.2%+41.1%0.160%
7/24/2024Slagle Financial LLC65,041$5.85M3.0%+12.4%2.602%
7/17/2024 ERn Financial LLC62,847$5.65M0.9%-5.4%2.514%
7/10/2024 Simplicity Wealth LLC4,836$435K0.0%N/A0.193%
7/10/2024 Dominguez 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%
5/14/2024 Owen LaRue LLC7,736$639K0.4%-19.1%0.309%
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5/4/2024 Joseph P. Lucia & Associates LLC2,831$234K0.1%-10.7%0.110%
5/2/2024 Lincoln National Corp28,923$2.39M0.0%+6.9%1.125%
4/30/2024J.W. Cole Advisors Inc.2,696$223K0.0%N/A0.105%
4/30/2024 Commonwealth Equity Services LLC10,953$905K0.0%+2.2%0.426%
4/25/2024 Cambridge Investment Research Advisors Inc.26,658$2.20M0.0%-19.7%1.037%
4/24/2024Win Advisors Inc.2,428$201K0.1%N/A0.094%
4/18/2024 Synergy Asset Management LLC54,812$4.53M0.8%N/A2.068%
4/18/2024 Dominguez Wealth Management Solutions Inc.15,221$1.26M1.0%-0.9%0.574%
10/25/2023 Beacon Financial Advisory LLC3,390$214K0.1%+6.6%0.128%
10/25/2023 Apexium Financial LP40,190$2.53M0.3%-11.2%1.517%
(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, 47 institutional investors and hedge funds held shares of American Century Focused Dynamic Growth ETF. The most heavily invested institutionals were American Century Companies Inc. ($57.62M), Envestnet Asset Management Inc. ($50.31M), Bank of New York Mellon Corp ($20.48M), Slagle Financial LLC ($8.64M), Elevation Capital Advisory LLC ($8.17M), 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 44 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), Slagle Financial LLC ($73.45K), 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 624,444 shares in the last 24 months. This purchase volume represents approximately $62.07M in transactions.

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

Of the 14 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. ($174.11K), Truist Financial Corp ($26.54K), Cambridge Investment Research Advisors Inc. ($18.71K), Synergy Asset Management LLC ($18.11K), Creative Financial Designs Inc. ADV ($10.22K), and ERn Financial LLC ($8.80K).

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

Institutional investors have sold a total of 495,957 shares in the last 24 months. This volume of shares sold represents approximately $52.01M in transactions.



This page (BATS:FDG) was last updated on 8/10/2025 by MarketBeat.com Staff
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