FDG Institutional Ownership & Shareholders
AMERICAN CENTURY FOCUSED DYN (FDG) is currently held by 59 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $301.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
American Century Companies Inc is currently the largest disclosed institutional shareholder of FDG tracked by InsiderSet, reporting ownership valued at approximately $94.43M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $87.53M, representing an estimated loss of -7.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed FDG value among the investors covered in this analysis. Major shareholders include American Century Companies Inc, Envestnet Asset Management Inc, Bank Of New York Mellon Corp, and several other long-term asset managers with concentrated positions in AMERICAN CENTURY FOCUSED DYN (FDG).
This page ranks the largest institutional FDG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
59
Total Reported Value
$301.52M
Largest Holder
American Century Companies Inc
Largest Position
$94.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| American Century Companies Inc | 0.04% | 709,475 | $94,429,916 | $87,527,931 | -$6,901,985 | -7.31% | |
| Envestnet Asset Management Inc | 0.02% | 492,734 | $65,582,038 | $60,788,594 | -$4,793,444 | -7.31% | |
| Bank Of New York Mellon Corp | 0.01% | 282,226 | $37,563,846 | $34,818,222 | -$2,745,624 | -7.31% | |
| Ern Financial, Llc | 2.43% | 110,888 | $14,872,317 | $13,680,253 | -$1,192,064 | -8.02% | |
| Stratos Wealth Advisors, Llc | 0.50% | 68,166 | $9,072,902 | $8,409,639 | -$663,263 | -7.31% | |
| United Capital Financial Advisors, Llc | 0.04% | 53,767 | $7,156,509 | $6,633,235 | -$523,274 | -7.31% | |
| Sunpointe, Llc | 2.02% | 49,334 | $6,616,676 | $6,086,336 | -$530,340 | -8.02% | |
| Creative Financial Designs Inc | 0.31% | 49,223 | $6,551,498 | $6,072,642 | -$478,856 | -7.31% | |
| Commonwealth Equity Services, Llc | 0.01% | 48,421 | $6,494,230 | $5,973,699 | -$520,531 | -8.02% | |
| Farther Finance Advisors, Llc | 0.04% | 41,942 | $5,625,309 | $5,174,385 | -$450,924 | -8.02% | |
| Networth Advisors, Llc | 3.05% | 39,614 | $5,313,030 | $4,887,179 | -$425,851 | -8.02% | |
| Slagle Financial, Llc | 1.45% | 36,280 | $4,828,806 | $4,475,864 | -$352,942 | -7.31% | |
| Ifp Advisors, Inc | 0.07% | 32,509 | $4,360,107 | $4,010,635 | -$349,472 | -8.02% | |
| Truist Financial Corp | 0.00% | 23,834 | $3,196,616 | $2,940,401 | -$256,215 | -8.02% | |
| Prosperity Financial Group, Inc. | 0.91% | 23,085 | $3,096,160 | $2,847,996 | -$248,164 | -8.02% | |
| Osaic Holdings, Inc. | 0.00% | 22,914 | $3,049,813 | $2,826,900 | -$222,913 | -7.31% | |
| Stifel Financial Corp | 0.00% | 22,183 | $2,952,520 | $2,736,717 | -$215,803 | -7.31% | |
| Two Sigma Investments, Lp | 0.00% | 19,200 | $2,555,487 | $2,368,704 | -$186,783 | -7.31% | |
| Lpl Financial Llc | 0.00% | 15,998 | $2,129,306 | $1,973,673 | -$155,633 | -7.31% | |
| Koenig Investment Advisory, Llc | 1.53% | 15,545 | $2,084,905 | $1,917,787 | -$167,118 | -8.02% | |
| Dominguez Wealth Management Solutions, Inc. | 0.85% | 11,458 | $1,536,748 | $1,413,573 | -$123,175 | -8.02% | |
| Kingsview Wealth Management, Llc | 0.02% | 11,428 | $1,521,047 | $1,409,872 | -$111,175 | -7.31% | |
| Bank Of America Corp | 0.00% | 10,950 | $1,457,423 | $1,350,902 | -$106,522 | -7.31% | |
| Cetera Investment Advisers | 0.00% | 6,602 | $878,715 | $814,489 | -$64,226 | -7.31% | |
| Strategies Wealth Advisors, Llc | 0.07% | 6,222 | $828,138 | $767,608 | -$60,530 | -7.31% | |
| Owen Larue, Llc | 0.27% | 5,824 | $775,164 | $718,507 | -$56,657 | -7.31% | |
| Geneos Wealth Management Inc. | 0.01% | 4,858 | $646,600 | $599,331 | -$47,269 | -7.31% | |
| Mml Investors Services, Llc | 0.00% | 4,390 | $584,302 | $541,594 | -$42,708 | -7.31% | |
| Kestra Advisory Services, Llc | 0.00% | 4,185 | $561,292 | $516,303 | -$44,989 | -8.02% | |
| Financial Partners Group, Inc | 0.06% | 4,101 | $550,084 | $505,940 | -$44,144 | -8.02% | |
| Realta Investment Advisors | 0.15% | 3,786 | $507,778 | $467,079 | -$40,699 | -8.02% | |
| Jaffetilchin Investment Partners, Llc | 0.02% | 3,395 | $451,925 | $418,841 | -$33,084 | -7.32% | |
| Joseph P. Lucia & Associates, Llc | 0.13% | 3,290 | $441,217 | $405,887 | -$35,330 | -8.01% | |
| Wealthcare Advisory Partners Llc | 0.01% | 3,150 | $422,478 | $388,616 | -$33,863 | -8.02% | |
| Keybank National Association/Oh | 0.00% | 2,903 | $386,383 | $358,143 | -$28,240 | -7.31% | |
| Onedigital Investment Advisors Llc | 0.00% | 2,776 | $369,481 | $342,475 | -$27,006 | -7.31% | |
| Crestwood Advisors Group, Llc | 0.00% | 1,728 | $231,759 | $213,183 | -$18,576 | -8.02% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,740 | $231,591 | $214,664 | -$16,927 | -7.31% | |
| J.W. Cole Advisors, Inc. | 0.00% | 1,667 | $221,875 | $205,658 | -$16,217 | -7.31% | |
| Pine Valley Investments Ltd Liability Co | 0.01% | 1,626 | $216,419 | $200,600 | -$15,819 | -7.31% | |
| Fsa Advisors, Inc. | 0.09% | 1,523 | $202,709 | $187,893 | -$14,816 | -7.31% | |
| Fas Wealth Partners, Inc. | 0.01% | 1,313 | $174,759 | $161,985 | -$12,774 | -7.31% | |
| Action Point Financial Planning, Llc | 0.02% | 1,273 | $169,434 | $157,050 | -$12,384 | -7.31% | |
| Lloyd Advisory Services, Llc. | 0.06% | 1,192 | $159,871 | $147,057 | -$12,814 | -8.02% | |
| Morgan Stanley | 0.00% | 998 | $132,832 | $123,123 | -$9,709 | -7.31% | |
| Fmr Llc | 0.00% | 905 | $120,449 | $111,650 | -$8,799 | -7.31% | |
| Nbc Securities, Inc. | 0.01% | 823 | $110,381 | $101,534 | -$8,847 | -8.02% | |
| Jpmorgan Chase & Co | 0.00% | 145 | $19,090 | $17,889 | -$1,201 | -6.29% | |
| Cwm, Llc | 0.00% | 150 | $17,108 | $18,506 | +$1,398 | +8.17% | |
| Kingdom Financial Group Llc. | 0.00% | 128 | $17,037 | $15,791 | -$1,246 | -7.31% |
Frequently asked questions about FDG
Who are the largest institutional holders of FDG?
The largest institutional holders of FDG reported in the latest SEC Form 13F filings include American Century Companies Inc, Envestnet Asset Management Inc, Bank Of New York Mellon Corp, Ern Financial, Llc, and Stratos Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FDG position.
What is FDG institutional ownership?
This page tracks FDG positions reported by institutional investment managers through SEC Form 13F. AMERICAN CENTURY FOCUSED DYN (FDG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDG?
InsiderSet currently tracks 59 institutional managers reporting FDG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FDG shareholders.
How much FDG stock do institutions own?
Institutional investment managers disclosed approximately $301.52M in FDG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDG institutional ownership last updated?
The latest FDG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FDG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FDG position after the reporting date.
Are institutions buying or selling FDG?
Institutional buying and selling can be analyzed by comparing FDG positions across consecutive 13F reporting periods. InsiderSet's FDG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDG ownership changes.
How has FDG institutional ownership changed over time?
InsiderSet tracks FDG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.