CUSIP 00162Q346SMITH CORE PLUSSMTHQ4 2025
Aggregate 13F value by quarter
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79 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 55.47M | $1.45B | +6.13M | Added |
| 2 | Annex Advisory Services, LLC | 6.97M | $181.84M | +1.52M | Added |
| 3 | Shufro Rose & Co LLC | 4.86M | $126.65M | +424.1K | Added |
| 4 | Stratos Investment Management, LLC | 3.26M | $84.98M |
| +53.8K |
| Added |
| 5 | Bank Of New York Mellon Corp | 2.14M | $55.76M | +35.3K | Added |
| 6 | Trilogy Capital Inc. | 1.62M | $42.27M | +1.62M | New |
| 7 | Lineweaver Wealth Advisors, LLC | 1.38M | $36.08M | +60.4K | Added |
| 8 | Level Four Advisory Services, LLC | 1.34M | $34.99M | +38.0K | Added |
| 9 | Hamilton Wealth, LLC | 1.34M | $34.87M | +65.7K | Added |
| 10 | Meridian Wealth Management, LLC | 832.2K | $21.70M | +832.2K | New |
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