CUSIP 00768Y438Q DYNAMIC GROWTHQPXQ4 2025
Aggregate 13F value by quarter
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17 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Encompass More Asset Management | 239.9K | $10.68M | −1.5K | Reduced |
| 2 | Professional Financial Advisors, LLC | 63.7K | $2.84M | −123 | Reduced |
| 3 | Cetera Investment Advisers | 54.8K | $2.44M | −8.9K | Reduced |
| 4 | Osaic Holdings, Inc. | 54.4K | $2.42M |
| −10.9K |
| Reduced |
| 5 | Rothschild Wealth LLC | 30.6K | $1.36M | −2.6K | Reduced |
| 6 | Foundations Investment Advisors, LLC | 28.2K | $1.25M | +9.9K | Added |
| 7 | Legacy Wealth Managment, LLC/Id | 18.3K | $816.2K | +2.2K | Added |
| 8 | Susquehanna International Group, LLP | 11.5K | $510.1K | +3.6K | Added |
| 9 | Envestnet Asset Management Inc | 10.6K | $471.3K | −23 | Reduced |
| 10 | Ameriflex Group, Inc. | 1.1K | $47.2K | −1.1K | Reduced |
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