CUSIP 00775Y645STRATEGAS MACROSAMTQ4 2025
Aggregate 13F value by quarter
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52 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mainstay Capital Management LLC /Adv | 1.94M | $74.61M | +1.94M | New |
| 2 | Beaumont Financial Advisors, LLC | 1.03M | $39.71M | −227.0K | Reduced |
| 3 | Baird Financial Group, Inc. | 797.4K | $30.71M | +30.2K | Added |
| 4 | Envestnet Asset Management Inc | 747.5K | $28.79M |
| +108.5K |
| Added |
| 5 | Trilogy Capital Inc. | 469.1K | $18.06M | +16.7K | Added |
| 6 | Archford Capital Strategies, LLC | 290.6K | $11.19M | +8.7K | Added |
| 7 | One Charles Private Wealth Services, LLC | 278.1K | $10.71M | +134.7K | Added |
| 8 | Triangle Securities Wealth Management | 260.0K | $10.01M | −2.3K | Reduced |
| 9 | Insight Wealth Strategies, LLC | 246.4K | $9.49M | +3.0K | Added |
| 10 | Aptus Capital Advisors, LLC | 241.0K | $9.28M | −1.0K | Reduced |
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