CUSIP 00888H877U S LRGCP 6M APRSIXOQ4 2025
Aggregate 13F value by quarter
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63 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 3.93M | $136.57M | +3.92M | Added |
| 2 | Mid-American Wealth Advisory Group, Inc. | 606.7K | $21.07M | +606.7K | New |
| 3 | Lloyd Advisory Services, LLC. | 602.9K | $20.94M | +602.9K | New |
| 4 | Osaic Holdings, Inc. | 319.3K | $11.09M |
| +37.6K |
| Added |
| 5 | Rfg Advisory, LLC | 314.0K | $10.90M | −9.7K | Reduced |
| 6 | Smart Wealth LLC | 202.9K | $7.05M | +202.9K | New |
| 7 | B.O.S.S. Retirement Advisors, LLC | 201.1K | $6.98M | +195.0K | Added |
| 8 | Fsr Wealth Management Ltd. | 189.7K | $6.59M | +189.7K | New |
| 9 | Howard Bailey Securities, LLC | 177.4K | $6.16M | +177.4K | New |
| 10 | Raymond James Financial Inc | 177.4K | $6.16M | +148.8K | Added |
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