CUSIP 025072810FOCUSED DYNAMICFDGQ4 2025
3 filings · latest Jan 29, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | American Century Companies Inc | 601.7K | $76.32M |
| 2 | Envestnet Asset Management Inc | 471.1K | $59.76M |
| 3 | Bank Of New York Mellon Corp | 222.5K | $28.23M |
| 4 | Ern Financial, LLC | 64.1K | $8.13M |
| 5 | Stratos Wealth Advisors, LLC | 63.3K | $8.02M |
| 6 | Delta Investment Management, LLC | 55.1K | $6.98M |
| 7 | Creative Financial Designs Inc /Adv | 52.4K | $6.64M |
| 8 | Sunpointe, LLC | 49.3K | $6.26M |
| 9 |
| United Capital Financial Advisors, LLC |
| 47.8K |
| $6.05M |
| 10 | Networth Advisors, LLC | 37.2K | $4.72M |