CUSIP 12811T118RUSSELL 2000 STRCPROQ4 2025
Aggregate 13F value by quarter
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21 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Harbour Investments, Inc. | 86.9K | $2.34M | +60.5K | Added |
| 2 | Commonwealth Equity Services, LLC | 85.7K | $2.31M | −7.6K | Reduced |
| 3 | Owen Larue, LLC | 55.3K | $1.49M | −10.4K | Reduced |
| 4 | Calamos Wealth Management LLC | 43.6K | $1.17M |
| +21.3K |
| Added |
| 5 | Susquehanna International Group, LLP | 41.7K | $1.13M | +27.8K | Added |
| 6 | Wealth Enhancement Advisory Services, LLC | 28.3K | $767.4K | −5.2K | Reduced |
| 7 | Rooted Wealth Advisors, Inc. | 12.5K | $341.8K | 0 | Held |
| 8 | Trustbank | 10.7K | $287.4K | +10.7K | New Position |
| 9 | Sloy Dahl & Holst, LLC | 10.1K | $271.8K | 0 | Held |
| 10 | Stolz & Associates, Ps | 9.5K | $256.9K | +9.5K | New Position |
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