CUSIP 12811T126RUSSELL 2000 STRCPRYQ4 2025
Aggregate 13F value by quarter
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25 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Vanweelden Wealth Management, LLC | 635.0K | $17.14M | −25.2K | Reduced |
| 2 | Envestnet Asset Management Inc | 614.9K | $16.59M | −48.6K | Reduced |
| 3 | Crown Wealth Group, LLC | 469.9K | $12.68M | +31.5K | Added |
| 4 | Intrepid Financial Planning Group LLC | 71.6K |
| $1.93M |
| 0 |
| Held |
| 5 | Commonwealth Equity Services, LLC | 49.4K | $1.33M | −6.5K | Reduced |
| 6 | Harbour Investments, Inc. | 26.9K | $725.0K | −15.8K | Reduced |
| 7 | Calamos Wealth Management LLC | 26.7K | $719.9K | −2.0K | Reduced |
| 8 | Signal Advisors Wealth, LLC | 26.1K | $703.6K | −5.8K | Reduced |
| 9 | Maripau Wealth Management LLC | 24.5K | $662.1K | −7.3K | Reduced |
| 10 | Greenberg Financial Group | 18.3K | $494.2K | +18.3K | New Position |
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