CUSIP 132061201SHSHLD YIELD ETFSYLDQ4 2025
Aggregate 13F value by quarter
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161 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 644.5K | $44.80M | −65.9K | Reduced |
| 2 | Raymond James Financial Inc | 457.1K | $31.78M | −77.1K | Reduced |
| 3 | Lpl Financial LLC | 403.3K | $28.04M | −86.6K | Reduced |
| 4 | Revolve Wealth Partners, LLC | 387.0K | $26.90M |
| +5.1K |
| Added |
| 5 | Focus Partners Wealth | 362.0K | $25.17M | +10.3K | Added |
| 6 | Intellus Advisors LLC | 352.2K | $24.48M | −13.6K | Reduced |
| 7 | Vestgen Advisors, LLC | 313.4K | $21.79M | −2.8K | Reduced |
| 8 | Compound Planning, Inc. | 277.8K | $19.31M | +13.8K | Added |
| 9 | Rothschild Investment LLC | 247.7K | $17.22M | +15.3K | Added |
| 10 | Ubs Group AG | 241.8K | $16.81M | −9.7K | Reduced |
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