CUSIP 19423L524MOHR SECTOR NAVSNAVQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
8 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Belpointe Asset Management LLC | 216.4K | $7.56M | +14.0K | Added |
| 2 | Ae Wealth Management LLC | 88.7K | $3.10M | −14.7K | Reduced |
| 3 | Gts Securities LLC | 13.7K | $478.8K | +1.9K | Added |
| 4 | Fsa Advisors, Inc. | 6.9K | $239.6K |
| −96 |
| Reduced |
| 5 | Rogco, LP | 373 | $13.0K | −372 | Reduced |
| 6 | Lloyd Advisory Services, LLC. | 55 | $1.9K | +55 | New |
| 7 | Morgan Stanley | 22 | $769 | −1.2K | Reduced |
| 8 | Ubs Group AG | 4 | $140 | +4 | New |