CUSIP 25434V831US HIGH PROFITABDUHPQ4 2025
Aggregate 13F value by quarter
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498 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 44.79M | $1.70B | +2.19M | Added |
| 2 | Focus Partners Wealth | 19.30M | $734.13M | +716.1K | Added |
| 3 | Forum Financial Management, LP | 8.02M | $304.91M | +472.7K | Added |
| 4 | Pure Financial Advisors, LLC | 7.55M | $287.13M |
| +622.9K |
| Added |
| 5 | Corient Private Wealth LLC | 3.31M | $125.48M | +1.57M | Added |
| 6 | Allworth Financial LP | 3.11M | $118.25M | +147.9K | Added |
| 7 | Envestnet Asset Management Inc | 3.07M | $116.74M | +55.7K | Added |
| 8 | Foster Group, Inc. | 2.97M | $113.09M | +106.7K | Added |
| 9 | Petersen Hastings Wealth Advisors Inc. | 2.86M | $108.83M | +2.86M | New Position |
| 10 | Wealth Enhancement Advisory Services, LLC | 2.81M | $108.30M | −698 | Reduced |
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