CUSIP 25861R105OPPORTUNISTIC CODBNDQ4 2025
Aggregate 13F value by quarter
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88 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 700.9K | $32.50M | +160.2K | Added |
| 2 | Raymond James Financial Inc | 664.7K | $30.82M | +43.1K | Added |
| 3 | Boothe Investment Group, Inc. | 645.5K | $29.93M | +8.7K | Added |
| 4 | Ubs Group AG | 606.0K | $28.10M |
| +22.1K |
| Added |
| 5 | W.G. Shaheen & Associates Dba Whitney & Co | 543.3K | $25.19M | +29.4K | Added |
| 6 | Benchmark Financial Wealth Advisors, LLC | 492.4K | $22.83M | +77.6K | Added |
| 7 | Mariner, LLC | 437.9K | $20.30M | +437.9K | New |
| 8 | Envestnet Asset Management Inc | 364.5K | $16.90M | −284.9K | Reduced |
| 9 | Guardian Wealth Advisors, LLC / Nc | 308.8K | $14.32M | +8.3K | Added |
| 10 | Aptus Capital Advisors, LLC | 308.8K | $14.32M | +8.3K | Added |
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