CUSIP 25861R709MULTI SECTOR INCDMXQ4 2025
Aggregate 13F value by quarter
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9 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hippocratic Financial Advisors, LLC | 539.9K | $27.28M | +62.9K | Added |
| 2 | Foundations Investment Advisors, LLC | 249.9K | $12.63M | +86.3K | Added |
| 3 | Sanctuary Advisors, LLC | 125.6K | $6.35M | +4.6K | Added |
| 4 | Goldman Sachs Group Inc | 29.6K | $1.49M |
| −8.6K |
| Reduced |
| 5 | Intrepid Financial Planning Group LLC | 17.0K | $859.6K | +1.7K | Added |
| 6 | Gotham Asset Management, LLC | 5.0K | $250.6K | +5.0K | New |
| 7 | Advisornet Financial, Inc | 230 | $11.6K | +3 | Added |
| 8 | Seascape Capital Management | 147.3K | $7.4K | +26.2K | Added |
| 9 | Harbour Investments, Inc. | 2 | $105 | 0 | Held |