CUSIP 26922A222APTUS COLLRD INVACIOQ4 2025
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131 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 15.25M | $666.48M | +1.46M | Added |
| 2 | Integrated Wealth Concepts LLC | 6.08M | $265.67M | −1.26M | Reduced |
| 3 | Guardian Wealth Advisors, LLC / Nc | 4.38M | $191.43M | +12.4K | Added |
| 4 | Corient Private Wealth LLC | 3.19M | $139.57M |
| −23.1K |
| Reduced |
| 5 | Brogan Financial, Inc. | 1.92M | $83.96M | −53.1K | Reduced |
| 6 | Kfg Wealth Management, LLC | 1.79M | $78.34M | +154.5K | Added |
| 7 | Raymond James Financial Inc | 1.49M | $65.03M | −12.8K | Reduced |
| 8 | Second Line Capital, LLC | 1.25M | $54.68M | +27.9K | Added |
| 9 | Signal Advisors Wealth, LLC | 1.12M | $49.13M | +63.2K | Added |
| 10 | Clarus Group, Inc. | 1.08M | $47.36M | −41.9K | Reduced |
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