CUSIP 26922A388APTUS DEFINEDDRSKQ4 2025
Aggregate 13F value by quarter
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94 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 15.63M | $444.92M | +2.18M | Added |
| 2 | Integrated Wealth Concepts LLC | 5.97M | $169.91M | −624.0K | Reduced |
| 3 | Guardian Wealth Advisors, LLC / Nc | 4.35M | $123.96M | +47.7K | Added |
| 4 | Corient Private Wealth LLC | 2.10M | $59.85M |
| +36.5K |
| Added |
| 5 | Diversified Enterprises, LLC | 1.74M | $49.44M | +60.2K | Added |
| 6 | Kfg Wealth Management, LLC | 1.71M | $48.82M | +141.3K | Added |
| 7 | Compass Ion Advisors, LLC | 1.38M | $39.16M | +97.2K | Added |
| 8 | Second Line Capital, LLC | 1.34M | $38.11M | +45.0K | Added |
| 9 | Clarus Group, Inc. | 1.26M | $36.00M | −29.0K | Reduced |
| 10 | Gerber, LLC | 1.23M | $35.02M | +409.9K | Added |
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