CUSIP 26922A446OPUS SML CP VLOSCVQ4 2025
Aggregate 13F value by quarter
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73 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 5.77M | $213.77M | +631.4K | Added |
| 2 | Integrated Wealth Concepts LLC | 1.98M | $73.40M | −223.9K | Reduced |
| 3 | Diversified Enterprises, LLC | 1.78M | $66.09M | +83.0K | Added |
| 4 | Guardian Wealth Advisors, LLC / Nc | 1.60M | $59.40M |
| +69.4K |
| Added |
| 5 | Corient Private Wealth LLC | 1.11M | $41.18M | −75.9K | Reduced |
| 6 | Brogan Financial, Inc. | 808.3K | $29.93M | −22.2K | Reduced |
| 7 | Second Line Capital, LLC | 581.0K | $21.52M | +15.6K | Added |
| 8 | Kfg Wealth Management, LLC | 545.1K | $20.18M | +62.2K | Added |
| 9 | First Heartland Consultants, Inc. | 543.9K | $20.14M | −103.8K | Reduced |
| 10 | Raymond James Financial Inc | 543.2K | $20.12M | +366 | Added |
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