CUSIP 26922A453CLEARSHS ULTRAOPERQ4 2025
Aggregate 13F value by quarter
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22 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | U.S. Capital Wealth Advisors, LLC | 267.7K | $26.77M | +14.1K | Added |
| 2 | Envestnet Asset Management Inc | 151.0K | $15.10M | −6.9K | Reduced |
| 3 | Apollon Wealth Management, LLC | 82.8K | $8.29M | −10.9K | Reduced |
| 4 | Signet Financial Management, LLC | 35.6K |
| $3.56M |
| +1.7K |
| Added |
| 5 | Silver Oak Securities, Incorporated | 35.0K | $3.50M | −14.3K | Reduced |
| 6 | Citadel Advisors LLC | 21.5K | $2.15M | −13.3K | Reduced |
| 7 | Teramo Advisors, LLC | 20.0K | $2.00M | −10.0K | Reduced |
| 8 | Retirement Planning Group, LLC | 17.0K | $1.70M | +2.2K | Added |
| 9 | Blueprint Investment Partners LLC | 14.5K | $1.45M | −1.7K | Reduced |
| 10 | Insight Wealth Partners, LLC | 10.0K | $998.9K | −767 | Reduced |
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