CUSIP 26922A594AAM S&P 500SPDVQ4 2025
Aggregate 13F value by quarter
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34 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 350.0K | $12.13M | +52.8K | Added |
| 2 | Cetera Investment Advisers | 174.8K | $6.06M | −12.6K | Reduced |
| 3 | Lpl Financial LLC | 169.1K | $5.86M | +7.7K | Added |
| 4 | Western Wealth Management, LLC | 80.9K | $2.80M |
| +80.9K |
| New |
| 5 | Pine Valley Investments Ltd Liability Co | 58.7K | $2.04M | +1.7K | Added |
| 6 | Aviance Capital Partners, LLC | 32.9K | $1.14M | +1.2K | Added |
| 7 | Ameritas Advisory Services, LLC | 29.6K | $1.03M | −5.6K | Reduced |
| 8 | Stifel Financial Corp | 25.8K | $892.3K | +6.4K | Added |
| 9 | Captrust Financial Advisors | 22.1K | $765.6K | +23 | Added |
| 10 | Citadel Advisors LLC | 17.3K | $598.1K | +17.3K | New |
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