CUSIP 26922B444APTUS LRG CAP UPUPSDQ4 2025
Aggregate 13F value by quarter
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24 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 1.99M | $53.37M | +206.6K | Added |
| 2 | Park Place Capital Corp | 528.4K | $14.15M | +28.1K | Added |
| 3 | Waterloo Capital, L.P. | 407.7K | $10.92M | +9.7K | Added |
| 4 | Signal Advisors Wealth, LLC | 346.6K | $9.28M |
| +64.1K |
| Added |
| 5 | Uniting Wealth Partners, LLC | 249.9K | $6.69M | +44.2K | Added |
| 6 | Financial Guidance Group, Inc. | 139.8K | $3.74M | +12.4K | Added |
| 7 | Maripau Wealth Management LLC | 119.4K | $3.20M | +4.0K | Added |
| 8 | Lord & Richards Wealth Management, LLC | 103.9K | $2.78M | +35.8K | Added |
| 9 | Cushing Capital Partners, LLC | 89.0K | $2.38M | +10.0K | Added |
| 10 | Silver Oak Securities, Incorporated | 84.9K | $2.30M | +5.2K | Added |
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