CUSIP 26922B451APTUS DEFERRED IDEFRQ4 2025
Aggregate 13F value by quarter
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23 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 1.70M | $45.48M | +539.5K | Added |
| 2 | Park Place Capital Corp | 245.3K | $6.55M | +27.0K | Added |
| 3 | Waterloo Capital, L.P. | 159.8K | $4.27M | +1.5K | Added |
| 4 | Silver Oak Securities, Incorporated | 127.5K | $3.42M |
| +3.3K |
| Added |
| 5 | Integrated Wealth Concepts LLC | 108.7K | $2.90M | +12.2K | Added |
| 6 | Prime Capital Investment Advisors, LLC | 92.8K | $2.48M | +37.9K | Added |
| 7 | One Plus One Wealth Management, LLC | 82.3K | $2.20M | +1.9K | Added |
| 8 | Regal Investment Advisors LLC | 58.3K | $1.56M | +37.1K | Added |
| 9 | Compass Ion Advisors, LLC | 52.1K | $1.39M | +20.2K | Added |
| 10 | Second Half Financial Partners, LLC | 43.2K | $1.15M | +1.6K | Added |
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