CUSIP 26922B774MCELHENNY SHEFLDMSMRQ4 2025
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14 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mcelhenny Sheffield Capital Management, LLC | 3.09M | $107.52M | +85.1K | Added |
| 2 | Aptus Capital Advisors, LLC | 249.5K | $8.69M | +40.9K | Added |
| 3 | United Advisor Group, LLC | 216.3K | $7.54M | +6.9K | Added |
| 4 | Heritage Oak Wealth Advisors LLC | 55.4K | $1.93M |
| −9.9K |
| Reduced |
| 5 | Cerity Partners LLC | 45.4K | $1.58M | 0 | Held |
| 6 | Worthpointe, LLC | 44.0K | $1.53M | +4.4K | Added |
| 7 | Accurate Wealth Management, LLC | 24.9K | $878.3K | +13.4K | Added |
| 8 | Symphony Financial, Ltd. Co. | 15.7K | $545.6K | +15.7K | New |
| 9 | Signal Advisors Wealth, LLC | 14.4K | $502.7K | +2.3K | Added |
| 10 | Citadel Advisors LLC | 8.3K | $290.8K | −169 | Reduced |
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