CUSIP 26923N108AMERICAN CONSERACVFQ4 2025
Aggregate 13F value by quarter
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48 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 164.4K | $8.12M | −2.6K | Reduced |
| 2 | Worthpointe, LLC | 95.9K | $4.74M | +95.9K | New |
| 3 | Encompass More Asset Management | 40.9K | $2.02M | +14.9K | Added |
| 4 | Commonwealth Equity Services, LLC | 40.6K | $2.01M |
| −3.4K |
| Reduced |
| 5 | Ae Wealth Management LLC | 37.0K | $1.83M | +5.4K | Added |
| 6 | Toptier Wealth Management, LLC | 31.0K | $1.53M | +31.0K | New Position |
| 7 | Mml Investors Services, LLC | 30.7K | $1.52M | +5.7K | Added |
| 8 | Morgan Stanley | 28.6K | $1.41M | +50 | Added |
| 9 | Envestnet Asset Management Inc | 28.3K | $1.40M | −74 | Reduced |
| 10 | Brookstone Capital Management | 24.5K | $1.21M | +986 | Added |
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