CUSIP 26923N397SMI 3FOURTEEN RERAAQ4 2025
Aggregate 13F value by quarter
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14 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Smi Advisory Services, LLC | 7.42M | $209.32M | +221.7K | Added |
| 2 | Eversource Wealth Advisors, LLC | 363.9K | $10.00M | +26.0K | Added |
| 3 | Gts Securities LLC | 60.0K | $1.65M | +19.6K | Added |
| 4 | Ifp Advisors, Inc | 49.5K | $1.36M |
| −1.2K |
| Reduced |
| 5 | Jt Stratford LLC | 45.4K | $1.25M | +1.6K | Added |
| 6 | Private Advisor Group, LLC | 24.7K | $678.1K | +24.7K | New |
| 7 | Straight Path Wealth Management | 18.6K | $511.0K | +1.1K | Added |
| 8 | Ep Wealth Advisors, LLC | 17.4K | $477.1K | +32 | Added |
| 9 | Tci Wealth Advisors, Inc. | 11.1K | $305.2K | −165 | Reduced |
| 10 | Jacobi Capital Management LLC | 9.3K | $257.0K | +9.3K | New |
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