CUSIP 26923N546TAPPALPHA INNVTNTDAQQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
5 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Summit Financial, LLC | 41.8K | $1.09M | +41.8K | New |
| 2 | Milestone Asset Management Group, LLC | 11.8K | $307.5K | +11.8K | New |
| 3 | Steward Partners Investment Advisory, LLC | 2.6K | $66.7K | +2.6K | New |
| 4 | Ubs Group AG | 202 | $5.3K |
| +202 |
| New |
| 5 | Pin Oak Investment Advisors Inc | 50 | $1 | 0 | Held |