CUSIP 30151E715CABANA TARGET 10TDSCQ4 2025
5 filings · latest Jul 28, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 2.79M | $70.57M |
| 2 | Corient Private Wealth LLC | 475.9K | $12.03M |
| 3 | Geowealth Management, LLC | 233.1K | $5.89M |
| 4 | Gts Securities LLC | 76.8K | $1.94M |
| 5 | Aegis Wealth Management, Inc. | 36.4K | $920.4K |
| 6 | Ae Wealth Management LLC | 26.5K | $670.6K |
| 7 | Triad Wealth Partners, LLC | 23.6K | $596.3K |
| 8 | Signal Advisors Wealth, LLC | 14.9K | $377.0K |
| 9 |
| 4 | Jul 11, 2023 | Foundations Investment Advisors, LLC | 13G/A | 70.7% | 12.49M | SEC |
| 5 | Jan 26, 2023 | Foundations Investment Advisors, LLC | 13G | 77.2% | 22.12M | SEC |
| Mutual Advisors, LLC |
| 12.2K |
| $308.3K |
| 10 | Continuum Advisory, LLC | 10.6K | $267.0K |