CUSIP 31423L503MDT LARGE CAPFLCCQ4 2025
6 filings · latest Oct 10, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bluestem Wealth Partners, LLC | 406.4K | $13.20M |
| 2 | Delta Investment Management, LLC | 132.4K | $4.30M |
| 3 | Victory Financial Group, LLC | 106.8K | $3.47M |
| 4 | Cox Capital Mgt LLC | 78.9K | $2.59M |
| 5 | Truist Financial Corp | 49.6K | $1.61M |
| 6 | Steward Partners Investment Advisory, LLC | 31.1K | $1.01M |
| 7 | &Partners | 23.9K | $778.0K |
| 8 | Davenport & Co LLC | 20.8K | $675.4K |
| 9 |
| 4 | Mar 7, 2025 | Truist Financial Corp | 13G/A | 24.3% | 153.2K | SEC |
| 5 | Feb 6, 2025 | Truist Financial Corp | 13G/A | 38.0% | 153.8K | SEC |
| 6 | Jan 7, 2025 | Truist Financial Corp | 13G | 46.1% | 165.9K | SEC |
| Envestnet Asset Management Inc |
| 20.7K |
| $673.5K |
| 10 | Wealth Enhancement Advisory Services, LLC | 17.5K | $579.9K |