CUSIP 33738D846FT VEST DJIADOGGQ4 2025
Aggregate 13F value by quarter
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45 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 441.7K | $9.18M | +180.7K | Added |
| 2 | Next Level Private LLC | 81.1K | $1.68M | +24.4K | Added |
| 3 | Capital Investment Advisory Services, LLC | 75.4K | $1.57M | +7.4K | Added |
| 4 | Silver Oak Securities, Incorporated | 68.5K | $1.43M |
| +1.7K |
| Added |
| 5 | Cambridge Advisors Inc. | 51.8K | $1.08M | −725 | Reduced |
| 6 | Commonwealth Equity Services, LLC | 45.5K | $946.5K | −3.5K | Reduced |
| 7 | Osaic Holdings, Inc. | 44.9K | $934.1K | −3.2K | Reduced |
| 8 | Arax Advisory Partners | 39.2K | $814.9K | +39.2K | New |
| 9 | Integrated Wealth Concepts LLC | 36.1K | $750.8K | +9.8K | Added |
| 10 | Gladstone Institutional Advisory LLC | 34.6K | $719.8K | +34.6K | New |
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