CUSIP 33740F169FT VEST LADDEREDBUFYQ4 2025
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38 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, LLC | 543.0K | $12.08M | +1.4K | Added |
| 2 | Envestnet Asset Management Inc | 437.7K | $9.73M | +42.8K | Added |
| 3 | Rockefeller Capital Management L.P. | 410.9K | $9.14M | +410.9K | New |
| 4 | Keystone Wealth Services, LLC | 136.0K | $4.72M |
| +136.0K |
| New |
| 5 | Cetera Investment Advisers | 174.3K | $3.88M | +24.4K | Added |
| 6 | Simplicity Wealth,LLC | 107.0K | $2.38M | +5.5K | Added |
| 7 | Assuredpartners Investment Advisors, LLC | 81.0K | $1.80M | +69.8K | Added |
| 8 | Integrated Wealth Concepts LLC | 60.5K | $1.35M | +6.7K | Added |
| 9 | Newedge Advisors, LLC | 55.5K | $1.23M | +22.4K | Added |
| 10 | Mckinley Carter Wealth Services, Inc. | 41.9K | $931.6K | +7.6K | Added |
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