CUSIP 33740F185FT VEST US EQTRSSEQ4 2025
7 filings · latest Jan 20, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Keystone Wealth Services, LLC | 1.05M | $54.68M |
| 2 | Commonwealth Equity Services, LLC | 296.3K | $6.34M |
| 3 | Envestnet Asset Management Inc | 133.7K | $2.86M |
| 4 | Truist Financial Corp | 133.4K | $2.86M |
| 5 | Cetera Investment Advisers | 106.6K | $2.28M |
| 6 | Maia Wealth LLC | 94.3K | $2.08M |
| 7 | Noble Wealth Management Pbc | 84.9K | $1.82M |
| 8 | Advisory Services Network, LLC | 49.1K | $1.05M |
| 9 |
| 4 | Jan 23, 2025 | Truist Financial Corp | 13G/A | 15.4% | 161.2K | SEC |
| 5 | Dec 5, 2024 | Truist Financial Corp | 13G/A | 16.5% | 165.1K | SEC |
| 6 | Nov 7, 2024 | Truist Financial Corp | 13G/A | 25.4% | 165.3K | SEC |
| 7 | Oct 7, 2024 | Truist Financial Corp | 13G | 50.6% | 151.8K | SEC |
| Susquehanna International Group, LLP |
| 47.0K |
| $1.01M |
| 10 | Secured Retirement Advisors, LLC | 34.7K | $742.7K |