CUSIP 33740F466FT VEST U.SSMAYQ4 2025
Aggregate 13F value by quarter
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62 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 190.2K | $4.94M | −1.0K | Reduced |
| 2 | Cetera Investment Advisers | 148.8K | $3.86M | −6.4K | Reduced |
| 3 | Mgo One Seven LLC | 117.8K | $3.06M | 0 | Held |
| 4 | Lionshead Wealth Management, LLC | 83.3K | $2.16M |
| −533 |
| Reduced |
| 5 | Westwood Wealth Management | 83.3K | $2.16M | +83.3K | New |
| 6 | Smart Wealth LLC | 69.1K | $1.79M | −6.8K | Reduced |
| 7 | Lpl Financial LLC | 65.6K | $1.70M | +833 | Added |
| 8 | Encompass More Asset Management | 59.3K | $1.54M | −145 | Reduced |
| 9 | Advisory Services Network, LLC | 58.3K | $1.52M | +1.2K | Added |
| 10 | Commonwealth Equity Services, LLC | 57.4K | $1.49M | −3.7K | Reduced |
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