CUSIP 33740U497FT VEST US EQUITDECMQ4 2025
Aggregate 13F value by quarter
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36 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Precedent Wealth Partners, LLC | 297.8K | $9.78M | +58.3K | Added |
| 2 | Kestra Advisory Services, LLC | 75.1K | $2.47M | +9.4K | Added |
| 3 | Commonwealth Equity Services, LLC | 57.6K | $1.89M | −160.6K | Reduced |
| 4 | Envestnet Asset Management Inc | 34.5K | $1.13M |
| +21.6K |
| Added |
| 5 | Mariner, LLC | 31.0K | $1.02M | +31.0K | New |
| 6 | Atria Investments, Inc | 31.0K | $1.02M | +1.4K | Added |
| 7 | Madrona Financial Services, LLC | 26.2K | $859.2K | +14.3K | Added |
| 8 | Susquehanna International Group, LLP | 23.9K | $785.3K | −25.9K | Reduced |
| 9 | Clear Creek Financial Management, LLC | 21.6K | $708.6K | −50 | Reduced |
| 10 | Hbw Advisory Services LLC | 17.5K | $574.0K | +7.6K | Added |
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