CUSIP 33740U596VEST US EQU ENHAXAPRQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
27 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 195.9K | $7.14M | −1.5K | Reduced |
| 2 | Cetera Investment Advisers | 182.0K | $6.63M | −12.2K | Reduced |
| 3 | Harbour Investments, Inc. | 82.9K | $3.02M | +40.6K | Added |
| 4 | Kestra Advisory Services, LLC | 37.0K | $1.35M |
| −2.1K |
| Reduced |
| 5 | Osaic Holdings, Inc. | 31.8K | $1.16M | −8.2K | Reduced |
| 6 | Old Mission Capital LLC | 29.9K | $1.09M | +29.9K | New |
| 7 | Creativeone Wealth, LLC | 24.9K | $906.4K | −2.4K | Reduced |
| 8 | Signal Advisors Wealth, LLC | 22.3K | $814.0K | +15.3K | Added |
| 9 | Uptick Partners, LLC | 17.1K | $624.1K | 0 | Held |
| 10 | Vestgen Investment Management | 16.3K | $595.2K | +2.4K | Added |
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