CUSIP 360876874CONSERVATIVE ETFXRLXQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
8 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 306.4K | $14.08M | −13.5K | Reduced |
| 2 | Gts Securities LLC | 19.6K | $902.2K | +11.8K | Added |
| 3 | Atria Investments, Inc | 9.1K | $419.3K | +249 | Added |
| 4 | Creative Planning | 6.5K | $300.7K |
| 0 |
| Held |
| 5 | Glass Jacobson Investment Advisors LLC | 1.9K | $86.3K | −262 | Reduced |
| 6 | Geneos Wealth Management Inc. | 800 | $36.8K | 0 | Held |
| 7 | Ubs Group AG | 10 | $460 | +10 | New |
| 8 | Steward Partners Investment Advisory, LLC | 1 | $46 | +1 | New |