CUSIP 37954Y806ALTERNATIVE INCMALTYQ4 2025
Aggregate 13F value by quarter
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23 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 414.2K | $4.94M | +21.3K | Added |
| 2 | Kingswood Wealth Advisors, LLC | 52.6K | $627.4K | −8.7K | Reduced |
| 3 | Kingsview Wealth Management, LLC | 42.2K | $503.0K | +11.2K | Added |
| 4 | Bank Of America Corp /De/ | 42.1K | $502.5K |
| +11.3K |
| Added |
| 5 | Triumph Capital Management | 29.2K | $348.7K | −502 | Reduced |
| 6 | Mercer Global Advisors Inc /Adv | 26.7K | $318.2K | 0 | Held |
| 7 | Truist Financial Corp | 24.3K | $290.5K | −3.1K | Reduced |
| 8 | Envestnet Asset Management Inc | 22.6K | $269.6K | −2.8K | Reduced |
| 9 | Wealth Enhancement Advisory Services, LLC | 19.5K | $234.3K | +19.5K | New |
| 10 | Kovack Advisors, Inc. | 13.0K | $154.9K | −2.6K | Reduced |
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