CUSIP 37954Y889S&P 500 CATHOLICCATHQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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198 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fund Evaluation Group, LLC | 685.7K | $56.38M | −47.6K | Reduced |
| 2 | Central Trust Co | 554.4K | $45.59M | −2.7K | Reduced |
| 3 | Morgan Stanley | 512.4K | $42.14M | +39.7K | Added |
| 4 | Bank Of America Corp /De/ | 431.9K | $35.51M |
| −134.0K |
| Reduced |
| 5 | Truist Financial Corp | 272.1K | $22.37M | −280 | Reduced |
| 6 | Bcm Advisors, LLC | 236.6K | $19.60M | +470 | Added |
| 7 | Wells Fargo & Company/Mn | 169.5K | $13.93M | −40.7K | Reduced |
| 8 | Lpl Financial LLC | 148.4K | $12.20M | +104 | Added |
| 9 | Corient Private Wealth LLC | 147.4K | $12.12M | +84.5K | Added |
| 10 | Fort Washington Investment Advisors Inc /Oh/ | 146.9K | $12.08M | +2.8K | Added |
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