CUSIP 41653L875STRATEGIC INCOMEHFSIQ4 2025
Aggregate 13F value by quarter
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54 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth Management Co | 1.79M | $63.48M | +1.79M | New |
| 2 | Hartford Funds Management Co LLC | 1.57M | $55.75M | 0 | Held |
| 3 | Bleakley Financial Group, LLC | 655.0K | $23.24M | +655.0K | New |
| 4 | Retirement Management Systems Inc. | 652.5K |
| $23.15M |
| +652.5K |
| New Position |
| 5 | Modern Wealth Management, LLC | 630.5K | $22.37M | +112.3K | Added |
| 6 | Raymond James Financial Inc | 531.9K | $18.87M | +521.6K | Added |
| 7 | Osaic Holdings, Inc. | 441.7K | $15.67M | +155.7K | Added |
| 8 | Centric Wealth Management | 385.9K | $13.72M | +16.0K | Added |
| 9 | New England Capital Financial Advisors LLC | 316.0K | $11.21M | +316.0K | New |
| 10 | Stifel Financial Corp | 221.8K | $7.87M | +115 | Added |
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