CUSIP 4642881253YRTB ETFISHGQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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87 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Rock Creek Group, LP | 1.09M | $82.01M | −76.4K | Reduced |
| 2 | Summit Trail Advisors, LLC | 1.07M | $80.40M | −1.28M | Reduced |
| 3 | Newedge Wealth, LLC | 1.01M | $76.09M | +1.01M | New |
| 4 | Royal Bank Of Canada | 369.2K | $27.78M |
| +13.5K |
| Added |
| 5 | Inlight Wealth Management, LLC | 316.3K | $23.79M | +120.1K | Added |
| 6 | Morgan Stanley | 291.5K | $21.94M | −60.9K | Reduced |
| 7 | Checchi Capital Advisers, LLC | 188.4K | $14.18M | +320 | Added |
| 8 | Cascade Financial Partners, LLC | 138.4K | $10.41M | +89.6K | Added |
| 9 | Cibc Private Wealth Group LLC | 127.1K | $9.56M | +50.9K | Added |
| 10 | Sb Capital Management Inc | 116.6K | $8.77M | +116.6K | New Position |
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