CUSIP 500767736QUADRTC INT RTIVOLQ4 2025
Aggregate 13F value by quarter
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89 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 5.22M | $99.94M | +5.22M | New |
| 2 | Raymond James Financial Inc | 832.1K | $15.94M | −14.1K | Reduced |
| 3 | Wells Fargo & Company/Mn | 660.8K | $12.66M | −140.4K | Reduced |
| 4 | Fourpath Capital Management, LLC | 568.0K | $10.88M |
| −168.3K |
| Reduced |
| 5 | Morgan Stanley | 511.0K | $9.79M | −413.6K | Reduced |
| 6 | One Plus One Wealth Management, LLC | 489.9K | $9.39M | −159.1K | Reduced |
| 7 | Financial Enhancement Group LLC | 488.5K | $9.24M | +15.4K | Added |
| 8 | Cachetech Inc. | 442.6K | $8.48M | +22.3K | Added |
| 9 | Adams Wealth Management | 419.5K | $8.04M | −842 | Reduced |
| 10 | Wealth Enhancement Advisory Services, LLC | 396.4K | $7.59M | +5.8K | Added |
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