CUSIP 53656F268WAHED DOW JONESUMMAQ4 2025
Aggregate 13F value by quarter
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30 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Rfg Advisory, LLC | 267.3K | $7.91M | +51.4K | Added |
| 2 | Mercer Global Advisors Inc /Adv | 111.1K | $3.29M | +38.1K | Added |
| 3 | Citadel Advisors LLC | 78.7K | $2.33M | +32.0K | Added |
| 4 | Wealth Enhancement Advisory Services, LLC | 57.5K | $1.79M |
| −10.1K |
| Reduced |
| 5 | Susquehanna International Group, LLP | 51.3K | $1.52M | −1.6K | Reduced |
| 6 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 48.3K | $1.43M | 0 | Held |
| 7 | Morgan Stanley | 47.0K | $1.39M | +45.2K | Added |
| 8 | Apollon Wealth Management, LLC | 28.8K | $853.1K | +177 | Added |
| 9 | Sageoak Financial, LLC | 25.4K | $752.8K | −838 | Reduced |
| 10 | Farther Finance Advisors, LLC | 24.2K | $715.4K | +7.5K | Added |
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