CUSIP 53656F573OVERLAY SHS SHRTOVTQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Holcombe Financial, Inc. | 501.1K | $11.02M | +1.4K | Added |
| 2 | Evolution Wealth Management Inc. | 16.1K | $353.4K | −1.3K | Reduced |
| 3 | Raymond James Financial Inc | 15.6K | $342.4K | 0 | Held |
| 4 | Bluechip Wealth Advisors LLC | 15.2K | $334.0K |
| +15.2K |
| New |
| 5 | Stifel Financial Corp | 11.9K | $260.8K | +11.9K | New |
| 6 | Atlantic Union Bankshares Corp | 8.2K | $179.4K | +186 | Added |
| 7 | Reap Financial Group, LLC | 6.6K | $145.9K | −26 | Reduced |
| 8 | Ae Wealth Management LLC | 2.4K | $51.7K | +1 | Added |
| 9 | Osaic Holdings, Inc. | 237 | $5.2K | 0 | Held |
| 10 | Ubs Group AG | 182 | $4.0K | −3.1K | Reduced |