CUSIP 69374H238S&P 500 QUALITYLCOWQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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7 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Truist Financial Corp | 215.0K | $5.15M | +5.7K | Added |
| 2 | Insight Advisors, LLC/ Pa | 172.3K | $4.12M | +6.5K | Added |
| 3 | Cetera Investment Advisers | 40.8K | $975.5K | +27.1K | Added |
| 4 | Envestnet Asset Management Inc | 14.5K | $347.8K |
| +410 |
| Added |
| 5 | Smith, Moore & Co. | 12.8K | $305.8K | +450 | Added |
| 6 | Kestra Advisory Services, LLC | 1.1K | $25.1K | +1.1K | New |
| 7 | Ubs Group AG | 504 | $12.1K | +504 | New |