CUSIP 69374H352US SM CAP CASHCAFGQ4 2025
Aggregate 13F value by quarter
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15 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 114.8K | $3.05M | +9.9K | Added |
| 2 | Hightower Advisors, LLC | 57.1K | $1.45M | +2.8K | Added |
| 3 | Commonwealth Equity Services, LLC | 37.5K | $953.5K | −403 | Reduced |
| 4 | Connecticut Capital Management Group, LLC | 35.6K | $904.7K |
| +35.6K |
| New Position |
| 5 | Captrust Financial Advisors | 14.1K | $357.9K | −3.4K | Reduced |
| 6 | Royal Bank Of Canada | 14.0K | $355.0K | −9.5K | Reduced |
| 7 | Davenport & Co LLC | 10.2K | $259.0K | −14.5K | Reduced |
| 8 | Osaic Holdings, Inc. | 3.6K | $91.4K | −2.2K | Reduced |
| 9 | International Assets Investment Management, LLC | 1.5K | $39.3K | +1.5K | New |
| 10 | Signature Equity Partners, LLC | 1.0K | $26.0K | +1.0K | New Position |
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