CUSIP 69420N692LADDERED S&P 500PBFRQ4 2025
Aggregate 13F value by quarter
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24 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brucke Financial, Inc. | 629.3K | $18.39M | +17.7K | Added |
| 2 | Vise Technologies, Inc. | 596.9K | $17.44M | +25.9K | Added |
| 3 | Foguth Wealth Management, LLC. | 181.2K | $5.30M | +181.2K | New |
| 4 | Blvd Private Wealth, LLC | 151.9K | $4.44M |
| +40.4K |
| Added |
| 5 | Aa Financial Advisors, LLC | 89.8K | $2.63M | +89.8K | New |
| 6 | Raymond James Financial Inc | 67.5K | $1.97M | +38.7K | Added |
| 7 | Cetera Investment Advisers | 56.5K | $1.65M | +5.3K | Added |
| 8 | Assuredpartners Investment Advisors, LLC | 56.2K | $1.64M | +45.1K | Added |
| 9 | Long Island Wealth Management, Inc. | 36.0K | $1.05M | +560 | Added |
| 10 | Claro Advisors Inc. | 29.2K | $853.6K | +19.4K | Added |
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