CUSIP 701769606VALUE SELECT ETFPRVSQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
12 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 34.7K | $970.6K | +34.7K | New |
| 2 | Wealth Enhancement Advisory Services, LLC | 32.1K | $938.3K | +32.1K | New |
| 3 | Hill Island Financial LLC | 14.9K | $417.6K | +904 | Added |
| 4 | Ethic Inc. | 12.1K | $339.2K |
| −40 |
| Reduced |
| 5 | Commonwealth Equity Services, LLC | 10.9K | $304.9K | +10.9K | New |
| 6 | Vise Technologies, Inc. | 8.7K | $243.3K | +8.7K | New |
| 7 | Jpmorgan Chase & Co | 3.5K | $97.0K | −1.8K | Reduced |
| 8 | Quattro Advisors LLC | 3.2K | $89.1K | +3.2K | New Position |
| 9 | Harbour Investments, Inc. | 2.1K | $59.5K | −398 | Reduced |
| 10 | Blackrock, Inc. | 1.1K | $32.2K | +1.1K | New |
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