CUSIP 72201R569MTG BKD SECS ACTPMBSQ4 2025
Aggregate 13F value by quarter
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70 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Allianz Asset Management Gmbh | 7.04M | $349.85M | +1.67M | Added |
| 2 | Orgel Wealth Management, LLC | 4.73M | $235.06M | +243.7K | Added |
| 3 | Wealth Enhancement Advisory Services, LLC | 1.61M | $80.03M | +47.4K | Added |
| 4 | Advocacy Wealth Management, LLC | 1.28M | $63.58M |
| −59.1K |
| Reduced |
| 5 | Mcnamara Financial Services, Inc. | 435.2K | $21.63M | +435.2K | New |
| 6 | Onedigital Investment Advisors LLC | 422.7K | $21.00M | +207.6K | Added |
| 7 | Lpl Financial LLC | 295.6K | $14.69M | +56.1K | Added |
| 8 | Alliance Private Wealth, LLC | 284.3K | $14.22M | +284.3K | New Position |
| 9 | Integrated Wealth Concepts LLC | 238.8K | $11.87M | +13.8K | Added |
| 10 | Focus Partners Wealth | 205.5K | $10.21M | +205.5K | New |
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