CUSIP 72201R577ULTRA SHORT GOVTBILZQ4 2025
Aggregate 13F value by quarter
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95 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 1.00M | $101.11M | −184.6K | Reduced |
| 2 | Allianz Asset Management Gmbh | 928.8K | $93.59M | +124.9K | Added |
| 3 | Captrust Financial Advisors | 715.4K | $72.09M | +78.3K | Added |
| 4 | Beacon Capital Management, LLC | 596.2K | $60.07M |
| −44.3K |
| Reduced |
| 5 | Summit Financial Wealth Advisors, LLC | 276.8K | $27.89M | +67.4K | Added |
| 6 | Walled Lake Planning & Wealth Management, LLC | 264.2K | $26.62M | +13.1K | Added |
| 7 | Lpl Financial LLC | 224.6K | $22.64M | −100.2K | Reduced |
| 8 | Goldman Sachs Group Inc | 193.6K | $19.51M | −4.8K | Reduced |
| 9 | Access Financial Services, Inc. | 145.9K | $14.71M | −7.3K | Reduced |
| 10 | Parallel Advisors, LLC | 134.4K | $13.54M | −65.4K | Reduced |
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