CUSIP 74006E736IMPACT LARGE CAPPRXGQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Eversource Wealth Advisors, LLC | 1.35M | $49.20M | +312.6K | Added |
| 2 | Lifeguide Financial Advisors, LLC | 137.3K | $5.00M | +35.0K | Added |
| 3 | Smartleaf Asset Management LLC | 90.8K | $3.34M | −1.4K | Reduced |
| 4 | Kestra Advisory Services, LLC | 80.3K | $2.93M |
| +7.9K |
| Added |
| 5 | Cornerstone Financial Management LLC | 20.6K | $752.3K | +20.6K | New Position |
| 6 | Harbour Investments, Inc. | 17.4K | $635.9K | +8.0K | Added |
| 7 | Strategic Blueprint, LLC | 12.0K | $436.7K | +1.4K | Added |
| 8 | Lgt Financial Advisors LLC | 2.3K | $82.4K | 0 | Held |
| 9 | Natural Investments, LLC | 28.2K | $1.0K | +14.3K | Added |
| 10 | Ubs Group AG | 21 | $767 | +21 | New |