CUSIP 74006E744IMPACT LARGE CAPPRXVQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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7 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Eversource Wealth Advisors, LLC | 1.38M | $41.72M | +139.7K | Added |
| 2 | Lifeguide Financial Advisors, LLC | 164.8K | $5.03M | +46.4K | Added |
| 3 | Kestra Advisory Services, LLC | 137.7K | $4.17M | +22.5K | Added |
| 4 | Smartleaf Asset Management LLC | 97.6K | $2.98M |
| +64 |
| Added |
| 5 | Parkside Investments, LLC | 12.4K | $375.5K | 0 | Held |
| 6 | Harbour Investments, Inc. | 7.7K | $232.2K | +7.7K | New |
| 7 | Lgt Financial Advisors LLC | 3.0K | $91.8K | 0 | Held |