CUSIP 74347B581SP500 EX ENRGYSPXEQ4 2025
Aggregate 13F value by quarter
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31 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bwm Planning, LLC | 139.2K | $10.28M | 0 | Held |
| 2 | Goldman Sachs Group Inc | 118.0K | $8.72M | 0 | Held |
| 3 | Jpmorgan Chase & Co | 52.2K | $3.86M | +150 | Added |
| 4 | Pathstone Holdings, LLC | 41.1K | $3.03M |
| +230 |
| Added |
| 5 | Lpl Financial LLC | 27.7K | $2.05M | +1.4K | Added |
| 6 | Equitable Holdings, Inc. | 16.0K | $1.18M | −1.4K | Reduced |
| 7 | Bank Of America Corp /De/ | 15.0K | $1.11M | −2.7K | Reduced |
| 8 | Mather Group, LLC. | 10.2K | $753.6K | 0 | Held |
| 9 | Private Advisor Group, LLC | 9.8K | $723.5K | 0 | Held |
| 10 | Ep Wealth Advisors, LLC | 8.4K | $620.0K | +44 | Added |
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