CUSIP 74347B607INVT INT RT HGIGHGQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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61 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 286.4K | $22.46M | −31.5K | Reduced |
| 2 | Lpl Financial LLC | 246.0K | $19.29M | +7.5K | Added |
| 3 | Ameriprise Financial Inc | 234.5K | $18.39M | −1.2K | Reduced |
| 4 | Bank Of America Corp /De/ | 194.6K | $15.26M |
| −396 |
| Reduced |
| 5 | Wells Fargo & Company/Mn | 183.1K | $14.36M | +2.0K | Added |
| 6 | Ubs Group AG | 102.2K | $8.02M | +2.6K | Added |
| 7 | Stephens Inc /Ar/ | 64.5K | $5.06M | +5.6K | Added |
| 8 | Northrock Partners, LLC | 48.7K | $3.82M | +5.5K | Added |
| 9 | Osaic Holdings, Inc. | 43.0K | $3.37M | −8.9K | Reduced |
| 10 | Certified Advisory Corp | 42.9K | $3.36M | +31.9K | Added |
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