CUSIP 74347B680S&P MDCP 400 DIVREGLQ4 2025
Aggregate 13F value by quarter
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236 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.25M | $189.43M | −64.7K | Reduced |
| 2 | Coldstream Capital Management Inc | 2.10M | $176.91M | −155.7K | Reduced |
| 3 | Lpl Financial LLC | 704.1K | $59.30M | −38.8K | Reduced |
| 4 | Raymond James Financial Inc | 701.6K | $59.09M |
| +26.1K |
| Added |
| 5 | Northwestern Mutual Wealth Management Co | 575.9K | $48.50M | +15.7K | Added |
| 6 | Bank Of America Corp /De/ | 525.1K | $44.22M | −8.9K | Reduced |
| 7 | Stifel Financial Corp | 485.5K | $40.89M | −389.3K | Reduced |
| 8 | Benjamin Edwards Inc | 403.6K | $33.99M | −335.7K | Reduced |
| 9 | Wells Fargo & Company/Mn | 398.6K | $33.57M | −65.8K | Reduced |
| 10 | Baird Financial Group, Inc. | 297.3K | $25.04M | +8.2K | Added |
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