CUSIP 74347R404PSHS ULT MCAP400MVVQ4 2025
Aggregate 13F value by quarter
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21 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cassaday & Co Wealth Management LLC | 62.5K | $4.36M | 0 | Held |
| 2 | Creative Planning | 25.6K | $1.78M | +900 | Added |
| 3 | Integrated Advisors Network LLC | 9.1K | $637.5K | +1.3K | Added |
| 4 | Harvest Investment Services, LLC | 5.1K | $355.5K |
| −145 |
| Reduced |
| 5 | Lido Advisors, LLC | 5.0K | $344.6K | 0 | Held |
| 6 | Corient Private Wealth LLC | 3.6K | $249.3K | 0 | Held |
| 7 | Kingsview Wealth Management, LLC | 3.1K | $214.3K | −36 | Reduced |
| 8 | Osaic Holdings, Inc. | 3.0K | $211.1K | −35 | Reduced |
| 9 | Tucker Asset Management LLC | 527 | $36.7K | +527 | New |
| 10 | Tower Research Capital LLC (Trc) | 526 | $36.7K | −4.6K | Reduced |
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