CUSIP 74347R693PSHS ULTRA TECHROMQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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62 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Gotham Asset Management, LLC | 171.8K | $16.20M | 0 | Held |
| 2 | Tyche Wealth Partners LLC | 77.7K | $7.33M | −207 | Reduced |
| 3 | Envestnet Asset Management Inc | 46.9K | $4.42M | +5.4K | Added |
| 4 | Wealthcare Asset Management, LLC | 31.6K | $2.98M |
| +31.6K |
| New Position |
| 5 | Harbour Investments, Inc. | 30.6K | $2.89M | 0 | Held |
| 6 | Commonwealth Equity Services, LLC | 20.1K | $1.90M | −682 | Reduced |
| 7 | Kestra Advisory Services, LLC | 18.2K | $1.71M | +686 | Added |
| 8 | Dale Q Rice Investment Management Ltd | 14.5K | $1.37M | −209 | Reduced |
| 9 | Retirement Planning Co Of New England, Inc. | 13.7K | $1.29M | −358 | Reduced |
| 10 | Osaic Holdings, Inc. | 10.8K | $1.02M | +3.5K | Added |
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