CUSIP 74347X633ULTRA FNCLS NEWUYGQ4 2025
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72 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cassaday & Co Wealth Management LLC | 34.8K | $3.19M | 0 | Held |
| 2 | Wealthcare Asset Management, LLC | 28.1K | $2.74M | +28.1K | New Position |
| 3 | Toth Financial Advisory Corp | 29.9K | $2.74M | −5.1K | Reduced |
| 4 | Focus Partners Wealth | 24.2K |
| $2.30M |
| +10.1K |
| Added |
| 5 | Pinnacle Financial Partners, Inc. | 15.0K | $1.38M | +15.0K | New Position |
| 6 | Waverly Advisors, LLC | 10.3K | $940.7K | 0 | Held |
| 7 | Susquehanna International Group, LLP | 10.2K | $939.1K | +4.4K | Added |
| 8 | Chicago Partners Investment Group LLC | 9.8K | $838.9K | +945 | Added |
| 9 | Capital Investment Counsel, Inc | 8.9K | $812.7K | −500 | Reduced |
| 10 | Truist Financial Corp | 7.3K | $671.3K | +3.7K | Added |
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