CUSIP 74348A566MERGER ETFMRGRQ4 2025
6 filings · latest Oct 8, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Harbour Investments, Inc. | 29.4K | $1.31M |
| 2 | Exencial Wealth Advisors, LLC | 27.2K | $1.21M |
| 3 | Syntegra Private Wealth Group, LLC | 21.2K | $942.6K |
| 4 | Royal Bank Of Canada | 21.0K | $934.0K |
| 5 | Creative Planning | 19.3K | $858.2K |
| 6 | Ethos Financial Group, LLC | 8.1K | $359.5K |
| 7 | Susquehanna International Group, LLP | 5.5K | $243.7K |
| 8 | Kestra Advisory Services, LLC | 4.8K | $212.1K |
| 9 |
| 4 | Feb 12, 2025 | Exencial Wealth Advisors, LLC | 13G/A | 8.9% | 24.5K | SEC |
| 5 | Nov 1, 2024 | Exencial Wealth Advisors, LLC | 13G | 7.1% | — | SEC |
| 6 | Feb 14, 2024 | Exencial Wealth Advisors, LLC | 13G | 8.5% | 21.2K | SEC |
| City Center Advisors, LLC |
| 4.7K |
| $206.9K |
| 10 | Osaic Holdings, Inc. | 2.2K | $99.6K |