CUSIP 74349Y753SHORT S&P 500 NESHQ4 2025
Aggregate 13F value by quarter
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108 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Stack Financial Management, Inc | 2.51M | $90.29M | +2.51M | New |
| 2 | Ubs Group AG | 558.4K | $20.12M | −1.08M | Reduced |
| 3 | Stratos Wealth Advisors, LLC | 491.2K | $17.70M | +491.2K | New |
| 4 | Focus Partners Wealth | 407.3K | $14.67M |
| +12.7K |
| Added |
| 5 | Citadel Advisors LLC | 376.0K | $13.55M | +376.0K | New |
| 6 | Axxcess Wealth Management, LLC | 284.2K | $10.24M | +36.1K | Added |
| 7 | Morgan Stanley | 259.6K | $9.35M | −424.3K | Reduced |
| 8 | Cpr Investments Inc. | 202.9K | $7.31M | +648 | Added |
| 9 | Newedge Advisors, LLC | 168.3K | $6.06M | +31.0K | Added |
| 10 | One Plus One Wealth Management, LLC | 168.2K | $6.06M | −12.6K | Reduced |
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