Institutional Ownership
Spend Life Wisely Funds Invt
CUSIP 75281Y867WISDOM SHORT DURQ1 2026
Institutional Holders
4
13F filers
Shares Held
19.0K
Aggregate institutional
Institutional Value
$1.91M
Q1 2026
Net New Holders
+4
4 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased0
Decreased0
Sold out0
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 5.2K | $523.3K | +5.2K | New |
| 2 | Mml Investors Services, LLC | 5.0K | $498.8K | +5.0K | New |
| 3 | Jane Street Group, LLC | 4.8K | $485.7K | +4.8K | New |
| 4 | Delos Wealth Advisors, LLC | 4.0K | $401.5K | +4.0K | New |