CUSIP 78249U100US SMALL CAP EQTRUSCQ4 2025
Aggregate 13F value by quarter
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18 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 695.3K | $21.64M | +5.2K | Added |
| 2 | Lpl Financial LLC | 356.1K | $11.08M | +19.0K | Added |
| 3 | Cetera Investment Advisers | 256.5K | $7.98M | +14.4K | Added |
| 4 | Anchor Capital Advisors LLC | 106.2K | $3.31M |
| −1.3K |
| Reduced |
| 5 | Baird Financial Group, Inc. | 63.8K | $1.98M | −116 | Reduced |
| 6 | Envestnet Portfolio Solutions, Inc. | 30.7K | $956.2K | +30.7K | New |
| 7 | Truist Financial Corp | 17.4K | $541.8K | +1.4K | Added |
| 8 | Benjamin Edwards Inc | 15.7K | $488.8K | +29 | Added |
| 9 | Ankerstar Wealth, LLC | 14.0K | $435.3K | +14.0K | New Position |
| 10 | Principal Securities, Inc. | 10.5K | $326.0K | −4.1K | Reduced |
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