CUSIP 78433H626FIS BRIGHT PORTQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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7 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 3.20M | $97.15M | +3.20M | New |
| 2 | Creative Financial Designs Inc /Adv | 87.3K | $2.62M | +53.6K | Added |
| 3 | Creativeone Wealth, LLC | 72.5K | $2.18M | −3.12M | Reduced |
| 4 | Bam Wealth Management, LLC | 8.6K | $257.0K |
| +75 |
| Added |
| 5 | Creative Planning | 6.9K | $205.9K | −11.8K | Reduced |
| 6 | Jones Financial Companies Lllp | 1.1K | $33.2K | +1.1K | New |
| 7 | Geowealth Management, LLC | 12 | $360 | 0 | Held |