CUSIP 78463X152S&P NORTH AMERNANRQ4 2025
Aggregate 13F value by quarter
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121 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 5.50M | $373.25M | −212.4K | Reduced |
| 2 | Assetmark, Inc | 432.0K | $29.30M | −45.7K | Reduced |
| 3 | Capital Wealth Management, LLC | 336.8K | $22.84M | −8.7K | Reduced |
| 4 | Lpl Financial LLC | 293.9K | $19.93M |
| +4.8K |
| Added |
| 5 | Morgan Stanley | 257.7K | $17.48M | +6.8K | Added |
| 6 | Cornerstone Planning Group LLC | 188.2K | $15.01M | +188.2K | Added |
| 7 | Steward Partners Investment Advisory, LLC | 220.6K | $14.96M | +7.9K | Added |
| 8 | Baird Financial Group, Inc. | 212.8K | $14.43M | +3.7K | Added |
| 9 | Franklin Resources Inc | 183.4K | $12.44M | +1.6K | Added |
| 10 | Xml Financial, LLC | 124.1K | $8.42M | −7.0K | Reduced |
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