CUSIP 78463X426MSCI EMRG MKTSQEMMQ4 2025
Aggregate 13F value by quarter
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33 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 124.3K | $8.22M | +7.1K | Added |
| 2 | Premier Path Wealth Partners, LLC | 45.4K | $3.00M | −1.7K | Reduced |
| 3 | Cabot Wealth Management Inc | 35.1K | $2.32M | +3.4K | Added |
| 4 | Old Mission Capital LLC | 29.4K | $1.94M |
| −3.5K |
| Reduced |
| 5 | Wealth Enhancement Advisory Services, LLC | 12.4K | $850.8K | +78 | Added |
| 6 | Jane Street Group, LLC | 12.6K | $834.2K | +9.2K | Added |
| 7 | Aspiriant, LLC | 12.1K | $799.9K | 0 | Held |
| 8 | Ariadne Wealth Management, LP | 8.7K | $631.8K | −1.0K | Reduced |
| 9 | Equitable Holdings, Inc. | 7.2K | $477.1K | −6 | Reduced |
| 10 | Western Wealth Management, LLC | 6.8K | $450.7K | +6.8K | New |
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