CUSIP 78463X459S&P GLBDIV ETFWDIVQ4 2025
Aggregate 13F value by quarter
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84 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 344.8K | $26.01M | +7.9K | Added |
| 2 | Lpl Financial LLC | 128.8K | $9.72M | +3.2K | Added |
| 3 | Morgan Stanley | 109.7K | $8.28M | +18.0K | Added |
| 4 | Bank Of America Corp /De/ | 92.8K | $7.00M |
| Added |
| 5 | State Street Corp | 63.6K | $4.80M | +34.6K | Added |
| 6 | Kkm Financial LLC | 55.1K | $4.16M | +55.1K | New |
| 7 | Corient Private Wealth LLC | 50.9K | $3.84M | −902 | Reduced |
| 8 | Ameriprise Financial Inc | 39.0K | $2.95M | −2.9K | Reduced |
| 9 | Wealthspire Advisors, LLC | 35.6K | $2.69M | 0 | Held |
| 10 | Raymond James Financial Inc | 34.1K | $2.58M | +10.1K | Added |
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