CUSIP 78463X855S&P GBLINF ETFGIIQ4 2025
Aggregate 13F value by quarter
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116 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Architects, LLC | 644.5K | $44.97M | +22.3K | Added |
| 2 | Lpl Financial LLC | 514.6K | $35.90M | +3.8K | Added |
| 3 | Hills Bank & Trust Co | 373.4K | $26.05M | +19.9K | Added |
| 4 | Mariner, LLC | 323.3K | $22.56M |
| Added |
| 5 | Wharton Business Group, LLC | 252.3K | $17.60M | +205 | Added |
| 6 | Tower Trust & Investment Co | 189.7K | $13.23M | +66.2K | Added |
| 7 | Warren Street Wealth Advisors, LLC | 163.3K | $11.40M | +2.0K | Added |
| 8 | Baker Avenue Asset Management, LP | 148.5K | $10.36M | +14.1K | Added |
| 9 | Kovitz Investment Group Partners, LLC | 115.0K | $8.02M | +107.4K | Added |
| 10 | Clark Capital Management Group, Inc. | 86.5K | $6.03M | +1.9K | Added |
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