CUSIP 78464A672PORTFLI INTRMDITSPTIQ4 2025
Aggregate 13F value by quarter
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401 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 48.81M | $1.41B | +1.72M | Added |
| 2 | Financial Engines Advisors L.L.C. | 44.09M | $1.27B | +3.01M | Added |
| 3 | Bank Of America Corp /De/ | 14.38M | $414.60M | −3.51M | Reduced |
| 4 | Mather Group, LLC. | 11.32M | $326.38M |
| +587.7K |
| Added |
| 5 | Richard Bernstein Advisors LLC | 7.95M | $229.16M | −78.1K | Reduced |
| 6 | Ameriprise Financial Inc | 6.84M | $197.16M | −323.9K | Reduced |
| 7 | Envestnet Asset Management Inc | 6.15M | $177.47M | +192.9K | Added |
| 8 | Merit Financial Group, LLC | 5.76M | $166.06M | +377.3K | Added |
| 9 | Globalt Investments LLC / Ga | 5.62M | $162.13M | +33.2K | Added |
| 10 | One Day In July LLC | 4.87M | $140.32M | +501.7K | Added |
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