CUSIP 78464A839S&P 400 MDCP VALMDYVQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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374 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 2.06M | $181.40M | −78.7K | Reduced |
| 2 | Northrock Partners, LLC | 1.30M | $110.36M | −17.0K | Reduced |
| 3 | Financial Engines Advisors L.L.C. | 1.25M | $106.16M | −24.8K | Reduced |
| 4 | Lpl Financial LLC | 1.05M |
| $89.19M |
| +12.7K |
| Added |
| 5 | Avantax Planning Partners, Inc. | 893.4K | $75.63M | +59.1K | Added |
| 6 | Ae Wealth Management LLC | 858.8K | $72.70M | +197.1K | Added |
| 7 | Lutz Financial Services LLC | 783.4K | $66.32M | +57.3K | Added |
| 8 | Morgan Stanley | 643.5K | $54.47M | −22.8K | Reduced |
| 9 | Fas Wealth Partners, Inc. | 610.8K | $51.71M | +11.3K | Added |
| 10 | Tiaa Trust, National Association | 531.7K | $45.01M | −1.4K | Reduced |
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