CUSIP 78468R697S&P KENSHO INTLGSIMSQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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13 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sfi Advisors, LLC | 12.3K | $518.0K | −233 | Reduced |
| 2 | Cary Street Partners Financial LLC | 9.9K | $416.7K | −412 | Reduced |
| 3 | Comprehensive Money Management Services LLC | 9.6K | $404.3K | 0 | Held |
| 4 | Hightower Advisors, LLC | 4.9K | $206.6K |
| 0 |
| Held |
| 5 | Bank Of America Corp /De/ | 2.7K | $112.8K | −178 | Reduced |
| 6 | Geneos Wealth Management Inc. | 600 | $25.2K | +600 | New |
| 7 | Farther Finance Advisors, LLC | 506 | $21.2K | +1 | Added |
| 8 | Osaic Holdings, Inc. | 354 | $14.9K | +113 | Added |
| 9 | Pacific Center For Financial Services | 224 | $9.5K | 0 | Held |
| 10 | Steigerwald, Gordon & Koch Inc. | 100 | $4.2K | 0 | Held |
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