CUSIP 808524201US LRG CAP ETFSCHXQ4 2025
Aggregate 13F value by quarter
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1,517 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Us Bancorp \De\ | 201.09M | $5.41B | −4.57M | Reduced |
| 2 | Creative Planning | 83.81M | $2.26B | +3.08M | Added |
| 3 | Moneta Group Investment Advisors LLC | 35.83M | $964.21M | +1.05M | Added |
| 4 | Hbk Sorce Advisory LLC | 34.48M | $939.21M |
| +437.4K |
| Added |
| 5 | Northwestern Mutual Wealth Management Co | 30.98M | $833.81M | +1.55M | Added |
| 6 | Sei Investments Co | 30.97M | $833.50M | −420.4K | Reduced |
| 7 | Sage Financial Group Inc | 23.84M | $641.44M | −1.17M | Reduced |
| 8 | Captrust Financial Advisors | 19.52M | $525.35M | +1.04M | Added |
| 9 | Wealth Enhancement Advisory Services, LLC | 19.09M | $521.82M | −334.2K | Reduced |
| 10 | Cerity Partners LLC | 18.99M | $511.04M | +126.4K | Added |
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