CUSIP 808524508US MID-CAP ETFSCHMQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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968 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 57.97M | $1.74B | −837.4K | Reduced |
| 2 | Creative Planning | 30.44M | $915.22M | +908.4K | Added |
| 3 | Northwestern Mutual Wealth Management Co | 10.93M | $328.74M | +459.5K | Added |
| 4 | Moneta Group Investment Advisors LLC | 10.67M |
| $320.83M |
| +648.1K |
| Added |
| 5 | Advisory Alpha, LLC | 8.36M | $251.24M | −587.2K | Reduced |
| 6 | Hightower Advisors, LLC | 6.95M | $209.01M | −3.83M | Reduced |
| 7 | Wealth Enhancement Advisory Services, LLC | 5.75M | $180.51M | +15.3K | Added |
| 8 | Cerity Partners LLC | 5.44M | $163.52M | +1.5K | Added |
| 9 | Legacy Wealth Management, Inc | 4.32M | $129.88M | +114.4K | Added |
| 10 | Jones Financial Companies Lllp | 3.49M | $105.12M | +964.1K | Added |
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