CUSIP 808524631HIGH YIELD BD ETSCYBQ4 2025
Aggregate 13F value by quarter
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114 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Tidal Investments LLC | 1.15M | $30.31M | −467.4K | Reduced |
| 2 | Cornerstone Enterprises, LLC | 582.5K | $15.39M | +582.5K | New |
| 3 | Charles Schwab Trust Co | 434.9K | $11.49M | +14.1K | Added |
| 4 | Dahring | Cusmano LLC | 323.2K | $8.54M |
| +44.4K |
| Added |
| 5 | Jones Financial Companies Lllp | 246.6K | $6.51M | +144.1K | Added |
| 6 | Strategic Financial Planning, Inc. | 237.5K | $6.28M | +8.8K | Added |
| 7 | Breakthru Advisory Services, LLC | 229.3K | $6.06M | +26.1K | Added |
| 8 | L2 Asset Management, LLC | 229.2K | $6.06M | +7.0K | Added |
| 9 | Principia Wealth Advisory, LLC | 165.7K | $4.38M | +47.5K | Added |
| 10 | Gts Securities LLC | 145.3K | $3.84M | +145.3K | New |
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