CUSIP 808524763FUNDAMENTAL US SFNDAQ4 2025
Aggregate 13F value by quarter
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445 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 179.44M | $5.65B | −781.9K | Reduced |
| 2 | Waddell & Associates, LLC | 2.82M | $88.98M | +41.5K | Added |
| 3 | Steele Capital Management, Inc. | 2.05M | $64.50M | +81.7K | Added |
| 4 | Prairiewood Capital, LLC | 1.99M | $62.70M |
| +158.8K |
| Added |
| 5 | Clarius Group, LLC | 1.89M | $59.55M | −29.4K | Reduced |
| 6 | Vantagepoint Investment Advisers LLC | 1.57M | $49.35M | 0 | Held |
| 7 | Ubs Group AG | 1.43M | $45.03M | +76.9K | Added |
| 8 | Morgan Stanley | 1.28M | $40.44M | −4.2K | Reduced |
| 9 | Moller Wealth Partners | 1.22M | $38.37M | −16.7K | Reduced |
| 10 | Riverpoint Wealth Management Holdings, LLC | 1.14M | $36.01M | +22.3K | Added |
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